idc

Migrating from a portal to a community #2 — Begin the build

by Chris Gardner

In part one of this series, we discussed the importance of developing a plan before migrating to the new framework. In part two, we’ll discuss the build process.

Now that you have your plan and personas in place it’s time to build your new community. Begin by entering Salesforce setup and selecting ‘Enable Salesforce Communities.’ You‘re now able to choose your URL, enter information, and choose a template to begin your build.

Stay in preview mode as you build, then activate the community when it comes time to launch. From this point, the community build process typically branches into a few work streams: technical and functional. Let’s go over each.

 

Technical

On the technical side, you need to establish your sharing and visibility model. If you’re satisfied with the sharing and visibility of your current portal, you’re all set. However, if you want to make changes now is a great time to…

 


 

Want to keep reading? Download the full ebook here!

 

Chris GardnerChris is a Salesforce Consultant and Developer with Simplus. He is an experienced leader with a focus on implementation, best practice consulting, and marketing. Chris has over ten years of experience in consulting for small to large businesses. He fosters healthy client relationships from initial engagement through handoff. Chris is skilled in turning client requirements into actionable system designs and following best practices to implement and optimize Salesforce solutions.

[email protected]

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