You can add internal users to a community by adding the profiles to the community in the community management. They can also be set up to login via the community as well as the Salesforce login page. There are also community licences for internal users who only need a limited amount of Salesforce functions.
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 do I add internal users to a community?
You can add internal users to a community by adding the profiles to the community in the community management. They can also be set up to login via the community as well as the Salesforce login page.
Does all internal users include Salesforce platform license?
For posterity: I have tested and confirmed that that "All Internal Users" includes users with the Salesforce Platform license, not just the full-price Salesforce license. VPrakash's query looks accurate as well.
How do I set up a customer community user?
Each account can have a maximum of 10,000 customer community user contacts living under it. Now that we have the contact set up we can create the user associated with the contact. Navigate to the record page of the contact we just created. Click the dropdown on the top right and click Enable Customer User
How do I add a user to a Salesforce community?
Salesforce recommends checking if a permission set is used in any site's membership list before adding new permissions to it....To add members using profiles:To filter profiles, select a profile type from the dropdown menu. ... Select the user profiles you want to allow access to your site. ... Click Add.
How do I grant access to a community in Salesforce?
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 provision a Salesforce Communities user?
You can provision community users by using the SOAP or REST API on the User object. When using this API, keep in mind that the Community user has to be associated to a valid contact and account so these fields need to be set. The account must also be owned by a Salesforce user that has a role.
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.)
How do I enable a community user?
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 you assign a role to a community user?
Note Communities users with the “Create and Set Up Communities” permission are assigned the role of site administrator in a community's Site.com site....To change a user's role:In the User Roles view, hover over the user's role.Click the arrow to display all the roles.Select the new role.
What are community users 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.
How do I create a community user in bulk in Salesforce?
Add your user profiles to Members in the Community Administration and check the “send welcome email” box. Then Use the Data Loader to mass upload your users as active and they will automatically receive the welcome email.
How do I add a user to Salesforce Sandbox?
To create new user or multiple users login to Salesforce.com and navigate to Setup | Administer | Manage Users | Users. Click on Users button as shown above. Click on New User or Add multiple users. We can add upto 10 user at a time in salesforce.
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 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.
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.