Make sure you community is active. Salesforce Tabs + Visualforce and Lightning Templates Under the Administration button, select the Settings option and click on the Activate Community button.
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 do I enable partner users in Salesforce mobile?
Click Contact | Page Layouts | Contact Layout. In the page layout editor, click Mobile & Lightning Actions. Drag the Enable Partner User button to the Salesforce Mobile and Lightning Experience Actions section.
How do I enable external profiles in Salesforce CRM?
To allow standard external profiles to be used, select the Allow using standard external profiles for self-registration, user creation and login in Setup > Digital Experiences > Settings. Deselect Salesforce CRM Content User. Deselect Receive Salesforce CRM Content Email Alerts.
How do I enable digital experiences in Salesforce?
From Setup, enter Digital Experiences in the Quick Find box, then select Settings. Select Enable Digital Experiences. If enhanced domains are enabled in your org, your digital experiences domain is shown.
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 login to community as user?
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.
How do I give public access to a community in Salesforce?
How to Setup Communities to be Private or PublicEnable public access in a Lightning Community, open Community Builder. In Classic: Setup go to Customize – All Communities click Builder by your community name. ... Click the gear on the left side for the settings and stay on General.Select Public can access the community.
How do I access a community portal in Salesforce?
To enable the Salesforce Customer Portal: 1. From Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings.
How do I assign a role to a community user in Salesforce?
To add users and assign roles:On the Overview tab in Site.com Studio, click Site Configuration | User Roles.Click Add Users.In the Available Users section, highlight the user you want to add.Select the role from the Add as drop-down list.Click the arrow to move the user to the Selected Users section.Click Save.
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 set a default community in Salesforce?
Assign a Default Community to a User ProfileIn Setup, enter Profiles in the Quick Find box, then click Profiles in your results.Click the name of the profile you want to change.In the Default Community section, click Edit.Select a community from the Community list.Click Save.
How can sharing set be used to share records with customer community users?
A sharing set grants site users access to any record associated with an account or contact that matches the user's account or contact. You can grant access to records via access mapping, which defines access for each object in the sharing set.
How do you create a share set for customer community users?
1:493:50How to Create a Sharing Set for Customer Community UsersYouTubeStart of suggested clipEnd of suggested clipSettings click on community settings scroll down and then locate sharing sets click new go ahead andMoreSettings click on community settings scroll down and then locate sharing sets click new go ahead and give your sharing set a label. And a name. And then select your profile to be selected in the
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 gain access to my partners community?
Sign UpGo to partners.salesforce.com.Click Join Now, then Join the Partner Community.Click Log In with Salesforce and use your org credentials.Complete the Signup Wizard as a new or existing consulting partner. If you're a new partner, read and accept the Partner Master Agreement.
What is the difference between portal and community in Salesforce?
Portals essentially gave external users (partners, customers, etc.) the ability to access Salesforce whereas Communities is aimed at connecting the right people (whether internal users, partners, or customers) together within Salesforce.
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.
What is a partner user in Salesforce?
Partner users are Salesforce users with access to CRM objects, such as opportunities, leads, and campaigns. Partner users can access and modify the Salesforce data you share with them by logging in to a portal. Let’s create some partner users.
What is Ursa Major's first step in expanding its business with partner resellers?
Ursa Major’s first step in expanding its business with partner resellers is sharing pertinent CRM data with partners. Maria, the Ursa Major system administrator, wants to create a partner portal using Experience Cloud to make data sharing a breeze.
