Slaesforce FAQ

how to activate a community in salesforce

by Bradley Ullrich Published 2 years ago Updated 2 years ago
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To enable community in Salesforce go tosetup -> Build -> Customize -> Communities and click onsettings. and check enable communitiescheck box and enter your domain name andsave it. Note:You cannot change your domain name once you save it.

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. This domain name will be used in all of your communities.

Full Answer

How to enable community in Salesforce?

To enable community in Salesforce go tosetup -> Build -> Customize -> Communities and click onsettings. and check enable communitiescheck box and enter your domain name andsave it. Note:You cannot change your domain name once you save it. This domain name will be used in all of your communities. See the below screen for reference.

How to add members to your Salesforce community?

To add members to your Salesforce communities go to Setup -> Build -> customize -> Community -> manage community -> and edit your community and click on Members and add profiles or permission sets you want give access to community. See the below screen for reference.

How to activate Salesforce Lightning community experience for Salesforce Org?

Initially we need to activate the Salesforce lightning community experience for Salesforce org. below are the steps to activation Firstly, log in to Salesforce org. Thirdly, go to the “ Quick ” find box and search for “All Communities”.

How do I register for the Salesforce partner community?

To register for the Salesforce Partner Community, you need a standard user account in a standard Salesforce org. This can either be a new user account or an existing user account in an Active, Developer, or Trial Edition org.

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What happens when you activate a community in Salesforce?

Salesforce Tabs + Visualforce: Activating the site makes the site URL active and enables login access for members. If welcome emails are enabled when you activate, a welcome email is sent to all members. If any of those users are new users, their welcome email includes their username and password.

How do I enable community in lightning?

Enable and Create Community in Salesforce Lightning | Getting start with CommunitiesClick 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 enable a community in Salesforce developer org?

You can create Customer Community in Dev org using following steps: Setup -> Customize -> Communities Settings. You have to first enable communities. Then with specific domain name, you can create customer community.

What does activating a community do?

Community Activation is a type of community engagement, building, and management that is based on a community-centered approach. The goal is to empower the community, so it can self-mobilize, self-organize, and determine the best way to reach its own goals.

How do I enable community?

0:150:59How To Enable The 'Community' Tab On YouTube In Under 1 Minute!YouTubeStart of suggested clipEnd of suggested clipThe thing you want to do in order to activate the tabs we're going to click on this little wheelMoreThe thing you want to do in order to activate the tabs we're going to click on this little wheel icon. We're going to make sure that customize the layout of your channel has been checked.

How do I deploy a community in Salesforce?

Deploy Your Community with Change SetsCreate and test your community in your preferred test org, such as sandbox.From Setup in your test org, enter Outbound Change Sets in the Quick Find box, and then select Outbound Change Sets.Create a change set, and click Add in the Change Set Components section.More items...

How do I access a community page in Salesforce?

PagesEnable public access in a Lightning Community, open Community Builder. In Classic: Setup go to Customize – All Communities click Builder by your community name. ... Click the gear on the left side for the settings and stay on General.Select Public can access the community.

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 add a community URL in Salesforce?

Map the Custom Domain to your CommunityIn your Salesforce Org, click on Setup.Under "Administration," click Domain Management | then click Domains.Click on the domain that you added.Click New Custom URL. You should be redirected to the Custom URL Edit screen. Select here your community site and Keep path as it is.

How do I enable the experience site in Salesforce?

Activate Your Experience Cloud SiteFrom Setup, enter All Sites in the Quick Find box, select All Sites, and click Workspaces next to your site.Select Administration, and select Settings.Click Activate Site, and click OK. ... To verify that your site is activated, refresh your private (incognito) window.

How do you make a community server?

Click on your server name in the upper left corner, and you'll see a drop down menu appear! Then press Server Settings in the menu! Once you're in your Server Settings, scroll down and and then click on Enable Community in the left side bar! Press the purple Get Started button to begin setting up your Community Server!

How do I start a Discord community?

To start a new Discord server, click the plus sign beneath your server icons on the left side of your screen. From there, you can create a server from scratch or choose a template. The templates give you a list of channels to start with that you can edit however you like.

How to create customer community user in Salesforce

Creating customer users is a little different to creating internal Salesforce users. Community users always have a contact associated with them. So to create a community user, the first step is to create a contact for the user. Go ahead and create a contact. Add a First Name, Last name, Email and any other details that make sense.

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.

Activating the Salesforce Lightning Component for community experience

Initially we need to activate the Salesforce lightning community experience for Salesforce org. below are the steps to activation

Displaying the Salesforce Lightning Component for community experience

Moreover, to view the component on the community builder you need to implement the “ forceCommunity:availableForAllPageTypes ” interface of Salesforce lightning component bundle.

Introduction

Ursa Major Solar, Inc., a growing supplier of solar components and systems based in the Southwest US, recently opened a second sales and distribution center in a neighboring state.

Use the Knowledge Setup Flow

Now that the digital experiences functionality is turned on, enable Salesforce Knowledge. Salesforce Knowledge lets you create and manage a knowledge base with Ursa Major Solar's information, and securely share it when and where it's needed.

Create a Permission Set

Now that sites have been enabled, set the proper access permissions by creating the Customer Support Site Pilot Group permission set.

Enable Topics for Objects

There are many ways to organize content. With topics, you can classify and search Knowledge articles by assigning specific topic areas. Without enabling Salesforce Knowledge, articles can’t be displayed outside of your org.

Create the Site

Site functionality is enabled and permissions have been set. The next step is to create the customer site and add a few images.

Organizing Content with Topics

Use topics to structure your site content or highlight key discussions. Topics expose Knowledge articles in a site. With topics, you can classify and search Knowledge articles by assigning specific topic areas.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

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