Wednesday, 12 November 2014

winter 15 Quick summary

Rakesh Gupta’s Salesforce Newsletter of the Week – 10th August 2014

POSTED ON 
Articles that you may like
Tip #1 – Chatter Influence Indicator on Profiles
Chatter Influence provides an easier way to see who leading collaboration with their contribution in Chatter for your organization. It shows Chatter activity statistics like how many posts and comments someone’s made, how many comments and likes they have received. Navigate to your user profile page and left hand side you can find Chatter Influence Indicator.
Chatter Influence Bar
Chatter Influence Indicator
If your organization has Chatter Free User or Chatter External users, they don’t see influence information on their own profiles or anyone else’s, for them it will look like below screenshot
No Chatter Influence Indicator
No Chatter Influence Indicator
Tip #2 – Chatter Coworker Invitations
Salesforce.com allows organization users to invite their coworkers into Chatter using Chatter Free license. To enable this service follow the below steps
1) Click on Name | Setup | App Setup | Customize | Chatter | Settings
2) Click on Edit and navigate to the Coworker Invitations section
3) Select the check-box Allow Coworker Invitations and add domains, Click on Add More link to add as many as domains you want to add
Coworker Invitations
Coworker Invitations
4) Click on Save.
Note:- Administrator can add up to 200 email domains to define who can join Chatter for their organization.
Salesforce.com Winter’15 Sandbox Preview Instructions
The Sandbox Preview window for Winter’15 is scheduled to start on the September 5, 2014. If you would like your Sandbox organization to take part in the Winter’15 Preview, your Sandbox must be active on a preview instance bySeptember 5, 2014 to take part in an overall instance upgrade. Gaining early access to Winter’15 is a great way to test out new features and settings before the GA release and upgrade of your production org. It’s also important to be aware of the sandbox preview window should you wish to retain the current release in your sandbox org (to effectively opt-out of the preview)
Preview Windows Refresh Schedule
Use the graphic below to assist in understanding and planning around the preview window refresh schedule. For example, if your Sandbox is on CS3 and you refresh it after 12 AM PST on August 30, 2014, it will be moved to a non-preview Instance, It means to test new features of Winter’15 release your organization has to wait until your production Org will be upgraded to Winter’15 release. To participate in Winter’15 early preview make sure your Sandbox organization is refreshed/Created before 11:59 PM PST on August 29, 2014.
Understanding the Preview Window Schedule
Understanding the Winter’15 Preview Window Schedule
Note:- To learn more about Salesforce.com Winter’15 Sandbox Preview Instructions click on the link. If you want to know about Winter’15 release dates for your org take a look of http://trust.salesforce.com/trust/maintenance/
Posted by at No comments:

Tuesday, 11 November 2014

Getting Started with communities

Getting Started With Communities in salesforce

Communities is becoming a necessity to manage customers and partners and why not, it's easy that way isn't it? We (at Briskminds) are currently handling around 10 active projects where we need to implement the communities, but of-course we were also new to it few months back.

We've followed some simple steps to enable and use it, and would like to share that with my fellow community members as well. Let's explore more how we can enable and customize our community.


How to enable communities

  1. Go to Setup > App Setup > Customize > Communities > Settings
  2. Enable the checkbox "Enable communities"

Register For Domain

Once enabled the communities it will ask for the domain name, show in picture. Once registered for the domain you can now create your community, by clicking on “New Community” (Customize | Communities | Manage Communities, then click New Community) button.


Allowing profile to login in community

  1. Once you create new community then click on edit.
  2. It will show the screen as displayed in picture (please remember this, as we will refer the same Edit again and again)

  1. Click on “Members” tab
  2. Once clicked on “Members” tab, it will show the screen as displayed in picture

  1. Here you can enable profiles and give permissions to users
  2. If you are creating a community user then make sure profile assigned to that user is listed here (in “Selected Profile”) else user will not be able to do anything with the email which will be received after new user creation.

Allowing Tabs and Pages
  1. Click on “Edit” against your community
  2. Now click on “Tabs and Pages”, it will show the screen displayed in picture

  1. Select “Use Salesforce.com tabs” (let’s not dive into using site.com as it is a separate topic)
  2. Then you can select the tabs which you want to show to the community users
  3. Note – First tab selected will be the landing tab

Custom Branding
  1. Click on “Edit” against your community
  2. Now click on “Branding”, it will show the screen displayed in picture
  1. From here you can customize your headers and footers (formats are mentioned in picture) (which will be displayed on the native screens, and depends if you’ve applied on custom pages/tabs) and color theme to the community

Customize Login Page
  1. Click on “Edit” against your community
  2. Now click on “Login Page”, it will show the screen displayed in picture
  1. Now you can give your company logo in login page. Whenever user open your community link, then you can show your company logo in header and show your content in footer.
  2. If you need to completely change the login page to your visualforce page then we need to follow some more steps mentioned below :
(i) Create an apex class and visualforce page you want to show as your login page. Keep it simple for now.

