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Salesforce Partner Community UK | Salesforce Customer Community | Bespoke Community

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Want to extend your CRM? Bespoke Community is a Portal that extends your CRM to your customers/partners and enhances to maximize potential returns by putting their focus on one investment criteria. Heavily experienced with Salesforce Community Portals, Salesforce Partner Community, Salesforce Customer Community, Salesforce partner community license cost, Salesforce customer community license cost, Partner Community, Customer Community, Certified Cloud Portals and creating portal solutions in London, UK. Try a Free Demo or Trial Now! – PowerPoint PPT presentation

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Title: Salesforce Partner Community UK | Salesforce Customer Community | Bespoke Community


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Role-Based Access in Communities
  • With the Salesforce Winter '20 Release, in
    Lightning Communities, you can use role-based
    access to control who does what in a community.
    You can add users as contributors to a specific
    community by assigning them an access role.     
             

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Why it's Needed?
  • It was challenging for an Administrator to manage
    a community because Administrators with community
    management permissions have complete access to
    all communities and their functionality. To make
    most community updates, Administrative access was
    required. But now, by adding the contributors,
    the workload can be shared.
  • A contributors access role is specific to that
    community, but a contributor can have different
    roles in different communities. You can assign
    roles to your contributors with the level of
    access they need in a specific community by
    assigning them one of the following roles.

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Conti
  • Experience Admin These contributors can do just
    about everything in an assigned community. They
    have access to Community Builder, can manage
    contributors, and publish the site. 
  •  Publisher These contributors help you build
    and publish. They have access to Community
    Builder, and they can publish the site in an
    assigned community. They cant manage
    contributors. They have read-only access to the
    Community Workspaces Administration
    Contributors Tab. 
  •  Builder These contributors help build the
    assigned community. They have access to Community
    Builder. They cant publish the site or manage
    contributors. They have read-only access to the
    Community Workspaces Administration
    Contributors Tab. 
  •   Viewer These contributors have read-only
    access to Community Builder in an assigned
    community. They cant publish the site or manage
    contributors. They have read-only access to the
    Community Workspaces Administration
    Contributors Tab. 

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How can we add Contributors to Communities? 
  • To ADD the Contributors to Communities, you must
    be a Salesforce Admin or an Experience Admin in
    that community. Follow these steps  
  • 1.  Go to Community Workspaces and select the
    Administration tile in your community.
  • 2.  Select Contributors Tab  in the left pane
    and then click Add Contributors.

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  • 3.  You can search for users. Only members of the
    community are listed. All users with the selected
    Profiles and Permission Sets are members. You can
    add the Profiles by selecting the Profiles
    through the Members Tab , from the left pane of
    the Administration tile in your community.

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  • 4.  Click Add next to the users you want to add
    and then click Next.

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  • 5.  After that, you can assign a contributor role
    to each user and click on Finish.   

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My Two Cents
  • Undeniably, Role based Access in Communities is
    an amazing feature. But is the flexibility enough
    or should it be given to Customers/Partners also
    so that they can customise their Home Page,
    according to their  requirements. For example,
    with this feature, they can arrange the Tab's as
    per their preferences on their Home Page.
  •  The Featured Tab  is shown by default on the
    Home Page. Some Customers/Partners might want to
    see the Discussions Tab or My Feed Tab first
    on their Home Page. So, if we give the
    flexibility to Customers/Partners to customise
    their Home Page, then it will empower them to
    work more efficiently.

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Thanks for Watching
  • For More Information
  • Bespoke Community
  • Email Info_at_onto-genesis.co.uk
  • Website - https//bespokecommunity.com/
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