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Ursa Major Solar (UMS) is using the Customer Account Portal template where both customers and employees can log in to view information about the company. UMS would like the Home page to
showcase internal resources at the top for its employees, and would like self-help resources to be available for lagged-in customers. UMS wants to exclude employee resources from the layout of
the Home page when customers are logged in.
Which functionality should UMS utilize to showcase the Home page in different ways?
15 comments · newest first
DE
Dell
11 months ago
I agree with Nida, makes total sense!
MA
Matthew
12 months ago
Wait, can you really hide employee resources like that?
CO
Corrie
12 months ago
Definitely Page Variations! It’s designed for this kind of thing.
CL
Claudio
12 months ago
Really? I thought Sharing Sets might work too.
NI
Nida
1 year ago
Page Variations would be the best choice for this!
KE
Kerry
1 year ago
Developer Console doesn't seem right for this scenario, but I can't recall exactly why. Maybe it’s more for debugging than layout changes?
GE
Gerardo
1 year ago
I practiced a similar question where we had to differentiate content for users. Page Variations seems like the best fit for showing different resources.
GL
Glory
1 year ago
I'm not entirely sure, but I remember something about Sharing Sets being related to visibility. Could that be relevant here?
GI
Gilberto
1 year ago
I think we might need to use Page Variations for this. It sounds like a way to customize the layout based on user roles.
GE
Gerald
1 year ago
I'm a little confused by this question. Showcasing internal vs. self-help resources based on the user's login seems tricky. I'm not sure if any of these options are the perfect fit. Maybe I need to do some more research on how to best implement this kind of functionality.
OC
Octavio
1 year ago
Okay, let me think this through. UMS wants to exclude employee resources from the customer view of the Home page. That sounds like a job for Page Variations - I can create different page layouts based on the user's profile. Seems like the most straightforward solution.
LA
Lazaro
1 year ago
Hmm, I'm a bit unsure about this one. I know we need to control what's displayed on the Home page, but I'm not sure if Page Variations is the right tool for the job. Maybe I should review the Sharing Sets or Developer Console options as well.
DO
Dona
1 year ago
This seems like a straightforward question about customizing the Home page layout based on user profile. I think the Page Variations functionality is the best option to showcase different content for employees vs. customers.
GA
Gary
1 year ago
This seems pretty straightforward. I think the key is to focus on the customer feedback and how to use that to dispatch the appropriate technicians.
DI
Diane
1 year ago
I'm pretty sure the COE function is to provide capacity planning, so I'll go with option C.