Sometimes these 3 concepts create confusion to understand, let’s take a brief idea about these concepts in Salesforce.
- 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.
- 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)
- 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
References:
- https://help.salesforce.com/articleView?id=networks_resources.htm&type=5
- https://help.salesforce.com/articleView?id=sites_overview.htm&type=5
- https://developer.salesforce.com/forums/?id=9060G000000IAeAQAW
- https://www.forcetalks.com/salesforce-topic/difference-between-communities-and-sites-in-salesforce/
- https://appsolvetech.com/what-is-salesforce-community-cloud-and-how-can-it-help-me/
- https://www.scnsoft.com/blog/salesforce-portals-and-communities
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