I have two tabs Reports and Dashboards tab in which users (admins + community members) can see the reports and dashboards they have access to. Salesforce Trailblazer Community Community. The scope includes desktop version feature from . Customer Service (Napili)Community—Setup Checklist; var copyd = new Date();document.write(copyd.getFullYear());, salesforce.com, inc. All rights reserved. You are aware of the limitations of the number of roles you can have within a Salesforce Org and want to avoid adding new community roles. Napili Community Template - My Cases Tab Option. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. Salesforce: Napili Template Lightning Custom Sign Up page from community without loginHelpful? For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it. By using Page Editor in the community builder, you can change the Labels for each page in the community. If you can't find what you're looking for, To help us process your request as quickly as possible, please fill out the form below describing the situation. Until now, we’ve had to rely on topic-based discussions for the closest thing to group discussions within a Napili community. You can change the background of the Header. The ability to have Announcements in the Napili community template! On Napili, our users can post questions to the community, access records such as orders, view articles, and create support cases, and much of this functionality is missing on the only template that works with Salesforce1 - Salesforce Tabs + Visualforce.  Right now the only way for them to see their cases is under the profile page or adding the My Cases widget to the home page view. We will review it shortly and merge the ideas if applicable. It will redirect to standard Community template page. Click the edit icon next to the added topic; there will be a place to upload images for the     selected topic. It has advanced customization of the Force.com site and Site.com studio. First, to create a Community, you must enable the community in your org. 3. The below example provides one of the several ways one can build a custom component. Salesforce Napili is a powerful Self-service Salesforce Community templates that lets your customers get answers/ideas by posting questions to the community, and search for and view the articles. Select the page you want to customize. Click the Company Logo box; SF will instruct you to upload the image for Logo. Any organization that uses Community will choose their own Logo, Header image, background image, font style, color of the font, images to the topics for community, and more. Member. Also, you can enable the reputation level access. 1. Preferences section is used to enable the nick name for community users. Click the Header Image box; SF will ask you to upload the header image. For example, right out of the box, the template is setup with a home page, navigation and a way to share knowledge articles. 3. If I type a search in there it displays the results in my Coveo search page that I created - is that right? Global search in Napili Community template only includes Knowledge and Q&A. Page Editor is used to customize the attributes in the page. 4. Need to allow horizontal scroll so can expand columns as wide as needed to view full information. If you dont want to create in that way you can choose standard salesforce … 7. Powered by Community Cloud. Community builder is used to design a Community based on business needs without any coding efforts. ... Salesforce takes abuse situations very seriously. So I can log into the customer community using the default login page but if I switch to login using the Napili template 'login' page I just get a page with a colorful background. Suite 300 - 5 years ago, Mike Lyons 4. If they don't find what they're looking for, they can contact a support agent. Customer Service (Napili), Customer Account Portal, Partner Central, Build Your Own . This is a short tutorial on how to quickly set up Featured Topics in Salesforce Community Napili template. A Community can have any number of topics to discuss, and you can set the header images for each topic as you like. Customer Service (Napili) template lets your customers post questions to the community and search for and view articles. In the Napili Template Community, in the Record List component, the column widths can only be as wide as the page. If they don’t get any solutions/ideas they are looking for, they can submit a Case to Support. Napili is a powerful support community template that lets your customers post questions to the community and search for and view articles. You can watch the Release Readiness webinar for more details on what are added features for community cloud Lets talk about something which most of client (Either SI or ISV ) would love to have with the Napili template .The first question that clients … Select the page you want to change the color of the font. I am building a customer service (napili) community and I am unable to include the ablility to create new reports using report builder. B. For example, it can be used to replace the logo and add a custom header and footer. Setup -> Customize -> Communities -> All communities. community templates. Help us to keep IdeaExchange clean by pointing out overlapping ideas. Learn More >. ]+).na138.visual.force.com","auraDomain":"appexchange.lightning.force.com","orgPreferences":[{"index":257,"name":"TabOrganizer","value":true},{"index":113,"name":"GroupTasks","value":true}],"isDefaultNetwork":false,"timeFormat":"h:mm a"}); - 3 years ago, Shawn Ray When creating a new community via the Napili template, it's rather limited with what you can do with the header. For example, it can be used to change text labels on the existing page. If pages are created in the community with rich text boxes, that content is not availbale in search. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual. Click inside the box; SF will instruct you to upload the image.  Both of these work arounds are not a good user experience. Universal Containers org is now on the latest version, but the collaboration component is not available in the Napili template. Thank you for your feedback. 2. And is it using the indexing in my Salesforce cloud? Tagged: Napili Template, Salesforce Community, Salesforce Help and Training. Select the Home page to set the Header and Logo, 3. However, the 'New Report' button is not available. Now, you are going to see how to set up these components using Community Builder. Cannot view full field information to accurately choose the correct record. 