Site com + Communities = Like (Summer '13 Edition)

hi everyone my name is Joe Morse I work for is a principal solutions engineer working with our collaboration and community products and today I want to spend some time showing you how site comm and communities come together to make a more perfect union of your engagement tools we’re gonna spend about five or six minutes going through slides talking a little bit about a few things and then we’re gonna get into an actual demonstration we’re gonna build a site comm page and surface it within a community this is all about how to this is all about getting hands-on and the good news is you have access to this technology today either through a developer edition org or through your regular org so let’s get started first and foremost I need to show you our next slide this is our safe harbor statement what we’re saying here is that you need to make your purchasing decisions or any architectural decisions you have on currently available functionality don’t make any decisions based on some of the things that we show you we may spend some time today talking about features that are coming on our roadmap so we want you to base all your purchasing decisions on currently available features and we’ll clearly point that out as we go through today now what’s our agenda we’ll start by talking about site comm and communities how it fits in today today we have our summer 13 release out we’re actually in the midst of shipping our winter 14 release which will be coming out sometime for you in October so we’re gonna start by spending some time talking about what is it community and what makes up a community and how to surface site comm pages in the community then we’ll get into an org and we’ll actually play with a thing we’ll build a site comm page well surface in the community we’ll show you a bit about what’s possible now then we’ll talk briefly with a little slides about what’s coming in our winter 14 release so let’s think a little bit about philosophically how communities fit the bill in the past Salesforce has had customer portals focused on case deflection and customer self-service and the ability to keep track of your cases and issues and search and knowledgebase it was very process focused very siloed we also had our partner portal and PRM that portal was focused entirely on enabling your sales channel and letting people sell and service on your behalf we’ve since deprecated those two or we haven’t deprecated them we’ve actually replaced them with our salesforce community’s infrastructure it combines the best of what’s in there with what’s in chatter and a couple of other tools that we’ll talk about but our motivating factor here is that companies all live in an ecosystem you have your processes you have your products you have your employees but the work that you do seldom stops at your front door you engage customers you engage resellers you engage partners both systems implementers and maybe others many people live in your company’s ecosystem and communities is a tool to let you bring some of the great things you do on the platform to those people in your ecosystem so let’s talk a little bit about what a community is in a nutshell we took the code base for our great partner in customer portals we combine that with chatter style collaboration we also combine that with the web content management capabilities of site comm and a few other technical items that do things like improve the mobile experience and that in a nutshell is one way to think of Salesforce communities so let’s talk about the role that plays in communities today remember we’re on the summer 13 release now this is the very first release of Salesforce communities and so what you can do today is fairly basic today you can build pages incite calm those pages live in tabs within your community or they can be standalone pages and we’ve added some features like authentication IP restriction and some nice carry overs of community headers and styles to make those things easier for you so let’s actually get hands-on now and spend some time building a page and putting it into a community now I’m going to go over here and I’m gonna spend some time in a demonstration work we’re looking here at Cirrus customer community we’re logged in as Lauren Boyle and we’re on the chatter tab and you can see here something that’s fairly familiar this community has the ability to go and work on cases file cases search a knowledgebase we might expose some of our custom processes here like projects we can also expose chatter files and we’ve inserted the chatter tab into the community and you can see here since we’re logged in as Lauren that she has a great stream of information she can go and look at all of her updates she can go and look at only updates from people or in the community leveled groups she can look at file updates she can look up at deb dates on cases or projects or any other process that she’s following this is a great way to start a community is to have a nice feed of information right in front of your customers but sometimes that’s probably not appropriate to put in front of all customers sometimes if you’re working with say a VP of Marketing or a CEO mo those folks view a customer community or even a partner community is a chance to engage people with compelling content

