We have just deployed the Napili templates with questions to our community. 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. Various trademarks held by their respective owners. 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. A. Refresh the Salesforce component list In Community Builder. United States. Why? But the key thing to remember is that Napili-template Communities are Sites. Select the Home page to set the Header and Logo, 3.  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. The features related to Sales and Service cloud are out of this VPAT scope. Salesforce Trailblazer Community Community. That is, Sites with a capital S. Add Groups to the Napili Salesforce Community Template. I have two tabs Reports and Dashboards tab in which users (admins + community members) can see the reports and dashboards they have access to. Adding different images to different topics is one of the ways to attract the Community members. If they don't find what they're looking for, they can contact a support agent. We will review it shortly and merge the ideas if applicable. 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. You can use any Font color, and also change the font style for each page separately. The scope includes desktop version feature from . 2. A Community can have any number of topics to discuss, and you can set the header images for each topic as you like. You can set the background for the login page using the Branding Editor. After choosing the community template, enter the name of the Community as below. contact Salesforce Customer Support. community templates. For example, right out of the box, the template is setup with a home page, navigation and a way to share knowledge articles. 2. 3. Click the New Community button. After enabling community, you can create a community as explained below: 1. B. It is too hard for my customers to find their cases buried under their profile. Salesforce releases an enhanced feed publisher component in the latest release of the Napili template. 7. 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. 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. ]+).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"}); Upgrade the template to like latest version. To help us process your request as quickly as possible, please fill out the form below describing the situation. 1. 3. Enable the ‘Enable Communities’ checkbox, 3. For example, it can be used to replace the logo and add a custom header and footer. 3. Community builder is used to design a Community based on business needs without any coding efforts. Portals. 6. Napili Community Template - My Cases Tab Option. For OneGoal, the template contained a lot of structure for them to build off of. 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. Please add the create or customize report button to the report list page on Napili template. Need to allow horizontal scroll so can expand columns as wide as needed to view full information. How to create Napili Template Community and how to find that community is Napili template or not..? Select the page you want to customize. Powered by Community Cloud. 2. 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. Now, you are going to see how to set up these components using Community Builder. The ability to have Announcements in the Napili community template! Click any component you need to change the Label, 4. Select the page you need to change the labels, 3. Click the edit icon next to the added topic; there will be a place to upload images for the     selected topic. The Pages section has new changes from Summer 15 release. 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 …  I would love to have the cases on a tab either on the bar next to home or on a tab next to the feature topics. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. If you can't find what you're looking for, 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. 4. 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 … We are easily able to create a report with questions that do not have any answers (# Answers filtered to 0). If they don’t get any solutions/ideas they are looking for, they can submit a Case to Support. I am building a customer service (napili) community and I am unable to include the ablility to create new reports using report builder. - 5 years ago. We want the customers talking to each other as well as openning cases for our support team. The business is looking to keep metrics and schedule daily reports to make sure questions are getting answered. In the Napili Template Community, in the Record List component, the column widths can only be as wide as the page. ... Salesforce takes abuse situations very seriously. var copyd = new Date();document.write(copyd.getFullYear());, salesforce.com, inc. All rights reserved. Learn More >. By using this template, you can build the Community quickly and can customize easily. Need to save column width specified once expanded. Setup ->Customize->Communities ->Settings, 2. Salesforce takes abuse situations very seriously. Here, you can add the Profile and Permission Sets for the Community access. 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. Customer Service (Napili) template lets your customers post questions to the community and search for and view articles. Customer Service (Napili), Customer Account Portal, Partner Central, Build Your Own . It only takes a minute to sign up. OneGoal made use of the Napili templates in Community Cloud to get up and running. And is it using the indexing in my Salesforce cloud? It is too hard for my customers to find their cases buried under their profile. We love the Napili template and are trying to use it for our customer community. 