Expert Strategies for Migrating Your Legacy Customer or Partner Portal to Salesforce Communities

Kevin Dwyer

Senior Principal Success Specialist

Community Cloud Tech Lounge

First, some logistics

Questions, answers, and staying in touch.

• How do you ask a question?

Please ask in the Community Implementation Group

http://bit.ly/CommunityImplementationGroupand use the hashtag #CommunityTechLounge

• Will this be recorded?

Yes!

• Where can you get the presentation?

See the chat widget in GoToWebinar

• Where can you go to get more information?

Use the Community Implementation Group

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Agenda

Community Cloud Overview

Getting Started

Portal Assessment

Community Setup

Community Management

Next Steps

Q&A

Community Cloud Overview

SocialCommunities

+ + =

Websites Portals

Get customized

branding and a

responsive mobile UI.

Expose business

data to customers

and partners.

Connect directly

to other customers

and experts.

Community Cloud combines the best of three worlds

Community Cloud Overview

1. Business Integration

2. Social Feed

3. Branding / Customization

4. Mobile

5. Social Intelligence

6. Templates

7. Extendability and Flexibility

8. Unified Platform

9. Moderation

10. Management

Top 10 Features

Getting Started

Getting Started

Step 1: Move current portal features and capabilities to Communities

Step 2: Begin to take advantage of Community Cloud features for future releases

Develop Strategy

Resource Links:Trailhead Module: Community Rollout Strategy

Lessons Learned: Manage Scope, start small move portal features first. Iterate, provide meaningful value in each phase Ensure alignment of IT and the Business Explain benefits Communicate and manage expectations

Portal

Community

Plan Build Manage

Community Setup

• Enable & Create a Community

• Add Tabs

• Add Branding

• Login & Registration

• Emails

• Pages

• Add Members

• Preferences

Community Management

• Communicate to portal users

• Train internal users (important if running parallel environments)

• Point Users to Your New Community URL

Portal Assessment

• Licenses

• Profiles

• Objects & Tabs

• Pages

• Authentication

• Branding

Communication PlanProject Plan Rollout Strategy

Getting StartedPlanning Your Move to Communities

Portal Assessment

Portal Assessment

Licenses

Profiles

Objects & Tabs

Visualforce Pages

Authentication

Branding

Checklist

Licenses

Profiles

Objects & Tabs

Visualforce Pages

Authentication

Branding

Portal Assessment

Licenses

DecisionCommunity Action

Resource

Current Portal Licenses

Continue using existing

portal licenses for

Community

No Action Migration Guide

Communities User

Licenses

Salesforce Community Licenses (Blog)

Community User Licenses & Entitlements

Move to Community

Licenses (Not

Recommended)

Map your portal

license to the

appropriate

community license

Review the

migration guide for

next step

Portal Assessment

Licenses

TIP: Customers who own legacy portal licenses can continue to renew those licenses and purchase new units of those licenses, or they may purchase new communities licenses.

Portal License Communities License

High Volume Portal User

Authenticated WebsiteCustomer Community

Customer Portal Enterprise

Administration

Customer Portal Manager Standard

Customer Portal Manager Custom

Customer Community Plus

Gold Partner Partner Community

Licenses

Profiles

Objects & Tabs

Visualforce Pages

Authentication

Branding

Portal Assessment

Profiles

Decision Community Action Resource

Profiles

Continue using

existing portal

licenses with portal

profiles for

Community

No Action Migration Guide

Who can seewhat in Communities

Set the Org-Wide Sharing Defaults for

Creating User Sharing RulesUser Sharing

Move to Community

Licenses (Not

Recommended)

Create Community Profiles to

match your existing portal

profiles

Review the migration guide

for next step

Portal Assessment

Licenses & Profiles

We recommend using the portal users existing license & profile and assign to the new Community.

Portal users can then access both the portal and the community during the transition.

You can roll out your new Community in phases and add member profiles as needed.

Lauren Boyle

Portal

Community

Licenses

Profiles

Objects & Tabs

Visualforce Pages

Authentication

Branding

Portal Assessment

Objects & Tabs

Community Action Resource

Objects & Tabs

In Community Management

select the tabs to include in the

community

Add Tabs to your

community

From Setup, enter All Communities in the Quick Find box, then select All Communities

and click the Manage link next to a community. To access this page, you need the

Create and Set Up Communities permission.

Licenses

Profiles

Objects & Tabs

Visualforce Pages

Authentication

Branding

Portal Assessment

Visualforce Pages

Action Community Action Resource

Visualforce Pages

Assumption:

Remaining on

Visualforce +

Tabs Community

(Phase 1)

If you have Visualforce or

Apex pages that you want to

use in your community,

make sure the paths are

updated with the correct

URL

for the community.

Ensure that you added for

VF pages to any new

Community Profiles

Migration Guide

Any hardcoded link or existing portal id in your pages will need to be updated

Licenses

Profiles

Objects & Tabs

Visualforce Pages

Authentication

Branding

Portal Assessment

Authentication

Action Community Action Resource

Authentication

Allow Self-

Registration in

your

Community?

In the Registration section,

select “Allow external users

to self-register.” For

complete instructions see

Getting Started With

CommunitiesMigration Guide

Getting Started

with Communities

Configuring a

Custom Domain

for your

Community

Directing your

users to

Community

Login Page

Implement a simple

javascript redirect on the

onload () event in the login

page header.

