Partner Marketing Budgets Management

One more new feature became available for Partner Communities with this Spring 19 release. Now your partner users can manage their budgets themselves.

How? Very easy! You can now create child budgets and allocations up to the fifth level hierarchy. Partner users can also create and approve these child budgets within their own organisation.

Give your partners an autonomy to manage and create their own budgets on the community. You can do this within the profile (it needs to be custom) or via the permission set.

Create a budget and specify a Channel Partner. Choose a Parent Marketing Budget.

It is possible to create any combination of child budgets and allocations, but the total amount of the child budgets cannot exceed the parent one, unless you check the “Ignore Validation Rules” checkbox. Once you check, it cannot be reversed.

You can easily share created budget with your partners using Sharing Rules. You only have to specify criteria according to your needs.

Jive To Salesforce Community Migration

Salesforce Community Cloud is growing at a fast rate and more and more companies consider switching from Jive to Salesforce Community Cloud. Based on our experience we provide a guide for companies that consider moving from Jive to Salesforce Community Cloud.

Overall, Salesforce Community Cloud is close to Jive community in terms of functionality and most of the features are very similar and can be closely matched. Some of the features that are not present in Community Cloud out of the box can still be matched by AdvancedCommunities.com components such as Events, Blogs or Galleries.

Downloading our  Jive To Salesforce Community Migration Guide you’ll get:

  • A detailed Migration Guide available for free on AdvancedCommunities.com (link);
  • Reduced risk of migration by getting access to an overview of Salesforce Community Cloud features;
  • Increased speed in moving from Jive to Community Cloud by having mapping of Jive to Community Cloud objects;
  • A list of the main Jive concepts and how they can be applied to the Salesforce Community Cloud;

Salesforce Community Cloud Migration Guide by Advanced Communities

Thinking about migrating data from a legacy forum or a social platform to Salesforce Community Cloud? Ever wondered how to move the thousands of users and millions of posts, reputation points, likes, followers, hashtags, comments, groups, images and files accumulated over the years?

The Advanced Communities team has an answer! We provide an Unofficial Salesforce Community Cloud Migration Guide. Result of years of working with Community Cloud and numerous migration projects our guide is full of technical tips, best practices and hard earned knowledge.

The main objective of this guide is to provide a practical and comprehensive resource for executives, developers and community admins describing migration and import of data process from any platform to Salesforce Community Cloud.

Downloading our guide and you’ll get:

  • Download for free from AdvancedCommunities.com;
  • A list of objects and Data Scheme of Community Cloud;
  • Full and detailed instruction on importing contact, users, images, comments and other data entities;
  • Advice on how to reduce risk in big migration project.
  • Practical tips, tricks and gotchas that will help you to avoid painful and costly mistakes when migrating.

COMMUNITY GUIDE FOR ABSOLUTE BEGINNERS: Add content to a community in just a few clicks!

We continue our series of posts for “absolute beginners” and in this one we describe Community Workspaces and tell you how to add content to the community.

Using Content Management, you can easily create and share content via the community.

Here’s how to do it:

From your org, go to Setup – All Communities – Workspaces – Content Management

Content Management has two main kinds of content: CMS Content and Salesforce CRM. There are several ways to group and organise the content with the help of Collections and Topics.

CMS Content is content that you create and manage right in the community. You only have to add a title, body and featured image. You also have the option to assign a topic. Your content is now ready. Save a draft version and then you will be able to publish your content.

Salesforce CRM allows you to share your Salesforce objects, like your account or products. Choose which objects you wish to enable for sharing.

Important:

Before creating a Salesforce CRM content, you should:

  1. Create a special list view that you will use for displaying your salesforce content on the community and choose the appropriate fields.
  2. If you would like your content to display on the community with images, create an additional field on that object of the Text area type (for example, Image Source) and insert an image URL.

Collections let you organise your content into cool looking and dynamic lists with the help of rules that you define.

To create a new collection, choose Collections, click “New” and choose the type of content.

  1. You can define how you add items to the CMS Content Collection.

You can either add items to your collection ‘manually’ by choosing the appropriate content by yourself or you can do it ‘conditionally’ by setting up special conditions according to which items will be added to the collection automatically.

2. To create a Salesforce CRM Collection, choose a shared object and an appropriate list view.

When your content is ready, you can add it to the community.

To do this, go to the Builder to add a CMS component. You can create a special page or add the content to any other page, for example, the home page.

To add a single article, choose CMS Single Item.

To add a collection, choose CMS Collection component.

When you add a collection that contains your Salesforce CRM data, it is very important to do the correct mapping.

Match the Image field with the one that contains the image URL to display the image correctly. You can also create a unique view for your content easily within the Properties box.

And here is the result!