Slaesforce FAQ

how to create a new salesforce community

by Florence Boehm Published 2 years ago Updated 2 years ago
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How do I create a community page in Salesforce?

  • 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 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

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.

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How do I create a community group in Salesforce?

Add Groups to Your CommunityTo enable groups in your community, add groups to the community navigation menu. A menu item displays that links to a list of groups in your community. ... Publish your community.If you haven't already, customize the group publisher layout to include the Add Member action.

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 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.

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.

What is a 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.

What is Salesforce community site?

- It is a social stage of the Salesforce.com that is intended to associate and encourage correspondence among an association's representatives, accomplices and clients. - Sub-domain sites built with Community Builder (Lightning), standard Salesforce UI (Tabs), or custom Visualforce.

How do I create a community user in Salesforce lightning?

Create Community User ProfileFrom 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...

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 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 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.

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.

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.

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.

What is the email button?

Email buttonis used to specify sender email to notifications, chatter email branding and email templates. Miscellaneousbutton is used to flagging contents, enable private messages and enable knowledgeable people on topics. Once you defined all your community settings you can publish your community.

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 make Salesforce look like yours?

Make Salesforce look like yours by adding your company logo in the upper left-hand corner of the application. This makes it clear to users that Salesforce is theirs to use. In order to do this, you need to create a custom App. An App is a way to organize your tabs and allows you to change the logo.

What is a sandbox org?

Sandbox orgs are replicas of your Production org where it is safe to experiment with new customizations and features without affecting your company’s real-time data. Once you’ve tested your customizations in Sandbox, you can seamlessly push them into your Production org when you are ready.

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.

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