Slaesforce FAQ

how to access community cloud salesforce

by Telly Mertz DDS Published 2 years ago Updated 2 years ago
image

How do you access communities in Salesforce?

  • From Setup, enter Communities Settings in the Quick Find box, then select Communities Settings.
  • Select Enable communities.
  • Select a domain name for your communities, and click Check Availability to make sure that it's not already in use.
  • Click Save.

Part of a video titled Salesforce Community Cloud Overview - YouTube
2:27
8:19
So now we're in salesforce in the setup. Area. So i clicked on setup. And then over on the left handMoreSo now we're in salesforce in the setup. Area. So i clicked on setup. And then over on the left hand side scroll down to communities. Then click on all communities.

Is Salesforce the best cloud service?

With that, here are the tools you can use to build apps on Lightning Platform:

  • Salesforce Environments. A secure and isolated development environment for developers and admins to test ideas, accelerate app development, and customize the platform. ...
  • Heroku. It lets you extend Salesforce by building engaging experiences through custom apps. ...
  • mySalesforce. ...
  • myEinstein. ...
  • Salesforce App Cloud. ...

Why do you need Salesforce community cloud?

Set Up an Experience Cloud Site for Customer 360 Identity

  • Learning Objectives. Enable Salesforce Experience Cloud sites. ...
  • Experience Cloud Sites and Customer 360 Identity. ...
  • Provide a Site Domain Name. ...
  • Enable Experience Workspaces. ...
  • Create Your Site. ...
  • Control Membership to Your Site. ...
  • Complete the Initial Site Setup. ...
  • View Your New Login Page. ...
  • Replace the Logo on the Login Page. ...
  • Resources. ...

What are the benefits of the Salesforce community cloud?

  • Cost Savings
  • Security
  • Flexibility
  • Mobility
  • Insight
  • Increased Collaboration
  • Quality Control
  • Disaster Recovery
  • Loss Prevention
  • Automatic Software Updates

More items...

How to setup Salesforce community?

  • Click Preferences.
  • Check the following boxes: General Show nicknames Give access to public API requests on Chatter Show all settings in Workspaces Experience Management Allow members to flag content Enable setup and ...
  • Uncheck the following boxes: General Enable direct messages Experience Management Show number of people discussing suggested topics

More items...

image

How do you access a community in Salesforce?

How to enable community in Salesforce? To enable community in Salesforce go to setup -> Build -> Customize -> Communities and click on settings. and check enable communities check box and enter your domain name and save it.

How do I log into community cloud?

First, just navigate to the Contact record of the user you want to log in as. Then on the top right of the record page click the action menu dropdown and select Log in to Community as user. You can also navigate to the Community user's contact record by clicking the Contact link on their user detail page.

How do I access Salesforce Cloud?

Log in to the Marketing Cloud Help PortalGo to Salesforce Help Portal.Click Login | Marketing Cloud Login.Enter your Marketing Cloud username and password.Click Login.

How do you access Communities in Salesforce lightning?

Please follow below steps :Click Settings icon and select Setup.Type Communities in the Quick Find box, then select Communities Settings.Select Enable communities.Enter a unique name to be used as your domain name and click Check Availability.More items...•

How do I find a community user in Salesforce?

If you want to log in as a community user from Salesforce platform, go to the created contact and click on 'Log in to Community as User ' button and select your community.

What is Salesforce community cloud?

Community Cloud is a social platform from Salesforce.com that is designed to connect and facilitate communication among an organization's employees, partners and customers.

How do I log into my marketing cloud?

0:000:45Marketing Cloud | Login - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo login you'll want to navigate to our econ. Website WWE D u /e comm and Samaria our top navigationMoreTo login you'll want to navigate to our econ. Website WWE D u /e comm and Samaria our top navigation. Do have our login link on the far right.

Is community Cloud now experience cloud?

A long-expected announcement finally came from Salesforce last week; Community Cloud has been renamed Experience Cloud (view a demo).

How do I open an experience cloud in Salesforce?

From the site: – In Salesforce Tabs + Visualforce sites, click in the global header. – In Experience Builder-based sites, use the drop-down menu next to your name and click Experience Management. From Setup, enter All Sites in the Quick Find box, then select All Sites and click the Workspaces link next to a site.

How do I edit communities in Salesforce?

Edit Community Pages and Components in Community BuilderFrom the Pages menu in the top toolbar, select the page that you want to edit.Click to open the Components panel. ... Drag the required component from the Components panel onto an editable area of the page.More items...

How do I open community builder?

After creating the lightning community, click on the 'Manage' link present against the community name to open the community builder. You can customize lightning communities in Community Builder in the following ways: Styling and branding communities. Find and Create Asset files.

How do I view a VF page in community?

On the Profile page, click Enabled Visualforce Page Access. In the Enabled Visualforce Page Access section of the Profile page, click Edit. In the Available Visualforce Pages list, select the Visualforce pages that you want to make available to this profile and then click Add. Click Save.

What is the navigation bar in Salesforce?

Navigation bar in the Salesforce provides the liberty to go through different topics to browse and provides direction back to the home page of the community. Please check this recording to learn about “How to Setup Communities Navigation Menu”

How to add menu item to a community page?

Select the Navigation Menu component in the page. To add a menu item: Click Add Menu Item. Enter the name to be used in the navigation menu. Select the type : Community Page. External URL. Menu Label. Navigational Topic.

1. Come up with a strategy

Building or transforming a community can bring massive change to your business. This is good, but it is important to lay out a strategy that will help you plan, build, execute, and measure success.

2. Map out your user experience

Next, start brainstorming what experience you want your community to provide for customers and partners.

3. Make sure your community is future-proof

The pace of business moves faster than ever. With so many different community platforms available on the market, it is important that you decide on a platform that is both the best decision for your company’s needs today and also for the company’s needs down the road.

What is community cloud?

Community Cloud is built on the trusted Salesforce1 platform. The robust and flexible security architecture of the platform is relied on by companies around the world, including those in the most heavily regulated industries — from financial services to healthcare to government.

Can you use Community Cloud on mobile?

There are many options for using Community Cloud on a mobile device . Because Community Templates are fully responsive, it’s easy to provide a rich experience that can be viewed on any mobile device. For employee communities, your workforce has full access to Salesforce1.

Can you use Salesforce to deploy a community?

Yes. Salesforce can help you successfully deploy a community that is on a non-Salesforce portal, or even another community platform. We can also connect you with Salesforce partners who can help make the process easier. Connect with all the community cloud features.

What is community for employees?

Communities for employees. Whether it be for HR assistance , on-boarding, payroll, or learning about benefits, communities can be extremely beneficial within your organization. Merging the real-time collaboration of chatter and use any mobile device to share data and files is what makes Communities a next-generation portal.

What is Files Connect?

This feature is what is used to integrate 3rd party files (Microsoft OneDrive, Google Drive, etc) to salesforce, which gives users instant access to them on mobile and social devices. This means that you can share files with customers instantly.

The Experience Cloud Advantage

What’s the advantage of building a site using Experience Cloud? Two words: integrated everything. Here’s a short list of how you can use Experience Cloud to make a great experience.

Enable Digital Experiences

Before you begin setting up Financial Services Cloud sites, make sure that you have the proper Experience Cloud user licenses. Contact your Salesforce account executive to make sure that you have the license you need.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9