How do I make a contact a community user?
Customer Community User Create a contact related to this account and name it 'Customer Contact'. On the contact record, click on the 'Enable Customer User' button. Fill the user record information and click on 'Save'. You will receive an email to set your password.
How do I enable a contact as a community user in Salesforce?
From a contact's detail page, click on the button labeled "Manage External User". You should get a drop-down that says "Enable Customer User" (assuming you have a Customer Community). Select that option to enable the contact as a Community User.
How do I mass create community users in Salesforce?
Add your user profiles to Members in the Community Administration and check the “send welcome email” box. Then Use the Data Loader to mass upload your users as active and they will automatically receive the welcome email.
How do you create a partner community account?
Required Editions and User PermissionsView the partner account contact you want to convert to a partner user.On the contact detail page, click Manage External User and choose Enable Partner User. ... Edit the user record for this partner and assign a partner license, role, and profile. ... Click Save.
How do I enable a contact as a external user?
Check whether the nested buttons for 'Manage External User' are on the Contact page layout: Navigate to Setup | Customize | Contacts | Page Layouts. ... If the button itself is not found, check whether Sites is enabled, by following this click path: ... If Sites is enabled, check for the permission 'Manage External Users.
Can community user create account?
Community Users who have the Customer Community Plus license are allowed to create accounts.
How many community users we can create in Salesforce?
You'll need to add an account. This should be a generic account for all of your customer community users. Each account can have a maximum of 10,000 customer community user contacts living under it.
What is a Salesforce community user?
A community license works like a standard Salesforce internal license: external users with a member-based license (that is, a license that is assigned to a specific user) are able to access a community as many times as they want. However, external users do not have access to the internal org.
How do I give access to a Salesforce community?
Enable Customer Community PermissionsFrom Setup, enter Manage Users in Quick Find, then select Users.Select a user name.Select the Permission Set Assignments related list.Click Edit Assignments.Select Customer Community Read Only in Available Permission Sets and add it to Enabled Permission Sets.Save your changes.
How do you implement 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.
What is Salesforce Partner community?
The Salesforce Partner Community is a portal built and maintained specifically for Salesforce partners. It's where these partners manage their business, learn best practices, get support, and engage with Salesforce employees in a secure environment.
What is the difference between portal and community in Salesforce?
Portals essentially gave external users (partners, customers, etc.) the ability to access Salesforce whereas Communities is aimed at connecting the right people (whether internal users, partners, or customers) together within Salesforce.