Salesforce Communities have been out awhile now – it’s no news that they are changing the way businesses interact with their partners, customers or employees. A mind-boggling amount of companies utilize Salesforce Communities at this point, ranging from non-profits to Fortune 500s, across all industries. It’s a testament to the built-in power and versatility the Community Cloud offers. I’ve helped design, implement and launch close to 20 myself over the past 3 years! In that time, even with the continuing enhancements each release, I’ve noticed a few constants in the user experience best practices that Communities offers.
I’ve run into this issue a few times in creating list views for self-service communities: A Community user wants to monitor cases they’ve created & rules exist to assign ownership of cases to a queue instead. Out of the box, Salesforce list views offer the filter of “My Cases”, but this only shows cases where the logged in user is the case owner. Oftentimes, the requirement calls for the owner to be assigned to a queue, so the list view can’t utilize the “My Cases” filter. What to do?
In preparation for deploying a community this coming weekend, I thought I’d share some knowledge around migrating a community through change sets. It’s been one of the biggest time-saving features Salesforce has invested in to-date, and they’ve only been making it better and better. It’s been available since Summer ‘18 and they made more improvements to it over the Winter ’18 release. The ability has made life SO much easier for those of us neck-deep in community deployments.
In getting to know the community (the “ohana” at Salesforce), I’ve been introduced to some amazing people, both experts in Salesforce, and those just catching the Salesforce bug. The latter often feels unsure where to start – there’s so many clouds, so many certifications, and more of each coming out each quarter. Each time I’m asked “where do you start?”, I ask this question of them: “what are you passionate about?”
Can you smell it? Fresh cut grass, birds chirping, the splash of kids cannonballing into the pool – IT’S SUMMER! Or at least late spring. And with the weather we’ve been having, it may not feel like it, but at the risk of sounding cliche, things are heating up in the Salesforce Summer ’18 release, especially in Communities! Here are some highlights to look out for this release.