Slaesforce FAQ

can community users send email in salesforce

by Columbus Batz Published 2 years ago Updated 2 years ago
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Salesforce sends welcome emails when: A community changes from Preview status to Active status. An inactive community doesn’t receive emails unless the associated org has a default portal or if the user’s profile is part of an active portal.

Note Customer community users can't send emails.

Full Answer

How to send an email to partner in Salesforce1?

4) Log in to partner community using the partner contact, "Manage External User" -> "Log In to Partner Community" or login to Salesforce1 hybrid app, go to "Cases" tab, find the case, and using the case feed publisher action, send an email.

How to send community welcome email to user through apex?

My correct question is "How to send Community Welcome email to user through Apex ?" You can try this using session id and create a url for the user and send back to the user to login https://<endpoint host>/secur/frontdoor.jsp?sid=<session id>" This particular feature is not very admin friendly (as you found out the hard way:).

How to send welcome email to new user?

In community administration --> Email, Checkbox "Send welcome email" must be true. Email deliverability should be turned on to "All Email". User's email should be correct and valid email address.

Why is my user's email not valid in sandbox?

User's email should be correct and valid email address. Usually, User's email is not valid in sandbox after refresh. Community is activated. Show activity on this post. I know this is old and might be pretty basic, but if the above steps did not work, check that the profile the user has is associated with the community.

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How do you send a community welcome email in Salesforce?

AdarshOpen Community Workspaces or Community Management.Click Administration | Emails.Enter custom values for the email sender's name and address to replace the default values.Also check the send welcome email checkbox and also select the desired email template for email body.

Where is send email permission in Salesforce?

Required Editions and User Permissions Scroll to the Systems section and click System Permissions. On the System Permissions page, click Edit. Select Allow sending of List Emails , and click Save.

What is community user in Salesforce?

How to create partner community user in Salesforce. Partner community users are based on accounts. This means that instead of just creating a contact we need to create an account and a contact. Then we create a user out of that contact.

How do I create a contact from a community in Salesforce?

Creating Community Users from ContactsCreate a new business contact and assign it an account or go to Contacts and choose an existing contact.Click on Manage External User and choose Enable Customer User. ... Enter all required information for your new Community user, including: ... Click Save to create the new user.More items...

How do I enable email sending in Salesforce?

In Setup > Manage users > Profiles - Click the profile to which the user is associated to. Once you are in Under General User Permissions check for Send Email option. If its not checked please enable it and try.

How do I enable email in Salesforce?

To be able to use Email to Salesforce, start by configuring it....Set Up Email to SalesforceFrom your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.Enter your own email address in My Acceptable Email Addresses . ... Under Email Associations, select options as needed.More items...

Can community user create account?

Community Users who have the Customer Community Plus license are allowed to create accounts.

What is the difference between partner community and customer community in Salesforce?

Customer Community – allow your customers (B2B and B2C) engage with both your organisation and other customers via an online portal. Partner Community – give your resellers, distributors, brokers limited access to your Salesforce to pass you leads and work on deals with your sales team.

What is the difference between customer community and customer community plus?

Customer Community – Business-to-consumer communities with large numbers of external users. Enable customer self-service, extend business processes, and build deeper customer relationships. Customer Community Plus – Business-to-business communities for support and non-sales scenarios, such as eCommerce.

How do I enable a contact as a community user?

Community Users are created from Contacts who are not currently Users. From a contact's detail page, click on the button labeled "Manage External User". You should get a drop-down that says "Enable Customer User" (assuming you have a Customer Community). Select that option to enable the contact as a Community User.

How do I make a contact a community user?

From Setup, in the Quick Find box, enter Profiles , then select Profiles. On the Profiles page, click Clone next to the Customer Community Login User, the Customer Community Plus Login User, the Customer Community Plus User, or the Customer Community User profile. Enter a name for the cloned profile and save.

How do I query a community user in Salesforce?

How to query Internal, Community/Portal and Community/Portal Users in Salesforce using SOQL?Internal Users: SELECT Id, Name, IsActive, Profile.Name FROM User WHERE ProfileId IN ( SELECT Id FROM Profile WHERE UserType = 'Standard' )Customer Community/Portal Users: ... Partner Community/Portal Users:

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