Salesforce Communities Components

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​​​​​Introduction

The Absorb Salesforce app includes customizable components for use with Salesforce Communities. These components allow organizations who use Salesforce Communities to grant communities users direct access to Absorb from Salesforce to complete their learning. 

Note: This document describes the setup process for the Communities components only. It assumes that the Absorb Salesforce app is already setup as per the instructions found here

 Component-2.jpg

Component-1.jpg

 

 

Contents

 

Enabling Salesforce Communities

If your organization is not setup with Salesforce Communities and you wish to use it, please consult the Salesforce documentation here. Note that this may involve Salesforce licensing changes. You will also need to create Communities users in Salesforce. See below for additional community user steps specific to Absorb content. 

 

Absorb Setup App

To enable communities you will be required to make changes within the Absorb Setup App.

Setup-69.jpg

  1. Open Salesforce Setup
  2. Go to Apps > Connected Apps > Manage Connected Apps
  3. Select Absorb SSO
  4. In the SAML Login Information section, expand For Communities
  5. Copy the IdP-Initiated Login URL field value
  6. Open the Absorb Setup app
  7. Paste the copied url into the Community Identity Provider URL field
  8. Click the Connect button to save your changes

 

Permission Sets 

Any community users who require access to Absorb Salesforce App content must be provided the necessary permission sets or profiles. See this article for suggested steps on configuring permission sets.

 

Adding Components to Communities

The Absorb Salesforce app includes three Communities components that can be found in Salesforce Community Builder: 

  • Up Next - Displays contact enrollments with a status of 'Not Started' in Absorb. Clicking the 'Launch' button will log the contact into Absorb and open the course 
  • Resume Learning - Displays contact enrollments with a status of 'In Progress' in Absorb. Clicking the 'Resume' button will log the contact into Absorb and open the course where the user left off
  • Launch Absorb - Allows you to direct contacts to a customizable URL inside your Absorb portal. The default is to open the contact's Absorb Dashboard

 

Each component has several fields/properties that can be modified to fit the needs of your organization

 

Component Properties

Up Next / Resume Learning:

  • Show Total - Show the total count of courses in the component
  • Empty State Label - Text to display when no records are found
  • Title - Component title text displayed at the top of the card
  • Icon Name - Icon displayed in the component using the Salesforce category:name format 
  • Icon Color - Color for the icon in RGB or Hex code format

 

Launch Absorb:

  • Background Image - URL of the image to be used for the component background
    • Note: Images will be dynamically resized according to the user's device. The recommended image size is 600+ x 115px, however we recommend that you test images for your users' likely device widths and select images that will not be adversely affected when stretched or cropped 
  • Component Headline - Headline text displayed at the top of the component
  • Button Text - Defaults to 'Go to Absorb'
  • Absorb Redirect URL - Absorb URL that the button will link to. Your portal URL should not be included, i.e. use /Dashboard rather than https://
  • Use Brand Color for Button - Set the button background color to the brand color for Salesforce or the Community Action color if in a community layout

 

To add a component to your Salesforce community:

  1. Open Salesforce Setup
  2. Go to Feature Settings > Communities > All Communities
  3. Select Builder for the appropriate Community 
    Communities-1.jpg
  4. Select the Components icon on the left side of the screen
    Communities-2.jpg
  5. Scroll down to Custom Components, you will see three components with the Absorb logo 
    Communities-3.jpg
  1. Drag whichever of the components you wish to use onto the page(s) you wish to edit
  2. Once a component is added, select it to view and edit properties (see above for a list of properties) Communities-4.jpg
  3. If you wish to preview the page, click Preview in the top right of the screen

 

Changing the Default Audience

The default behaviour of a component in Salesforce Communities is to be visible at all times. If you wish to only show the components when they have content that can be displayed to a user, a new audience must be created. An audience restricts the visibility of a component based on certain conditions. The Absorb Salesforce app includes functionality to setup Absorb-specific audiences, however, these are an optional part of the setup process.

NoteThe below steps present one configuration for user audiences, however these can be set up as needed using the fields that exist within your Salesforce organization. 

 

To add an audience for a component:

  1. Select the component you wish to edit
  2. Click the arrow at the top of the component box and choose Assign Audience 
    Communities-5.jpg
  3. If the audience you wish to use does not exist or if you have none, click New Audience
  4. Enter an Audience Name 
  5. Scroll down to the User Object section
  6. Select User > Contact > Has Resume for the Resume Learning component, or User > Contact > Has UpNext for the Up Next component 
    Communities-6.jpg
  7. In the Enter Criteria box, select True. This will display the component only if the logged-in contact has courses that will be displayed in the component (i.e. it will never display if empty)
  8. Click Save & Assign to attach the audience to the component

To assign an existing audience to a component:

  1. Select the component you wish to edit
  2. Click the arrow at the top of the component box and choose Assign Audience
  3. Select the audience name that you wish to assign from the list of Audiences
  4. Click Assign on the right side of the window
  5. Click Done to complete the process

 

Note: Once all the components are set up as you need, remember to click Publish to make the changes visible to your users

 

User Setup 

Once your community is set up and you have added the desired Absorb components, you will need to grant access to individual community users. The steps below describe one method for granting access to an individual user via a permission set. 

 

  1. Search for the community user who needs to be granted access to the community under Setup > Users
  2. Scroll down to Permission Set Assignments
  3. Click Edit Assignments
  4. Add the updated Absorb LMS Community User permission set
  5. Click Save

 

The same process can be carried out for multiple users:

  1. Go to Setup > Users > Permission Sets
  2. Select the update Absorb LMS Community User permission set
  3. Click Manage Assignments
  4. Select all users who should be granted the permission set
  5. Click Add Assignments to complete the process

 

Community users should also be setup to access Absorb via SSO

  1. Open the Absorb Setup app
  2. Check the Selected Subject Type value (typically either 'Federation ID' or 'Username') Communities-9.jpg
  3. Go to Setup > Users > Users
  4. Search for the community user you wish to edit
  5. Ensure that the value for the field selected in Subject Type matches the value of the field selected for Id Property selected in Absorb’s Manage SSO settings page.
  6. For example, if the Subject Type selected in Salesforce is 'Federation ID' and the Id Property in Absorb is 'Username', then the Username of the user in Absorb needs to be match the Federation ID field for the user in Salesforce 
  7. The Sync with Absorb field does not need to be checked at the user level for community users as their information is already synced from their contact record

 

Adding Users to your Community

Users must be given access to your community. If you haven't set this up already or if this is a new community, the simplest method to grant access for your Absorb users is via the Absorb LMS Community User permission set. 

NoteAdding a permission set or profile to a community will add those users to the community and send out a welcome email

  1. Open Salesforce Setup
  2. Go to Feature Settings > Communities > All Communities
  3. Select Workspaces for the appropriate Community 
  4. Select the Administration tile or select Administration from the menu 
    Communities-7.jpg
  5. Choose Members in the left menu
  6. Scroll down to Select Permission Sets
  7. Add the Absorb LMS Community User complete permission set to the Selected Permission Sets. Do not use the 'baseline' version of the permission set 
    Communities-8.jpg
  8. Click Save to apply the changes
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