Apex Class :
view plainprint?
  1. global with sharing class CustomLoginController   
  2. {  
  3.   global String username {get; set;}  
  4.   global String password {get; set;}  
  5.   global CustomLoginController () {}  
  6.     
  7.   global PageReference login()   
  8. {  
  9.   return Site.login(username, password, null);   
  10.   }   
  11. }  

Visualforce Page (please change this according to your need) :

view plainprint?
  1. <apex:page controller="CustomLoginController" doctype="html-5.0" showheader="false" sidebar="false" standardstylesheets="false">  
  2. <apex:form>  
  3. <div class="wrapper">  
  4. <div class="inside">  
  5. <h2>  
  6. Login to Community</h2>  
  7. <div class="form">  
  8. <apex:pagemessages id="error">  
  9. </apex:pagemessages>  
  10. Username  
  11.   
  12. <apex:inputtext styleclass="userNameInput" value="{! username }">  
  13. Password  
  14.   
  15.   
  16. <apex:inputsecret styleclass="passwordInput" value="{! password }">  
  17. <apex:commandlink action="{! login }" styleclass="signInButton" value="SIGN IN">  
  18. </apex:commandlink></apex:inputsecret></apex:inputtext></div>  
  19. <div class="links">  
  20. <a href="https://cloudcatamaran-developer-edition.ap1.force.com/customercommunity/ForgotPassword">Forgot your password?</a> | <a href="https://cloudcatamaran-developer-edition.ap1.force.com/customercommunity/CommunitiesSelfReg">Join our Community</a>  
  21. </div>  
  22. <div class="footer">  
  23. Powered by <a href="http://cloudcatamaran.com/">Cloudcatamaran</a></div>  
  24. </div>  
  25. </div>  
  26. <!-- .wrapper -->  
  27. </apex:form>  
  28. <style>  
  29.     body {  
  30.       background: url('../img/bg.jpg') no-repeat top fixed;  
  31.       font-family: Arial, sans-serif;  
  32.       background-size: 100%;  
  33.   }  
  34.     
  35.   .wrapper {  
  36.       width: 400px;  
  37.       margin: 50px auto 0 auto;  
  38.       box-shadow: 0 0 10px black;  
  39.       border-radius: 5px;  
  40.       background: white;  
  41.   }  
  42.     
  43.   .wrapper a:link,  
  44.   .wrapper a:hover,  
  45.   .wrapper a:visited {  
  46.       color: #157bc2;  
  47.       text-decoration: underline;  
  48.   }  
  49.     
  50.   .wrapper.inside {  
  51.       padding: 10px;  
  52.   }  
  53.     
  54.   .wrapper h2 {  
  55.       color: #157bc2;  
  56.       display: block;  
  57.       font-size: 20px;  
  58.       text-align: center;  
  59.   }  
  60.     
  61.   .wrapper p {  
  62.       margin: 0;  
  63.   }  
  64.     
  65.   .wrapper input {  
  66.       padding: 5px 10px;  
  67.       border: 1px solid grey;  
  68.       width: 360px;  
  69.   }  
  70.     
  71.   .wrapper.signInButton:link,   
  72.   .wrapper.signInButton:hover,   
  73.   .wrapper.signInButton:visited {  
  74.       background: #157bc2;  
  75.       color: white;  
  76.       text-transform: uppercase;  
  77.       width: 100%;  
  78.       display: block;  
  79.       padding: 10px 0;  
  80.       text-align: center;  
  81.       text-decoration: none;  
  82.       border-radius: 3px;  
  83.       margin: 5px 0;  
  84.   }  
  85.     
  86.   .wrapper.links {  
  87.       text-align: center;  
  88.       font-size: 14px;  
  89.       width: 100%;  
  90.   }  
  91.     
  92.   .wrapper.footer {  
  93.       text-align: center;  
  94.       font-size: 12px;  
  95.       color: grey;  
  96.       width: 100%;  
  97.       margin-top: 20px;  
  98.   }  
  99.     
  100.   .wrapper.messageCell {  
  101.       color: red;  
  102.   }  
  103.     
  104.   .wrapper.messageCell h4 {  
  105.       display: none;  
  106.   }  
  107. </style>  
  108. </apex:page>  

(ii) Now go toSetup>Customize>Communities>Manage Comunities and click on force.com link as shown below

(iii) Now scroll down and click on edit "Site Visualforce Pages"

(iv) Now add the custom page you just created to "Enabled Visualforce Pages"

(v) Once saved, click on Edit as shown below :


(vi) Now add “CustomLogin” page as shown below. And save it.

(vii) Now click on "URL Redirect" as shown below :

(viii) Now add partial source URL (Ex. /support/login ) in Source URL textbox and partial target URL in (Ex. /support/CustomLogin) in Target URL textbox and click save.



Create New User
  1. Create a new account (Go to your org as internal user and then click on account tab and then new)
  2. Create a new contact record under newly created account (Go to the newly create account and then click on new on contact related list)
  3. Open contact record and click on “Manage External User” button (as shown in picture) and then click on “Enable Customer User” link, it will redirect you to user record
   4. When you click on Save button (on new user screen), please ensure that the current logged in user should have a role to create this new user otherwise it will give you error.


Publish It

Once you are done with everything and ready to use your community then you will click on publish as shown in picture

(From Setup, click Customize > Communities > Manage Communities. Click on edit button in the front of your community and then click on Publish button.)


Posted by at No comments:
Subscribe to: Posts (Atom)