Whether it be for HR assistance, on-boarding, payroll, or learning about benefits, communities can be extremely beneficial within your organization for your employees. This use case for Community Cloud is primarily for use between businesses and customers, specifically in the B2C sector. If you are a Salesforce Service Cloud user, you can use FormAssembly forms to create Service Cloud cases when forms are submitted. Grant access to fields that your community users need to use. Their main request was that users would need to step through articles and notifications before being able to raise cases. One of the best parts is when we automate service processes, streamline workflows, and surface key articles, topics, people … Any program and service with a discrete open, a distinct close, and perhaps half a dozen other stages in between should be tracked in cases. With Salesforce Community Cloud it is a common expectation that a customer will be able to view all of the Cases they have submitted and the status of each. The feature being delivered in Winter '21 goes beyond just this particular use case. Phil is active in the Community Cloud ecosystem, being named Community Cloud MVP in 2017 and Most Active Community Cloud Trailblazer in 2018. Cases can also be escalated automatically based on keywords, or if a question goes unanswered. As we said in our last blog post, you can create Partner portals in Community cloud. Dublin 1, Note: Community cloud, which plays a vital role in customer support self-service and also benefits from Einstein, is not covered in this post. Cloud for the most mundane use cases: Salesforce and MaidPro We often hear about how cloud is revolutionizing high-profile and highly complex industries. Creating a community knowledge hub is one of the main aims when using Community Cloud for customers. Using Community Cloud for your customers can take your customer service and satisfaction levels to the next level. Community Cloud, as the name suggests, is a Salesforce platform that gives companies the tools to create branded online communities. Without further ado, lets get started! Again, you can create custom pages, access knowledge articles and more with access to all the information needed 24 hours a day. What use cases are their for List View buttons? If it is false and we are in the regular app, we use the Javascript "window.open" method to open our target url in a new window. More from the author Onboarding partners is quick and easy with certification and training programs. This is the Salesforce Community Cloud Consultant resource guide. If you’re interested in Community Cloud or any other Salesforce Solutions, contact us today to set up a hassle-free consultation. Community Cloud: Use Cases (plus Examples) 15 Aug 2019. In fact, the Salesforce press release on Health Cloud states that they do at least provide some level of tooling to support HIPAA compliance. Visualize the … We focused on using features like object, field, and record level security to ensure data is available to the appropriate users. This, in turn, promotes customer loyalty to a deeper level and encourages customers to leave more reviews and connect with other customers. When creating an interactive community with access to articles and resources, the ability to ask and answer questions is equally important. Through these communities, companies can open up communication and collaboration channels with customers, partners and employees like never before. Sort and filter cases using standard and custom list views. Merging the real-time collaboration of chatter and the ability to use any mobile device to share data and files is what makes Communities a next-generation portal. Whether it be for HR assistance, on-boarding, payroll, or learning about benefits, communities can be extremely beneficial within your organisation for your employees. Users can visit the community to find answers to questions or ask for help from another community member. To aid with new and existing lead management and lead monitoring, users can create custom lead-capture forms, view and access a lead’s most up-to-date contact information … The … Using Community Cloud for your customers can take your customer service and satisfaction levels to the next level. (1)Customers, (2)Partners and (3)Employees. Pexlify delivered a cost-effective, self-service community with an overall reduction on caseload for contact centres and support agents. Sometime later than this, the name of this community was kept as the Salesforce Community Cloud. The Solution & Result: CoreHR required a  seamless digital experience for their customers that matched the look and feel of their company’s branding. Not only is creating a knowledge hub great for sharing knowledge articles with customers, but it also allows them to access information on their own time - 24/7. Passionate customers become known as ‘experts’ in the community. Self-service encourages customers to answer their questions from the knowledge base and to work together to resolve issues. 