Work with Multiple Products and Different Experience Sites with Ideas Categorisation

Dear friends,

We’ve prepared another episode in our series of videos about our product AC Ideas Ultimate.

Today we want to talk about Ideas categorisation. We often hear the question “how can we collect ideas if we have several different products and communities and different business logic?”. We will now answer this question.

This is possible with AC Ideas Ultimate where you can set up a very flexible structure.

Ideas categorisation with AC Ideas Ultimate app

For example, your company has two different portals: one for customers and one for partners. Each portal has its own structure. 

The customers portal can contain two zones to display the different products for which you want to collect ideas.

For the partners portal, you can use separate zones for different business logic and collect bugs on one page and feature requests on the other.

Each zone can have its own categories hierarchy to separate ideas by different themes. There can be one-level or multi-level categorisation with parent and child categories.

On the Partner portal, you can collect bug reports on one page and feature requests that partners receive from their customers when selling the products on the other.

The bug report page has its own categorisation so partners can understand where to post ideas. It is possible to attach the screenshots with bugs to better understand the issue.

On the feature request page partners post ideas they get from the customers when selling your products and this page has another categorisation.

Inside Salesforce Ideation Manager can create zones, categories and set up categories hierarchy. When creating a zone he can choose in what portal this zone will be used. Each zone has its own logic regarding statuses, categories and notifications.

When creating a category he can define which zone this category belongs to. He can also define if this category will have a multi-level or one-level hierarchy. If you have multiple products it is a common practice to define top level categories as products and their subcategories as different areas of each product.

Ideation manager can easily switch between different zones in the LEX environment to manage categories, statuses and other items. AC Ideas Ultimate setup doesn’t take days, just a few hours typically is enough.

So if we come back to the question, is it possible to set up separate categorisation logic for different communities, zones or products? Then the answer is definitely yes.

It is quite easy, intuitive and clear for your partners, customers and employees.

We hope this video was useful for you. If you want to learn more about other functionalities – write your suggestions in the comments.

Don’t forget to subscribe to our channel and follow us on social media.

Most Exciting Features of Winter 22 Salesforce Experience Cloud Release

Salesforce Winter 22 release is on its way and brings us brand new functionalities.

For us, one of the most distinct features is the emergence of the Lightning Web Runtime (LWR) platform which was created to speed up the Experience Cloud sites and which will finally replace the Aura platform.

Most of the new features are available on LWR sites only. However, we do NOT advise switching to LWR just yet as most of the standard components and powerful components that we know of such as record list or view are not yet available and the number of LWR components is low. We hope that these gaps will be closed sooner rather than later! 

Below we’ve prepared a quick overview of the six most interesting features of this release. Let’s dive in!

Enhanced Domain for Salesforce CDN

Content Delivery Network (CDN) is a powerful tool that allows companies that have sites with big traffic to support strong connection without interruptions. To automatically use CDN you just need to activate Enhanced Domain.

  • Go to Setup -> My Domain -> click Edit next to the  My Domain Details section;
  • Select the Standard Suffix (* and enable the “Use enhanced domains” checkbox -> click Save;
  • Wait until your new domain is provisioned and deploy it.
Enhanced Domain for Salesforce CDN

Archive inactive Experience Cloud sites

Now you can archive your Experience Cloud site if it’s no longer relevant. When users or admins try to access the site they will see the page that says the Site is unavailable.

However, you can unarchive your site whenever you want. The maximum number of sites you can archive is 100 in addition to the general limit of the sites you can create (which is 100).

New Components in Experience Builder

View the new great components in LWR Sites! Now you have more opportunities to make your site look exactly like you’ve imagined. Use customisable Buttons, Tiles, Text Blocks, and Banners to creatively deliver information to your customers, and add quality content from Salesforce CMS to your site using the Image and Video components.

New Components in Experience Builder

Protect your Personal Information

This new feature replaces the “Hide personal information” tool which is more restricted and which will be deleted in future releases. Using the new feature you can select up to 20 fields that will be considered as your personal information. To activate this setting go to Setup -> User Management Settings -> enable the “Enhanced Personal Information Management” tumbler.

Protect your Personal Information

You can consider any field as personal information by adding or removing the PersonalInfo item in the Compliance Categorisation section

Compliance Categorisation section

New properties for buttons and input fields in Experience Builder

There are two new items in the Experience Builder Theme menu: Buttons and Forms.

