how to build community salesforce

by Kailey Gorczany Published 2 years ago Updated 2 years ago

From Setup, enter 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. Keep in mind that you can't change the domain name after you save it. ...
Click Save, and then click OK. If you see a dialog asking to open a Salesforce page in a new tab, click Open.

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.

Full Answer

How to create and manage communities in Salesforce?

How to create communities in salesforce? To create communities go to setup -> Build -> Customize -> Communities -> Manage Communities-> and click on New communitiesbutton. And enter name, descriptionand urland click on createbutton. How to manage community?

How to customize your Salesforce community without code?

The next code-free way to customize your Salesforce Community is by using Community Builder Templates. Available in Enterprise, Performance, Unlimited, and Developer Editions of Salesforce, the Community Builder takes you one step closer to your custom-branded community.

How to plan an engaging Salesforce community?

Here’s how to plan an engaging Salesforce community: Before any software is purchased or any code written, you should ask yourself and your team three important questions: Who needs this community and why?

How to add members to your Salesforce community?

To add members to your Salesforce communities go to Setup -> Build -> customize -> Community -> manage community -> and edit your community and click on Members and add profiles or permission sets you want give access to community. See the below screen for reference.

How do I get to community builder in Salesforce?

To access Experience Builder:From the global header menu in Experience Workspaces or Experience Management, click Experience Workspaces | Builder or Experience Management | Go to Experience Builder.From the All Sites page in Setup, click Builder next to the site name.More items...

How do I mass create community users 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.

What is a Salesforce community?

What Are Salesforce Communities? Salesforce Community Cloud is a software product that allows companies to build branded communities, where they can share information, and users can connect and collaborate.

How are Salesforce communities implemented?

8 easy steps for Salesforce Community ImplementationEnable Community Cloud Salesforce. Table of Contents. ... Create a community. ... Add new members. ... Add the engaging content. ... Brand your community. ... Customize your login page. ... Configure the email. ... Put in the finishing touches.

How community user is created?

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. Enter a name for the cloned profile and save.

How many community users we can create in Salesforce?

You'll need to add an account. This should be a generic account for all of your customer community users. Each account can have a maximum of 10,000 customer community user contacts living under it.

What are the types of community in Salesforce?

There are two types of communities in Salesforce which are as following: Internal Community – The Internal community is used for the members who are directly part of the organization i.e. Employees. External Community- External Community is created for the users who are not directly part of the organization.

What are the types of communities in Salesforce?

An organization can build a community to meet any number of needs, but there are three main community types in Salesforce:Customer communities.Employee communities.Partner communities.

Who uses Salesforce communities?

Companies using Salesforce Community Cloud for Customer Experience include: Walmart Inc., a United States based Retail organisation with 2300000 employees and revenues of $572.75 billion, AmerisourceBergen Corp., a United States based Healthcare organisation with 41000 employees and revenues of $189.89 billion, CIGNA ...

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...

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.

Community Templates

Customer Service ( Napili ): A powerful, responsive self-service template that lets users post questions to the community, search for and view articles, and contact support agents by creating cases. Supports Knowledge, Cases, and Questions & Answers.

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:

Cesar Castro

As customer communities continue to evolve, companies are embracing the benefits they can bring beyond peer-to-peer support forums, such as product ideas and brand advocacy. When establishing a community as part of your digital customer service, it’s a given that you’ll hire staff dedicated to the day-to-day management. But don’t stop there.

1. Identify the key internal roles important to your community

Encourage your employees to swoop in from any department and take on specialized roles in the customer community. These range from customer support to feedback and more.

2. Create a training or enablement plan

Because you’re engaging the customers in a public, social environment, your words are your biggest strength, and it’s not the same as emailing or talking one-on-one. Written communication with customers in an online community calls for a specific tone and style, especially when discussions are visible to the public and can be found in the future.

3. Line up executive sponsorship

Executive commitment is critical for the long-term success of your community. When executives step in, they signal to employees that the community is a worthy and important venture.

4. Make it fun to join

To rally employees and recognize their contributions, take a page from gaming and apps by making the experience rewarding.

Step 2. Create a community

To create a community, select the name or make a new one, write a description, and type in the URL. Then click “Create”. The community has been created, which you can now publish.

Step 3. Add new members

Select the profiles you need to operate the community and provide them with permission to access the created community.

Step 4. Add the engaging content

You can add any tab that reflects the nature of the content. FAQ, use cases, and so on – you can create and add whatever you need.

Step 5. Brand your community

Upload the logo and add the tagline or whatever else you might need. Change the colors, styles, and so on. This will help your community look unique and memorable, thus raise the brand awareness of your users.

Step 6. Customize your login page

You can not only perform community page branding, but you can also customize the login page. Just make it look how you’d like it to.

Step 7. Configure the email

Here, you can set up the generic email address to add branding details and a customized message.

Step 8. Put in the finishing touches

Once you are ready with all the steps outlined above, take a chance to preview the community. During this stage, you can play with it, get your employees’ feedback, introduce the final changes, and publish it.

What is Salesforce community?

Salesforce Communities is a great platform to connect and collaborate with your customers, partners, and employees. It is quick & easy to create mobile-responsive Communities with pre-built templates. And here is how you can build your own Community from scratch in less than 60 minutes.

What is chatter in community?

Employees can access and share files. Knowledge articles, FAQs provide information to users to find answers to common questions. Chatter in Community enables users to help others with their questions and issues.

Basic Salesforce Community Customizations

The first and most straight-forward option for customizing your Community can be found inside Salesforce. These basic customization options let you set the header, footer, and color scheme. However, your Community will still have the standard Salesforce user experience. This is a good option if:

Salesforce Community Builder Templates

Skuid for your Salesforce Community

We’d be remiss if we didn’t mention the ways you can use Skuid with no code needed. Our tools are the only way to create a completely bespoke Salesforce Community that perfectly matches your business needs, with no code.

Introduction

Get Cloudy Consulting is a Salesforce SI partner that specializes in building custom Experience Cloud implementations for their clients. Cloud Kicks, one of their main customers, wants to create a branded site with:

Launch Your Trailhead Playground

To complete this project, you need a free Trailhead Playground. You can find it at the bottom of this page. Click Launch to open the Trailhead Playground in a new browser tab (login required).

Create a Basic Experience Builder Site

OK, first things first—let’s get started by turning on digital experiences.