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Salesforce Community Implementation Guide: Planning

Salesforce Community Implementation

Tips on how to successfully implement the Salesforce Community Cloud. Get it running in easy steps.

When you became acquainted with the peculiarities of Salesforce Community Cloud and have already put your plan into practice, it’s high time to take the first step and move to the Salesforce Community Implementation planning.

To start with, you should answer a question: What is the primary goal of community implementation for my business? In a nutshell, its main function should be to create and manage different communities within your Salesforce solution. You group these based on their tasks, your needs, or whatever else is needed for a business. Arrange them properly and your business departments, or rather enterprise departments, will be able to interact efficiently and look for the correct solutions.

Your Salesforce Community Cloud offers a bunch of options:

  • You can create branded communities for customers. Furthermore, you can connect them to the needed knowledgebase, and don’t forget about the appropriate articles and Q&As addressed to this community.
  • Chatter, from the other side, makes it possible for customers to communicate with each other and to look for common solutions by sharing their knowledge and experience.
  • Communities for internal employees provide your employees with an option to interact with the solution and the enterprise. It facilitates opportunities for project collaboration, which, in turn, leads to sales growth and increased marketing campaigns. All in all, your employees can share ideas and materials within the Salesforce Community Cloud.
  • Partner communities are intended to provide an efficient solution for partner onboarding. Here, you assign space for your partners, dealers, and everybody who works for your enterprise. There, you provide the relevant information about your products, support, and everything that might enhance the performance of your partners vs. the performance of your business.

Sounds perfect, right? These are just a couple of features to give you an idea of what you can expect from Community Cloud Salesforce.

Community Templates and Custom-Built Community

You can select any option you prefer when you perform a Salesforce Communities implementation:

  • Out-of-the-box options
  • Template options

So, you don’t need to spend time and effort creating customized templates, but you can instead concentrate on more important tasks. Moreover, most of the templates provide the needed functionality for a majority of businesses. So, just use them if you don’t need anything super specific, as it will be a good option for Salesforce Communities implementation.

Custom Templates

But sometimes you need something special: you need your Salesforce Community Cloud to be unique. In that case, you can customize the community by adding and editing components, creating custom layouts, and adding or removing pages. The Lightning Community Builder Tool is a solution that will help you. But of course, the extent of such customization is limited.

Fully customized Salesforce Community Cloud

This option is for the most demanding clients. In most cases, one of the two mentioned options is more than enough for a business. However, things happen, so, in such a case, you can use Salesforce Tabs + Visualforce to perform unlimited customization. But consider that advanced development skills are needed for this option.

Plan Salesforce Community Cloud Size

How many users are going to be invited to use the Community Cloud Salesforce? Well, the license number will be a big factor, hence, the cost of your solution will depend on this as well. And remember that licenses have different costs. For example, you might want to consider login-based licenses. In such a case, you buy a particular number of logins per month. When a user logs in, one login is used. And in some cases, the purchased number of logins isn`t going to be enough, so you will need to buy more of them.

Planning the size of your Community Cloud Salesforce is crucial.

Visibility Questions

Here you need to decide who is going to see your content. Are you willing to open it for the public; for unlicensed users? Or you are going to limit it to authenticated users only?

When it comes to the accessibility, you can have the following Salesforce Community Cloud types:

  • Authenticated
  • Non-authenticated
  • Hybrid

It’s up to you what plan to choose and what access level you want to assign to different community parties.

Member Based Licenses vs. Login Based Licenses

External users can use five types of licenses. You can select whether you prefer a member-based or a login-based license, depending on your business needs. The first type of license allows users to log in as many times as needed, while the second one allows a limited number of logins, and then you need to buy additional logins.

As you can see, in order to create an appropriate Salesforce Community implementation guide and implementation strategy, you need to plan everything to the smallest detail.

Now after you have done it, it is time to move to the actual Salesforce Community implementation guide.

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Written by

Arthur Koryaka

Starting from 2007, Arthur managed to successfully help automotive, insurance and healthcare industries to adopt a CRM system. As an experienced consultant, Artur proved his practical knowledge by passing certifications for the different Salesforce roles. Over the years, Arthur is developing his expertise in the financial industry and helps clients migrate to Finance Sevices Cloud.

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    Comments (7)

    • Lauren Smith

      Thanks for the helpful info. Can someone poke a nose at how to start my own community project?

      • Harry Williams

        You can create your community in the developer org or in your sandbox. In the setup menu, you can go to Communities. All Communities and click New Community.

    • Michael Boyd

      How to review data security in Community Cloud?

      • Harry Williams

        Thank you for your question! Many administrators try to protect their data by removing fields from page layouts or by creating custom user interfaces. If your data is not secure at the Salesforce app level, it is insecure at all.
        Users should only have access to the minimum amount of data they need to interact with your organization.
        1. Conduct a thorough analysis of your users and their permissions, and create a detailed list of persons, data and permissions.
        2. Create profiles for each character and use facility-level and field-level security to restrict access to anything not relevant to your roster.
        3. Restrict access to certain records. Use the Organization-wide Default Sharing (OWD) settings to define basic access to records.

    • Thomas P Lewis

      Easy to set up, great drag and drop standard components, simple domain registration, zero-code self-registration, SSO with AD was a one time setup, user friendly, more secure, and gives IP ranges where they host.

    • Tia Taylor

      First, we call Salesforce representatives weekly. With their help, we figured out the setup and even expanded our knowledge of how to use the platform. They are excellent partners!

    • April Guo

      Community Cloud provides a great way to interact with information from your Salesforce instance in a secure area where your users are authenticated. This allows partners or users to update information, interact with each other, and access training and articles. The ability to integrate other systems into the community makes it powerful.
      The downside is that if you need a lot of licenses, the price can be high.


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