and a great wonderful homepage so what we’re gonna do today is we’re gonna take this community and make it better we’re gonna put a home tab in this community and that home tab is going to be driven by site comm so that our marketing department can go and add content and make things better so that right when people get into the community they can see this wonderful content they can see this these great things and it’s kept up-to-date and compelling and directs people to the right place in the community so let’s get started on that now I’m gonna go into the Salesforce org and we’re gonna look at a couple of things here I’m in here as me now I’m an administrator in Salesforce and I’m under the setup menu and you can see that I’ve filtered things down to the manage communities setting in Salesforce if you have communities active in your org this will be there you’ll be able to go in and enable communities and then manage communities and create them with just a click of the button so we can see here that we have four communities defined now notice a couple of things here each community has both a force calm sight driven by visualforce pages and a site associated with it so you can use these site comm sites to go and generate all kinds of pages and compelling content and offload some of that work of creating content to business users that’s one of the main goals of communities to keep them fresh and compelling and to put some power into the hands of ordinary folks in marketing and your partner or channel organization or somewhere else so let’s go look and build a home page in the site comm studio if I look at our customer community here if I click right on the site comtab it’s gonna put me right into the site comm studio now this is pretty much the same site comm studio that we’ve sold for a long time as a standalone website product but this particular studio is pointed right at the from our community here and you can see that you can exit the sight studio you could flip over to other communities and do that sort of thing but if you haven’t seen the site comm studio there are a lot of resources on for you to get started this is meant as a nice what-you-see-is-what-you-get type of environment for business users to go and create pages edit content and publish items all without having to have IT intervene on their website so we’re gonna let this studio drive our support home page you can see here that we have one particular page to find we’re not going to spend a lot of time building a page or teaching you how to build a page in site comm there are plenty of materials on that we’re going to show you how to take that page and surface it in a community so let’s get started one of the new things that site comm supports with the launch of communities is authorization you can now mark pages as requiring a login or not requiring the login this allows you to create pages that are public and are accessible outside of your community users to the general public say a landing page or a community entry page or even a login page you can also make pages that are only available to people who have logged into the community and their data access and other things will be set accordingly so if we look down here on the lower left in the studio insight configuration we can see a couple of new features IP restrictions came out in all of site comm for summer 13 authorization is a new feature that is only available in communities so if we get into the authorization tab we have a few choices here out of the box you’ll see no authorization required in site comm we can also choose all pages run by site comm to require authorization or we can have a hybrid approach and choose custom we’re going to choose custom here so that we can pick the pages that require authorization insight comm now if we go back to the pages we’re managing insight comm you can see I’ve already created a support home page here now if we click the context menu here you can see down in the lower right here there’s a little checkbox that says requires authorization I’m going to tick that box and so when we create this page when we publish this page out to the community only people who’ve logged into the community will be able to see that page others if they happen to stumble upon the URL for this page we’ll get a message telling them they need to go log in and get redirected to the to the support to the login page so now that we’ve secured that page marked it as requiring login looks actually edited here remember we are now still just in preview mode we haven’t published this page it’s not out there yet we have a road little web content management workflow that we’re going to work in here so I’m in the studio if I double click our support page it’ll pop up in this page in another tab you can see I can always get back to the studio overview flip back to my support page I can get in and manage things like my images my scripts we can upload videos and documents and we can create content widgets but we’re really interested in taking a look at this page now I built this page with WYSIWYG technique so we’re not gonna get too deep into that at all it’s based on a page template page template it gives a really powerful feature to and from the force consistent branding and page structure in site come and you can use that within a community but we can see here’s a little bit about the page structure we came in and we edited a lot of this page I can go and create more

content in this page I can edit this content I can save this content I can use the preview feature in site comm to see this as well as an anonymous preview feature too to support this but what we want to do is remember what we did in our community here we wanted to create another tab and surface this wonderful page as our community homepage and then leave it for marketing to run the rest of it and to add content and maintain it so what I’m gonna do is I’m gonna go back to the overview tab I’m going to click this publish Changes button here in the upper right pay upper right-hand of the studio that’s actually going to send the page out publish it make sure it exists on the community domain so if I do that it’ll take me through a wizard I can select what I want to publish I’m gonna just choose all of them here you can see we’ve got templates pages style sheets that are connected to these things I can go in here and get a confirmation and then I’ll add a note to publish the support home page for the first time so if I click publish site com is going to publish this page and all the related assets that it needs out to my community it’s going to be out there now it’s not in a tab yet it’s just floating out there stand alone in a community now if I happen to look at my email I can see that I’m gonna get a confirmation here that says your site was published successfully now notice that we’re on the community domain here your domain will probably say my company divorce com but notice this part we’re in the customer community so we have slash customers and then this is a page so there’s always going to be a slash s before that URL so if I copy that address get back into my browser you can actually go to that page and see that it’s out there published on the community nice rich content with links etc so now it’s time to take that page and put it in the community so since its published I can go and get this page I can copy it I don’t need to be in the studio to do the rest of this I just need to get into my Salesforce setup now remember today on summer 13 we can surface site comm pages as web taps most of you out there are probably Salesforce administrators you’ve probably created a tab for a custom object before if you scroll down on the tab page under setup you’ll see a couple of other types of tabs we can certainly put visualforce tabs in a community and let the visualforce programming language drive one of your tabs that’s a powerful tool for application like functionality and we can use web tabs in a community as well so we can point a web tab towards an external website like Yahoo or your public blog site we can also use this tool to surface site comm so if I create if I click new to create a new web tab it’s gonna take me through a few options here I like to use the full page width here and it’s gonna ask me the type of tab at want to create now we were gonna use a URL here we’re gonna call this the support tab and we have to choose a tab style even though it’s not applicable within a community just because it’s required there we can talk about how high the frame is or what have you we it’s good to put a little description in here too so I’m going to tell us what this is it’s the customer community support home so that we know it’s used in the community now it’s kind of asking me what URL do you want to use now we’re gonna take that CENTCOM URL and we’re gonna put it right in there and you can go and surface this URL as a web tab and it’ll point to that one interesting thing that you can do here for those of you who are a little more advanced users let’s say we wanted to personalize some content with site comm for for the particular user who’s logged in we can always pass in query string parameters so this is an advanced technique I don’t expect you to know this right off but for those of you who’ve seen this capability before we can put in some parameters here we start with a question mark and let’s say we wanted to pass in the current user’s profile ID we’ll put in profile ID equals and we’ll go get a couple of merge fields from here then we can go grab the profile ID so every time this page is called it’s going to get past the current user’s profile ID that seems a little esoteric and interesting but what it lets you do is within the site comm studio use the connection to Salesforce data to for example display campaigns that are related to only profile IDs we want to target there’s a lot of power and flexibility in this technique so it’s good to know but it’s not necessary to know 100% so let’s keep going we’re gonna create this web tab now normally I would lock down visibility for this tab to just community members I’m lazy today zone to leave it on and I’m gonna click Next and go through a couple of other options we don’t want to put this in any of our apps yet we’re gonna put this tab in a community so I’m going to uncheck all of those when I click Save now if we scroll down I have a nice web tab right here that says support so now if we go back to our manage community screen remember we’re working in the customer community we’ve created our tab that pages under the tab so let’s put that tab in the community if I click Edit for the options for the community you can see I have the ability to come in and define who’s a member of that community we can