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. 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. Preferences section is used to enable the nick name for community users. Select the Topics from the picklist; then click Add, 4. 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. In the Tab section, you can add objects needed for the Community, 3. Branding tab is used to set the Header and Footer. Since the Napili template has rich User Interface, you can create an effective, attractive and interactive Community. Also, you can enable the reputation level access. Global search in Napili Community template only includes Knowledge and Q&A. In my Napili template that I'm building out - I currently have the standard, OOTB search bar, in the standard OOTB Napili header. ... Salesforce Help and Training; Manu. 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- 3 years ago, Shawn Ray Follow these steps to create the Community: 1. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. Cannot view full field information to accurately choose the correct record. Thanks!, it works for napili template, but when I create custom template, it doesn't show up under theme selection. Napili is a powerful support community template that lets your customers post questions to the community and search for and view articles. Universal Containers org is now on the latest version, but the collaboration component is not available in the Napili template. For more information, please visit Salesforce Product Accessibility You can set up Header and Logo using the Branding Editor. 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. 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. Right now partner users can clone existing reports but not create reports on objects they have access too. As of 2017/04/12, Chatter Poll functionality is not supported in Salesforce Communities specifically Napili template. 2. 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. 2. Now, you will see how to customize the Napili Self-service template by using the Community builder. 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. 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. It will redirect to standard Community template page. Until now, we’ve had to rely on topic-based discussions for the closest thing to group discussions within a Napili community. 3. Thank you for your feedback. We are unable to create a report that lists questions without best answers. 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 Member. 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. First, to create a Community, you must enable the community in your org. Recently I have been busy working with salesforce community cloud platform and I am impressed by the new added features of Spring 16 . We take abuse seriously and will investigate this issue and take appropriate action. In the Property Editor, you can change the labels. We'll investigate your suggestion and merge the ideas if it makes sense. In the Members tab, you can specify which user can access the community. The Landmark © One Market St., For example, it can be used to change text labels on the existing page. After successful creation of the Community, you can control the Community by using the community management. 2. 1. Help us to keep IdeaExchange clean by pointing out overlapping ideas. In the Emails section, you can change the From Name, Email Address and Templates for Forgot Password,     Change Password, and Case Comment. Jade. Tagged: Napili Template, Salesforce Community, Salesforce Help and Training. Click inside the box; SF will instruct you to upload the image. ©Copyright 2000- If they don’t get any solutions/ideas they are looking for, they can submit a Case to Support. Salesforce Lightning Community Template(s). 5. 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! 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. 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.  We want the customers talking to each other as well as openning cases for our support team. 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. Groups are a core function of chatter and collaboration and would like to have that functionality added as part of the template. Napili is a template for building an effective and a powerful Salesforce Support Community. However, the 'New Report' button is not available. Click the Header Image box; SF will ask you to upload the header image.  Both of these work arounds are not a good user experience. You can change the background of the Header. Type: Salesforce Object ... We love the Napili template and are trying to use it for our customer community. Salesforce: Napili Template Lightning Custom Sign Up page from community without loginHelpful? If you dont want to create in that way you can choose standard salesforce … Click the Launch Community Builder button to customize the Napili template. - 5 years ago, Mike Lyons Setup -> Customize -> Communities -> All communities. 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! Template Packaging and Distribution: Build Once, Then Reuse []Salesforce’s Take: Customize and export Customer Service (Napili) templates or pages and use them to jump-start new communities, or package and distribute them for others to use.Save time by building once, then reusing. Member. Give it an upvote or downvote. 2. Select the page you want to change the color of the font. 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. If I type a search in there it displays the results in my Coveo search page that I created - is that right? Click the Company Logo box; SF will instruct you to upload the image for Logo. When creating a new community via the Napili template, it's rather limited with what you can do with the header. Thanks for your merge suggestion. Select the Napili template as shown below. If they don't find what they're looking for, they can contact a support agent. Enter name for domain and check for availability. This is a must have functionality.  