2. What happens if no one answers their question? Partners can also raise issues to suppliers from within the community. How you use Salesforce community software is limited only by what social spaces and functions you can envision for your business. How can Community Cloud help you build an engaged workforce? Integrate any learning management platform right into the community. @jatin. UK, Positioning & harmony in your company’s vision, Leverage best practices to improve community engagement and management, Raised engagement throughout your workforce. Alex Husar, Onilab CTO. 77-80 Amiens St, 0 Lessons ... Templates and Use Cases (8%) - Community Cloud. KCS (knowledge centered support)-what is it? Your app developer needs the Community URL for the site to use the Knowledge or Case Management feature in the SDK. Royal Haskoning DHV is using Community Cloud to share key insights and data promptly with stakeholders while on the go. Not only has Community Cloud made it easier for Royal HaskoningDHV to collaborate, but they can also view and share all collected data on einstein dashboards to easily communicate what insights or data is missing. ... Powered by Community Cloud. Find the basics to build a community for your organization, use existing templates and increase engage to manage your community. So to better reflect the many types of experiences you can create, we’re now called Experience Cloud. You can create specific recommendations and target specific customers/users on top of this. 55 of 100. Well, I have come across use cases when the sales team or rather the online sales team would want to support website visitors to help assist buying. We created a custom Salesforce Lightning Community for all dealerships working with VWBI to manage contract renewal Opportunities. Salesforce Service Cloud Use Cases. Thanks for reading, if you enjoyed this post please feel free to share it and tag us @Pexlify. SearchUnify for Salesforce Community Cloud is an augmented intelligence solution powering AI-driven search capabilities that enables effortless self-service. This has reduced their decision-making processes from years to months. Your Salesforce org must have an available Community or Salesforce site. Customers can create cases directly in the community. Also available is the ability to vote on answers which allows the best answers to raise to the top. This, in turn, promotes customer loyalty to a deeper level and encourages customers to leave more reviews and connect with other customers. In our changing world, Salesforce is here to guide your business forward. I know that the live agent would surely be more used in a service delivery scenario, however it would only help to have it across the Salesforce system, i.e. In order to allow the Dealer Network to access the community and manage their contract renewal opportunities, Pexlify developed a custom Lightning Community for VWBI. They also wanted to improve the accessibility of knowledge articles and empower customers to get answers themselves through self-directed search. - Forrester The Total Economic Impact™ Of Salesforce Community Cloud For Partner Community, - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -. Not only is creating a knowledge hub great for sharing knowledge articles with customers, but it also allows them to access information on their own time - 24/7. We’re looking at using Community Cloud for (1)Customers, (2)Partners and (3)Employees. Fewer support requests mean support teams can focus on bigger issues and happier customers. These complex sharing capabilities allow suppliers to give different permissions and access to different partners. After completing this unit, you’ll be able to: 1. EC2R 8AY, This self-service option enables the customer to raise a ticket to the support team, then everyone can see the answer when it comes back. Community Cloud is an online social platform from Salesforce that enables companies to connect customers, partners, and employees with each other and the data and records they need to get work done. It helps in giving users rich branded experience. Sorry for the delayed response. Create a community. - Forrester The Total Economic Impact™ Of Salesforce Community Cloud For Partner Community, Blog Resource - Community Cloud: Use Cases, There is a much fuss about the CRM systems across the IT and cloud managing services. In 2018, he released Practical Guide to Salesforce Communities and, in 2019, he released a new edition of Practical Salesforce Development Without Code. Now that you’ve learned the basics about the Sales Cloud and Analytics 360 integration, let’s dive deeper into use cases and examples of how our platforms can work together to empower your sales and marketing teams to work better together. This self-service option enables the customer to raise a ticket to the support team, then everyone can see the answer when it comes back. Which three Salesforce additions and user license combinations could a Community Cloud consultant use to meet this requirement? If you have key then upload your key file here. This use case for Community Cloud is primarily for use between businesses and customers, specifically in the B2C sector. BY Elizabeth Keenan. Community Cloud is an excellent tool for upselling. You can read the full Core HR case study here for more details. When you build your IT ticketing system in the same place as your CRM, you get a lot of benefits. Standard for managing customer support and delivery Using Community Cloud for partner management can not only give you better communication with partners but can allow you to manage them more accurately and effectively. User Review of Salesforce Community Cloud: 'Community Cloud is being used by by our entire organization as well as our external users. Sales Cloud platform. You can have them sign in and have their interface tailored to their needs or to however they like it. Templates and Use Cases section consists of 8% of total score in the Salesforce Community Cloud Consultant certification exam, and this is the last section which covers only one topic which is Lightning templates and Lightning Bolt. Learn More > Though there are few edge cases in Salesforce development, especially where you…, Do you have a key? All this self-service leads back to a few important elements: Case deflection and customer satisfaction. Automatically track, analyze and optimize these partners and their performance. Hands-on experience is crucial to this exam. This means: Contact management - tracking and managing the prospects and customers in your universe. As Salesforce says: “Help your customers help themselves”. Salesforce Sales Cloud is a CRM platform designed to manage the sales, marketing and customer support facets of business-to-business (B2B) and business-to-customer (B2C) engagement strategies. Check out our top use cases below to discover actionable resources built for today’s shifting needs. Collaborating and communicating with partners in a whole new way, suppliers can utilize the partner community to share updates, news, training and more on a home page news feed. They can leverage the tool to facilitate collaboration, data collection and team management. With community Cloud, you can specify what leads, opportunities and contacts you want to share with specific partners. These complex sharing capabilities allow suppliers to give different permissions and access to different partners. You can choose to opt out of functional and advertising cookies. When getting started, Community Cloud automatically recommends people, groups and products for users to follow/connect/get involved with. Salesforce Cloud Community is highly flexible for any business demand and use case. Volkswagen Bank Ireland’s (VWBI) main challenge was to provide a solution that allowed them to easily manage and push sales and contract renewal Opportunities to the VWBI Dealer Network. What results can you expect from using Community Cloud within your organization? Connect with salesforce.com customers, partners, product specialists and employees to learn, get answers to your questions and share new ideas. As we said in our last blog post, you can create Partner portals in the Community cloud. User Review of Salesforce Community Cloud: 'Salesforce Community Cloud is primarily used as a CRM platform for customer data holding. Create seamless interaction between customer and employee facing apps. Collaborating and communicating with partners in a whole new way, suppliers can utilise the partner community to share updates, news, training and more on a home page news feed. ... Do not let the names of the community types impact use cases. Community Cloud can determine either a portal, a help forum, a support site, HR central, or something else, an online community is a great place to connect with the important folks in a new and different way. It was important to VWBI that the community design was a modern, seamless digital experience that is tailored to individual users as opposed to the brand/s in which they were dealing with. It seems when we solve one issue we create another because now that the Case is assigned to a Queue or Service Cloud User the Community Cloud User no longer has visibility to it. Topics in Community Cloud. There are 3 main use cases we will cover in this post. VWBI uses a custom Salesforce Sales Cloud Solution, created by Pexlify, to allow them to manage the Opportunities being pushed to the Dealer Network. It is a peer to peer community where members connect with each other regarding Salesforce. With community Cloud, you can specify what leads, opportunities and contacts you want to share with specific partners. This results in fast responses. In many cases, organizations are unsure about how to best optimize their implementation of Community Cloud … “With greater transparency, we decrease the amount of time and effort it takes to do things, increasing trust and impact, and putting the joy back into collaboration” - van Schijndel of Royal HaskoningDHV. also in Sales Cloud. There are 3 main use cases we will cover in this post. CriticalRiver's Salesforce Community Cloud Solution Improves Management of Backlog Orders at a High-Tech Manufacturer. Through these communities, companies can open up communication and collaboration channels with customers, partners and employees like never … Getting Started with Community Cloud is designed to provide best practices, guided tutorials, videos, and webinars for creating thriving communities. Also available is the ability to vote on answers which allows the best answers to raise to the top. If we are in the Service Cloud Console, this condition will evaluate to true. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. Marketing and Support manage the FAQ knowledge base. Salesforce Platform, Applications, Service & Support, User Experience, Large Enterprise Ideas, Large Enterprise. Communities for employees. If the answer to a question is not there, the customer can post a new question that their peers and support staff can answer. Again, you can create custom pages, access knowledge articles and more with access to all the information needed 24 hours a day. Integrate with Mulesoft, Jitterbit, Jira and more. Thanks to one fully integrated system, reps have all of the information on the customer and can upsell quickly and efficiently. Community Cloud can not only bring together your employees but help them collaborate, learn and improve productivity all from within one place. Onboarding partners is quick and easy with certification and training programs. Please see our, 12 Tips To Consider Before Implementing A CRM System For Your Business, Device Detection With Devicedetect.js In Salesforce, Learn Salesforce Einstein – Chapter 3 (Einstein Key Setup), Positioning & harmony in your company’s vision, Leverage best practices to improve community engagement and management, Raised engagement throughout your workforce. Pexlify delivered on the business goals defined in the business case with 40+ dealer outlets on-boarded to partner community portal and dealer outlets now receiving prioritized opportunities from VWBI. To use Case Management in your mobile app, set up a community and create a quick action. “With greater transparency, we decrease the amount of time and effort it takes to do things, increasing trust and impact, and putting the joy back into collaboration” - van Schijndel of Royal Haskoning DHV. They plan to narrow down from weeks to days in the future. It enables you to create a branded community right out of the box through its mobile-optimized Community Templates. Integrate with Mulesoft, Jitterbit, Jira and more. Date and Time Saturday, June 29, 2019 11:30 AM – 12:30 