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Introducing Communities Webinar

On July 10th 2013, we hosted the fourth of our Lunch & Learn webinars – Introducing Salesforce Communities. We covered a range of topics around Communities as well as how this impacts the original Customer & Partner Portals, including:

  • A Communities Overview and what’s new in Communities over Portals
  • A walk-through of how Communities works for internal users as well as customer & partner members
  • A quick run-down of how to setup communities
  • A discussion for existing Portal customers and what Communities means to you

We had a terrific turn-out (our highest yet) and for those of you not able to attend live, the recording is below. During the session we had some questions we couldn’t get to, so I’ve posted them below with answers. In addition, please feel free to use the comments section to ask any follow-up questions that we didn’t cover. Thanks again everyone who was able to make it and we hope it was worth the hour.

Question: Answers tab still available?
Answer: Yes, the Answers tab is still available. By default it is now called “Q&A” but this is still the Chatter Answers functionality

Question: Will the security features built into the portals transfer over to the community?
Answer: If you already have profiles setup for your portal users, you can use those for the community as well so you don’t have to re-build them all. You’ll want to make sure you update them for the new objects that are now available, like Dashboards and Activities.

Question: Can a user see cases across multiple accounts in the account hierarchy with the Super User?
Answer: Short answer is yes. A community user – out of the box – can see down the account hierarchy. So, if they are at the top parent account, they can see all accounts below in the hierarchy. If there are in the middle, they can see the account they are on and anything below it. There are ways with apex to make this even more flexible, but out of the box, it works down.

If you found this useful, check out our Advanced Salesforce Reporting webinar or our All About Chatter webinaras well.

Harry is the CEO and founder of GearsCRM, with more than 18 years of experience working with the Salesforce platform. Outside of Gears, Harry enjoys debating Star Wars and Marvel with his son and sharing music and videos with his daughter. He is an avid racquetball player, bleeds Dodger blue, cries Jets green and always tries to find spare time to read a good fiction novel.

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