From our 5/1/14 webinar with Idealist Consulting and Salesforce.

1. Emerging Solutions:
Salesforce Communities
The webinar will begin shortly.

2. Angela Mahoney
• CRM Project Manager, Idealist Consulting
• Certified Admin, Developer and Sales Cloud Consultant
• On Salesforce platform since 2006
Introductions
Maurice Wasserman
• Account Executive, Public Sector at Salesforce.com
• Works with Higher Education Institutions, Cities, Counties, K12 Districts
and Non-Profit Organizations to help reduce administrative system costs
and people related costs.

3. First…what are they?
Communities combine both business processes
with social networking.
A single org can have multiple communities, accessed from one login.
They can be used for Constituents, Volunteers, Customers, Partners,
Vendors, … visibility/access is controlled through profiles for both
internal and external users... they can be branded.

4. Use Cases
Event promotion and Follow Up
Conversational Promotion
Interoffice communication
Membership forums
Community Building

5. Communities vs Portals
Customer and Partner Communities have the functionality of Customer
and Partner Portals,
But wait - there’s more! Order now and you get:
• Chatter inside communities
• Access to dashboards for partner users in communities
• Use of Site.com to create branded public and private pages
• Management of community members using permission sets

6. Portals
While traditional Portals are no longer available,
for users that currently them,
there is no forecasted date to sunset them.

7. Partner vs Customer Communities

8. Communitie$
Customers and Partners need a license to participate in a Community.
Communities are priced with two different models: Community Members
and Logs Ins per month.
It’s critical to understand the usage habits of your Community so you can
avoid any unpleasant overage charges.
Please talk with your rep to detemine the best pricing model.

9. Deploying Communities
From a technical perspective, setting up Salesforce Communities is
relatively simple.
• Choose a URL
• Check the Enable Communities box
• Have a color palette and some appropriate images,
• Have an idea of objects… and voila!
• You now have a fully functional Salesforce Community that can increase collaboration
and engagement across your entire organization!

14. Deploying Communities
Similar to a college commencement,
where the graduate thinks it’s the end,
when in reality, it’s the beginning,
so it is with Communities.

15. What will your community be about?
Who will use it?
How will they use it?
When will they use it?

16. Who will use it?
How will they use it?
When will they use it?

17. Best Practices
Give Community Members what is important to THEM:
Resist the urge to include everything just because you can. Really hone in on
what is important to your Community and limit tabs to just that.
Brand your Community:
You have options for the look and feel, from out of the box configuration to
using Visual Force for a more customized look. Keep the look and feel
consistent with your brand identity.

18. Best Practices
Limit Access (in a good way):
Determine membership through specific profiles for both internal
and external members. Keep things targeted.
Test your Community:
Before you launch, test drive your new Community with a pre-
selected group of internal and external constituents/members and
act on their feedback.

19. Technology is only as good ...
…as the people involved
Communities provide a way for
members/constituents/customers/partners
to talk with each other – it is very people-centric.
In other words, a successful community is highly dependent on actively
engaged members and therein lies the challenge – this is a company-wide
endeavor, not just IT.

20. Managing Communities
Communities cross many pieces of an organization, from
fundraising/sales to Support to IT.
They need someone to be in charge of their success.
Cue Community Manager, stage right:
Online community managers grow, engage, listen and improve
communities for a brand, cause, or topic.

21. Invest in a Community Manager
To make the Community a success,
internal teams should be aware
and involved in the community.
This can be aided with a Community Manager role.

22. Invest in a Community Manager
A community manager has to understand business needs and
(internal and external) member needs to make sure
the community stays active.
This person should set strategy, measure impact, build engagement,
and ensure that the community brings value.

23. In a nutshell
Salesforce Communities provide an easy way to uplevel your interactions
with constituents, partners, members, etc, but do some careful planning
on who will be involved in your communities, both internally and
externally, so you can create a sustainable, vibrant community that
enhances the experience of all members.

24. Q & A

25. Resources
Power of us Hub
https://powerofus.force.com
Getting Started with Communities
Implementation Guide
(http://bit.ly/1rSOqUg)
Local User Groups
https://success.salesforce.com/userGroups