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 (*.my.salesforce.com) 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

Watch the video below to see how everything works:

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 Readers,

We are excited to kick off a new series of posts that focuses on Salesforce Experience Builder for beginners. Whether you are new to the platform or have some experience, this series by Advanced Communities will guide you through the fundamentals of the Salesforce Experience Cloud and its great tool Experience Builder and provide insights to help you leverage its many features.

At its core, Experience Builder is a powerful tool that enables you to design and develop your own custom site on Experience Cloud (formerly known as Salesforce Community Cloud) without requiring any coding knowledge. You don’t need to be an experienced programmer or designer to create a site that perfectly suits your business needs. Experience Builder is a website constructor integrated to Salesforce Experience Cloud DXP platform that allows you to easily rearrange components on a page and customize the design to your liking.

In this series, we’ll cover everything from basic functionality to advanced features, giving you the knowledge and skills needed to create a dynamic and engaging website for your organization. So, let’s dive in and explore the limitless possibilities of Salesforce Experience Builder!

salesforce experience builder

Before diving into creating a new page using Experience Builder, it’s important to understand the different types of pages available within the platform. In Experience Builder, all pages are displayed in the Pages menu and fall under two main categories: object pages and standard pages.

Object pages are specifically designed to display data from Salesforce objects and come in three different types: list, detail, and related list pages. These pages are grouped by their respective object titles, making it easy to navigate and manage content.

On the other hand, standard pages are designed to display everything else and provide a more customizable option for creating pages. Whether you want to create a landing page, a contact form, or a blog, standard pages give you the flexibility to design and create pages that suit your specific needs.

Understanding the difference between object pages and standard pages will help you choose the right type of page for your content and ensure that your pages are organized and easily accessible within Experience Builder.

Object title

Creating your first page on the Salesforce Experience Cloud Builder: a step-by-step guide

Creating your first page with Salesforce Experience Builder is a straightforward process that can be accomplished in just a few steps. Here’s what you need to do:

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

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

● Choose the type of page you want to create: standard or object.

two types of pages: Standard and Object
Note!

For standard pages, you can select a pre-configured or blank layout, while object pages are specifically designed to display data from Salesforce objects on the Experience Site. Once you select an object page, Experience Builder will automatically create a List, Detail, and Related List page for that object.


● Select the layout that best suits your needs, whether it’s a pre-built layout or a custom one that you create yourself.

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.

● Drag and drop the components you need onto the page to display the information you want. You can choose from a wide variety of standard and custom components, which are conveniently grouped by topic on the Components tab.

Fill in your page with components

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

Rich Text Editor

● If you need additional components, you can find them on the AppExchange. Simply click on the “Get more on the AppExchange” button at the bottom of the Components menu to browse the Component store for extensions that meet your needs.

add components from AppExchange

For example, let’s say you want to add event management functionality to your page. You can easily drag and drop components from the AC Events Enterprise app onto your page, giving you access to a comprehensive suite of features like online and offline event creation, package management, speaker management, and integration with Google Maps, Zoom, Stripe, and your Google Calendar.

AC Events Enterprise

See product details!

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

salesforce experience builder

With Salesforce Experience Cloud Builder, you can create custom online spaces for a variety of business processes without any coding required. Follow us on social media to stay up to date on our next post about Experience Cloud and Experience Builder!

Need Help With Your Salesforce Experience Cloud Site?

If you’re encountering any difficulties while creating pelages with Experience Builder, or installing and configuring AppExchange applications on your Salesforce Experience Cloud site, it’s advisable to seek assistance from professionals. Advanced Communities is a partner that offers both ISV and SI services and has extensive experience in developing and configuring Experience Cloud sites and AppExchange applications for businesses of various industries and sizes. Our team is proficient in all aspects of Experience Cloud and AppExchange and can provide effective solutions for your Experience Cloud needs.

Building Sites Without Code: The Power of Experience Builder in the Salesforce Experience Cloud

Salesforce provides a set of cloud-based resources so you can build your own applications and websites easily, cheaply, and fast. This is where Salesforce Experience Cloud comes in.
Post image

In addition, we provide different Salesforce-native solutions to improve the functionality of your Experience Cloud sites to meet your specific business requirements. Whether you’re looking for a powerful ideas management solution, Salesforce knowledge management tool, or member management software for your Salesforce PRM, support portal, or membership portal, we’re here to help you with all your Salesforce Experience Cloud needs.

Visit us on AppExchange to learn more.

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    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.

    WEBINAR

    Volunteer Management on Salesforce: Empowering and engaging your volunteers on the world’s #1 CRM

    June 27th, 2024 at 11:00 AM Eastern Time (ET) / 3:00 PM Greenwich Mean Time (GMT)