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Get Started with Communities in Lightning Experience

Course Details
Code: ADX-271
Tuition (USD): $900.00 • Classroom (1 day)
$900.00 • Virtual (1 day)

Online communities provide a place where employees, customers, and partners can engage and collaborate. Learn how to enable communities in your organization, create communities for partner and customers, and gauge participation.

Skills Gained

When you complete this course, you will be able to:

  • Enable communities in your organization.
  • Describe the capabilities of communities and how they work.
  • Create a new community for partner sales.
  • Create a community for self-service support.
  • Measure a community’s success using dashboards.
  • Keep the community active and engaged with native tools.

Who Can Benefit

This class is designed for experienced administrators who are responsible for setting up, configuring, and managing Salesforce communities in their organization. As a Salesforce administrator, you should have a solid understanding of Salesforce functionality and concepts, and at least six months’ experience using Salesforce.

Course Details

Lessons and Topics

What are Communities and How Do They Work

  • Communities and Scenario Overview
  • Community Managers

Enabling Communities in your Organization

  • Community Implementation Process
  • Understanding Licenses

Creating a Community for Partner Sales

  • Partner Sales Community Objectives and Considerations
  • Review Setting Up a Partner Community Using the Partner Central Template

Creating a Community for Customer Self-Service Support

  • Learn and Review Community Builder in Detail
  • Build a Community Using the Customer Service Template

Measuring Success with the Community Page

  • Learn and Review Community Workspaces
  • Learn and Review Community Dashboards

Keeping the Community Active and Engaged

  • Learn About Reputations
  • Learn About Knowledgeable People