Why should you Extend Salesforce to your Community and how do you go about it

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Extend Salesforce

As a business, you want to get the most out of your Extend Salesforce investment and ensure that your customers or partners get the best possible experience when interacting with your company. One way to achieve this is by extending Salesforce to include a community.

There are many benefits of doing this, including:

  • Allowing customers or partners to login into a portal where they can view specific information or data that is relevant to them
  • Giving customers or partners the ability to submit and track support requests
  • Providing a forum for customers or partners to engage with each other and exchange ideas

Additionally, extending Salesforce Health Cloud to include a community can help build loyalty and trust with your customer base, as well as improve customer satisfaction.

There are a few things to consider before extending Salesforce to include a community, such as:

  • The type of community you want to create (e.g. private, public, or partner)
  • The purpose of the community (e.g. customer support, product feedback, or collaboration)
  • The look and feel of the community (e.g. branding, colors, and layout)
  • The functionality of the community (e.g. login requirements, access levels, and moderation)

Once you’ve decided to extend Salesforce to include a community, there are a few different ways to go about it.

The most common method is using Salesforce’s Community Builder tool which allows you to create a custom community using pre-built templates.

Another option is to use Salesforce’s Lightning Community platform which provides a more flexible and customizable way to build a community.

Lastly, you can also hire a third-party developer to create a bespoke community for you.

Extending Salesforce to include a community can be a great way to improve the customer experience, and build loyalty, and trust. There are many different ways to go about it, so be sure to consider your options carefully before making a decision.

Salesforce offers numerous benefits for businesses that want to extend their customer service beyond the company’s internal capabilities. One excellent way of doing this is by creating a community within Salesforce.

Benefits of having a community within Salesforce:

  • Customers and partners can log in to a portal where they can view specific information or data that is relevant to them.
  • Customers and partners have the ability to submit and track support requests.
  • Customers and partners can engage with each other in exchange ideas in the forum.

Building loyalty and trust are essential for businesses, so providing good customer service is very important. By offering a community within Salesforce, businesses can improve satisfaction rates because customers feel heard and valued. Creating Creative Agency with a sense of belonging has been shown to increase customer loyalty.

Types of communities:

Before creating a community, you will want to decide which type would be best for your business.

  • Private: These types of communities are invite-only and are not accessible to the general public. Typically, companies use private communities to give their employees a space to collaborate on work-related projects.
  • Public: As the name suggests, anyone can join a public community. These types of communities are good for businesses that want to build a rapport with their customers or partners.
  • Partner: A partner community is similar to a private community in that it’s invite-only. The main difference is that partner communities are meant for businesses that want to give their partners a space to collaborate on projects.

What is the purpose of the community?

The purpose of the community will dictate what features you will want to include.

  • Customer support: If the purpose of the community is to provide customer support, you will want to include features that allow customers to submit and track support requests. You may also want to consider including a FAQ section or a knowledge base.
  • Product feedback: If the purpose of the community is to collect product feedback, you will want to include features that allow customers to submit ideas and vote on them. You may also want to consider integrating with Salesforce’s Idea Exchange tool.
  • Collaboration: If the purpose of the community is to allow for collaboration between employees, partners, or customers, you will want to include features that facilitate this such as discussion forums, chat rooms, and file sharing.
  • Marketing: If the purpose of the community is to increase brand awareness or drive sales, you will want to include features that allow you to promote your products and services. You may also want to consider integrating with extending Salesforce Marketing Cloud.

Conclusion:

When creating a community, it’s important to keep in mind that not all features will be relevant for every business. Be sure to only include the features that are essential for meeting the community’s purpose.