May, 2019 | Advanced Communities

CMS for Community Cloud becomes Salesforce CMS: top five benefits

Posted on May 22, 2019July 1, 2024 by Stas Dunayev

Not so long ago Summer 19 Release Notes were published, which features may already or very soon become available in all environments. If you read our hit parade of new features for Community Cloud, then you already know that one of the main innovations is the migration of CMS for Community Cloud to Salesforce CMS. And this time we suggest to present you a more detailed overview and top five benefits of this feature.

From the very beginning we want to assure you, that all content you have already created in the content management workspace in the community will not disappear anywhere and you will still be able to use it, but already in Salesforce CMS app. But let’s not get ahead of ourselves and consider everything in order.

# 1 – easy access, a separate application.

You can access Salesforce CMS within the App Launcher if Communities are enabled in your org and users have Salesforce CMS enabled in the Custom App Settings of their profile in Setup.

# 2– no more switching between different communities, manage all community content workspaces in one place.

Each community that had CMS for Community Cloud enabled now also has a separate CMS workspace with the same name as the community.

You can also create new CMS workspace easily in the Salesforce CMS app.

# 3– creating content just from the environment without access to the community.

Now, content managers do not need to have access to the community, because they can add and manage content easily just in the Salesforce CMS app.

Unfortunately, to add a topic or create a collection, you have to go to the community Content Management.
All collections that you previously created continue to be available in the Content Management workspace of each community.

For creating content using Salesforce data, you still have to go to the Content Management workspace in the community and do this as usual.

# 4 – share content across multiple communities at once.

Previously, you had to double your content if you wanted it to be visible in a few different communities. Now you can share one and the same article within multiple communities by adding them to the “Share to” tab.

# 5 – Role-based access in Salesforce CMS.

In the former CMS for Community Cloud, it was rather hard to manage user access to content creation and customization.

Now you can add users or public groups as contributors to a specific CMS workspace.

Assign them one of the following roles:

Content admin — has access to all content in the CMS workspace and can manage contributors and sharing.
Content manager — has full access to all content in the CMS workspace.

Anyone who had access to CMS for Community Cloud in the previous release is automatically granted a content admin contributor role.

Thus, we can conclude that creating and managing content in Salesforce and Community Cloud has become much easier and more convenient to use.

Salesforce Partner Communities Summer 19 Features

Posted on May 22, 2019May 27, 2024 by Stas Dunayev

This Summer 19 Release has also brought us a lot of amazing updates and innovations for Partner Communities.

Have you already enabled and used Account Relationships in your org? Partner Account Relationships became generally available with the previous release and turned out to be very useful to coordinate relationships with your partners and share data with them easily.

Now, Marketing budgets, fund allocations, fund requests, and fund claims are available for account relationships. Create relationships and share your budgets within the data sharing rule.

Partner Account Relationships data sharing rule

Here is one more update. Previously, you had to delete a Data sharing rule and create new to make changes, and now you can just edit the existing one and change the rule information.

Track your account relationships with reports. Add the account relationship object when creating a report and get a better sense of how those relationships are working out for you.

Use the Path component for MDF objects in the community and easily track all changes and navigate partners.

Now partners can send emails to customers directly from the cases they are working on. Enable Send Email for your Partner Community or Customer Community Plus profiles.

send email for Partner Community or Customer Community Plus profiles.

Some changes were also made to the Partner Channel Program. Now you can add even more channel partners with the increased limits – 50.000 members. Catch up your members activity easily by enabling the Feed Tracking for Channel Program Members.

View the video overview of the best Summer 19 features for Partner community.

The Best Salesforce Community Summer 19 Features!

Posted on May 8, 2019August 10, 2023 by Stas Dunayev

The latest release of this year is already here – Salesforce Summer 19 Release Notes!

And, as always, the Advanced Communities team has prepared for you a quick overview and our rating of the best and the hottest new features for the Community Cloud.

Sit back and enjoy reading our hit parade of the best Salesforce Summer 19 features for Community Cloud.

And, the golden prize and the first place in this release undoubtedly take Salesforce CMS.

Within just the previous year, the small CMS for Community Cloud has grown, matured and evolved into a Salesforce CMS Application!

Salesforce CMS has a host of features that improves its usability and flexibility.

So, now you can create content outside of the community and collect it into the CMS Workspaces.

And, yes, your content authors no longer need access to the community builder, because you can simply add them as contributors to the certain CMS Workspace.

If you are using a few communities and had to duplicate the content – dance! Now you can simply choose which community you would like to share your content to in Salesforce CMS.

In this release, Salesforce CMS is available in a Beta version, but we are sure soon it becomes generally available and brings us even more cool features!

And the silver medal goes to Partner Communities updates:

The best updates this release were made for Account Relationships and MDF objects.

Now, Marketing budgets, fund allocations, fund requests, and fund claims are available for account relationships. Create relationships and share your budgets within the data sharing rule. You can also edit available account relationship data sharing rules with ease.

Create reports for Account Relationship object.

Use the Path component for MDF objects in the community and easily track all changes.

Some changes were also made to the Partner Channel Program. Now you can add even more channel partners with the increased limits – 50.000 members.

Catch up your members activity easily by enabling the Feed Tracking for Channel Program Members.

Now partners can send emails to customers from the cases that they are working on.

The bronze in this release goes to the Sharing Sets with Leads.

You can now grant portal or community users access to leads using sharing sets.

And the Community User’s Choice Award goes to Actions in Community!

Community users can take advantage of new list view improvements, such as pinned list views, custom mass quick actions, and global quick actions.

Quick actions are now available in a Case view in the Community. Give your community users a chance to update up to 100 records in a list view at a time – they will be really thankful.

Actions, such as Polls, Posts, and Questions, now support the same global quick actions as in Lightning Experience.

This concludes our parade of new Summer 19 features by Advanced Communities.

Don’t miss our next monthly updates where you can know more about new features for Salesforce Community Cloud and dive deeper into configuration and usage.