Salesforce launches their Lightning Customer Community to allow companies to reimagine the customer experience within a rich and intelligent environment.
In Paris on the 23rd of June Salesforce announced their long awaited New Lightning User Experience that will give much more flexibility to Community managers to design and layout Community templates.
The New Lightning design feature addresses some of the limitations of their current standard templates. Salesforce now gives almost complete freedom to your marketing and design team to brand your community the way you want to. Managers and administrators are now able to create completely customized pages. This new themes functionality is a game changer for building communities on a Salesforce platform.
Utilising the same user friendly drag and drop environment of Community Builder one of the most exciting features is being able to create different designs for different types of users according to their profiles.
The new features combined should help communities to better capture customer interest with a more visually suitable environment, while Community Intelligence will help you deliver the precise information your customers need.
These improvements are scheduled to be available in the Salesforce Winter’17 release.
More details available on the official Salesforce blog:
Salesforce Experience Cloud is an all-in-one platform that offers various features to help users communicate and collaborate with ease. One of the most valuable features of this platform is the Global Search functionality, which enables users to search for information across the entire site effortlessly. By streamlining the search process, this feature significantly improves productivity and helps users find the information they need in seconds.
In this article, we will provide a comprehensive, step-by-step guide on how to enable Global Search in Salesforce Experience Cloud sites. Keep reading to learn more about this essential feature and how to set it up.
Global Search is an advanced Lightning component that was introduced in the Salesforce Summer ’16 Release. This powerful tool enables users to view search results in a single tab, based on the objects they have access to, including both standard and custom objects. With Global Search, community managers have complete control over which tab and search results community users can access, making it a highly customizable and efficient feature. Whether you’re a community manager or a user, Global Search is an essential tool that can significantly streamline your search process and boost your productivity.
Follow these step-by-step instructions to enable Global Search in Salesforce Experience Cloud:
● To enable Global Search, go to the Experience Builder. Navigate to the Pages menu by clicking on Home in the top navigation bar. Once you’re in the Pages menu, enter “Search” in the search box and select “Search” from the list.
● Delete the standard Search Results component from canvas.
● Choose the Global Search Results component from the list on the left panel, and drag and drop it onto the canvas.
● By default, the Global Search Results component displays results for Articles (if Knowledge is enabled), Discussions, Cases (for Service Cloud users), and Groups. However, you can easily add any other searchable object in Lightning Experience that is supported in the Customer Service template. To do so, click the “Add” button in the Property Editor of the component and choose the object you want to include in search results, whether it’s a standard or custom object.
● After you’ve added all the desired objects, click Save and Publish. Then, go to the home page, enter a keyword into the search bar, and click Search. You should see search results that include a tab with the added object.
Need Help With Your Salesforce Experience Cloud Site?
If you’re facing any challenges while installing or configuring AppExchange applications on your Salesforce Experience Cloud site, it’s recommended that you seek the assistance of experts. Advanced Communities, as an ISV and SI partner, has extensive experience in developing and configuring Experience Cloud sites and AppExchange applications for businesses across various industries and sizes. Our team is knowledgeable in all tasks related to Experience Cloud and AppExchange, and we can offer powerful solutions for your Experience Cloud requirements.
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Q&A
1. How To Enable The Global Search in Salesforce Experience Cloud?
To enable Global Search in Salesforce Experience Cloud, go to Experience Builder and choose your desired community. Open Settings, select Global Search and enable it. Adjust the following settings if needed: search results, search suggestions, search filters. Do not forget to Save changes.
2. What is an Example of Global Search?
For instance, if you perform a global search on an ecommerce community with the word “purchase”, it will show an exact match or the ones having such potential.
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