OR

Insert an HTML message in

the login page with a

redirect to the new login

page.

Assumption: Remaining on Visualforce + Tabs Community (Phase 1)

Licenses

Profiles

Objects & Tabs

Visualforce Pages

Authentication

Branding

Portal Assessment

Branding

Community Action Resource

Branding

Gather your branding assets

Logo

Header & Footer

Color Scheme

Migration Guide

Getting Started with

Communities

Brand Your Community

Assumption: Remaining on Visualforce + Tabs Community (Phase 1)

Community Setup

After you finish your

customizations, activate

the community to make it

available to members. If

welcome emails are

enabled when you

activate, a welcome email

is sent to all members. If

any of those users are

new users, their welcome

email includes their

username and password.

Community Setup

Enable & Create a Community

Add Tabs

Add Branding

Add Members

Settings & Preferences• Login & Registration

• Update Emails Templates

• Pages – Home and VF

• Preferences Settings

Checklist

Customize your Community

Community Setup

Create a Community

Lessons Learned: First Step is getting to Communities!

Resource Links:

Getting Started with Communities

In the new Community (Community Management)

Select the available tabs available in your Community

Community Setup

Add Tabs

Resource Links:Add Tabs to your Community

In the new Community (Community Management)

Select the available Profiles available in your Community

Community Setup

Add Members

Resource Links:Community User LicensesSalesforce Community Licenses (Blog)

Lesson Learned: Avoid the license swap!

In the new Community (Community Management)

Add your Header, Footer, and Color Scheme

Update your Community Home on the Pages Tab

Community Setup

Branding

Resource Links:Brand Your Community

Use a Custom Community Home Page

Community Management

Community ManagerTraining &

Communication Change Management

Establish the correct training approach

Define role-based and process-centric training content

Support end-users with effective communication of changes & iterations

Develop a clear governance & support model

Ensure an ongoing data quality strategy

Communicate changes and develop a feedback process

Assign a Community Manager

Create a shared value statement for the community

Measure usage, KPIs and customer/partner satisfaction to ensure results

Change Management PlanCommunity Management Plan Rollout Strategy

Community Management

Next StepsOver a thousand portal customers moved to Communities already

Define your migration strategy

“As-is” or relaunch, business goals, re-branding, etc…

Preserve your portal investment

Use your portal licenses; no change to users, profiles, security, workflows setup

Migration Resources

Migration doc, Success group, Accelerator, Trailheads

Community Cloud Getting Started Page

Community Cloud Getting Started

https://sfdc.co/CC_Services

Targeted resources to help you get started:

Set UpGet Communities up and running

Learn About Community CloudBecome familiar with community uses and features

Create and SucceedBuild your first Lightning Community with our pre-defined templates

Recommended Accelerators*

Art of the Possible (1Pt)

Community Planning (5pts)

Community Quickstart (5pts)

Community Management (5pts)

Group clinics focused on key adoption-related topics and challenges. These sessions are live, interactive, unscripted, and consultative in nature. They are facilitated and moderated by Salesforce's Customer Success experts.

Using Communities to Improve Interaction & Collaboration

Register Now

Thank Y u

Q&A

Define Plan Build Manage Measure

Accelerator Art of the PossibleCommunity

Planning

Community

Quickstart

Community

Management

Community

Measurement

Deliverables

• Review of community uses

• Customer success stories

• Getting started resource

guide

• Rollout strategy outline

• Key considerations

• Capability Assessment

• Change Management

• Resources Needed

• Getting started build plan

• Proof of Concept

configuration walkthrough

• Community Builder tutorial

• Trial Community

• Adoption Strategy Outline

• Engagement Guide

• Community Management

Best Practices

• Community Lightning

Dashboards and Reports

Setup, Configuration, &

Best Practice Tutorials

• GA Q2 2017

Select an Accelerator to Kick Start Your Community

Fast, focused engagements that speed up business results

Accelerators for Community Cloud

Over 2,000 deliveries with 9+ CSAT

Expert AdviceEngage with Salesforce Certified experts to kick start your Community Cloud implementation

Proven MethodologyLearn the best practices to maximize community utilization and engagement

Results FocusedAccelerate ROI with engagements designed to deliver measurable results within weeks

Portal to Community Assessment

Templates Tabs + Visualforce

User Permissions Communities User Licenses Communities User Licenses

ObjectsObjects Supported in the Napili

TemplateStandard Objects

FeaturesCompare Features Available in

the Community Templates

Compare Features Available in

the Community Templates

BrandingBrand Your Community with

Community BuilderBrand Your Community

Mobile Preview Your Community with

Community Builder

Access to Communities Using

Salesforce1

Salesforce1: Limits and

Differences

Salesforce Mobile SDK

Community Setup

Visibility & Access

Portal User Visibility - Allows a user to see users in the

same account, even if the external user sharing is set

to private

Community User Visibility - Allows user to see users in

common communities even if external user sharing is

set to private

Resource Links:Determine User Visibility in Communities Controlling Who Community Users Can SeeSet the Org-Wide Sharing Defaults for User RecordsCreating User Sharing RulesUser Sharing