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Install Touchpoints in Salesforce Community Cloud (Lightning)

This page applies to:MindTouch (current)

This document explains how to create the MindTouch Touchpoint for Salesforce Community Cloud when using the Napili (Lightning based) template.
 

Prerequisites


The Napili template is required for Touchpoints for Salesforce; this documentation is specific to the Lightning based Napili template. If you are using the Napili (non-Lightning based) template, installation instructions can be found here.

 

How do I determine if my community is Lightning based?


When managing your community via the Community Builder, click on the Page Editor. If you see a list of Lightning components, you are using a Lightning-based Salesforce community:

Don't see a list of Lightning Components? Hop over to our installation instructions for Touchpoints for Salesforce into Community Cloud (non-Lightning).

 

How to set up your Touchpoint for Salesforce Community Cloud


Step 1: Install the package

Install the MindTouch Touchpoint for Salesforce Community Cloud package. Select the users to grant access to and click Install to proceed.

Step 2: Create the MindTouch search integration

  1. As an admin, navigate to Setup > App Setup > Customize > Communities > All Communities.
  2. Click Manage next to the name of your community.
  3. Next, visit your community and click on Community Management > Go to Community Builder.

  1. Next, click on the page editor option:

  1. From there, click on the page title, and change it from "Home" to "Search":

  1. On the right-hand side of the screen, click Change Layout:

  1. Choose the "2 columns with a 1:1 ratio" option and click Change:

  1. Once the layout changes, drag the "MindTouch Community Search" option from the Lightning components (left-hand side) into the Sidebar:

  1. Click on the custom component area to view the Property Editor on the right-hand side.
  2. Add the title of your MindTouch site, as well as your full MindTouch URL. Be sure to include HTTPS here as an SSL is required for this integration.

  1. Lastly, check Open Links in F1 Overlay if you want to display a contextual help dialog when users click on these articles within your Salesforce community:

Step 3: Verify your integration

When users search in your community, they will now see Salesforce Discussions on the left-hand side, with MindTouch articles displayed on the right-hand side:

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