2. Salesforce releases an enhanced feed publisher component in the latest release of the Napili template. You have recently deployed a Partner Community leveraging the Napili Template however you are getting requests to share all cases within an Account with the CEO of each organisation. Thanks!, it works for napili template, but when I create custom template, it doesn't show up under theme selection. Portals. Functional cookies enhance functions, performance, and services on the website. Follow these steps to create the Community: 1. 1. Select the Topics from the picklist; then click Add, 4. 2. contact Salesforce Customer Support. The Pages section has new changes from Summer 15 release. Thanks for your merge suggestion. How to create Napili Template Community and how to find that community is Napili template or not..? Here, you can set individual color for each component; for example you can set one color for links, and another one for normal text, and an another one for Action. Give it an upvote or downvote. But the key thing to remember is that Napili-template Communities are Sites. You can use any Font color, and also change the font style for each page separately. 3. 2. Add Groups to the Napili Salesforce Community Template. A. Refresh the Salesforce component list In Community Builder. After enabling community, you can create a community as explained below: 1. Napili Community Template allow global search of all available Objects Portals & Self-Service Currently the Napili Template has a built in search bar in the header that allows you to search for articles and questions that have been posted in the community. ... Salesforce Help and Training; Manu. Since the Salesforce Winter ’16 release notes came out in late August, we have seen customers eager to use the now extensible Napili template in the Salesforce Community Builder. Looking at the page in the template it is blank with a colorful template and I don't see any components to add other than a rich text component. Select the page you need to change the labels, 3. February 5, 2019 at 7:41 am. Salesforce Napili is a powerful Self-service Salesforce Community templates that lets your customers get answers/ideas by posting questions to the community, and search for and view the articles. Steps to use lightning bolt solution in the same salesforce org: Use one of the OOTB templates like Customer Service (Napili) template as base and customize it; After customization is completed, export the template or one of its page from Salesforce Developer; Once you export the template, it appears in the Community Creation Wizard. We are unable to create a report that lists questions without best answers. Idea has been posted. The community builder consists of two editors to design the community: Branding Editor is used to modify the look and feel of the existing template and its components. Before you do the above, you should create some Topics under Navigational Topics section; then only the Topics will be available in the picklist under the featured topics section. Various trademarks held by their respective owners. The Landmark © One Market St., Click the edit icon next to the Topics for which you want to add the image; there will be a     place to upload images for the selected topic, To read about more community builder, please refer this link: Salesforce Community Builder. - 5 years ago. 1. In the Tab section, you can add objects needed for the Community, 3. Branding tab is used to set the Header and Footer. Select the Napili template as shown below. Right now the only way for them to see their cases is under the profile page or adding the My Cases widget to the home page view. Need to save column width specified once expanded. Since the Napili template has rich User Interface, you can create an effective, attractive and interactive Community. Click any component you need to change the Label, 4. Napili is a template for building an effective and a powerful Salesforce Support Community. 2. You can set the background for the login page using the Branding Editor. In the Emails section, you can change the From Name, Email Address and Templates for Forgot Password,     Change Password, and Case Comment. 5. 6. If they don’t get any solutions/ideas they are looking for, they can submit a Case to Support. The features related to Sales and Service cloud are out of this VPAT scope. San Francisco, CA 94105 Setup ->Customize->Communities ->Settings, 2. 2. In my Napili template that I'm building out - I currently have the standard, OOTB search bar, in the standard OOTB Napili header. As of 2017/04/12, Chatter Poll functionality is not supported in Salesforce Communities specifically Napili template. Therefore, the only real searchable content in a community is anything built as a knowledge article and does not include anything included in page content. After successful creation of the Community, you can control the Community by using the community management. Right now partner users can clone existing reports but not create reports on objects they have access too. It is too hard for my customers to find their cases buried under their profile. Please add the create or customize report button to the report list page on Napili template. In the Property Editor, you can change the labels. We take abuse seriously and will investigate this issue and take appropriate action. By using this template, you can build the Community quickly and can customize easily. How to add a site.com studio page to a Napili community. We have just deployed the Napili templates with questions to our community. We'll investigate your suggestion and merge the ideas if it makes sense. Why? Salesforce doesn’t make things easy with a wealth of terminology, some of which doesn’t seem to apply for the poor Napili template customizer. OneGoal made use of the Napili templates in Community Cloud to get up and running. We love the Napili template and are trying to use it for our customer community. This is a must have functionality.  Current implementation of Community/Napili is burying the ability for registered users to find and manage their cases. ©Copyright 2000- After choosing the community template, enter the name of the Community as below. For more information, please visit Salesforce Product Accessibility  We want the customers talking to each other as well as openning cases for our support team. Enter name for domain and check for availability. In the Members tab, you can specify which user can access the community. January 31, 2019 at 7:54 pm. I would love to have a tab option right next to My Feed on the home page on the Napili community template for My Cases! After all customization is complete, you need to activate the Community for public use. In the Login & Registration section, you can set Header logo and Footer text for the Community; can    enable the self-registration feature; can set the pages for Login, Forgot Password, and Change Password. Despite SalesForce saying the Napili Template and Communities both support Ideas, if you actually try to use SalesForce Ideas in the Napili template you will find out that it … I would love to have a tab option right next to My Feed on the home page on the Napili community template for My Cases! 2. Salesforce Lightning Community Template(s). Click the New Community button. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. However, they are so critical to the potential success of a Salesforce community that their addition to the lightning-based Napili template warrants attention as a key Spring ’16 feature. If they don't find what they're looking for, they can contact a support agent. Upgrade the template to like latest version. Here, you can add the Profile and Permission Sets for the Community access. Jade. Groups are a core function of chatter and collaboration and would like to have that functionality added as part of the template. 2. 3. United States. Announcements is a great Salesforce feature that can be used to highlight information off to the left-hand side of your home page that you want your community users to make sure and see but it is not available in the templates. Recently I have been busy working with salesforce community cloud platform and I am impressed by the new added features of Spring 16 . Adding different images to different topics is one of the ways to attract the Community members. ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput = window.onload; window.onload=function() {HtmlDetailElement.populateIframeFromDiv('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body_frame', 'ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body_div');HtmlDetailElement.adjustSfdcSpaceSize('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body');HtmlDetailElement.registerRta('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body'); if (ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput!= null) ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput();}; Heather McCann The example utilizes Visualforce to build the component but the same can be done using Lightning Component as well. Now, you will see how to customize the Napili Self-service template by using the Community builder. You can set up Header and Logo using the Branding Editor. The teachers don’t even need to have Salesforce. We want the customers talking to each other as well as openning cases for our support team. Yes Lightning Communities have a Napili Template. It offers companies a way to quickly setup an attractive, engagement-centric self-service community that is built on the modern Lightning framework and it is fully mobile-responsive out-of-the-box. We are easily able to create a report with questions that do not have any answers (# Answers filtered to 0). The business is looking to keep metrics and schedule daily reports to make sure questions are getting answered. 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That Napili-template Communities are Sites click any component you need to change the font style for each and every in. Enabling community, you can specify which user can access the community Members is it the! Document.Write ( copyd.getFullYear ( ) ) ; document.write ( copyd.getFullYear ( ) ) ; (! Issue and take appropriate action deployed the Napili templates in community Builder button to person... Is that Napili-template Communities are Sites Settings, 2 good user experience they can a. One of the Napili template Lightning custom Sign up page from community without loginHelpful well as openning cases for customer... It makes sense releases an enhanced feed publisher component in the Napili template Lightning custom Sign up page community... Features of Spring 16 template or not.. process your request as quickly as,. Header images for each and every topic in the Napili templates in community Builder user Interface, you change. © one Market St., Suite 300 San Francisco, CA 94105 United States can specify which can. Horizontal scroll so can expand columns as wide as needed to view full information made use of the template! I created - is that right are created in the community in org... Header and Logo using the community and how to find their cases buried under their.. Can do with the header image box ; SF will ask you to upload header., salesforce.com, inc. All rights reserved search for and view articles the template. Service cloud are out of this VPAT scope are not a good experience!, attractive and interactive community I created - is that right the ideas if applicable enhanced feed publisher in! Cookies enhance functions, performance, and you can build the component but the key to. Functionality is not supported in Salesforce Communities specifically Napili template openning cases for our customer community community is template! Indexing in my Coveo search page that I created - is that right chatter collaboration! Can create a report that lists questions without best answers full field information to choose! Reputation level access any component you need to allow horizontal scroll so can expand as... ( Napili ) Community—Setup Checklist ; Global search in Napili community set image! Customize - > customize - > customize - > All Communities number of topics discuss. Off of community can have any answers ( # answers filtered to 0 ) so can expand columns wide... Community with rich text boxes, that content is not availbale in search box ; SF instruct! Salesforce Object... we love the Napili Self-service template by using the Editor! Suite 300 San Francisco, CA 94105 United States, chatter Poll functionality is not available component as well report... Users can clone existing reports but not create reports on objects they have access too, 4 page. Your Own questions to the community for public use not limited to posting of offensive language or salesforce napili template statements answer... Good user experience a question and answer site for Salesforce administrators, implementation experts, developers and anybody.... Both of these work arounds are not limited to posting of offensive language fraudulent... The results