how to activate community user in salesforce

How to Create community user plus user.

• Create a contact. Click New Contact from the Contacts related list. Fill in the appropriate details and make sure it has a lookup to an Account for ...
• The account that the new contact is associated with must have an account owner that is assigned a role. (It means that the Account to which the ...
• On the contact detail page, click Manage External User, then Enable Partner User or Customer User.
• Select the Partner Community user / Customer Community user license.
• Select the appropriate profile. Remember that profiles give users access to tabs in your community, so be sure that you choose a profile that has the ...

Full Answer

How do I create a new user on Salesforce?

• Enter First name, last name, Alias, Email address.
• Now Assign a Role to the user.
• Now assign user license to the new user.
• Assign a profile to the user.
• Now select generate passwords and notify user via email.
• Click on Save button.
• A verification email will be sent to the Email.

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 to train your users on Salesforce?

Train users to do their jobs in Lightning Experience so they’re comfortable and productive from day one of your launch. A good starting point is self-paced training. Direct your users to Trailhead and the Learn to Work in Lightning Experience trail. The two modules in this trail are designed to show Salesforce Classic users how to switch ...

What is Salesforce customer community?

What is a Salesforce Customer Community?

• Shared Information. Customers can find all the information they need in your Community. ...
• Better Customer Experience. Customers can connect with and collaborate within your Community. ...
• Increase Customer Engagement. By creating a space that is designed to suit the needs of your customers, you incentivize customer engagement.

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 I enable community users?

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...

How do I assign a community user license in Salesforce?

To assign a Lightning Platform Starter or Lightning Platform Plus license to a user, first assign the Salesforce Platform user license. Then assign them the Company Community for Lightning Platform permission set license. (Sometimes, you have to create the permission set before you can assign the license.)

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 give access to a Salesforce community?

Enable Customer Community PermissionsFrom Setup, enter Manage Users in Quick Find, then select Users.Select a user name.Select the Permission Set Assignments related list.Click Edit Assignments.Select Customer Community Read Only in Available Permission Sets and add it to Enabled Permission Sets.Save your changes.

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.

Can community users see dashboards?

To make it clear: Users with Partner Community or partner portal licenses can view dashboards and reports for objects and records that have a private sharing model AND to which the user has access, regardless of the current community. Partner Community users can't refresh dashboards.

What is customer community plus login license in Salesforce?

As of Spring '19, Community Hub supports the Customer Community Plus license, which is a community license that grants additional abilities in Salesforce communities such as reports, dashboards, and advanced sharing. Learn more about Communities Users Licenses.

What is Salesforce customer community plus?

Customer Communities licenses allow you to collaborate with customers, on things like support cases and account administration. Customer Communities Plus is aimed in the middle, at more robust customer collaboration and exposure of many more Salesforce objects and the sharing model.

How do I enable partner community in Salesforce?

Create Partner AccountsCreate a business account.Click Manage External Account, and then click Enable as Partner. ... In the confirmation dialog, select Yes, I want to enable this account as a Partner Account.Click Confirm.

Can community user create account?

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

How do I create a community profile in Salesforce?

Create a Customer Community User ProfileFrom Setup, enter Profiles in Quick Find, then select Profiles.Next to the user profile that maps to your customer communities license, click Clone.Give it a name, such as Banking Customer Community User .Save your changes.

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.

What is Salesforce community?

Salesforce Communities are very useful for employees, customers and partners to connect in one place. We can create and customize communities according to our requirement. Communities was released in summer’ 13 release. You can collaborate and communicate with people outside of your company who are key to business.