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Manage other content types and templates

OrchestraCMS Extensions are additional content types and content templates that extend the capabilities of OrchestraCMS.

The OrchestraCMS Extensions pack includes four page templates that are provided as samples for use with the additional content templates.

 

You will need access to three custom objects available in your Salesforce organization to support the Bookmarks, Content Anchors, and User Stories custom objects.

If you are using the Extensions pack along with the multilingual feature of OrchestraCMS, you can translate content into up to 20 languages and use all the multilingual functions of that release.

Requirements for Content types

Some of the individual content types require specific Salesforce features to be available and enabled in your organization:

  • The Salesforce Chatter content type requires Salesforce Chatter.
  • The Salesforce Content content type requires Salesforce CRM Content (specifically Libraries).
  • The Salesforce Dashboard content type requires Salesforce Dashboards.
  • The Salesforce Ideas content type requires Salesforce Ideas.  

For detailed information about each of these Salesforce features, see the Salesforce documentation.

Visualforce permission sets

Visualforce pages need to be added to a permission set and assigned to users.

Visualforce pages for OrchestraCMS Extensions

ArticleGenerateDetail

ArticleGenerateDetailWithRelated

ArticleGenerateSummary

ArticleGenerateSummarySmallWithImage

BookmarkGenerateCurrentPage

BookmarkGenerateList

CarouselEnhancedGenerate

GenerateSearchContentForm

GenerateSearchContentResults

GoogleSearchGenerator

IdeasGenerateDetail

IdeasGenerateListAll

IdeasGenerateListMy

IdeasGeneratePost

RSSInboundGenerate44

SalesforceContentGenerateContentList

SalesforceContentGenerateLibraryList

SalesforceContentGenerateSearchResults

SalesforceContentGenerateSelectList

SalesforceDashboardGenerate

UserStoryGenerateApprovalsList

UserStoryGenerateDetail

UserStoryGenerateSummaryList

To create a new permission set

  1. In Salesforce Setup, expand Manage Users.
  2. Click Permission Sets.
  3. Click New.
  4. Enter the permission set information.  Enter the permission set name: OrchestraCMS Extensions. A license is not needed.
  5. Under Apps, click Visualforce Page Access.
  6. Click Edit.
  7. Select each required Visualforce page (from the list, above) from Available Visualforce Pages on the left.
  8. Click on each and click Add to add it to Enabled Visualforce Pages on the right.
  9. Save.

Site guest user permissions

The system administrator will need to apply permission sets for guest users in Salesforce.

On installation or upgrade, OrchestraCMS automatically generates ocms_SiteViewer, a permission set that is used to share with all guests in the organization.

If the guest user is not active but is activated later, and the administrator clicks on OrchestraCMS Site Details (under Setup), a message will appear to say the permission set doesn’t exist, or the guest user doesn’t have the required permission.

In that case, the “Validate Permissions” option should be used.

To validate permissions for a Site Guest User

  1. In OrchestraCMS Setup, under Site, click Details.
  2. Click Edit.
  3. Click Validate Permissions.  

Content types and templates

The following table contains the content types and templates that are currently available as part of OrchestraCMS Extensions.

Content type

Content template

Use to

Article

Article Detail

Display an article using the title, body text, and large image.

Article Detail with Related Articles

Display an article using the title, body text, large image, and a list of related articles.

Article Summary

Display an article using the title and summary text.

Article Summary with Small Image

Display an article using the title, summary text, and small image.

Bookmarks

Bookmark Control

Create a button that can be clicked to add the current page as a bookmark.

Bookmark List

Display a personalized list of pages that have been bookmarked.

Google Custom Search

Google Custom Search

Insert a Google Custom Search form.

Languages

Language Redirector

Determine the language of the current user and redirect him or her to the appropriate home page.

List View

List View

Display a list of Salesforce records using specific fields, filter criteria, and sort orders.

Detail List Layout

Display the details of a single Salesforce record that a site visitor selects from a record list.

RSS Feed

RSS Inbound

Display an RSS or Atom feed.

Salesforce Chatter

User/Group Chatter Feed

Display an individual user’s Chatter feed or a specific Chatter group feed.

Topic Chatter Feed

Display a Chatter feed of posts and comments tagged with a selected topic.

Content Chatter Feed

Display a Chatter feed associated with a specific content item.

Chatter Topic List

Display a list or tag cloud of popular topics in Chatter.

Chatter People List

Display a searchable list of Chatter users that allows you to access profile information for individual users.

Chatter Group List

Displays a list of groups.

Chatter People Detail

Displays the profile information for the person selected in the people list.

Chatter Group Profile

Displays the profile information for the group selected in the group list or feed.

Salesforce Content

Library List

Choose one or more libraries to display and the number of library items to display in each.

Content List

Choose one or more libraries to display and the specific library items that you want to display from each.

Selectable Library List

Provide a selectable list of all shared libraries to the end user and specify the number of library items to display when a library is selected.

SF Content Search Results

Generate a list of search results that are specifically related to content in shared Salesforce libraries. This content template works in conjunction with the Basic Form core content template (in the core Search content type.)

Salesforce Dashboard

Salesforce Dashboard

Display Salesforce Dashboards, with limited intereactions, directly on your site.

Salesforce ideas

All Ideas

Display a list of all ideas up to the specified number of ideas.

Idea Detail

Display the details of an individual idea.

My Ideas

Display a list of the ideas that belong to the current user.

Post Idea

Allow users to post new ideas.

Slider

Image Slider

Create and configure an image slider (carousel).

Taxonomy-filtered Content Search

Search Form Taxonomy-filtered Content

Display a search form that searches content items that are associated with the Article content type.

Search Results Taxonomy-filtered Content

Display search results with the ability for the user to narrow search results by taxonomy category.

User Story

User Story Detail

Display the details of an individual user-submitted story.

User Story Approvals

Display a list of user-submitted stories that require approval (only designated approvers can see the list).

User Story Summary

Display a summary list of approved user-submitted stories.

Salesforce Files

File List

By default, Salesforce Files displays the logged in user’s list of files. If Chatter is enabled, it can also be used to display a Chatter group’s files.