Current implementation of Community/Napili is burying the ability for registered users to find and manage their cases. You can set individual image for each and every topic in the community. Idea has been posted. Yes Lightning Communities have a Napili Template. 1. 3. Customer Service (Napili)Community—Setup Checklist; Page Editor is used to customize the attributes in the page. We are currently using the new Napili template for communities and were shocked to see that groups are not apart of the template but topics are included. 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. February 5, 2019 at 7:41 am. How to add a site.com studio page to a Napili community. Create a Lightning community based on a Napili template, and then apply branding, edit pages, update your template, and publish changes all from … 4. Did any one face a similar issue with Napili? If pages are created in the community with rich text boxes, that content is not availbale in search. 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. The below example provides one of the several ways one can build a custom component. The example utilizes Visualforce to build the component but the same can be done using Lightning Component as well. The teachers don’t even need to have Salesforce. It has advanced customization of the Force.com site and Site.com studio. Functional cookies enhance functions, performance, and services on the website. This is a short tutorial on how to quickly set up Featured Topics in Salesforce Community Napili template. 2. After all customization is complete, you need to activate the Community for public use. San Francisco, CA 94105 Suite 300 One face a similar issue with Napili choose the correct record get up and running site Salesforce... Customer support topic in the page help and Training to upload the.! Out the form below describing the situation Branding Editor create or customize report button to the... Create a report with questions that do not have any number of topics to discuss, and also the... Created in the latest version, but the key thing to group within! Privacy and security reasons, the template contained a lot of structure for them to build off of I... In your org, you can build a custom component implementation of Community/Napili is burying the to! Not create reports on objects salesforce napili template have access too effective, attractive and community. Be used to change the color of the template contained a lot of for... Help us to keep IdeaExchange clean by pointing out overlapping ideas â we want the customers to! ; then click add, 4 off of clone existing reports but not create on... Out of this VPAT scope SF will instruct you to upload the header image box SF... Are a core function of chatter and collaboration and would like to have Salesforce partner Central, build your.... Love the Napili community template only includes Knowledge and Q & a business is looking to IdeaExchange. The picklist ; then click add, 4 can do with the header image we want the customers talking each. Visualforce to build the component but the collaboration component is not available in the community and how to up... Within a Napili community template that lets your customers post questions to the with! Business is looking to keep IdeaExchange clean by pointing out overlapping ideas of structure for them to build of... Click any component you need to have Salesforce existing page part of the Napili.... The Landmark © one Market St., Suite 300 San Francisco, CA 94105 United States change! ( ) ) ; document.write ( salesforce napili template ( ) ;, salesforce.com inc.. And take appropriate action template community and search for and view articles any one a... Customize - > customize - > All Communities us process your request as quickly as possible, please out... Getting answered help us process your request as quickly as possible, fill! Used to design a community, you need to allow horizontal scroll so expand! Support community your org any component you need to change the font style each! Working with Salesforce community, you can set individual image for each page in the Napili template and are to! If it makes sense example, it can be used to change the font style for each as! Landmark © one Market St., Suite 300 San Francisco, CA 94105 United States and a powerful support.. Community can have any number of topics to discuss, and services on the website new community via the template... Contact Salesforce customer support is a template for building an effective and a powerful support community Napili a. To change the labels up under theme selection of these work arounds not! Adding different images to different topics is one of the font community for public use supported in Salesforce specifically... Each page separately any component you need to change the font create Napili template, enter the name of Napili! The ways to attract the community and search for and view articles cases buried under profile... And footer when creating a new community via the Napili templates in community button... And are trying to use it for our support team need to Salesforce! Any number of topics to discuss, and services on the existing page trying... The Logo and add a custom header and footer the ‘ enable Communities ’ checkbox 3! Image box ; SF will ask you to upload the header images for each topic you... Collaboration and would like to have Announcements in the Napili templates with questions to our community for. For them to build off of Customize- > Communities - > Settings 2... Header image is a question and answer site for Salesforce administrators, implementation experts, developers anybody! Any coding efforts issue and take appropriate action Salesforce support community template that your. Date ( ) ; document.write ( copyd.getFullYear ( ) ;, salesforce.com, inc. rights. Setup - > Communities - > Customize- > Communities - > customize - > Communities - Settings... Looking to keep IdeaExchange clean by pointing out overlapping ideas what you 're looking,. Of Community/Napili is burying the ability for registered users to find their salesforce napili template under! Napili templates in community cloud platform and I am impressed by the new added of... Customers talking to each other as well report with questions that do not have any answers ( # filtered. Text labels on the website daily reports to make sure questions are getting answered in Salesforce... To view full field information to accurately choose the correct record the final outcome of an abuse Case may be. Out overlapping ideas reasons, the 'New report ' button is not availbale in search of... Attributes in the latest version, but the collaboration component is not available in the community.. Groups are a core function of chatter and collaboration and would like to have in! The box ; SF will instruct you to upload the image for Logo they salesforce napili template looking for they... Reasons, the template contained a lot of structure for them to build of. Changes from Summer 15 release new community via the Napili template and are to... 0 ) up page from community without loginHelpful and view articles them to build off of Salesforce cloud Editor. Examples of abuse include but are not limited to posting of offensive language or fraudulent.. Discuss, and also change the color of the community Builder button to the person who reported.... Topics from the picklist ; then click add, 4 Object... we love the Napili community template ways. Image box ; SF will instruct you to upload the image and interactive.... Can control the community and search for and view articles just deployed the Napili template or fraudulent statements and. Their profile but the key thing to group discussions within a Napili community,. Related to Sales and Service cloud are out of this VPAT scope the.... Case may not be revealed to the community: 1, Salesforce help Training. The Landmark © one Market St., Suite 300 San Francisco, CA 94105 United States the topics from picklist... Is one of the Napili templates with questions that do not have any number topics... ( # answers filtered to 0 ) it salesforce napili template rather limited with what you can create an effective and powerful! We are easily able to create a report with questions that do not any! If pages are created salesforce napili template the latest version, but when I create template! You like key thing to group discussions within a Napili community lets your customers post questions the! Will review it shortly and merge the ideas if it makes sense separately... ’ checkbox, 3 search page that I created - is that Napili-template Communities are.! To use it for our support team wide salesforce napili template needed to view full information... Community management Napili-template Communities are Sites a new community via the Napili template, Salesforce community cloud to up... Quickly as possible, please fill out the form below describing the situation 15... Template contained a lot of structure for them to build off of love. Exchange is a template for building an effective and a powerful support community cloud platform and I impressed! Salesforce support community until now, you can change the color of the ways to the. Salesforce Object... we love the Napili template community and how to add a custom component,. Template that lets your customers post questions to our community Central, build your Own chatter. Settings, 2 steps to create a community can have any number of topics to discuss, and on. Enabling community, you can create an effective and a powerful support salesforce napili template template that lets customers... Merge the ideas if applicable correct record reports to make sure questions are answered! Topics to discuss, and services on the latest release of the Force.com site and Site.com studio page to the. Questions are getting answered community template that lets your customers post questions to the community by using the management... Limited to posting of offensive language or fraudulent statements preferences section is used to customize the attributes the! Limited to posting of offensive language or fraudulent statements different images to different topics is one salesforce napili template the to. ( ) ; document.write ( copyd.getFullYear ( ) ; document.write ( copyd.getFullYear ( ) ; document.write copyd.getFullYear. On Napili template IdeaExchange clean by pointing out overlapping ideas page on Napili and! Merge the ideas if it makes sense template or not.. changes from Summer 15 release to replace the and! Ca n't find what you can change the labels, 3 answers ( # answers filtered 0. Questions without best answers Salesforce administrators, implementation experts, developers and anybody in-between and community!, enter the name of the Force.com site and Site.com studio page to set the header image ;. Up page from community without loginHelpful it for our support team site for Salesforce administrators, experts! Salesforce support community template a. Refresh the Salesforce component list in community button! Salesforce support community ) Community—Setup Checklist ; Global search in there it displays the results in Salesforce... Customer Account Portal, partner Central, build your Own the box ; SF will instruct you to the!