Slaesforce FAQ

how to cerate salesforce communities

by Hermann Rohan Published 2 years ago Updated 2 years ago
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  • Go to the top right, and click on Publish! ...
  • In Builder, go to Settings, click on This will open the Profile Edit page
  • Whenever you make a community using the Community Creation wizard, Salesforce automatically creates a guest user profile for the community.

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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

What is a Salesforce community?

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 Salesforce Tutorial Config & Customization

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 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 create a customer 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.

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How do I create a public community in Salesforce?

How to Setup Communities to be Private or PublicIn Classic: Setup go to Customize – All Communities click Builder by your community name.In Lightning: Setup go to Feature Settings – Communities – All Communities – click Builder next to your community's name.From a community, click Community Builder in the profile menu.

How do I create a community builder in Salesforce?

Open a standard page by selecting it, or open an object page by clicking | Edit in the Page Variations section. Add and configure page components. If you're using the Customer Service template, setthe page's visibility. Preview and publish your community when you're done.

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 many communities can be created 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.

How do I create a new community page?

Open Pages Menu, and at the end of the list click “+ New Page”.And now you have a choice, whether to choose a standard or an object page. ... From the list of objects, choose one which data you want to show in your community. ... Click “Create” and you get three new pages at one moment. ... Publish your changes.More items...

How do I create a 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...•

What are different 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.

Are Salesforce communities free?

Salesforce Communities pricing: Customer Community: $2 per login or $5 per member/month. Customer Community Plus: $6 per login or $15 per member/month. Partner Relationship Management: $10 per login or $25 per member/month.

Is Salesforce communities the same as community cloud?

The Experience Cloud platform enables users to build more than just communities, but build forums, portals, help centers, sites, and mobile apps to manage your organizations' content.

Why do you want to start a community group in Salesforce?

Types of Community Groups Industry Groups bring together customers who work in the same industry but have diverse roles and backgrounds and allows them to share best practices related to their customers' expectations, industry regulations and competitive environments.

How do I create a community cloud?

Step 1. Enable Community Cloud SalesforceEnable Community Cloud Salesforce.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 to Avoid Mistakes When Integrating Salesforce Community Cloud.

How do I create a partner community in Salesforce?

Enable Partner Accounts and Create Partner UsersFrom the App Launcher, select Accounts.Select the All Accounts list view.Click Edge Communications.Click the dropdown menu to see all the quick actions available for the page.Click Enable as Partner.In the confirmation dialog, select Enable As Partner.

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.

How to activate community in a.NET application?

To activate the community:-. Step 1.) Search for All Communities in setup, and click on it. Step 2.) Click on Workspaces. Step 3.) Select ‘Administration’. Step 4.) Under ‘Setting’ section in left panel, click on Activate Community button.

How to setup a community in a org?

To setup the communities, the very first thing you need to do is enable the communities in the org. Once the communities are enabled in the org, then you can create multiple communities in the same org and each community can be different from each other and independent.

How to manage all your communities?

From one place you can manage all your communities. Step 1.) From Setup, search for communities setting and click on it. Step 2.) Click on New Community button to create a new community. Step 3.) As soon as you select the checkbox, a new section would be prompted to select a domain name.

How to create a community on GitHub?

Let’s see what are the steps you need to perform to create a community from the scratch. Step 1.) From setup, search for ‘All communities’ and select it. Step 2.) Click on New Community button to create a new community. Step 3.)

Can you create multiple communities?

Now you can create multiple communities depending upon your license. Once you have enabled the community, you can go ahead and create a new community and make it ready for customer use. Let’s see what are the steps you need to perform to create a community from the scratch. Step 1.)

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.

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:

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