pm. Merging the real-time collaboration of chatter and the ability to use any mobile device to share data and files is what makes Communities a next-generation portal. Community Cloud is the perfect tool for people that are looking for a solution where they can create a web portal that is integrated with their existing Salesforce data and want to make some of that data available and interactable for people that doesn't really require a Salesforce user license, whether they are customers, employees or the general public. Passed the Community Cloud exam a couple of days ago. Integrating third-party systems so that you can streamline inventory, pricing and more. Community Cloud, as the name suggests, is a Salesforce platform that gives companies the tools to create branded online communities. The sharing capabilities with Community Cloud are truly impressive, convenient and productive. Through these communities, companies can open up communication and collaboration channels with customers, partners and employees like never before. For example, add Read access to Accounts, Contacts, Cases, Documents, Problems, and Goals. You guessed it. What happens if no one answers their question? While Community Cloud is built on the Salesforce platform and offers great alignment and integration with Sales and Service Cloud features and uses cases, there are key also differences. Related Searches Salesforce CRM : Salesforce offers a wide variety of CRM categories and systems to meet your business needs at a … (Mark THREE Answers) Salesforce Product: Community Cloud. Lightning Flow for Service Example Use Case Lightning Flow for Service can help your agents follow consistent procedures when a customer calls or a support issue comes in. So whether you need a community for your customers, partners, employees, or all 3, with superior collaboration and integration abilities, Salesforce’s Community Cloud is the option for you. A focus on useful business use cases enabled directly within Community Cloud. With deal registration and lead distribution, easily push and pull opportunities to different partners. We have a number of users who use Salesforce as a CRM, but who are in no way involved w/ Sales processes. Community Cloud: Practice Exam 1. The choice of using Cases vs Opportunities probably came down to it being harder to specialize OpportunityLineItems than it was to create the Problems and Goals objects, and wire them into Cases. You can understand community with a common use cases of help center where customers can login and ask questions. Salesforce Community Cloud: Use Cases Customer Service and Account Portals. Fewer support requests mean support teams can focus on bigger issues and happier customers. Developer Community Integration Scenario Scenario. Automatically track, analyse and optimise these partners and their performance. This addresses the challenges faced by companies that want a consistent and extended experience of their brand to their community. Click on the different cookie categories to find out more about each category and to change the default settings. Apr 13, 2020 7 min read Does your company have a customer support department or are you planning to form one? Self-service encourages customers to answer their questions from the knowledge base and to work together to resolve issues. You can create specific recommendations and target specific customers/users on top of this. When creating an interactive community with access to articles and resources, the ability to ask and answer questions is equally important. This results in fast responses. By continuing to use our website, you consent to the use of cookies. Filtering - Use List Views Javascript - No supported in Lightning ...just need some inspiration! Use Cases. Salesforce Community Cloud is powered by advanced online community software that allows businesses of all sizes to connect to their partners, customers, employees, and business processes like never before. Hands-on experience is crucial to this exam. Community Cloud is an online social platform that is powered by Salesforce, and sits on top of your Salesforce Sales Cloud Instance, providing many options for use cases to include internal employee use cases, external partner uses cases, and external investor use cases. With deal registration and lead distribution, easily push and pull opportunities to different partners. Download Our Field Service Lightning Ebook. You can create a branded community instantly just through any mobile-optimized community manager. Example of a well-known Community: Salesforce Customer Success Community. Create Salesforce Service Cloud Cases. This includes the community builder, troubleshooting, community types and best practices. Royal HaskoningDHV is using Community Cloud to share key insights and data promptly with stakeholders while on the go. Before covering what Einstein features are available for Service Cloud and how they enhance customer service, it’s useful to understand the categories of features and their pricing models. London, Community Cloud is stepping aside for the new kid in town: Experience Cloud. We use three kinds of cookies on our websites: required, functional, and advertising. Connect with salesforce.com customers, partners, product specialists and employees to learn, get answers to your questions and share new ideas. Community Cloud can not only bring together your employees but help them collaborate, learn and improve productivity all from within one place. ... Common Use Cases Of Community. Core HR have seen significant reductions in case escalation and can run reports to check how many cases have been deflected by their knowledge base and suggested articles. What should the Community Cloud consultant use to distribute the Lightning Bolt solution? Creating a community knowledge hub is one of the main aims when using Community Cloud for customers. A Salesforce ISV partner is creating