Salesforce Community Templates allow you to create a Salesforce community without any programming (unlike Visualforce, which requires programming to create a customized community). With community templates, you get the benefits of gaining access to knowledge, collaboration among customers, self-service, and easy access to customer support and entering cases. If you are wondering about the usage of the different templates, here is a handy guide for you.
Types of Templates
When you create your Community, you will get the choice of selecting one of these templates:
Let’s discuss them individually, and in detail.
Aloha is an adaptable App Launcher template that uses a single sign-on authentication for access, and allows users to quickly find applications and access them with ease.
Koa is optimized for mobile devices. It is a text-based template that allows users to search for and view articles, and contact support if they are unable to find what they need.
Unlike Koa, Kokua is visually rich, self-service template that allows community members to search for and view articles, and contact support.
4. Napili (Customer Service)
Napili allows customers to search for and view articles, as well as post questions to the community. Like the other templates, contacting support is available.
Which Template Should You Choose?
Selecting the template that best suits your needs is important. Here are some questions that you should ask to make the decision-making process easier:
- Can the latest templates (Lightning enabled) be edited using Site.com editor or not?
- Can the templates be changed anytime without incurring any data loss?
- Can you use standard tabs or do you need a responsive UI design (Lightning enabled)?
- Do you have the right efforts estimated for any customization around the templates?
- Do you really want to provide users with all functionalities that come with out-of-the-box templates, where in cases you cannot customize quite a few things?
- What are the functional requirements?
- What are the timelines?
Considerations for the Koa and Kokua Templates
The Koa and the Kokua templates are almost the same. The only difference lies in the visual and textual aspect. Koa will be best if you wish for a more text-oriented outlook, and Kokua would serve you best if you need a more visually pleasing approach.
Considerations for the Napili Template
This template includes many unique features, such as:
- Providing a community environment that is fully collaborative.
- Custom views are available if you wish to allow only specific subsets to view certain information.
- Private and public groups encourage discussion.
- You can make your brand stand out, using the various customization tools.
- The various color palettes and logo opportunities would help you create a more personalized look.
- You can create custom pages, along with customizing the standard pages.
If you need a simple, no-nonsense template that does the job, then the Koa and Kokua templates would be best for you. However, if you are looking for a more out-of-the-box approach, and need to make many customizations to make your mark, then the Napili template is made just for you. You can enjoy the benefits of customizing and molding the template to your specifications.
Whichever template you decide to use, you will be using the Community Builder to create pages and later revise them, using Lightning components. This is an easy-to-use tool that allows you to drag and drop components.
All of the pages are made to be responsive, so you can rest assured that every design you have made will be on-point, and when used by a smartphone user, would be just as you have designed.
Are you looking forward to creating your own Salesforce community? Here are some amazing resources for you:
Have you used any of these templates to build a community? What were the pros and cons of these templates that you have used?
Feel free to share your experiences with us!