1. Open Community Workspaces orCommunity Management.
2. Open Recommendations.In Community Workspaces, select Content Targeting | Recommendations.In Community Management, select Recommendations | Recommendations.
3. In Community Workspaces, select Content Targeting | Recommendations.
4. In Community Management, select Recommendations | Recommendations.
5. Select Default Channel or one of the custom channels.A channel is a way to group recommendations together so you candetermine where they show up in the community.Default ChannelRecommendations in the default channel appear in predefined locations, such asthe Home and Question Detail pages in Customer Serviceand Partner Central communities.Custom ChannelYou choose the pages where you want these recommendations to appear. InCommunity Builder, add the Recommendations Carousel component to the page whereyou want the recommendation to appear. Use the property editor to specify thecustom channel with the recommendation.Using a custom channel, you could surface a recommendation to review specificknowledge articles on a product description page to guide customers to moreinformation.If you want to change the channel of a recommendation, delete the recommendation andrecreate it in a different channel.
6. Click New.
7. Complete the following fields:Name—Enter a name for the recommendation. This name doesn’t appear in the community.Image—Click Upload Image to include an image with your recommendation.Title—Optionally, enter header text that appears above the image.Description—Enter detailed text that suggests what users can do.Button text—Enter a label for the button in the recommendation.https://—Enter the URL that the button opens.The URL can contain context variables to pass information about the user who clicked the recommendation and the context in which it was clicked. For example, include a {!userId} context variable in your URL, https://www.example.com/doSurvey?userId={!userId}. When auser clicks the button in the recommendation, Salesforce sends the ID of that userto your server in the HTTP request.Recommendations support these context variables.Context VariableDescription{!actionLinkId}The ID of the recommendation link that the user clicked.{!actionLinkGroupId}The ID of the recommendation link group containing the recommendation that the user clicked.{!communityId}The ID of the community in which the user clicked the recommendation. The value for your internal Salesforce org is the empty key, "000000000000000000".{!orgId}The ID of the org in which the user clicked the recommendation.{!userId}The ID of the user that clicked the recommendation.Audience—Select an audience for the recommendation. If you don’t select an audience, all members of the community see the recommendation.Tip To create an audience that appears in this drop-down list, in Community Workspaces, select Content Targeting | Recommendations | Audiences. In Community Management, select Recommendations | Audiences. Click New.Enabled—If checked, this recommendation is active and appears in communities.The Recommendations Carousel displays your custom recommendations and also displays system-generated topic recommendations for your community.After a community member clicks or dismisses a recommendation, it no longer appears for that member.
8. Name—Enter a name for the recommendation. This name doesn’t appear in the community.
9. Image—Click Upload Image to include an image with your recommendation.
10. Title—Optionally, enter header text that appears above the image.
11. Description—Enter detailed text that suggests what users can do.
12. Button text—Enter a label for the button in the recommendation.
13. https://—Enter the URL that the button opens.The URL can contain context variables to pass information about the user who clicked the recommendation and the context in which it was clicked. For example, include a {!userId} context variable in your URL, https://www.example.com/doSurvey?userId={!userId}. When auser clicks the button in the recommendation, Salesforce sends the ID of that userto your server in the HTTP request.Recommendations support these context variables.Context VariableDescription{!actionLinkId}The ID of the recommendation link that the user clicked.{!actionLinkGroupId}The ID of the recommendation link group containing the recommendation that the user clicked.{!communityId}The ID of the community in which the user clicked the recommendation. The value for your internal Salesforce org is the empty key, "000000000000000000".{!orgId}The ID of the org in which the user clicked the recommendation.{!userId}The ID of the user that clicked the recommendation.
14. Audience—Select an audience for the recommendation. If you don’t select an audience, all members of the community see the recommendation.Tip To create an audience that appears in this drop-down list, in Community Workspaces, select Content Targeting | Recommendations | Audiences. In Community Management, select Recommendations | Audiences. Click New.
15. Enabled—If checked, this recommendation is active and appears in communities.The Recommendations Carousel displays your custom recommendations and also displays system-generated topic recommendations for your community.After a community member clicks or dismisses a recommendation, it no longer appears for that member.
16. Click Save.