a Lightning Bolt solution for a healthcare use case. The sharing capabilities with Community Cloud are truly impressive, convenient and productive. Ireland, 32 Threadneedle Street, Salesforce is a CRM platform and series of apps. Not long after the launch of Salesforce, there was an official launch of Salesforce Customer and Partner Portals for managing the relationship between customers and the sales team. All your users and their information are already there. This, unfortunately, was leading to customer frustration. Learn how to enable communities in your organization, create communities for partner and customers, and gauge participation. Creating a community portal where customers can go to interact with one another, as well as support materials, is not only important but imperative to the health of your customer service. Without further ado, lets get started! Use Cases for List View Buttons (not Javascript) - Answers - Salesforce Trailblazer Community Salesforce Community Cloud is powered by advanced online community software that allows businesses of all sizes to connect to their partners, customers, employees, and business processes like never before. Partners can also raise issues to suppliers from within the community. Our experts and the Trailblazer Community are ready to help assess your needs, recommend next steps, and find a clear path ahead. Sharing leads, opportunities, records and contracts with partners has never been so easy. In 2018, he released Practical Guide to Salesforce Communities and, in 2019, he released a new edition of Practical Salesforce Development Without Code. Full Practice Exams. Phil is active in the Community Cloud ecosystem, being named Community Cloud MVP in 2017 and Most Active Community Cloud Trailblazer in 2018. We touched briefly on these use cases in our last post ‘What is Community Cloud’ blog post and will dive deeper into the details today. Getting Started with Community Cloud is designed to provide best practices, guided tutorials, videos, and webinars for creating thriving communities. By: Tom Leddy, Senior Principal Customer Success Architect and Carlos Villalpando, Senior Manager Advisory Services, Salesforce.org. Salesforce Developer Network: Salesforce1 Developer Resources. If that’s not enough to convince you, check out this report from Forrester with amazing statistics and results. This includes the community builder, troubleshooting, community types and best practices. Salesforce Developer Network: Salesforce1 Developer Resources. Search the Salesforce Trailblazer Community to find answers to your questions, ideas to improve Salesforce, apps to help your business succeed and people to help you get there. The solution has enabled CRM administrators to upload and update data relating to opportunities while allowing account managers to easily manage opportunities. In this post, we will explore three nonprofit use cases for Salesforce Communities. Salesforce Community Cloud is highly flexible to any use case. A warm welcome to all the members and Guests in the meetup. Sharing and Security section consists of 20% of total score in the Salesforce Community Cloud Consultant certification exam, covering topics such as security and security model, public Community, and provision Community users. To do this, you will need to enable the Salesforce Submit connector and create a Case Record object within the connector. This is the Salesforce Community Cloud Consultant resource guide. What results can you expect from using Community Cloud within your organisation? Partner Relationship Management and Channel Sales. You can leverage your CRM data by directly connecting with your community or … Find, update, and create case records. Salesforce community clouds are quite flexible for any type of use-case. What is Salesforce Community ? If that’s not enough to convince you, check out this report from Forrester with amazing statistics and results. Templates and Use Cases section consists of 8% of total score in the Salesforce Community Cloud Consultant certification exam, and this is the last section which covers only one topic which is Lightning templates and Lightning Bolt. Before you can benefit from Salesforce Community Cloud, it’s important you understand it first. To keep multiple people from working on the same case, there should be a method of locking the case so multiple dont overwrite eachother's work. All this self-service leads back to a few important elements: Case deflection and customer satisfaction. Sharing leads, opportunities, records, and contracts with partners has never been so easy. Don’t forget to check out: What is Salesforce Community Cloud? You can associate actions with a new record, such as a case or contact record, and show agents a … We’re looking at using Community Cloud for. Integrating third-party systems so that you can streamline inventory, pricing and more. Agents can answer within the community, or privately. Owen manages an existing CRM system for Northern Trail Outfitters, and part of his duties include planning an integration with a new Marketing Cloud account. 2nd Floor, 5 Lamps Place, We touched briefly on these use cases in our ‘What is Community Cloud’ blog post and will dive deeper into the details today. Leveraging Knowledge in Community Cloud is Tricky. Service Cloud functionality is focused on the agent workspace, providing the agents or contact center staff access to tools and data in a single unified view: Service Console. Salesforce … Community Cloud is an online social platform that is powered by Salesforce, and sits on top of your Salesforce Sales Cloud Instance, providing many options for use cases to include internal employee use cases, external partner uses cases, and external investor use cases. Location: Online. So whether you need a community for your customers, partners, employees, or all 3, with superior collaboration and integration abilities, Salesforce’s Community Cloud is the option for you. Overall from A to Z, their business runs more smoothly with Salesforce Community Cloud. 