Slaesforce FAQ

how to activate salesforce community

by Alexa Jenkins Published 2 years ago Updated 2 years ago
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Activating the Salesforce Lightning Component for community experience.

  • Firstly, log in to Salesforce org.
  • Secondly, navigate to “ Setup ”

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.

Full Answer

How to create a community user in Salesforce?

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. Now add the details as discussed above. You’ll need to add an account. This should be a generic account for all of your customer community users.

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”.

What are the benefits of Salesforce communities?

Salesforce Communities are very useful for employees, customers and partners to connect in one place. We can create and customize communities accord Salesforce Communities are very useful for employees, customers and partners to connect in one place. We can create and customize communities accord

What is the use of Salesforce portal?

Salesforce provides the framework in which you can manage or build a custom portal for a specific set of customers, partners, and employees. It will give a rich interface for the brand management and customer portal also user can manage the community portal from the mobile, Tablets as well as from Desktop.

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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 activate my lightning community?

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. To view a list of communities or start creating a new one, click All Communities.

How do I enable lightning community in Salesforce?

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.

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...

What is Salesforce community?

What are Salesforce Communities? Salesforce is a San Francisco based company that provides customer-relation management (CRM) software solutions. Above all, Salesforce communities are brand spaces that work to facilitate collaboration and connection for employees, business partners, and customers.

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 Salesforce community site?

- It is a social stage of the Salesforce.com that is intended to associate and encourage correspondence among an association's representatives, accomplices and clients. - Sub-domain sites built with Community Builder (Lightning), standard Salesforce UI (Tabs), or custom Visualforce.

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 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.

Can you swipe between communities in Salesforce?

Once communities is enabled new header will be enabled in your salesforce org, there you can swipe between multiple communities. See the below screen for reference.

How to create a community user?

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. Now add the details as discussed above.

How to create a contact for a partner portal?

Under contacts click New. Now create a contact for this partner portal account. You can have multiple logins for each business account. Once the contact is created, navigate to the contact record page and click Enable Partner User

How to change the default user in a portal?

First we need to know who our portal account owner is. Navigate to setup -> All communities -> click workspaces next to your community -> click the administration time. The administration page should be open , click the preferences tab, scroll down until you see the Record Ownership section. You should see the default owner listed. Now either change the user or navigate to the user detail page and add a role

What to do if you receive an error saying "Portal Account Owner Has no Role"?

When saving your user, if you receive this error “Portal Account Owner Has no Role” then you’ll need to assign a role to the default community record owner. See the steps below.

What is a partner community user?

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.

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