2. Add Content and Data
Step 2: Add Content and Data
A) Adding Content into your Employee Community
Your employees should think of your portal as an important resource to get help and find information and resources. Upload your content into the following modules:
- Document Library:
Need to store company information, project presentations, or tutorial videos somewhere? The Document Library allows you to organize a wide range of content into folders and share them with your users. If you’ve created a set of Security Roles, you can also control who is able to view, upload, and edit your files. - Articles:
Want to create a place a company announcements blog or knowledge base for FAQs and policies? The Article Module allows you to post long-form text documents in a blog format. - Ideas and Community Forums:
Do your employees have ideas and suggestions but don’t know where to share them for feedback? Let them brainstorm through the Idea Module and allow them to promote the best thoughts by voting ideas up or down. You can also use the Community Forums Module as an area for allowing employees to ask questions and interact with one another. - Training Module:
Want to train your employees, onboard them for recent projects, or certify them for the latest compliance standards? The training module allows you to easily create courses, lessons, and quizzes, as well as assign them to specific users.
B) Adding Data into your Portal
You can also easily store complex data, such as product or contact information, within your portal.
If you have launched an employee community with a Customer or Partner Portal that is integrated with Salesforce or Microsoft Dynamics, your basic Objects (e.g. Account, Contact, Case, Case Comments, Solutions) will already be imported into your portal.
Importing Additional Salesforce Objects or Microsoft Dynamics CRM Entities
If you wish to add more Objects into your portal, Magentrix supports Importing Additional Force.com Objects and Importing Additional Dynamics Entities.
If you have launched an employee community that is not integrated with any external CRM database, you can create your own Magentrix Entities to store your data.
Creating an Entity
Magentrix is built and based on Entities, which are SQL-like databases shown in a tabular format. These Entities are equivalent to Salesforce Objects and are highly customizable. You can easily edit an Entity's Page Layout through a drag-and-drop interface and add Fields, Elements, Buttons, or a Related List. See About Magentrix Entities and Page Layouts for more information.
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