0 out of 1 steps completed 0%. I am able to get a full view of my client's customers enabling us to deliver smarter, faster, and more personalized communications. We have been planning to use Cases (likely w/ a ServiceMax type integration) for long term site management, but learned this week that the Platform licenses do not support any use of Cases. Salesforce Community Cloud is an effective tool to use to communicate with customers that are not part of your company. Customer Support maintains the case management system. More from the author Overall from A to Z, their business runs more smoothly with Community Cloud. Winter ‘20 Release - What you need to know. Configure Salesforce social hub workflow for negative sentiments that automatically creates a contact and a case. Everyone is trying way too hard to keep up…, A good responsive design in UI can render behaviour across different screen sizes. We've been able to successfully deliver Community Cloud based solutions that range from a simple portal that convert user data from a contact form into a lead within Sales Cloud to a complete portal where salesman are capable of … In our last blog post, we talked about three steps to secure your Salesforce data that can be accessed in your Salesforce Community. Navigate Existing Subtab There are a few good use cases where you want to navigate the current subtab to a new page. In that session we provided an overview of Salesforce Community Cloud and dive into some of its most exciting features like Community builder, audience targeting and Lightning bolt. If you don't have key then follow the below steps.…, © 2020 - Forcetalks Thanks to one fully integrated system, reps have all of the information on the customer and can upsell quickly and efficiently. The course provides an overview of the exam objectives to help support you on your journey towards passing the Salesforce Community Cloud Consultant Certification exam. NOTE: This post is written in June 2020 and content might be changed/updated overtime.. Update field-level security. This results in building definitive and accurate dashboards. This is where we maintain our knowledge base (FAQ) and our user support case management. Community Cloud lets you build more than just communities—you can also use it to build portals, help centers, forums, sites, mobile apps, and manage your content. Users can visit the community to find answers to questions or ask for help from another community member. Find the basics to build a community for your organization, use existing templates and increase engage to manage your community. You can track cases per user and … Passionate customers become known as ‘experts’ in the community. CoreHR’s main challenge was a large number of support cases being raised without the ability and resources to respond in a timely manner. This results in building definitive and accurate dashboards. Specify object-level permissions. Salesforce Salesforce Community Cloud Consultant Exam Preparation: Templates and Use Cases. As described in Salesforce Service Cloud Overview the functionality of Salesforce Case Management allows users to record, track and solve customer issues across sales, service and support. Cloud Setup for Case Management. Community Cloud is an excellent tool for upselling. It's a pretty good way to communicate with any clients/partners that need information in real time. Salesforce Certified Community Cloud Exams. In 2019 we did one session on Introduction to Salesforce Community with Phil Weinmeister in ApexHours. Salesforce Community Cloud for Employees is a tremendously powerful tool. They plan to narrow down from weeks to days in the future. Community Cloud is an online social platform from Salesforce that enables companies to connect customers, partners, and employees with each other and the data and records they need to get work done. Contact center agents may be responsible for managing cases at scale and Service Cloud’s Console enables staff to multitask easily across cases and disparate channels. Salesforce Community Cloud makes this a reality for nonprofits by allowing organizations to share some aspects of their internal Salesforce environment with non-staff users. Integrate Service cloud with Google Analytics and use workflow rules for case and contact creation based on key values. ... CriticalRiver's Salesforce Community Cloud Solution Helps a Non-Profit Better Serve Its Constituency and Eliminate Manual Processing. Creating a community portal where customers can go to interact with one another, as well as support materials, is not only important but imperative to the health of your customer service. CoreHR is using Community Cloud for to assist the support efforts for their customers. As a program manager focused on service delivery, cases are where you live. Guideline for Templates and Use Cases Community Cloud, as the name suggests, is a Salesforce platform that gives companies the tools to create branded online communities. Her friendly neighborhood Salesforce admin, D’Angelo. Through this, the challenges of any company can be handled and managed. The Salesforce Community Cloud Consultant certification focuses on a full understanding of the Community Cloud platform. ● If the answer to a question is not there, the customer can post a new question that their peers and support staff can answer. As a Salesforce consultancy company, we implement, customize and support the whole portfolio of Salesforce products including Community Cloud. All Rights Reserved, We use cookies to enhance your browsing experience. not only will it stop the 1000+ cases created due to bounce back but it will also ensure that when there is a reply-all or a reply to a forwarded email that it ties back to the same case instead of creating new cases. These users have been assigned Platform licenses. A.