Create a Custom Profile.
- Click the gear icon and select Service Setup.
- Enter Profiles in the Quick Find box and select Profiles.
- Click P in the alphabet bar across the top to jump to the current partner profiles.
- Click Clone next to Partner Community User.
- In Profile Name, enter Partner User.
- Click Save.
...
To add members using profiles:
- Select the Partner Community User and Customer Community User profiles. ...
- Click Add.
- Click Save.
How to setup Salesforce community?
- Click Preferences.
- Check the following boxes: General Show nicknames Give access to public API requests on Chatter Show all settings in Workspaces Experience Management Allow members to flag content Enable setup and ...
- Uncheck the following boxes: General Enable direct messages Experience Management Show number of people discussing suggested topics
How do I create a new user on Salesforce?
- Enter First name, last name, Alias, Email address.
- Now Assign a Role to the user.
- Now assign user license to the new user.
- Assign a profile to the user.
- Now select generate passwords and notify user via email.
- Click on Save button.
- A verification email will be sent to the Email.
How many user we create in Salesforce?
Users can have only one profile but, depending on the Salesforce edition, they can have multiple permission sets. You can assign permission sets to various types of users, regardless of their profiles. Create permission sets to grant access among logical groupings of users, regardless of their primary job function.
Who can create the users in Salesforce?
Step One: Add New User
- From Setup, enter Users in the Quick Find box, then select Users.
- Click New User to add a single user or click Add Multiple Users to add up to 10 users at a time.
- Enter each user’s name, email address, and a unique username in the form of an email address. ...
How do you create a community in Salesforce?
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 do I create a community partner 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.
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 create a customer community portal in Salesforce?
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 community users in Salesforce?
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.
What is a partner community?
Partner communities provide the ability to create interactive, real-time and personalised sites to establish connections and communications between partners. Use the Files Connect feature to integrate third-party resources into Salesforce and your partner community for fully flexible working practices.
How do you create a community?
How to Build a Meaningful (and Massive) Community, From Someone Who's Done it TwiceFind Ways to Support & Celebrate Your Organic Ambassadors. ... Bring Your Followers Into the Business-Building Process. ... Encourage Connections Within Your Community. ... Stay Guided by Your Why.
How do I find a community user in Salesforce?
One way is to get the profile name with the help of profile ID userinfo. getProfileid() . Then you can check the profile name whether it is Community User or Portal User.
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.
Can community user create account?
Community Users who have the Customer Community Plus license are allowed to create accounts.
How do I create a community user in Apex Salesforce?
We can create community users using CRM admin but when we support self registration with custom logic then we have to use Apex classes....Portal User Creation For Business Account:Create User Role.Create Business Account with above role.Create Contact for Business Account.Create Portal User with ContactId.
How to link Salesforce account to Trailblazer?
To link your social accounts to an existing Trailblazer identity, click your profile image in Trailhead and then click Settings. Scroll down and click Connect to connect your Salesforce, email, or social account, respectively.
Who Are Trailhead and the Trailblazer Community For?
Come to Trailhead and the Trailblazer Community to learn, earn, and connect, whether you’re a representative using Service Cloud, a Salesforce solution architect, or an aspiring Salesforce professional. We even have material for learning outside of Salesforce, such as modules on Blockchain Basics and European Union Privacy Law Basics, and a trail to help you Get Started with iOS App Development.
What is a trailhead playground?
A Trailhead Playground is an org that you can use for hands-on challenges, learning new features, and testing customizations. If you haven’t created one, don’t worry.
What is a hands-on challenge in Salesforce?
A hands-on challenge is more involved than a quiz and, as a result, earns you more points. To complete a hands-on challenge, you have to look at a set of requirements and do something in a Salesforce org to meet those requirements. What you have to do depends on what you’re learning.
How many languages are there in Trailblazer?
And because we know that you’re blazing trails all over the world, Trailhead and the Trailblazer Community are available in six languages: English, German, Japanese, French, Latin American Spanish, and Brazilian Portuguese. To change to another language, scroll down to the footer of any page and choose a language from the dropdown menu.
What is a trailblazer?
A trailblazer is: A pioneer; an innovator; a lifelong learner; a mover and shaker. A leader who leaves a path for others to follow. Most importantly, a person who builds a better world for others. Trailhead and the Trailblazer Community are part of one unified platform. The Trailblazer Community helps you learn relevant skills, ...
