Slaesforce FAQ

how to check communities in salesforce

by Preston Balistreri Published 2 years ago Updated 2 years ago
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The simple and easy way to check would be to do the following:

  • Go to the Setup
  • In the Setup search box on the left hand top corner of the screen, type in Communities.
  • You should see something very similar to the screen shot I have attached below.

To enable community in Salesforce go to setup -> Build -> Customize -> Communities and click on settings. and check enable communities check box and enter your domain name and save it.

Full Answer

How to enable community in Salesforce?

To enable community in Salesforce go tosetup -> Build -> Customize -> Communities and click onsettings. and check enable communitiescheck box and enter your domain name andsave it. Note:You cannot change your domain name once you save it. This domain name will be used in all of your communities. See the below screen for reference.

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 permissions in the Salesforce partner community?

From anywhere in the Salesforce Partner Community, click your picture at the top right. Click the My Profile link. Select Partner Community Access. Permissions: Who Can Do What? While we’re here, let’s discuss the kinds of permissions available to users in the Salesforce Partner Community.

What is a community license in Salesforce?

Salesforce communities licenses are a contractual agreement between Salesforce and its customer, that includes a metadata description of the associated Salesforce product’s functionality that is available to this organization.

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How do you access communities in Salesforce lightning?

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 view a community dashboard in Salesforce?

Enable and Map DashboardsOpen Experience Workspaces.Click Dashboards | Settings.For each of the pages, select the dashboard you want to show to community managers. To change the name of the dashboard page, click inside the dashboard label. ... Click Save.

What are communities in Salesforce?

What are Salesforce Communities? Salesforce is a San Francisco based company that provides customer-relation management (CRM) software solutions. Above all, Salesforce communities are brand spaces that work to facilitate collaboration and connection for employees, business partners, and customers.

How do I edit communities in Salesforce?

Edit Community Pages and Components in Community BuilderFrom the Pages menu in the top toolbar, select the page that you want to edit.Click to open the Components panel. ... Drag the required component from the Components panel onto an editable area of the page.More items...

How do I view a community report in Salesforce?

Steps: 1> From Setup, enter Communities Settings in the Quick Find box, then select Communities Settings. 2> Select Enable report options for external users. 3> Click Save.

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.

Can't find communities in setup Salesforce?

To enable community in Salesforce go to setup -> Build -> Customize -> Communities and click on settings. and check enable communities check box and enter your domain name and save it.

What are types of community 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 can see what in communities Salesforce?

Standard Salesforce user sees records that they own, and records that they have access to (based on sharing rules) across all sites and their internal org. Chatter Free user can't access records.

How do I find community pages?

To find actual Community Pages, you need to use Facebook's search facility, which can often yield literally hundreds of results all jumbled up with regular fan pages in a variety of categories along with your Official Page.

How do I log into a Salesforce community?

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 access Salesforce community builder?

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...

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.

What is Salesforce platform?

The Salesforce platform gives you a great head start in your business. The more you know about it, the more you can use it effectively. Training your staff is vital to the success of your business.

How to add a user to a team?

To add a user to your team: On the Manage Users tab, click Invite User on the top right. Enter the email address of the user you want to add, and then set this user’s permissions appropriately. To change the permissions for an existing user on your team, go to that user's entry on the Manage Users page.

Why is it important to track your PVS?

But it is important to track your PVS, because it determines the level of resources and discounts available to you. If you’re an admin, your PVS appears on the Business tab, along with links you can click to see how to improve it.

The Experience Cloud Advantage

What’s the advantage of building a site using Experience Cloud? Two words: integrated everything. Here’s a short list of how you can use Experience Cloud to make a great experience.

Enable Digital Experiences

Before you begin setting up Financial Services Cloud sites, make sure that you have the proper Experience Cloud user licenses. Contact your Salesforce account executive to make sure that you have the license you need.

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