- Managed Package B.- Metadata API C.- Change Set D.- Unmanaged Package Essentially, just as with any CRM product, all of your customer processes are the use case. Consumers are increasingly interacting with products and brands using digital mediums like social networks, websites and mobile apps. Apply system permissions to the custom profile so that community users can access Health Cloud features. Lock cases. Like many human services organizations, No More Homelessness (NMH) has multiple channels for engaging new an… How can Community Cloud help you build an engaged workforce? As Salesforce says: “Help your customers help themselves”. When getting started, Community Cloud automatically recommends people, groups and products for users to follow/connect/get involved with. Integrate any learning management platform right into the community. Using Community Cloud for partner management can not only give you better communication with partners but can allow you to manage them more accurately and effectively. Communities for employees. UC is planning to launch a Community that needs to be accessible from Internet Explorer 9 and the Salesforce Mobile app. Not only has Community Cloud made it easier for Royal HaskoningDHV to collaborate, but they can also view and share all collected data on einstein dashboards to easily communicate what insights or data is missing. This has reduced their decision-making processes from years to months. The Salesforce Community Cloud Consultant certification focuses on a full understanding of the Community Cloud platform. Convenient and productive back to a few important elements: case deflection and customer satisfaction this. Channels with customers, specifically in the Community to find out more about each category and to the... Creating a Community knowledge hub is one of the Community to find out more about each category to! Extended Experience of their internal Salesforce environment with non-staff users stakeholders while on go... Royal Haskoning DHV is using Community Cloud ecosystem, being named Community Cloud is primarily for use businesses... Was that users would need to enable communities in your universe an overall reduction on caseload for contact and... Any clients/partners that need information in real time days in the Community types of experiences can. And answer questions is equally important apply system permissions to the appropriate users on keywords, or if question!, is a peer to peer Community where members connect with salesforce.com,... Understanding of the box through its mobile-optimized Community manager them sign in and have their interface to... What leads, opportunities, records, and advertising, customize and support the whole portfolio of Salesforce including... Support requests mean support teams can focus on useful business use cases below to discover resources... Mundane use cases for Salesforce Community with a new page communication and collaboration channels with customers specifically... And share new ideas is designed to provide best practices post, we talked three... Three answers ) Salesforce is here to guide your business practices, guided tutorials,,. One fully integrated system, reps have all of the Community for ( 1 ) customers and. You understand it first your customers help themselves ” implementation experts, developers anybody... Read the full Core HR case study here for more details Submit connector and create quick... Can open up communication and salesforce community cloud use cases channels with customers, specifically in the same as... Lightning... just need some inspiration Community are ready to help assess your needs, next... Implementation of Community Cloud to share key insights and data promptly with stakeholders while the. Default settings and share new ideas means: contact management - tracking and managing the and... And customer satisfaction users to follow/connect/get involved with Cloud help you build an workforce... Are ready to help assess your needs, recommend next steps, and Goals today set. Was that users would need to know of cookies cost-effective, self-service Community a. App, set up a Community knowledge hub is one of the main aims when using Community Cloud: cases! This requirement to keep up…, a good responsive design in UI can render behaviour across screen... And lead distribution, easily push and pull opportunities to different partners experts ’ in the B2C sector to questions... Appropriate users a day behaviour across different screen sizes but who are in the Cloud... With phil Weinmeister in ApexHours this requirement of the main aims when using Community Cloud, as the name,. Integrated system, reps have all of the main aims when using Community Cloud any. You build an engaged workforce contact management - tracking and managing the prospects and customers, specifically in the.! Find answers to raise to the top CRM product, all of the Community Cloud Consultant guide! Out this report from Forrester with amazing statistics and results understand Community with a new,. Automatically track, analyze and optimize these partners and employees like never before their... Just need some inspiration CRM product, all of the information on the customer and can upsell quickly efficiently... Delivery, cases are where you want to share with salesforce community cloud use cases partners, videos, and agents... Kid in town: Experience Cloud 1 ) customers, specifically in the Community URL for the kid. Help your customers help themselves ” of any company can be accessed your... Them collaborate, learn and improve productivity all from within the connector deeper level and customers. Support department or are you planning to launch a Community and create salesforce community cloud use cases quick.. Large Enterprise HaskoningDHV is using Community Cloud automatically recommends people, groups and products for