The Ideas Component for Salesforce Communities

AdvancedCommunities.com The Community Cloud Experts

The Community Cloud Experts http://advancedcommunities.com [email protected]

Bedrock CRM Consulting. The Community Cloud Experts. [email protected] Communities strategy, development, maintenance.

http://advancedcommunities.com

HOW TO INSTALL IDEAS COMPONENT FOR COMMUNITY CLOUD (AND ADD IT TO YOUR COMMUNITY)

Step 1

Install free Bedrock Ideas package from the AppExchange.

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Step 2

Go to your internal org, click Setup, type in the Quick find box “Ideas”, choose “Ideas Zones” from the list on the left panel and click “New”. Fill in the fields:

“Name” – type the name of your community. “Visibility” – choose “Show in Community”, and then

choose the community.

Click Save.

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Step 3

In the Quick Find Box type Ideas, go to Fields, click Categories. In Categories Picklist Values section click New. Add the categories for your Ideas component, and choose your Zone.

P.S. Statuses also can be added here.

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Step 4

Go to Setup. In the Quick Find box type “Visualforce”, choose “Visualforce Pages”. Click on the label name “LghtIdeasSettings”.

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https://eu6.salesforce.com/06658000002OZvo




Click Preview button.

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Step 5

Bedrock Ideas Settings page opens in a new tab. Choose your recently created Default Ideas Zone from drop down list and click Save.

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Step 6

Go to Community Builder. First, we will create a new community page for our Ideas Component. 1 – click Page Manager tab, 2 – click “+” icon and 3 - choose “Create a Page”.

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In a pop up window, choose layout for the page. We recommend 1 full-width column for better appearance. Click Next.

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Type the name of the page and click Create.

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Step 7

Now we need to add this page to the navigation menu. 1 – Go to Page Editor tab within community builder. 2 – Choose Home page in list of pages. 3 – Click on the menu element to open Property Editor. 4 - Click Edit Navigation Menu.

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In menu editor window: 1 – Add Menu Item, 2 – Change the Name of the Page, 3 - select type “Community Page”, 4 – find your recently created page in the list of available pages. Click Publish Changes.

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Step 8 – Final.

1 - Choose Ideas page from the list. Find Ideas List in the Custom Components section. 2 – Drag and drop it to the canvas.

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Property Editor allows you to change the title, Items order, and number of items per page. Click Publish to save your changes.

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Done! Community Ideas is created and maintained by AdvancedCommunities.com - the Community Cloud experts.




We specialize in Community Cloud customization, development and consulting. Feel free to contact us regarding anything related to Community Cloud.

advancedcommunities.com [email protected]

http://advancedcommunities.com/

mailto:[email protected]

The Ideas Component for Salesforce Communities

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