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Salesforce Communities, Portals, and Sites

Sometimes these 3 concepts create confusion to understand, let’s take a brief idea about these concepts in Salesforce.

  1. Portals:
    • An online support channel for the customers allowing them to resolve their inquiries without contacting a customer service representative.
    • Primarily, the Customer Portal lets the customers into your company’s internal processes (providing role-based access)
    • Gave them access to knowledge articles, case studies, and other similar data.
    • The Portal brought together all the info about the company and its products/services
    • Grant visibility of all company-customer interactions reflected in tickets, orders, bills.
    • It also supported reporting features and displaying other website content.
    • The primary limitation of a customer portal is that the portal user can only view their own account information.
    • Salesforce Customer Portal isn’t available for new organizations since Summer 13.
  2. Communities:
    • Community is literally a next-generation portal that combines the functionality of the former Salesforce Customer and Partner Portals and provides some new features in addition
    • Sub-domain sites built with Community Builder (Lightning), standard Salesforce UI (Tabs), or custom Visualforce.
    • Communities can be created for connecting with customers, external partners, and employees.
    • Customer communities can be used for support and feedback.
    • Partner communities can be used for qualifying leads, tracking revenue and providing product information and training.
    • Internal employee communities can be resources for HR and IT information, as well as a place for discussion and collaboration.
    • Preconfigured Lightning Community templates with drag-and-drop components, or on standard Salesforce functionality and tabs.
    • Key features are:
      • Chatter
      • Social sign-in (e.g. Facebook, LinkedIn)
      • Controlled customer access to the data
      • Going mobile (iOS and Android natives)
      • Storage of all incoming data in Salesforce
      • Enhanced case management
      • Improved branding and style configuration
      • Integration with Site.com CMS(You can show your company’s blog directly in the community)
  3. Sites:
    • Salesforce Sites enables you to create public websites and applications that are directly integrated with your Salesforce organization—without requiring users to log in with a username and password.
    • Sub-domain sites that have no authentication built with Visualforce.
    • You can publicly expose any information stored in your organization through a branded URL of your choice
    • Data validation on collected information is performed automatically
    • You can also enable users to register for or log in to an associated portal seamlessly from your public site.
    • Few examples where you can use sites:
      • Publish a support FAQ
      • Create an ideas site
      • Create a store locator tool
      • Create a recruiting website
      • Publish a catalog of products

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