We are happy to share with you that now Advanced Communities is officially a Salesforce Pledge 1% organization!
What is Pledge 1%?
Pledge 1% is a global movement to create a new normal in which giving back is integrated into the DNA of companies of all sizes. Pledge 1% encourages and challenges individuals and companies to Pledge 1% of equity, profit, product, and/or employee time to their communities and any cause they choose. And now, Advanced Communities has officially taken the pledge to date!
Advanced Communities’ deep expertise in Salesforce has allowed us to develop Community Start Packages for non-profit organizations that provide easy-to-use software for common non-profit scenarios. Our numerous projects in setting up Salesforce Partner and Customer Communities in the commercial world have helped us to start doing projects for non-profit organizations too.
That’s why we can guarantee that Advanced Communities’ certified team will help you to build an effective non-profit collaboration platform on Community Cloud, while our consultants will be able to cope with tasks of any complexity. In addition, AC’s Salesforce Experience Cloud (former Community Cloud) components are completely free for charities.
Among our recent projects, there two we are especially proud of: launching an online storefront on the basis of Community Cloud for Guide Dogs and the installation of an efficient volunteer directory for Jobcare to effectively manage its volunteers.
Knowledge product raises its popularity across all types of organizations. So, today we want to share what’s new for Salesforce lightning knowledge with the Winter 21 Release.
Salesforce rolled up a Beta version of Standard Sharing for Knowledge in Summer 20 Release. And now the Standard Sharing Settings are generally available for Knowledge.
You can enable standard Salesforce sharing in Setup -> Knowledge Settings.
These changes apply to lightning knowledge only.
So, now you are able to expose your knowledge articles to the community members using criteria-based and record-sharing rules instead of the Data Categories sharing.
As long as you have enabled standard sharing for knowledge it can’t be disabled, but if you want to switch back to category sharing, change the default sharing for knowledge to Public Read/Write for all users.
Within the Spring 20 release, the ability to change the owner of a draft article has been added and now you can also change the ownership of published and archived versions.
How? Just the same way you used to do this for other records. But first, make sure you have all of the following:
You are a “Knowledge User”
You have the “Manage Article” user permission
You have Read/Edit permissions for Knowledge
You have added the “Change Owner” action button to the Knowledge layout
Once you have done all the above, you can go to the knowledge article record, which is in the draft mode, and click the “Change Owner” button. In the pop-up window, you can also choose appropriate options to change other versions. And, of course, send an email notification. Doesn’t it sound comfy?
Moreover, if you need to change the owner for more than one knowledge article, Salesforce has performed mass ownership changes for draft articles.
In the list view of knowledge articles, select the draft articles you want to change the owner for.
Choose only the list of draft articles. If you select publish or archived articles, their ownership won’t be changed.
One more but no less important update with this release is that now you can also track article ownership changes.
To track the ownership changes, go to Object Manager – Knowledge – Fields&Relationships, and click Set Field History Tracking. Enable the Owner field for history tracking.
To see the history, go to the Versions related list and see all changes to each version there!
Now you can create a clear structure of your content and organize it into folders in your Salesforce CMS workspace, and share links to folders with others in your org.
To create and edit folders, you should have a Content Admin role in that CMS workspace or be a Salesforce admin.
In the CMS Workspace create folders by clicking on the “Create Folder” button. You can also create a hierarchy of up to five levels. To make a hierarchy, simply open the already created folder and add a new one to it. Each folder has a unique folder ID that appears in the URL.
Add content directly to folders and move content with folders. To move content, select the checkbox next to the appropriate content record, click the “Move Content” button, and choose the folder to move content in.
Filter by Content Type in Salesforce CMS
Quickly find the necessary content in the Salesforce CMS with the new filters by content type.
Find your published content more easily by filtering by content type, and then paring down to the specific file you want to use. Streamline the search for collections of your CMS content and Salesforce CRM data as well.
Salesforce CMS Now Supports Knowledge Articles in the CMS Collections Component
Now Salesforce CMS supports Knowledge Articles.
Create a Collection of Knowledge Articles and display it on the community within the Salesforce CMS Collection Component.
