Meighan Brodkey - Join in the fun and build your own Lightning Community! Learn about the Lightning Templates and how they work, what the differences are between Templates, Themes, and Components. Bring your dev org and explore the Community Builder including the record detail and list pages, OOTB Components that are available, custom components, the AppExchange, what your branding options are, how to customize pages and setup pages for a custom audience, how to use the audience feature on components, and when to use the custom page audience vs the component audience option. Then it’s the fun part, customize yeur community – including adding objects (we’ll go over licenses – Customer Community, Customer Community Plus, and Partner and impact of each), make a homepage, add a custom logo, branding, and a header image. From there we will dive into the additional Community Workspace tiles, and talk CMS, Moderation and Guided Setup. To see the community in action everyone will create a user to login to their own community and see what you have built as an end user! It’s going to be an amazing adventure – ending with where to find resources, tips & tricks, lessons learned (some the hard way), and time for questions. Hope to see you there!

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Build to Lightning Community in a Flash
MEIGHAN
BRODKEY

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Meighan Brodkey
Technical Architect
Salesforce MVP
Xede Consulting Group
meighanrockssf@gmail.com
https://meighanrockssf.com
@MeighanSF
Seattle Women In Tech User
Group Leader
12 years' Salesforce experience
4+ years Communities Experience
Over 400 Trailhead badges

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Slide title
• First level 1
▪ Second level 2

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Join us for drinks
@18:00 sponsored
by
Community sponsors:
Your contact details &
Any closing remarks
NonProfit-track sponsor:

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Enable Communities in Your Org
Setup – Customize - Communities

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Select a Template

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Community Workspaces

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Community Workspaces

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Community Builder: Components

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Community Builder: Branding
The paintbrush is your branding and theme.
You control your theme, colors, images, fonts, hero size, page
width, and more within the branding options of the Community
Builder.

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Community Builder: Branding
Your theme lets you change the look of the template in your
community without changing the functionality.
You can install themes from the AppExchange, Build Your Own
(custom development), or use the out of the box options.
They are a great way to give a big impact change without having
functionality changes.
Keep in mind, just because you aren’t changing what your
community does doesn’t mean you can just switch it, test, test,
test!!!
Themes bring new levels of depth to the look and feel of your
community, spend time playing with each one and the options
they have for UI/UX

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Community Builder: Branding
You can either Upload an image and the builder will take the colors from
the image for you, or you can enter individual hex codes.
Different themes will have different options available for you to enter for
your branding.

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Community Builder: Branding
Theme settings vary based on your theme.
You control the different options available with the bottom link in
the Branding options.
Page width is a great option here, previously there was white
space to the sides - the width option here helps remove that white
space and ensure you are taking optimal advantage of the space
you have.

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Community Builder: Page Structure
The top option, list icon. gives you access to a list of the used on that
page in order or appearance.

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Community Builder: Settings

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Navigation Menu
The Navigational Menu is shared across
the community by all users on all pages,
for the most part.
Users only see what they have access to.
Eg. If you have the Salesforce Object
Accounts listed in Navigation, and the
User cannot see accounts they will not see
the Accounts Option in the Navigation.
You can select pages, External URLS,
Actions, or Object Lists for Navigation
Items, all declarative.
You can make a dynamic URL using the
repo here for My Account and My Profile

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Custom Components
Custom Components can be
from an install package or you
can write them internally.
Once written, they are available
to drag and drop on to any
page in the community

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Snap-ins Chat
Easy declarative web chat component that
let’s you add Live Agent to your Community
in a minute!

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Moderation

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Track Moderation on the Home Page

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Moderate Flagged Content

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Setup Moderation Rules
• Moderation Rules can be by:
▪ Keyword
▪ Frequency
▪ Rate
• You can have up to 30 Rules in your
Org
• You can Block, Review, Flag, or
Replace content
• Each content rule can have up to 3
keyword criteria and 10 member
criteria.
• You can decided who rules apply to
• Rules can apply to Posts or Comments

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Content

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Content Management
• You control your Topics (hashtags), Articles, and Recommendations here
• You can connect to Salesforce, External Sources, or Create Content
• You set your Navigational, Featured, and assign topics to Articles

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Learn More About CMS Connect
• Learn more about CMS Connect, what it is, step by step how to set it up,
and more on my blog here: https://mrockssf.site/2IBQLDG

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Gamification

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What is Gamification & How To Activate

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Turn on Work.com and Thanks Settings
• Under Thanks Setting, select Enable and save. The Restrict Custom
Badge Creators option is now available.
• Under Restrict Custom Badge Creators, select Enable, and save.
• FYI: You do not need Work.com licenses to set up the Thanks feature

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Permission Sets
• You will want to create 2 different permission sets
▪ To create Custom Badges
▪ To Give Custom Recognition Badges
• Why?
▪ Limiting who can create and assign the custom badges helps keep
them special
▪ Helps prevent duplicates
▪ Ensures that there is criteria around them
▪ That the access to community management is limited (creating
badges)
▪ That those who are given them have truly earned them

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Create 2 Permission Sets
• In Setup go to Permission Sets and
click New.
• Name the permission set “Create
Custom Badge Definitions.” & add a
Description
• Click System Permissions and then
click Edit.
• To add the permissions for creating a
badge, select Create custom Badge
Definitions permission.
• Select Manage Assignments and add
those users you want to let create
badges.
• In Setup go to Permission Sets and
Click New.
• Name the permission set “Give
Recognition Badges in Lightning
Communities.” and add a description
• Click System Permissions and then
click Edit.
• To add the permissions for giving a
badge, select Give Recognition Badges
in Lightning Communities permission.
• Select Manage Assignments and add
those users you want to let give badges.
Permission Set 1: Create Custom
Badge Definitions
Permission Set 2: Give Recognition
Badges in Lightning Communities

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Create Missions Along with Badges
• You can create Missions to
go along with your badges
by setting different actions
• Assign the number of time
that action has to be
completed by the user with
the ‘Threshold’ value
• Assign the Mission Badge
and Save

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Create Badges
• Setup the Recognition badges
with a description under the
Gamification tile
• Add a description and image
• You can use the badge for
Missions by checking ‘Mission
Badge’

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You can track Engagement and Insights
Updates out with almost every new release
Make sure not to overwrite your customizations
The reports are there for you to customize so
make sure to customize them!

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Track Your Community
• It’s great to have a community but making sure it’s being used is even
better
• You can track users, groups, files, and more with the Community Reports
& Dashboards package
• Install the package from the AppExchange:
https://mrockssf.site/2LaKvEB

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What is it?
• Guided setup helps you to have setup by setup how to’s on setting up
your community functionality.
• It assists with Market Development funds, Leads, Opportunities, Content,
Help Center, and more
• It covers everything from approvals to sharing sets to permissions
• I highly recommend it even for seasoned community builders to make
sure you didn’t miss anything, I personally go back to make sure I didn’t
miss something when I do a setup

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Select the tile for what you need to setup

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• Each tile is broken into
different sections for
you to mark as
complete
• You don’t have to use
every section, and the
sections hyperlink for
you to different areas in
setup for you.