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.
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
What's possible with Salesforce communities?
Salesforce Community Cloud allows employees to connect with resellers, distributors, and partners in a single place. They can find the information they need, register new leads, edit and update records as needed in real time, and manage finances and funds.
What can a Salesforce community do?
Salesforce organizations contain valuable information about partners, solutions, products, users, ideas, and other business data. Some of this information would be useful to people outside your organization, but only users with the right access and permissions can view and use it.
How to create custom community user in Salesforce with example?
How to create communities in salesforce? To create communities go to setup -> Build -> Customize -> Communities -> Manage Communities -> and click on New communities button . And enter name, description and url and click on create button.
How do I access community builder in Salesforce?
To access Experience Builder:From the global header menu in Experience Workspaces or Experience Management, click Experience Workspaces | Builder or Experience Management | Go to Experience Builder.From the All Sites page in Setup, click Builder next to the site name.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.
How do I enable a community user in Salesforce?
Ensure that communities are enabled for your org.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.More items...
How do communities work in Salesforce?
Salesforce Communities are brand spaces designed specifically for Salesforce customers to connect with the community outside their org (i.e., employees, partners, and customers) and collaborate with them using relevant data and content.
Who is community user in Salesforce?
Salesforce licensing for external community users comes in basically three main editions: Customer, Partner and Lightning External. Within each edition, there are two types: Member-Based and Login-Based. Tip: think of the three editions as level of access and the types as how often the community will be used.
How do you check if user is community user or not in Salesforce?
You must have different profiles for Community and Portal users as their licensea are different. One way is to get the profile name with the help of profile ID userinfo. getProfileid() . Then you can check the profile name whether it is Community User or Portal User.
How do I log into community?
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 enable a community user?
Creating a User ProfileGo to Setup > Manage Users > Profiles.Click New Profile. ... Choose an Existing Profile enabled for Salesforce Communities: Customer Community User or Partner Community User (Customer Community User is used in the examples on this page).More items...
What is community page in Salesforce?
Community is a space for an org to connect with people (i.e. internal users, partner users and external users). Lightning Community uses Single Page Application (SPA) as the underlying principle as it runs on the Lightning Component framework. Salesforce org data is shared externally using communities and vice versa.
How do I open a community portal 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. Note: You cannot change your domain name once you save it.
What is community login in Salesforce?
A community license works like a standard Salesforce internal license: external users with a member-based license (that is, a license that is assigned to a specific user) are able to access a community as many times as they want. However, external users do not have access to the internal org.
What are communities called in Salesforce?
Salesforce Experience Cloud, formerly known as Community Cloud, is a digital experience platform that helps companies quickly build connected digital experiences for their customers, partners and employees at scale.
What is a community in Salesforce?
Community is a space for an org to connect with people (i.e. internal users , partner users and external users). Lightning Community uses Single Page Application (SPA) as the underlying principle as it runs on the Lightning Component framework. Salesforce org data is shared externally using communities and vice versa.
How can visibility of data in Salesforce communities be controlled?
Visibility of data in communities can be controlled using profiles and permission sets. Multiple communities can be created in a Salesforce org to address different purposes
What is Salesforce Community Cloud?
Salesforce Community Cloud is an online social platform from Salesforce that enables companies to connect customers, partners, and employees with each other and the data and records they need to collaborate.
Why do companies create online communities?
Such communities help generate new ways to connect with potential customers and buyers, provide effective customer service and complete access to information may be required to successfully use a company’s products or services. That, as a result, positively influences shopping behavior and builds trust in the brand.
What is a partner community?
Partner community is a specific information hub for B2B orgs that allows sales teams and resellers to easily access needed data and collaborate in real-time to close more deals. It’s a space where partners can manage their business, learn best practices, get the support they need, and connect with Salesforce employees in an absolutely secure environment.
What is customer community license?
Customer Community licenses are used for B2C interactions with a huge number of customers that need access to Cases and a knowledge base.
What is internal employee community?
Internal employee community is a portal for HR and IT information, that allows employees to connect with each other and provides them with a single space for shared files, searchable knowledge databases and training materials, schedules, project management, and organizational documentation or announcements.
Is creating an online community expensive?
At first, the idea of creating an online community may sound like an expensive venture and a rather complicated task; but after you consider the advantages it provides and how easy it can be with Salesforce, you will change your mind.
Can you use community pages without a license?
It’s worth mentioning that members still have some level of access even without acquiring a Community license. For instance, guest users have access to community pages that are publicly available (like a public knowledge base) to find and read content, review knowledge articles, and perform tasks that don’t require them to log in. But acquiring a community license also allows you to create external profiles (beyond the guest user profile) to access Communities.
