how to create a community in salesforce lightning

by Erik Grady I Published 3 years ago Updated 2 years ago

Click New Community.
Select the template.
Click Get Started.
Enter a community name and URL.
Name the community <your first name and last name>.
Specify the optional URL. ...
It’s important that you specify a URL, even though this field says optional. ...
Click Create.

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

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.

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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

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 lightning community in Salesforce?

Salesforce Lightning Communities are best in regards to sharing information and collaborating with your business partners and customers. They provide a framework i.e. Lightning Community Builder to create branded sites with minimal efforts.

How do I activate my lightning community?

To enable or change settings for Communities in Lightning Experience, in Setup search for Communities. To enable or view settings for Communities, click Communities Settings. To view a list of communities or start creating a new one, click All Communities.

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 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.

What is community lightning?

Lightning community templates let you create branded spaces where your employees, customers, and partners can connect. Built on the Lightning Component framework, Lightning templates include many ready-to-use features and Lightning components.

What is Salesforce community?

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 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 do I add a community to a Salesforce page?

Required Editions and User PermissionsIn Experience Builder, open the Pages menu on the top toolbar.Click New Page at the bottom of the Pages menu.Select the page type: Standard Page. ... Select a standard page to open it. ... Add and configure page components.Preview and publish your site.

Where is community builder in Salesforce?

Accessing Community Builder To customize your community with Salesforce Community Builder, you need to click Customize>Communities>All Communities from Setup. Now click on Manage, which is next to the community name. Then click Launch Community Builder in Community Management.

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:

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.

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