Here’s how to plan an engaging Salesforce community:
- Outline your community. Before any software is purchased or any code written, you should ask yourself and your team three important questions:
- Outline your goals.
- Create your Project Management Plan.
- Greg Jankowski.
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 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 do I set up a website in Salesforce?
If you see a dialog asking to open a Salesforce page in a new tab, click Open. Now let’s set up a basic site. You should have been redirected to the All Sites page in Setup, but if not, enter Digital Experiences in the Quick Find box, then select All Sites.
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 do you create a lightning community?
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 create a community in Salesforce trailhead?
From Setup, enter Digital Experiences in the Quick Find box, then select Settings. Select Enable Digital Experiences....Click New. The Creation wizard appears with different template options for you to choose from.Select the Customer Service template. ... Click Get Started.Enter a site name and URL. ... Click Create.
How do I create a community URL in Salesforce?
Add a Custom URLFrom Setup, enter Custom URLs in the Quick Find box, then select Custom URLs.Click New Custom URL.Enter a domain name. Important Avoid entering personal information in your domain name. Instead, enter only public information.Enter a site name.Enter a unique path.Click Save.
How do you create a 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 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...
What is Salesforce community builder?
The Salesforce community builder can be used to customize the Community based on our business needs. The power of the community builder is that without doing any custom development, we can customize the Community branding very easily and quickly.
How do you build a community partner?
4 steps to build effective community partnershipsConnect with leaders at partner organizations to promote engagement. ... Define and prioritize goals. ... Build new partner relationships and strengthen long-standing ones. ... Ensure screening and referral protocols are seamless.
How do I learn Salesforce community cloud?
2:088:19Salesforce Community Cloud Overview - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo now we're in salesforce in the setup. Area. So i clicked on setup. And then over on the left handMoreSo now we're in salesforce in the setup. Area. So i clicked on setup. And then over on the left hand side scroll down to communities. Then click on all communities.
How do I enable a community user in Salesforce?
Ensure that communities are enabled for your org.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.More items...
What is the community URL Salesforce?
The URL is a combination of the desired domain (www.sunshinesports.com), the unique Salesforce Organization ID, and live.siteforce.com. The easiest way to obtain this URL is by opening Setup in Salesforce, searching for Domains, and then clicking on Add Domain.
How do I find the community URL in Salesforce?
You can find the community URL prefix for a community on the experience page, from there there is a list of communities and their associated URL. In the example below, we have a community called Sample and its URL prefix is 'sample'. We only need what's after the domain - we just need to copy sample.
What is Salesforce community?
Salesforce Communities are very useful for employees, customers and partners to connect in one place. We can create and customize communities according to our requirement. Communities was released in summer’ 13 release. You can collaborate and communicate with people outside of your company who are key to business.
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.
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 long does it take to create a trailhead?
Click Launch to open the Trailhead Playground in a new browser tab (login required). It typically takes 3–4 minutes from the time you first sign up for Trailhead to create your Trailhead Playground.
Can you change your domain name after you enable digital experiences?
Keep in mind that you can’t change your domain name after you enable digital experiences. Click Save, then OK. If you see a dialog asking to open a Salesforce page in a new tab, click Open. Now let’s set up a basic site.
