Lightning Bolt, the new Salesforce framework for deploying next generation communities and portals, is going to make standing up industry-specific applications very efficient. When a Lightning Bolt solution is installed, it is then available as a template when a new community is created. Selecting it is as easy as selecting the Customer Service (Napili) Template. […]
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How to Use SLDS Design Tokens in a Custom Lightning Community Theme
Have users who want to customize branding, colors and buttons in a Lightning Community? Design tokens are the key. The brand panel in Salesforce Community Builder is equipped with five standard palettes and six color swatches to customize them. Using Lightning design tokens, we can tie these color swatches into a custom Bolt theme, giving […]
Salesforce Community Branding and UX Design Tips
Beyond a customer’s perception of your company’s products and services, your brand identity and experience go hand-in-hand with every interaction they have – across marketing, sales, and service – with every touchpoint serving as an opportunity to further engage your customers. Your new Salesforce Lightning Community should not be an exception to this rule. A […]
Creating Responsive Communities with Salesforce Lightning & Community Builder
Why is a responsive community so important? Well, it depends who you ask and what they do. From a technical mindset, the answer is pretty clear based on today’s users and their preferred devices. Mobile design is the new standard. So why is it still so painful to develop a community with a mobile experience that rivals […]
Make Customers Fall in Love with Your Self-Service Community
Does a Secret Formula for Self-Service Success Exist? While customer service is not rocket science, customer self-service is definitely an art form that takes some time to truly master. It’s not as simple as waving your magic wand, and it definitely comes down to more than just implementing the right online community platform. From the […]
Tailor Your Salesforce Community with Custom Theme Layouts
One of the biggest pain points of Salesforce Community templates we heard from our clients was that they didn’t want it to look like a “template” community. With the Winter ’17 release came custom themes, allowing admins and developers to create a custom branded community all while still being able to leverage Salesforce’s standard and […]
Sales Cloud PRM + partnerDRIVEN: A Match Made in the Cloud
Salesforce.com is no stranger to releasing industry-specific solutions, from financial services to healthcare. And their dual-focus on industries and communities this year makes perfect sense. After all, solutions built with an understanding of business process and industry-specific methodology are typically at the top of the list for implementation. In fact, Sundog has taken the same […]
Lightning Strikes Again with New Service Cloud Features
An Introduction to the New Salesforce Service Cloud Salesforce touts themselves as “the world’s #1 customer service platform” and they have taken another step forward in solidifying that position. The recent updates in their Summer ’17 release are aimed at accelerating Service Cloud setup and customization, productivity enhancements for agents when handling cases, and enhancements […]
Enable Your Workforce to Deliver Smarter, Faster Service
Customer service is no longer just about providing an answer to a customer problem. It is now about enabling customers to obtain answers on their own, communicating suggestions and requests, and feeling like they have personalized service from their CS agent. Employees within organizations have the same expectations and organizations are transforming their service delivery […]
Favicons: Your Salesforce Community is Not Complete Without One
Whether you are the Championship-winning Golden State Warriors, the data center leader Equinix, or the versitle camera maker GoPro, your new Salesforce Community will need a favorite icon, also known as “favicon.” For the uninitiated, the favicon is the tiny icon that appears in the tabs of your browser as well as when you “favorite”, […]
Data Migration Steps for Moving to Salesforce Lightning Knowledge
How Do I Migrate to Lightning Knowledge with Multiple Article Types in My Org? As mentioned in my previous blog, Salesforce tends to recommend Lightning Knowledge for new customers or customers with only one article type in their org. However, just because you don’t exactly meet the ideal criteria doesn’t mean you can’t or shouldn’t […]
A Salesforce Classic to Lightning Knowledge Readiness Deep Dive
In the Spring ’17 release, Knowledge had its beta debut in Lightning but with the latest release (Summer ’17) it is officially generally available (GA). As of right now, Knowledge is available in both Classic and Lightning Experience; but it is a great time to evaluate if you’re ready to enable Lightning Knowledge in your […]