- 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.
How do I create a Salesforce site?
Salesforce Sites enables you to create public websites and applications which directly integrate with your Salesforce organization—without requiring any login. From Setup, enter Sites in the Quick Find box, then select Sites.
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. See the below screen for reference.
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 do I change my client Community Profile in Salesforce?
From the Available Profiles list, click Client Customer Community and click the right arrow to move the choice to Selected Profiles. If you don’t have Customer Community profiles listed, it means you don’t have the correct license. Contact your Salesforce account executive if you want to change your license.
What is a community site in Salesforce?
Community is a space for an org to connect with people (i.e. internal users, partner users and external users). Lightning Community uses Single Page Application (SPA) as the underlying principle as it runs on the Lightning Component framework. Salesforce org data is shared externally using communities and vice versa.
How do I add a community URL in Salesforce?
Map the Custom Domain to your CommunityIn your Salesforce Org, click on Setup.Under "Administration," click Domain Management | then click Domains.Click on the domain that you added.Click New Custom URL. You should be redirected to the Custom URL Edit screen. Select here your community site and Keep path as it is.
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 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 custom domain for Salesforce community?
Required User PermissionsFrom Setup, enter Domains in the Quick Find box, then select Domains.Click Add a Domain.Enter the domain name.Choose the HTTPS domain configuration option you want to serve this domain with. ... Add a certificate if you have already set up a CA-signed certificate that supports this domain.More items...
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 trailblazer community?
This growth is powered by Trailblazers — the learners and innovators who use Salesforce to build successful careers, companies, and communities around the world.
What is a trailblazer community group?
Trailblazer Community Groups give you the opportunity to meet your peers. Organised by Salesforce customers, they are held on a regular basis (although the frequency is different for different groups) in locations all over the World.
What does community group mean?
A community group is a group of people who work for the benefit of the public. Community groups may follow a set structure and adopt principles and codes of conduct which it wishes the community to follow.
How do I enable a community in Salesforce?
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 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 to create a Salesforce site?
To set up a Salesforce Site: 1 From Setup, enter Sites in the Quick Find box, then select Sites. 2 Register a custom Salesforce Sites domain for your organization. 3 Create and configure your site. 4 Develop and use Visualforce pages for your site, use or hide standard pages, and customize or replace out-of-box error pages. Associate these pages with your site. 5 Choose a site template. Use the lookup field to find a template that you’ve developed, or use the provided template. The site template provides the page layout and stylesheet for your site and overrides any formatting inherited from the associated portal. 6 Enable a portal for login or self-registration, then associate it with your site. 7 Optionally, modify public access settings. 8 When you are ready to make your site public, click Activate on the Site Details page. You can also activate your site from the Site Edit and Sites pages.
How to make a website public?
Optionally, modify public access settings. When you are ready to make your site public, click Activate on the Site Details page. You can also activate your site from the Site Edit and Sites pages.
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.
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.
Is the domain name the same for all sites?
The domain name is the same for all sites. You create a unique URL for each site when creating it by entering a unique name at the end of the URL. For example, if your domain name is UniversalTelco.force.com, and you're creating a partner portal, you can enter partners to create the unique URL UniversalTelco.force.com/partners .
Welcome to the Age of Self-Service
This probably isn’t hard to believe, but oftentimes the last thing a customer wants to do is pick up the phone and talk to a customer service agent. The same is true for instant messages, SMS, and social. Sometimes, customers just want to solve the problem on their own.
Create a Whole New Customer Experience with Experience Cloud Sites
Self-service has become the new welcome mat for a growing number of customers. That means it can be the first service interaction a customer has with a brand.
Integrate Service Cloud and Experience Cloud on One Platform with Salesforce
The big benefit of building your customer portal on the Salesforce platform is, of course, that you’ll have everything on the powerful Salesforce platform. That means that it’s fast and easy to seamlessly integrate the Salesforce features you need directly into your portal, including Service Cloud.
Build Sites and Portals Using Experience Builder
Now, building a site couldn’t be easier. With Experience Builder templates, there’s no need for expensive coding projects. With drag-and-drop ease, you can have your own branded self-service portal (including your company logos as well as look and feel) up and running in no time.
Make Customers Happy and Increase ROI with Experience Cloud Sites
Beyond providing another channel for your support team to deliver awesome customer service, sites can help solve other key business challenges.
Copyright
Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight.
How to create a new FSC site?
Click , then click Setup. In the Quick Find box, enter all sites, and select All Sites. Right now it’s blank, so click New to create your first site. This opens up the site wizard. Choose Customer Account Portal and click Get Started. For the name, enter Customer Portal for FSC. Click Create.
What does it mean when you don't have a customer community?
If you don’t have Customer Community profiles listed, it means you don’t have the correct license. Contact your Salesforce account executive if you want to change your license. From the Available Permission Sets list, click Customer Community Read Only and click the arrow to move the choice to Select Permission Sets. Click Save.