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Overview:
Stony Point developed this class to teach students the basics of implementing Salesforce
Communities. A student in this class will learn how to properly configure Salesforce Communities
to ensure a secure and effective experience for all Community Users.
A senior instructor with many years of real world Salesforce consulting experience delivers this
class. The instructor will cover all the basic concepts of implementing and configuring Salesforce
Communities in addition to sharing best practices.
The class will introduce all the key concepts necessary to properly configure a Salesforce
Community including, but not limited to: Security Settings, Portal Licenses, Custom Profiles,
Sharing Settings, Organization Wide Defaults, Roles & Role Hierarchy, Branding, Community
Configuration, Deployment, and Community User Management.
Each student will be given a learning environment to participate in hands-on exercises during
the class. The students will be able to use that learning environment indefinitely after the class
without any additional fees.
Audience:
This is a technical class geared towards system administrators, developers, and business analysts
who are already familiar with the administrative functionality of Salesforce
Course duration:
1 day
Course outline:
- Agenda and course overview
- Introduction to GenWatt
- Setting up a practice site
- Salesforce Communities overview
- Enabling communities
- Role hierarchies within a community
- Creating a customer community
- Configuring a community
- Profiles
- Community members
- Community tabs
- Community users
- Organization wide defaults
- Chatter within communities
- Branding
- Force.com sites and Site.com
- Ideas, Knowledge, and Chatter Answers
- User sharing within communities
- Configuring self-registration
- Custom login pages
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