You can now customise a shape, text, size, and other Buttons’ parameters using this new property.

It is also possible to specify the edge shape of form elements such as input fields and checkboxes, and the thickness of the border around these elements.

Experience Builder Theme menu: Buttons and Forms.

The Colour palette has also been extended with the Advanced tab where you can change buttons, forms, texts, and links color.

Colour palette

Set the Default Language in LWR Sites

Now you are able to set the default language on your LWR Site. You can select any language supported by Experience Cloud.

To do this go to the Settings tab in Experience Builder -> Languages -> select the language.

Set the Default Language in LWR Sites

We hope this post was useful for you and helps you to prepare for the oncoming updates.

Keep following us to learn more about Salesforce and Experience Cloud.

Create Your First Page in Experience Builder

Dear friends,

Today we are starting a series of posts about Salesforce Experience Builder for beginners.

Advanced Communities will show you not only basic functionality, but provide insights so that you can take advantage of the many helpful Experience Builder features.

First of all, let’s define what Experience Builder is. Experience Builder is a tool that allows you to create a custom branded site without any code!

You don’t need to be an experienced programmer or designer to create a site for your business.

Experience Builder is like a website constructor, so you just need to rearrange the components on the page as you want and customize the design according to your requirements. 

Secondly, let’s see where you can find Experience Site pages.

In Experience Builder, all pages are displayed in the Pages menu. There are 2 different types of pages:

  • Object pages to show the data from Salesforce objects with the List, Detail, and Related list pages.
  • Standard pages to show everything else.

Object pages are grouped by the Object title.

Object title

Create your first page you need to do a few steps

1. Go to the list of Pages menu (1) on top of the page and click on the “New page” menu item at the bottom of the list of pages. 

“New page” menu item at the bottom of the list of pages

2. Select the page type

There are two types of pages: Standard and Object.

two types of pages: Standard and Object

The Standard page uses either a pre-configured page or a blank page layout.

The Object page is used to display your Salesforce objects on the Experience Site.

You can create an Object page for standard and custom objects. Once you choose the Object page –  three pages will be created on the site at the time: List, Detail, and Related list page.

3. Select the layout 

You can select from the standard layouts offered by Salesforce or create your own custom layout.

For example, if you’re selling a product you can select the “2 columns 2:1 or 1:2 ratio” layout, and place the list of your products on the wider part and filters on the narrower part.

Select the layout

For Standard pages, it is possible to select the layout while you are creating the page or change it later.

For Object pages, you can change the layout only after the pages have been created.

4. Fill in your page with components

Once your page has been created and you have selected the appropriate layout, add the components to the page to display the information you want.

In Experience Builder, we have a Components tab with all standard and custom components grouped by topics.

Fill in your page with components

To add any component you just need to drag-and-drop it to the right place on the page.

Here is an example with the Rich Text Editor component. You can add text, images, video, or links:

Rich Text Editor

5. Getting Components from the AppExchange

If there are no standard components that meet your needs you can find a solution on the AppExchange.

To add components from AppExchange click on the “Get more on the AppExchange” button at the bottom of the Components menu.

You will see the Component store where you can find the extension you need:

add components from AppExchange

Let’s take one of the components of the AC Events Enterprise app for example.

AC Events Enterprise is the most comprehensive event management app integrated with Google Maps, Zoom, Stripe, and your Google Calendar, where you can create online and offline events, add different packages, manage sessions and speakers.

Choose the component from the components list and drag-and-drop it to the page:

That’s all! See how easy it is?

Just a few clicks and your first page is ready!

With Salesforce Experience Builder, you can easily create and customize an online space for all kinds of business processes.

Be sure to follow us on social media so you don’t miss our next post about Experience Builder!

Increase Customer Engagement in The Innovation Process Around Themes and Releases

Dear friends,

We continue the series of videos about the AC Ideas Ultimate features. 

Today we want to show you a very interesting and useful feature – Idea Campaign.

In this video, we will be talking about what Campaigns in Ideas are, what they are used for and how to manage them. You will see how to create Campaigns and what their main functions are.

Also, we’ll show you examples of the Campaigns and when they can be used.

Campaigns are a great tool to engage your customers and focus their attention on a specific topic or product.

You can encourage more people to participate as campaigns can use extra points and rewards for active users who post, comment, or vote on ideas.

AC Ideas Ultimate has many more interesting features for your best experience of interaction with the customers.

Subscribe to our YouTube channel and follow us on social media for updates.