Add Users
- From Setup, enter Users in the Quick Find box, then select Users.
- Click New User to add a single user or click Add Multiple Users to add up to 10 users at a time.
- Enter each user's name, email address, and a unique username in the form of an email address. ...
- Select the user license you want to associate with the users you create (the license determines which profiles are available for each user).
- Select a profile.
- Select Generate passwords and notify user via email to email a login name and temporary password to each new user.
- Click Save.
How to setup Salesforce community?
- Click Preferences.
- Check the following boxes: General Show nicknames Give access to public API requests on Chatter Show all settings in Workspaces Experience Management Allow members to flag content Enable setup and ...
- Uncheck the following boxes: General Enable direct messages Experience Management Show number of people discussing suggested topics
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 many user we create in Salesforce?
Users can have only one profile but, depending on the Salesforce edition, they can have multiple permission sets. You can assign permission sets to various types of users, regardless of their profiles. Create permission sets to grant access among logical groupings of users, regardless of their primary job function.
Who can create the users in Salesforce?
Step One: Add New User
- From Setup, enter Users in the Quick Find box, then select Users.
- Click New User to add a single user or click Add Multiple Users to add up to 10 users at a time.
- Enter each user’s name, email address, and a unique username in the form of an email address. ...
How do I add a user to a Salesforce community?
Create Community User ProfileFrom 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...
What is a community user in Salesforce?
Salesforce licensing for external community users comes in basically three main editions: Customer, Partner and Lightning External. Within each edition, there are two types: Member-Based and Login-Based. Tip: think of the three editions as level of access and the types as how often the community will be used.
How do I enable a contact as a community user in Salesforce?
From a contact's detail page, click on the button labeled "Manage External User". You should get a drop-down that says "Enable Customer User" (assuming you have a Customer Community). Select that option to enable the contact as a Community User.
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 identify a community user in Salesforce?
One way is to get the profile name with the help of profile ID userinfo. getProfileid() . Then you can check the profile name whether it is Community User or Portal User.
Can community user create account?
Community Users who have the Customer Community Plus license are allowed to create accounts.
How do I enable a 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 create a community user in Apex?
We can create community users using CRM admin but when we support self registration with custom logic then we have to use Apex classes....Portal User Creation For Business Account:Create User Role.Create Business Account with above role.Create Contact for Business Account.Create Portal User with ContactId.
How do I create a community user in Salesforce developer?
Create a Customer UserFrom the contact record page, click the account name in Related Accounts.Select Manage External User > Enable User.From the New User page, in the General Information section, select the following: ... Save your changes.From the contact record page, select Manage External User > Enable User.More items...
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.