This document explains how to create the MindTouch Touchpoint for Salesforce Community Cloud when using the Napili (Lightning based) template.
- The Salesforce base package must be installed.
- A Salesforce Community using the Napili template (required) built with Lightning components.
- An existing MindTouch site configured with a Subject Alternate Name (SAN) SSL.
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
- As an admin, navigate to Setup > App Setup > Customize > Communities > All Communities.
- Click Manage next to the name of your community.
- Next, visit your community and click on Community Management > Go to Community Builder.
- Next, click on the page editor option:
- From there, click on the page title, and change it from "Home" to "Search":
- On the right-hand side of the screen, click Change Layout:
- Choose the "2 columns with a 1:1 ratio" option and click Change:
- Once the layout changes, drag the "MindTouch Community Search" option from the Lightning components (left-hand side) into the Sidebar:
- Click on the custom component area to view the Property Editor on the right-hand side.
- 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.
- 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: