social share - appexchange.salesforce.com

SOCIAL SHARE

Setup Guide

7Summits, LLC

200 N Jefferson St Milwaukee, WI 53202

7SummitsInc.com

http://www.7summitsinc.com/

Social Share Setup Guide

Table of Contents

Overview 1

Prerequisites 2

Aura vs. LWC (Important Note) 2

Installation 3

Custom Objects 4 7S Share Activity 4

Custom Metadata Types 5 7S Social Share Settings 5

Metadata 5 Fields 5

Components 6 7S Social Share 6

Overview 6 Properties 6 Placement 8

Common Configuration Scenarios 9 Placement on a News Page 9 Social Share in a persistent region 11 Float on the right side 13 3 Primary Channels With Expanded Menu 15 Center Aligned with Title 17

Share History Tracking 18

Overview This application allows administrators to easily share community pages with users outside of the community through social networks. There are 18 social networks that are configurable in any order. Available networks include Facebook, Twitter, LinkedIn, Pinterest, Tumblr, Facebook Messenger, Google Plus, Reddit, Pocket, WhatsApp, VK, Mix, Line, Telegram, and Viber as well as email, print, and a © 2018-2020 7Summits, Inc., All Rights Reserved 1


link. The application allows for a collapsible list of networks that can be hidden with the click of a button. This application can use the community branding colors of the page it is on. This application is mobile friendly. Note - the free (Appexchange) version has a Powered by 7Summits “digital watermark.” This cannot be removed. However, the watermark is disabled/hidden in the (paid) unmanaged version of the component. Please contact 7Summits ([email protected]) if you are interested in the non-watermarked version of the component.

Prerequisites In order to share via Facebook Messenger, a Facebook AppId is required. The Facebook account used must be a developer account. This can be done here: https://developers.facebook.com/. Once the account is registered as a developer account, go to My Apps and create an app. Fill out the form for the app name, select privacy settings, and create the app. You will be redirected to your dashboard where you App ID will be displayed at the top of the page.

Aura vs. LWC (Important Note) In 2020, 7Summits released an LWC version of the Social Share app. While the Aura component still works, this guide is based on the Lightning Web Component version. We highly recommend that you use this version, as some of the functionality described in this guide is not available with the Aura component.

© 2018-2020 7Summits, Inc., All Rights Reserved 2

mailto:[email protected]

https://developers.facebook.com/


Installation Follow standard Appexchange procedures. More information can be found here.


https://developer.salesforce.com/docs/atlas.en-us.appExchangeInstallGuide.meta/appExchangeInstallGuide/appexchange_install_installation.htm


Custom Objects This application includes the following custom components:

● 7S Share Activity

7S Share Activity

FIELD LABEL FIELD NAME TYPE DESCRIPTION

Community ID Community_ID__c Text The NetworkId value of the community within which a page was shared via 7S Social Share

Community Label

Community_Label__c Text The label of the community within which a page was shared via 7S Social Share

Created By CreatedById Lookup

Last Modified By LastModifiedById Lookup

Owner OwnerId Lookup

Page Label Page_Label__c Text The label of the page that was shared via 7S Social Share

Page Name Page_Name__c Text The name of the page that was shared via 7S Social Share

Page URL Page_URL__c URL The URL of the page that was shared via 7S Social Share

Platform Platform__c Text The name of the platform that was used for sharing a page via 7S Social Share

Share Activity Number

Name Auto Number



Custom Metadata Types This application includes the following custom metadata types:

● 7S Social Share Settings

7S Social Share Settings Metadata

● Label ● Name ● API Name ● Description ● Help Text

Fields

FIELD LABEL FIELD NAME TYPE OTHER DETAILS

Enable Activity Tracking Enable_Activity_Tracking__c Checkbox The setting allows user to Enable/Disable history tracking for social sharing.



Components

7S Social Share Overview A component built to easily share community pages with people outside of your community through social networks.

Properties

PROPERTY DESCRIPTION

Social Share Setting Name

Reference the Social Share Setting record name

Title Title of component; leave blank to disable title

Subtitle Subtitle of component; leave blank to disable subtitle

Title Alignment Alignment of title: left, center or right

Facebook Enter a numeric sort priority for the channel. If empty, the channel will not display. If a number is duplicated, the secondary sort will be alphabetic.

Twitter Enter a numeric sort priority for the channel. If empty, the channel will not display. If a number is duplicated, the secondary sort will be alphabetic.

LinkedIn Enter a numeric sort priority for the channel. If empty, the channel will not display. If a number is duplicated, the secondary sort will be alphabetic.

Pinterest Enter a numeric sort priority for the channel. If empty, the channel will not display. If a number is duplicated, the secondary sort will be alphabetic.

Tumblr Enter a numeric sort priority for the channel. If empty, the channel will not display. If a number is duplicated, the secondary sort will be alphabetic.

Facebook Messenger Enter a numeric sort priority for the channel. If empty, the channel will not display. If a number is duplicated, the secondary sort will be alphabetic.

