Community Member Onboarding

Cannot install, don't bother

Seems like they might have deleted the package? I get a message to that effect. I have doubts anyway as the last update was Winter '18?

Issue displaying onboarding task componet in community.

After installing and following all steps and troubleshooting tips, the tasks can be viewed in the community, but the Task component itself does not display at all. It looks like when you refresh the page it want to load something but end up completely blank. The header is loading with the exception of the % complete showing as NaN%

Installed and Nothing Works

We recently installed the application and followed the installation and setup guide. When we log into the partner community the task complete % is NaN and out onboarding tasks do not appear at all. We have tried even giving full access to the partner community permission set for all objects and that has not worked. Any guidance would be appreciated!

It is ok but...

What about styles, we are getting issues with text on tasks, they are getting out of box when see it on a smaller screen. Is there a workaround for this?

Findings and limitations noted

1. On completion of activities under a given task, a banner with the "COMPLETED" tag is displayed. However when the same page is refreshed the banner disappears. 2. Once the status changes to completed in the backend, the % completed is not changing dynamically. It ONLY seems to change upon a page refresh. 3. Task once completed should be hidden including the header which display the name of the user with % completion. All of them should not show up once tasks are completed. 4. If there are multiple sequential tasks to be actioned, can we disable each task once completed ? Task#1 once completed should be disabled and Task#2 should automatically get enabled so on until all tasks are done

Doesn't Work With Summer Release

Hi all, the onboarding app worked perfectly when I was on the Spring release, but now ceases to work on Summer. Was wondering if this was a common occurrence and if I could get some help around this? Thanks.

Free to Onboard Your Community Users

For what this tool is, I think it works really well. This tool allows you to define onboarding tasks that should be completed by specific partner users. As an admin, you create your specific onboarding tasks and determine the sequence. You also can define roles and then determine what tasks apply to those various roles. All tasks are then created automatically and your partner users just go into the community, can access a partner onboarding tasks and then see the tasks that they need to complete or have completed. You can link resources like a video/document and also define a custom image if you'd like to. As an organization managing a community, you can then look at the individual partners assigned to onboarding tracks (based on the roles you define) and see who's completed what. Words of caution: this isn't an LMS and going into this with that expectation isn't right. This is simply a means to create some general onboarding tasks, like getting to know your new partner community, and tracking that they are complete. Of course there are some limitations but a crafty beaver of an admin/trailblazer should be able to navigate around them with standard/out of the box functionality (hint: flows!). I give this 5 stars as frankly, I've found nothing that compares to this (even Sinead... sorry lady!).

Nothing is working

The Action Types and Action Param fields on the Onboarding Task records themselves, are not functioning properly. All links are broken. We would like the new Partner user to review their profile. We are not finding a way. Is there anyone that can help us?

Will this work for Customer Communities?

Really like this concept but am wondering if it can also be used for non-partner communities.