Salesforce User Group Tips from Ledgeview

One of the great things about building Salesforce Communities is that you can build everything with a point and click. Using code to build Salesforce Communities is not required.

To do it this way, simply use Salesforce Community Builder. Salesforce Community Builder is an easy-to-use point and click tool with no code involved. It is powerful and can be administered by business professionals.

Though it may take you a while to get comfortable with this tool’s interface, the Salesforce Community Builder is the best way for non-coders to build communities.

Be patient with the learning process. It may take a day or two for you to become familiar with the features and functionalities of Salesforce Community Builder.

To become an expert, however, you have to be able to powerfully customize your community. It may take you a few weeks or even a few months before you can wield its full power.

Now that you know the possibilities of Salesforce Communities, let us walk you through a few simple steps to starting to build one in Salesforce …

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There are a couple of quick-start templates to get you up and running with Salesforce Communities.

To find these, open up Salesforce and use your Quick Find search bar.

Simply type in “Communities” to be redirected to the appropriate page, and click on “All Communities in the drop-down menu that appears.

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You will see your own communities appear if you have them. To create a new community, simply click the “New Community” tab you will see in the center of your page.

From there, you will be redirected to a variety of templates to pick from.

These templates don’t lock you into anything. Many of them offer different starting points for building your community whether your needs are with moderated support, intelligence, third-party integrations, or something else.

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Once you select a template you are interested in, you can see the features that are available to you from self-service to collaboration to customization and more.

This will help give you an idea of how the template will or will not meet your needs.

If you feel good about the presented features, proceed forward, or navigate back to select something new.

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Next, you will be taken to a screen where you can input a custom URL and name your page.

It doesn’t get much easier than that!

These steps are how you get started with Salesforce Communities, and from there they are open to customization with a variety of features to set you on the path to success with them.

Learn more about what’s possible with Salesforce Communities and building them out when you watch Ledgeview’s on-demand user group webinar, “What’s Possible with Salesforce Communities.”

Click here to view.

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