Aurora: Modify Contact, Case, Solution, and Account Page Layouts and set up Reporting Dashboards

After you’ve deployed the package, you must add its custom fields to your Contact, Case, and Solution page layouts. How you add these fields depends on your organization’s needs. Refer to the Salesforce.com documentation on administering page layouts.

You can also use the fields within the package to create new reporting dashboards as needed. The Khoros Salesforce.com integration includes a default Dashboard Folder as a place to start, and this article provides overviews of the functionality of the included Dashboard components. Refer to the Salesforce.com documentation on creating and administering dashboards.

Contact Page

You can add one of these Salesforce.com Visualforce pages to your Contact page layout:

• Contact User Metrics (Component name: ContactUserMetrics): This Visualforce page provides message posts, logins, private messages sent—among other community metrics—for the community user identified by the Salesforce.com Contact.
• Contact User Details (Component name: ContactUserDetails): This Visualforce page displays the community user’s avatar, first and last names, rank, and roles.
• Contact  User Message History (Component Name: ContactUserMessages): This Visualforce page displays two panels: a list of the messages most recently read by the community user and a list of the messages most recently posted by the community user.

To access the Contact page in Salesforce:

1. Go to Setup > App Setup > Customize > Contacts > Page Layouts > Contacts > Page Layouts > Page Layout Assignments.
2. Click Edit Assignment.
3. Click System Administrator and select Contact Layout-Community.
   
4. Click Save.

Note: This component makes up to 2 Khoros API calls each time a Contact record is viewed when there’s a related Community User.

The package includes a default layout for the community User Object, which you may want to modify or apply different permissions to.

Case Page

For Case and Case Closed loop support, you need to add the component CaseThreadMessages (Visualforce Page) and Community Postback Comments related list to the Case page layout. Although you may choose a different layout based on your requirements, we recommend using the sectional layout.

Note: Federated Search is included as an inline page component on the Case Page. 

To access the Case page in Salesforce:

1. Go to Setup > App Setup > Customize > Case > Page Layouts > Page Layout Assignment.
   
2. Click Edit Assignment.
   
3. Select System Administrator Profile.
4. Select Case Layout - Community from the Page Layout to Use drop-down menu.
   
5. Go to Setup > App Setup > Customize > Case > Page Layouts.
6. Click Edit next to "Close Case Layouts" of the Case Close Page Layouts section.
7.  In the Quick Find search box, search for the "Postback Options" component.
   
   
8. Drag and drop the Postback Options component in the Case Details section.
   
   
9. Click Save.

To access the Closed Case page in Salesforce:

1. Go to Setup > App Setup > Customize > Case > Page Layouts > Close Case Layout.
2. Click Edit.
3. In the Fields area, click Add Postback options.
   
4. Click Save.

Solution Page

Here's the recommended layout for the Solution page:

To access the Solution page in Salesforce:

1. Go to Setup > App Setup > Customize > Solution >Page Layouts > Page Layout Assignments.
2. Click Edit Assignment.
3. Click System Administrator and select Solution Layout-Community.
4. Click Save.

Account Page

To access the Account page in Salesforce:

1. Go to Setup > App Setup > Customize > Accounts > Page Layouts > Page Layout Assignments.
   
2. Click Edit Assignment.
3. Click System Administrator and select Account Layout-Community.
   
4. Click Save.