Configuring Lightning components on community pages

Lighting component can be added on the community pages, so that the user can directly submit tickets, raise requests, or view self help articles without logging into any other URL and get similar experience as Self Service. For more information, refer the following sections:

• • Community App Builder
  • Prerequisites
  • Configuring domain for an organisation
  • Configuring communities
  • Editing components on the community page
  • Configuring Customer Community Plus user
  • Related Links

Community App Builder

You can configure Remedyforce Lightning components through Community App Builder. Third party components from AppExchange are also available on the app builder, so you can configure and customize the community page as required. 

Prerequisites

• You should have either of the following licenses. You can navigate to Setup > Company Information > User Licenses and check for licenses.
  • Customer Community Plus User license
  • Partner Community license. 
• Setup a domain for the organization. 

Configuring domain for an organisation

To configure domain for an organization, complete the following steps: 

1. Navigate to Setup > App Setup > Customize > Communities > Communities Settings.
2. On the Communities page, select the Enable Community Workspaces check box.
3. In the Domain name field, enter the domain name for the community and click Check Availability.
4. Click Save.

Configuring communities

To configure communities, perform the following steps: 

1. Navigate to Setup > App Setup > Customize > Communities > All communities.
2. Click New Communities.
3. Select Customer Service (Napili).
4. Click Get Started.

5. In the Name field, enter a name for the community.

   Note

   Do not enter URL in the URL field.

6. Click Create.
7. Click Administration.
8. Click Activate Community.
9. Select Members from the left panel.
10. Select All from the Search drop-down list.
11. Select the required community members from the Available Profiles list box to the Selected Profile list box.
12. From the Select Permission sets, select ServiceDesk Client permission.
13. Click Save.
14. From the Administration menu list, click Builder.
15. Click the Components icon.
    You can configure three components on the Lightning pages:

• 
  
  • Submit Ticket
  • Service Requests
  • Self Help Articles
    
    

Configuring Submit Ticket component

You can submit a ticket from any of the Salesforce application by configuring the submit ticket component.
To configure the component, perform the following steps:

1. Drag the Submit Ticket component on the Community Builder page.

2. (Optional) Enter the required label name in the Override Button Label Name field.

   Note

   The changed label name will not be localized.

3. (Optional) Select the required template from the Template field.
   The fields defined in the selected template gets auto populated in the form.
   If no template is selected, then the default template is applied to the form.
4. (Optional) Click Preview, to view the components that you configured on the community page.
5. Click Publish.
6. On the Publish Your Community popup window, click Publish.
7. Click Got it.

Configuring Service Requests component

You can create raise a service request from any of the Salesforce application by configuring the request service component.
To configure the component, perform the following steps:

1. Drag the Service Requests component on the Community Builder page.
2. (Optional) Enter the title for the Service Request component.
3. (Optional) From the Category picklist, select the required category.
4. (Optional) Enter the number of services to be displayed on the form and click Save.
5. (Optional) Click Preview, to view the components that you configured on the community page.
6. Click Publish.
7. On the Publish Your Community popup window, click Publish.
8. Click Got it.

Self Help Articles component

You can create view self-help articles module from any of the Salesforce application by configuring the Self Help Articles component.
To configure the component, perform the following steps:

1. Drag the Self Help Articles component on the Community Builder page.
2. (Optional) Enter the title for the Self Help Articles component.
3. (Optional) From the Category picklist, select the required category.
4. (Optional) Enter the number of articles to be displayed on the form and click Save.
5. (Optional) Click Preview, to view the components that you configured on the community page.
6. Click Publish.
7. On the Publish Your Community popup window, click Publish.
8. Click Got it.

Editing components on the community page

To edit component on the community page, perform the following steps: 

1. Navigate to Setup > Communities > All Communities.
2. Click Builder for the required community.

Configuring Customer Community Plus user

To configure Customer Community Plus user, perform the following steps: 

1. Navigate to All tabs > Contacts, and click New.
2. Enter the name and select the account name of the user in the respective fields.
3. Click Save.
4. Go to Setup > Users and check if any role is assigned to the user. 
5. On the new contact created page, click Manage External User and select Enable Customer User.
6. In the Email field, enter the email address and click Save.
7. In the Permission Set Assignments section, click Edit Assignments.
8. Add ServiceDesk Client permission in the Enabled Permission Sets list box.
   The user receives a link to login to the community page and access the component.

Related Links

Configuring components on Lightning Pages

Configuring lightning components