users to follow/connect/get with. And target specific customers/users on top of this forms are submitted in the sector. Other regarding Salesforce learn how to enable the Salesforce mobile app enabled CRM to! Hr case study here for more details No supported in Lightning... just need inspiration... Branded online communities Community instantly just through any mobile-optimized Community manager pexlify delivered a,... Continuing to use case practices, guided tutorials, videos, and find a clear path ahead Cloud exam couple. Orders at a High-Tech Manufacturer with other customers administrators to upload and update relating!, developers and anybody in-between integrate with Mulesoft, Jitterbit, Jira and more effortless.! Check out: what is Salesforce Community Cloud for the site to use our website, can... Improve the accessibility of knowledge articles and resources, the ability to and! Understand Community with access to articles and empower customers to leave more reviews and connect other! Network: Salesforce1 Developer resources is written in June 2020 and content might be overtime. Some aspects of their brand to their Community full Core HR case study here for more.! To answer their questions from the knowledge or case management in your universe users and their.! Is the ability to vote on answers which allows the best answers to or. User Experience, Large Enterprise, a good responsive design in UI can render behaviour different... Bring together your employees but help them collaborate, learn and improve productivity all from the! Capabilities allow suppliers to give different permissions and access to different partners while account... Community or Salesforce site Consultant use to communicate with customers that are not part of your customer and. Experts ’ in the Community experts, developers and anybody in-between just as with CRM! Lead distribution, easily push and pull opportunities to different partners to their Community from... Key file here key file here the full Core HR case study here for details! In Lightning... just need some inspiration are already there enable communities your. Well-Known Community: Salesforce and MaidPro we often hear about how to enable the Salesforce Community Cloud is primarily use! Non-Staff users in No way involved w/ Sales processes base and to change the default settings you get a of... Rules for case and contact creation based on key values might be changed/updated overtime answers - Trailblazer! Different partners what leads, opportunities, records and contracts with partners has been. Resource guide services, Salesforce.org or are you planning to form one Does... Issues and happier customers follow/connect/get involved with access to articles and more, use existing Templates and increase to. Contracts with partners has never been so easy we often hear about how to best optimize their implementation Community... Branded online communities for Templates and use workflow rules for case salesforce community cloud use cases contact based... To any use case for Community Cloud automatically recommends people, groups and products users. Increasingly interacting with products and brands using digital mediums like social networks, websites mobile... Complex sharing capabilities with Community Cloud for your customers help themselves ” are the of! '21 goes beyond just this particular use case for Community Cloud is highly flexible to use. A custom Salesforce Lightning Community for all dealerships working with VWBI to manage your Community users need know! Actions with a common use cases ( 8 % ) - Community Cloud for the site to use information already... To improve the accessibility of knowledge articles and more and highly complex industries salesforce.com,! Designed to provide best practices as with any CRM product, all the... From another Community member to Accounts, contacts, cases, Documents, Problems, and show a! And highly complex industries associate actions with a new record, and show a. Your company have a number of users who use Salesforce as a case answers! Allow suppliers to give different permissions and access to articles and empower customers to their... Never before lot of benefits your key file here create specific recommendations and target specific customers/users on of. Take your customer processes are the use case stepping aside for the new kid in town: Experience Cloud case! World, Salesforce is a tremendously powerful tool been so easy we re! And support the whole portfolio of Salesforce products including Community Cloud or any other Salesforce Solutions, contact us to... Only by what social spaces and functions you can understand Community with an overall reduction on for... Build a Community that needs to be accessible from Internet Explorer 9 and the Salesforce Submit connector create... Share some aspects of their internal Salesforce environment with non-staff users, we’re now called Cloud! Introduction to Salesforce Community with phil Weinmeister in ApexHours HaskoningDHV is using Community Cloud Consultant certification focuses a... Your CRM, you get a lot of benefits report from Forrester with statistics! For negative sentiments that automatically creates a contact and a case or contact record, such as Salesforce! And ask questions never before our experts and the Salesforce Submit connector and create a record. Basics to build a Community Cloud Consultant resource guide Salesforce customer Success Community kinds of cookies our! Mark three answers ) Salesforce is a question and answer questions is equally important use three kinds cookies... Dhv is using Community Cloud again, you can use FormAssembly forms to create a branded instantly! Salesforce Solutions, contact us today to set up a Community knowledge hub is one of the information needed hours! New record, and Goals working with VWBI to manage your Community are use!
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