Google Plus Enter a numeric sort priority for the channel. If empty, the channel will not display. If a number is duplicated, the secondary sort will be alphabetic.

Reddit Enter a numeric sort priority for the channel. If empty, the channel will not display. If a number is duplicated, the secondary sort will be alphabetic.

Pocket Enter a numeric sort priority for the channel. If empty, the channel will not display. If a number is duplicated, the secondary sort will be alphabetic.



WhatsApp Enter a numeric sort priority for the channel. If empty, the channel will not display. If a number is duplicated, the secondary sort will be alphabetic.

VK Enter a numeric sort priority for the channel. If empty, the channel will not display. If a number is duplicated, the secondary sort will be alphabetic.

Mix Enter a numeric sort priority for the channel. If empty, the channel will not display. If a number is duplicated, the secondary sort will be alphabetic.

Line Enter a numeric sort priority for the channel. If empty, the channel will not display. If a number is duplicated, the secondary sort will be alphabetic.

Telegram Enter a numeric sort priority for the channel. If empty, the channel will not display. If a number is duplicated, the secondary sort will be alphabetic.

Viber Enter a numeric sort priority for the channel. If empty, the channel will not display. If a number is duplicated, the secondary sort will be alphabetic.

Email Enter a numeric sort priority for the channel. If empty, the channel will not display. If a number is duplicated, the secondary sort will be alphabetic.

Print Enter a numeric sort priority for the channel. If empty, the channel will not display. If a number is duplicated, the secondary sort will be alphabetic.

Link Enter a numeric sort priority for the channel. If empty, the channel will not display. If a number is duplicated, the secondary sort will be alphabetic.

Facebook AppID A Facebook AppID is required for Facebook Messenger sharing.

Use Community Branding

Add Drop Shadow

Button Alignment

Button Shape

Button Size Set the height and width of the icons

Maximum Channels Shown

Set the maximum number of channels to display on the screen. Additional channels will be accessible via the ”+” menu. If empty or zero, all enabled channels will display.

Border Size Size of the border around icons.

Border Color Change the color of the border using RGBA, RGB, or hex strings. Can also be set to “transparent” or left blank to use the Community “Border Color” instead.



Variant Sets the style of the component wrapper.

Placement This component can be placed on any standard or object page and can be placed in any width region. When using the left or right fixed positions the component will leave an empty space and might disrupt spacing on a page. The component is best used in the persistent region at the bottom of the page.



Common Configuration Scenarios

Placement on a News Page The example below shows the Social Share component on a News Detail page with 4 platforms enabled (Facebook, Twitter, LinkedIn and Google Plus).

To configure the application for this purpose, complete the following steps:

1. Place the Social Share component on the news detail page above the 7S News Detail component.

2. Set the following properties:

Note: If a setting is not listed, leave it blank/default.



PROPERTY Value

Title Share this Article!

Title Alignment Left

Facebook 1

Twitter 2

LinkedIn 3

Google Plus 4

Use Community Branding No

Add Drop Shadow Yes

Button Alignment left

Button Shape square

Button Size 30

Border Size 2

Border Color #fff

Variant default



Social Share in a persistent region

1. Place the Social Share component on any page in the persistent region at the the bottom of the page.

2. Set the following properties: Note: If a setting is not listed, leave it blank/default.



PROPERTY Value


Facebook 1

Twitter 2

LinkedIn 3

Pinterest 4

Tumblr 5


Add Drop Shadow Yes

Button Alignment center

Button Shape circle

Button Size 24

Border Size 4

Border Color #fff

Variant default



Float on the right side

1. Place the Social Share component in any region on the page (will leave a gap and is best placed

in the content footer region)





PROPERTY Value


Facebook 1

Twitter 2

LinkedIn 3

Pinterest 4

Tumblr 5


Add Drop Shadow Yes

Button Alignment fixed-right

Button Shape circle

Button Size 24

Border Size 4

Border Color #fff

Variant default



3 Primary Channels With Expanded Menu This example shows 3 primary channels and 4 additional hidden in the secondary menu.

1. Place the Social Share component in the sidebar region





PROPERTY VALUE


Facebook 1

Twitter 2

LinkedIn 3

Pinterest 4

Tumblr 5

Google Plus 7

Reddit 6


Add Drop Shadow No

Button Alignment fixed-right

Button Shape rounded

Button Size 48

Border Size 4

Border Color #fff

Variant default



Center Aligned with Title

Rounded Circle



Share History Tracking You can track the history of pages that are shared with this application. You can set this up by doing the following:

● Grant create access to the 7S Share Activity object for any profiles for which you would like to track activity sharing

● Grant edit access to all applicable fields on the 7S Share Activity object for any profiles for which you would like to track activity sharing

● Add a Custom Metadata Type record for 7S Social Share Setting and mark “Enable Activity Tracking” to true/checked

● Update the Social Share Setting component attribute by pasting in the name of the CMT that was just created

● Create any list views or reports to view your data


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