To create Salesforce CRM collections for Salesforce CMS, you must have a content admin role in the community or be a Salesforce admin.
First, make sure Knowledge is enabled in your org.
In the Community Workspaces – Content Management, add a CRM connection for Knowledge to allowlist knowledge articles.
Then create a CRM collection for Salesforce CMS and curate a collection of knowledge articles by referencing a knowledge list view.
Use that collection in the CMS Collection component.
Also, watch the video of how to add Salesforce CRM connections and create CMS collections
TheSandbox Previewwindow for Winter’21 begins on September 11, 2020. You must have an active sandbox on a preview instance before then in order to take advantage of the preview.
Here’s the quick overview of the upcoming Winter’21 Release features and functionalities for Salesforce Communities by the AC team.
Manage Your Pages and URLs with the Pages Menu
The Pages Menu in Winter‘21 release will provide you with even more flexibility than you have now.
With the new release, you’ll be able to organize your pages into the hierarchy, restructure them as you need, and manage the pages URLs.
To create a hierarchy, just click on Page Actions next to the page you want to start your hierarchy with, and click +Add Subpage. You can create up to six pages levels in the hierarchy.
You can quickly change the hierarchy or order of the pages any time by choosing the Move Page from the Page Actions. Then select the destination in the pop-up window and confirm it.
When you move a page, any page set under it will also move. You don’t need to worry about the URL either because your subpage URL automatically updates to reflect your changes.
And the cherry on top, you’ll be able to manage the URLs for each page after creating your page hierarchy. Click Page Settings from the Page Action menu and edit the page’s properties, including the page name and URL.
Apply Audiences to Record Detail Pages with Record-Based Criteria
Experience more granular audience criteria that enables you to vary record detail pages based on record fields. You can now vary what people see on a record detail page using audience criteria based on record fields.
The record-based criteria are available only for record detail pages.
You can create record-based criteria for the following objects:
Any object with at least one record type (only some fields available)
Package Tile Menus in Bolt Solutions
You can now package a tile menu with Bolt Solutions and distribute them. All the properties of the tile menu are included in the package, but admins have to associate a navigation menu to the tile menu after the Bolt Solution is installed.
Guest User Security Policies Enforced
In Winter ’21, Salesforce is enforcing the guest user security policies that were introduced in the past few releases, such as the Secure guest user record access and Assign new records created by guest users to the default owner settings.
Salesforce is also reducing object permissions for guest users, like removing View All Data, Modify All Data, edit, and delete object permissions.
You can opt out of enforcing Guest User Object Permissions. Please note that this applies only for the Winter ’21 release: with the Spring ’21 release, these permissions will be permanently removed for guest users, and can no longer be enabled.
To improve security, new images associated with featured and navigational topics are stored as asset files and are private, i.e. they are not visible for guest users anymore.
To allow guest users to see new featured and navigational topic images in your community, select Let guest users view asset files and CMS content available to the community in Administration | Preferences in Experience Workspaces. This also allows guest users to see images associated with recognition badges, community branding, and account branding.
You can also read more about these policies and how to work around them in our other posts:
Not a season goes by without a new app or update from Advanced Communities and this autumn is no different – the AC team is happy to announce the NEW upcoming component for Community Cloud – AC Partner Co-Branding!
Let’s take a closer look at why you should use the AC Partner Co-Branding component…
An AC Partner Co-Branding app is a tool for your community that allows your partners to generate different types of marketing co-branded assets by using their company details such as company name and logo on your marketing templates.
To leverage successful partner management and adopt the best Community Cloud practices, you can provide your partners with access to a special library of customizable resources including Fact Sheets, White Papers, Industry Brochures, and Event Leaflets.
The AC Partner Co-Branding component features a library of marketing assets with customizable templates (pdf, pptx, docx) to help Partners easily customize and generate relevant documents.
The application allows your Partners to select from the pre-built templates, customize them with their own branding and corporate information, and to supply their customers with co-branded resources that retain your company brand identity.
In the Text Variables tab, the partner can check and update their company details.
View and upload company logos and images to use with the templates if necessary.