- 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.
- Keep in mind that you can’t change the domain name yourself after you save it. You have to call Salesforce to change it.
- Click Save, and then click OK.
- If you see a dialog asking to open a Salesforce page in a new tab, click Open.
How do I enable communities in Salesforce?
Enable Communities. Start by turning on the communities functionality in your org. Click the setup cog and select Service Setup. Enter Communities Settings in the Quick Find box and select Communities Settings. Select the Enable communities checkbox.
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 create a community domain name in Salesforce?
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. Keep in mind that you can’t change the domain name yourself after you save it. You have to call Salesforce to change it.
Why can’t I See Communities menu in Salesforce?
If you don’t see this menu, Communities might not be available for your Salesforce org. You are not allowed to change the name of the domain name after setting it up so think carefully before saving it. Step 1: From Setup, enter Communities Settings in the Quick Find box, then select Communities Settings. Step 2: Select Enable communities.
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 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 enable community cloud?
8 easy steps for Salesforce Community ImplementationEnable Community Cloud Salesforce. Table of Contents. ... Create a community. ... Add new members. ... Add the engaging content. ... Brand your community. ... Customize your login page. ... Configure the email. ... Put in the finishing touches.
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 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 make my community public in Salesforce?
SearchIn Community Builder, make sure that the community is publicly available. ... On the SEO settings tab, configure which objects are public using the Guest User Profile.Click Guest User Profile.Click Edit, and in the Standard Object Permissions section, give at least read access to the object.Save your changes.More items...•
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 log into a Salesforce 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.
What is the use of community cloud in Salesforce?
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 enable all sites in Salesforce?
Setting Up Salesforce SitesFrom Setup, enter Sites in the Quick Find box, then select Sites.Register the Salesforce Sites domain for your organization.Create and configure your site.Develop and use Visualforce pages for your site, use or hide standard pages, and customize or replace out-of-box error pages.More items...
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!
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.
What is Salesforce community?
Salesforce Communities not only provide interactions among business perspectives but also provide complete security from various attacks like Clickjacking which sometimes take users to other websites that can harm their resources through various means.
How to change domain name in SharePoint?
Step 1: From Setup, enter Communities Settings in the Quick Find box, then select Communities Settings. Step 2: Select Enable communities.
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.
How to view community settings in Salesforce?
To enable or view settings for Communities, click Communities Settings. To view a list of communities or start creating a new one, click All Communities. When you start creating a community, choose to manage an existing community, or view a community, you move out of Lightning Experience and into Salesforce Classic.
What is Salesforce tabs?
By definition, a Salesforce Tabs + Visualforce community uses Visualforce and the Lightning Platform technology under the hood. There's no toggle in a Salesforce Tabs + Visualforce community that allows you to switch to Lightning technology.
Can you use Salesforce Classic with Lightning?
The full Salesforce Communities product is not supported in Lightning Experience, so to create, manage , or use your communities, you must use Salesforce Classic. To enable or change settings for Communities in Lightning Experience, in Setup search for Communities. To enable or view settings for Communities, click Communities Settings.
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.
