You may already be using Salesforce and have 10, 50, or even 100 people logging in on a daily basis, entering leads, opportunities, or other business deals you’re trying to keep tabs and run reports on.
Or, you may be new to Salesforce altogether. Either way, the information you absorb from this blog post will be helpful to your Salesforce CRM journey.
Consider: In Salesforce, you want to keep track of projected business you’ll be doing in the next month, year, and so on.
But, before we explain how Salesforce Communities fit into this process, we’ll cover what a community actually is.
A community is a way for people that are external to your organization, or perhaps external to people that use Salesforce inside your organization, to get access to your Salesforce data.
Therefore, in the ways we have described above, a Salesforce Community can be thought of as a way for you to get better connected with people that don’t necessarily need a dedicated Salesforce login.
Each community in Salesforce has access to a different set of objectives shown above, though you may opt to just create one. You have the option to create many communities.
A community is like a website, portal, and social community all rolled into one.
Your company may have a website that shows your customer data about the products or support you offer, but it won’t be personalized, or, unless you’ve invested ample time into it, it likely doesn’t have highly interactive options for your customers either.
Portals, on the other hand, are like websites that your customers may have login information for, but they are often not personal for your user. With portals, customers are unable to socialize and discuss products, services, or the support you offer.
Finally, social communities have interactive chat between your users, but it is not connected to your business at the end.
When it comes to Salesforce Communities, you must consider who your internal and external users are and how they interact with the community.
Internal users may be employees, support agents, product support, partner channel managers, or non-profit organization staff, while external users may include potential employees, internal employees, customers, deals, and non-profit organization members.
Salesforce communities offer many benefits from promoting collaboration and connections to creating more efficient processes.