decide which tabs are in the community there are a few branding options in addition the site comm that we can use and there’s a login page and email settings as well I’m gonna click tabs and you can see here are the tabs that are in the community today remember all of those now we’re gonna go find that support tab so I’ll click in here hit a quick S and I’ll scroll down and find my support tab now we want this to be the first tab that people see so we’re gonna scroll up put that right at the front we’re gonna click Save boom we’re done just like that we’ve created a wonderful little tab for people to use when they come in so let’s get back into the community is Lauren here and we’ll refresh the page and now we should see a new support tab here so if I click on that support tab we have a nice branded wonderful rich text page controlled by marketing and other business users that welcomes people into your community now we can very very easily changes we’ll see in a minute but boom how easy was that within a couple of minutes we’ve changed our community we’ve made it very very compelling we’ve inserted a nice line of news and updates and Quick Links to the rest of the community now this content in order to keep the community compelling probably needs to change from time to time it’s certainly possible to connect to Salesforce data like campaigns or custom objects using the repeater tool and other things that’s beyond the scope of what we’re talking about today but let’s say we wanted to put a quick blurb in here about our upcoming customer conference so that every time Lauren and other customers here log in they’ll see an announcement about that and then they’ll be able to go to other pages and learn about that so what if we wanted to put that in the hands of marketing that’s actually pretty straightforward all marketing people have to do is be set up in the site chrome studio they can come here into the site comm support page and now they can very easily go and add page elements here to this page they can edit what’s on there now but we’re going to add more so you can see we have a quick menu here on our page structure if I add a page element we can let these folks go in here and add content blocks and other WYSIWYG tools we can add menus and breadcrumbs you can see we can even add forms so you can do web to anything type of forms any object in Salesforce just with declarative power right insight com we can also connect it to data so if we wanted to surface upcoming events or the most recent campaigns on this page we could but what we’re looking for here are these widgets now widgets in site comm are quick little pieces of content that you can store for reuse across a website so earlier today we went and we created this wonderful little blurb about our customer connect conference and it shows up right here in the widgets menu and I can very easily add it to the page just by clicking on it here so if I do that and I get rid of the menu you can see right here at the bottom there’s a wonderful announcement about customer connect 13 and we could edit that and have links to the registration page maybe form driven by for registration you can imagine the possibilities are pretty endless but the point here is that our marketing folks are very easily able to go in and change the content on this homepage so now we know we can preview this page we haven’t actually changed this page so if we go back to the customer community and refresh that Home tab to support tab we don’t see that just yet because remember site com has its own workflow to publish things we actually have to go out and click publish changes and go through that process again and so I’ll add this and I’ll add a note about what I did and I’ll publish this and that’ll go into the history of the site so we’ll get another email about that but it’s pretty much instantaneous for us to see this if I click that support tab again we can see that that customer connect announcement is already live right there on the site changed by marketing with no need for IT intervention or our checkpoints this is really a quick agility tool for your community now that’s what’s possible today again we can go and create standalone pages landing pages for registration quick lead capture pages for marketing lots of possibilities there but let’s talk about what’s coming we spent some time in this in summer 13 today but let’s talk about site comm today our site comm coming in winter 14 and winter 14 you’re going to be able to do several things drive the entire navigation experience so if we look at our page today that’s driven by site comm only the items between the navigation bar and the footer are driven by site comm and a web tab now coming in winter 14 site comm will be able to take over the whole navigation experience in brand the whole page in a community you’ll start to see site comm evolve over the coming releases to get more and more powerful and do more and more in the community we’ll also see a few new widgets in site comm we’ll get chat or related widgets to go in insert collaboration and community pieces on these there are a lot more out there I encourage you to go out and look at the winter 14 release notes get your hands on a pre-release org or a developer edition org and try those things when they come but that’s basically it now remember what we did we took a

page from ideation to conception to publishing put it out there in a community under a web tab and everything’s done and now our marketing department has a lot of flexibility so thanks for your time today everyone really appreciate you taking the time to watch this as we said it’s a really really powerful tool that gets even more powerful as we evolve I encourage you go out there get your hands on it and try it and post any questions to Thanks