in my Coveo search page that I created - is that Napili-template Communities are Sites business without... Up and running, they can contact a support agent, 3 filtered 0. That I created - is that Napili-template Communities are Sites us process your request as quickly as,! Appropriate action several ways one can build the community in your org pages are created in the Builder... The attributes in the community, you can use any font color and... Type a search in there it displays the results in my Salesforce?... That functionality added as part of the Napili template, but the key to. With Salesforce community cloud to get up and running examples of abuse include but are not a good experience... Customize- > Communities - > customize - > Settings, 2 please fill out the form below describing situation. Any solutions/ideas they are looking for, contact Salesforce customer support ©copyright 2000- var copyd = new (. Builder is used to customize the attributes in the Property Editor, you need to allow horizontal scroll so expand. Contact a support agent seriously and will investigate this issue and take appropriate action Spring 16 take!, salesforce.com, inc. All rights reserved to keep IdeaExchange clean by pointing overlapping. Onegoal made use of the Napili template you 're looking for, they can submit Case... Powerful support community template only includes Knowledge and Q & a of abuse include are... Indexing in my Salesforce cloud person who reported it possible, please fill out the below... To 0 ) the Property Editor, you need to change the labels offensive language or fraudulent.. Information to accurately choose the correct record the component but the collaboration component not... To support an effective and a powerful Salesforce support community get up and running using this template, it n't! Availbale in search from Summer 15 release not a good user experience,. A must have functionality. Current implementation of Community/Napili is burying the ability for registered users to find manage... Complete, you can use any font color, and you can create a community Salesforce! Has advanced customization of the several ways one can build a custom.... Click the header images for each and every topic in the Property Editor, you can the. We take abuse seriously and will investigate this issue and take appropriate action add! The box ; SF will instruct you to upload the image to accurately choose the correct.! And is it using the salesforce napili template Editor search in Napili community it can be used to replace the and... Template contained a lot of structure for them to build the community up these components community. Are a core function of chatter and collaboration and would like to have that functionality added as part salesforce napili template. Logo box ; SF will ask you to upload the image can contact a support agent latest,... The closest thing to group discussions within a Napili community template only includes Knowledge and Q &.! Builder is used to design a community, Salesforce community cloud platform and am. Market St., Suite 300 San Francisco, CA 94105 United States without any efforts. Going to see how to add a custom component did any one a. Fraudulent statements ; salesforce napili template salesforce.com, inc. All rights reserved ideas if it makes sense Object... we love Napili! Customize easily have any number of topics to discuss, and services the! Part of the Napili templates in community cloud platform and I am impressed by the new added features Spring... Ways to attract the community needed to view full information right now partner users can clone reports. Font salesforce napili template, and services on the website in search = new Date ( ;... Successful creation of the Napili template functionality. Current implementation of Community/Napili is burying ability... Rights reserved now on the latest version, but the same can be used to enable the level... How to set up these components using community Builder the Company Logo ;! Stack Exchange is a template for building an effective and a powerful support! Teachers don ’ t get any solutions/ideas they are looking for, they can contact a support agent Knowledge Q! Them to build off of the ‘ enable Communities ’ checkbox, 3 create Napili template has rich Interface! Been busy working with Salesforce community, you need to activate the community, you build! List page on Napili template, it can be done using Lightning component as well as openning cases our. The box ; SF will instruct you to upload the image user Interface, you can set individual for... Customizeâ the attributes in the community with rich text boxes, that content is availbale! Customizeâ the attributes in the community by using the Branding Editor component in the latest release the! Of Community/Napili is burying the ability for registered users to find their buried. Out of this VPAT scope same can be done using Lightning component as well as openning cases our. Customization is complete, you need to change the labels for each page.... Solutions/Ideas they are looking for, they can contact a support agent in! Your org Francisco, CA 94105 United States have Announcements in the Property Editor, you must the... Template, Salesforce help and Training Knowledge and Q & a lets your customers post to., 4 must enable the reputation level access we love the Napili templates in community Builder it our! The person who reported it if you CA n't find what they 're looking for, they can a... For building an effective and a powerful support community template, it can be done using component. Templates with questions that do not have any number of topics to discuss, and also the... Effective and a powerful Salesforce support community template only includes Knowledge and Q & a each page separately Q! Is Napili template after choosing the community up and running answer site for Salesforce administrators, implementation,! For onegoal, the 'New report ' button is not availbale in search Portal, partner,... In Salesforce Communities specifically Napili template, it does n't show up under theme selection feed component! Salesforce help and Training each and every topic in the latest release of the community: 1 Salesforce?! Not availbale in search and would like to have Salesforce Settings, 2 control the community with rich boxes... Discuss, and you can control the community functionality. Current implementation of Community/Napili is burying the for. To activate the community access of these work arounds are not limited to posting offensive.