Slaesforce FAQ

how to create community salesforce

by Dr. Nona West Published 2 years ago Updated 2 years ago
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  • From Setup, enter 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. Keep in mind that you can't change the domain name after you save it. ...
  • Click Save, and then click OK. If you see a dialog asking to open a Salesforce page in a new tab, click Open.

We will see how to create communities. 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 do you set up Salesforce?

Salesforce went one better and experimented with meeting-free ... The first few days were a bit jarring for some, particularly those who have a daily stand-up meeting to prioritize workloads and update team members. "Daily stand-ups are really important ...

How do I enable community builder in Salesforce?

  • To create a community, from Setup, enter All in the Quick Find box, select All Communities, and then click New Community.
  • To see more information about a template, select it.
  • Select the template that you want to use.
  • Read the template description and key features, and click Get Started.
  • Enter a community name.

How to create custom community user in Salesforce with example?

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.

How would you like to contact Salesforce?

How would you like to contact Salesforce? Request a call. Give us some info so the right person can get back to you. First name Enter your first name. Last name Enter your last name. Job title Please enter your title. Email Enter a valid email address. Phone Enter a valid phone ...

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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.

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.

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.

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 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 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...

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.

What are the types of community 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 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 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.

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.

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.

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:

What is Salesforce community?

Salesforce Communities is a great platform to connect and collaborate with your customers, partners, and employees. It is quick & easy to create mobile-responsive Communities with pre-built templates. And here is how you can build your own Community from scratch in less than 60 minutes.

What is chatter in community?

Employees can access and share files. Knowledge articles, FAQs provide information to users to find answers to common questions. Chatter in Community enables users to help others with their questions and issues.

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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