Slaesforce FAQ

how to configure a community page salesforce lightning

by Charlene Hessel Published 2 years ago Updated 2 years ago
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Lightning Page in Community.

  • Navigate to Setup --> Communities and click on builder against your community.
  • Create a new page in the community builder by clicking new page inside builder bottom of pages pane you will see an option to create a new page.
  • Once the page is created, drag and drop the component you wish to see in the community.If its a custom component dont forget to add the interface ...

Enable and Create Community in Salesforce Lightning | Getting start with Communities
  1. Click Settings icon and select Setup.
  2. Type Communities in the Quick Find box, then select Communities Settings.
  3. Select Enable communities.
  4. Enter a unique name to be used as your domain name and click Check Availability.
Sep 27, 2020

Full Answer

What is lightning experience in Salesforce?

Salesforce Lightning experience is a modern, fast, and intelligent user interface built with proven Salesforce1 Mobile App technology. It combines Lightning Designing System (LDS), Lightning app builder and Lightning Components to create modern enterprise applications. Salesforce Lightning experience is a new generation productive user interface designed for Sales team and Support teams in ...

What do you need to know about Salesforce Lightning?

Specifically, we think that:

  • You should be comfortable reading and writing JavaScript. ...
  • It would be great if you know Apex. ...
  • If you’re coming to Lightning components from Visualforce, be sure to add the Apply Visualforce Skills to Lightning Components trail to your task list. ...

How to activate Salesforce Lightning?

Set the Default Interface to Lightning Experience

  • From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. ...
  • Select the Roll Out phase.
  • Click Launch Lightning Experience to expand the stage.
  • Click Switch Users next to Make Lightning Experience the default interface. ...
  • Click the + button next to the users you want to switch.

More items...

Why to move to Salesforce Lightning?

  • Switch back to Classic
  • Select the Reports tab
  • Locate the reports (or dashboards) that you want to move
  • Click on the report and drag and drop into the correct folder

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How do I create a lightning community page in Salesforce?

You need to create a community page using community builder. Once the page is created, drag and drop the component you wish to see in the community. If its a custom component dont forget to add the interface implements="forceCommunity:availableForAllPageTypes" to the component.

How do I add a lightning page to my community?

Navigate to Setup > App Setup > Customize > Communities > Communities Settings. On the Communities page, select the Enable Community Workspaces check box. In the Domain name field, enter the domain name for the community and click Check Availability. Click Save.

How do I set the community homepage in Salesforce?

Use a Custom Home Page in Your Salesforce Tabs + Visualforce SiteFrom Setup, enter Digital Experiences in the Quick Find box, then select All Sites. Click Workspaces for the site you'd like to access.Click Administration | Pages.For the Home page: ... Click Save.

How do I change the layout of a community page in Salesforce?

Required Editions and User PermissionsIn Experience Builder, open the page's properties. Click beside the page on the top toolbar, or click. ... In the Layout section of Page Properties, click Change. ... Select the new layout. ... Click Change.

What is Salesforce community page?

Community is a space for an org to connect with people (i.e. internal users, partner users and external users). Lightning Community uses Single Page Application (SPA) as the underlying principle as it runs on the Lightning Component framework. Salesforce org data is shared externally using communities and vice versa.

How do I add a tab to a community in Salesforce?

Add Tabs to Your CommunityOpen Community Workspaces orCommunity Management.Click Administration | Tabs. ... Select the tabs to include in your community from the Available Tabs list. ... To add a tab, click Add. ... To change the order that the tabs display, click Up orDown. ... Click Save.

How do I customize my salesforce lightning Home page?

Customize the Home PageFrom Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.Click New.Select Home Page, then Next.Assign the label Support Home Page , then click Next.Click the Standard Home Page template.Click Finish.

Can users customize their Home page in Salesforce lightning?

Yes, Virginia, You Can Customize Your Lightning Experience Home Page. Give your users everything they need to manage their day from the Home page in Lightning Experience. Your sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities.

How do I create a custom Home page template in Salesforce lightning?

0:478:38Build a Custom Lightning Homepage Layout - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhat I really want to do is I'm going to come up to my setup I want to search for lightning. And I'mMoreWhat I really want to do is I'm going to come up to my setup I want to search for lightning. And I'm gonna click on lightning app builder. Now from here I'm going to click new under lightning pages.

How do I edit my community page?

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 add a section to my community page?

The page includes at least one customizable section. To add more sections, click the “+” sign to add a new section above or below the existing one. To customize a section, click on it, and easily change the number of columns per section, change the size of columns within the Column Distribution field.

How do I create a custom page layout in Salesforce?

To create custom Page layouts in Salesforce go to object | Page Layouts | Create New....How to create custom Page layouts in Salesforce?Select the existing page layout from the drop down menu.Enter page layout name.Click on Save button.

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:

1. Define Component Metadata in the Configuration File

A component’s project folder must include a configuration file— <component>.js-meta.xml file —that defines the metadata values for the component. To use a component in Experience Builder, edit the file to define the component’s design configuration values.

2. Optional: Add an SVG Resource to Your Component Bundle

To define a custom icon for a drag-and-drop component, add an SVG resource to your component’s folder. If you don’t include an SVG resource, the system uses a default icon () in the Components panel.

Considerations

For new sites, Strict CSP is set as the default security level in Experience Builder. If your Lightning web component references third-party resources, you must configure the security level in Experience Builder and allowlist hosts as appropriate.

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