What is trail learning?
Trails are groups of modules that provide guided learning paths suited to specific roles or needs. You can also blaze your own trail, and choose the modules that you’re most interested in without following a pre-existing trail. Projects and superbadges allow you to learn interactively by requiring you to implement a feature or solution in an org.
Introduction
Ursa Major Solar, Inc., a growing supplier of solar components and systems based in the Southwest US, has recently started working with partners.
Launch Your Trailhead Playground
You'll be completing this hands-on project in your own personal Salesforce environment, called a Trailhead Playground. Get your Trailhead Playground now by first logging in to Trailhead, and then clicking Launch at the bottom of this page. Your playground opens in a new browser tab or window.
Create a Custom Profile
First, clone a standard profile that gives proper access by creating a custom partner profile. Using standard external profiles for self-registration, user creation, and updates to user records isn’t a Salesforce security best practice.
Create a Permission Set
Next, set the proper access permissions by creating the Partner Site permission set.
Edit an Email Template
Later in the project, a welcome email is sent to all new partner users. To prep for that, create a customized email template.
Create the Site
Digital Experience functionality is enabled and permissions are set. The next step is to create the Ursa Major Solar Partner site.
Add a Permission Set to Site Members
Next, set which profiles and permission sets have access to the new partner site.
How to login as a customer in Salesforce?
On Account, you will be able to see 'Manage External Account' button , go an enable as Partner and if you wanted to login as an Customer, go to contact record, see 'Manage External User' button and enable Customer User . Once you will do this, you should receive an email with an login url to login on externally and not through the salesforce user.
How to create a community user?
How to Create community user plus user 1 Create a contact. Click New Contact from the Contacts related list. Fill in the appropriate details and make sure it has a lookup to an Account for sure. Click Save. 2 The account that the new contact is associated with must have an account owner that is assigned a role. (It means that the Account to which the Contact has a lookup should have an Owner whose Role should be defined). 3 On the contact detail page, click Manage External User, then Enable Partner User or Customer User. 4 Select the Partner Community user / Customer Community user license. 5 Select the appropriate profile. Remember that profiles give users access to tabs in your community, so be sure that you choose a profile that has the appropriate tabs exposed. Provide all required details. 6 Deselect Generate new password and notify user immediately so that users don’t receive a password before the community is activated. 7 Click Save. 8 When you activate the community, the user receives a welcome email with the login information, as long as the Send welcome email option is selected for the community. 9 You ca login as Community User using the link sent to the given Email id.
Can you change permissions in a community profile?
We cannot change the Permissions to Community Profiles, so best way is to create a Permission Set by giving permissions to required Objects or Tabs and assign that Permission set to the User.
What is a group in Salesforce?
As you know, a group is a set of people with a common interest. The Trailblazer Community is home to thousands of groups. Some are Salesforce-led, while many are led by Trailblazers like you.
Why do you join the Trailblazer community?
Because trust us, it is a pretty big deal. The Trailblazer Community allows you to learn with other Trailblazers while you connect and give back to the community. When you join the Community, you’re joining millions who are blazing trails with Salesforce. Plus, you’ll have fun and make friends along the way. You don’t have to take our word for it, though.
How to ask a question on Trailblazer?
To ask a question, go to your feed and click Ask a question …. Then write your question, along with some details or context, and add a topic (or multiple topics). Rest assured that another Trailblazer will have the knowledge you’re looking for, or can point you to the right resource. You can also at-mention a group that might be relevant to your question. If you’re asking about Salesforce Essentials, for example, there’s a good chance that someone in the Salesforce Essentials group might have the answer you’re looking for.
What is a topic in Trailblazer?
Topics are also where you post questions and draw on the institutional knowledge of the Trailblazer Community.
Why is being active in the Trailblazer community important?
Being active in the Trailblazer Community also helps you get the most out of Salesforce. In the same survey, 80% of Community members said that connecting with peers helps them increase Salesforce adoption at their companies, and 82% said that it helped them increase the return on their company’s investment in Salesforce.
Where do Trailblazers meet?
Our Trailblazers love to meet each other, whether it’s virtually or in-person. It happens at Salesforce conferences (maybe you’ve heard of a little event called Dreamforce?), as well as community-led events around the world and, naturally, virtual events and webinars.
How many Salesforce conferences are there?
There are more than 30 community conferences around the world, ranging in size from 100 attendees to thousands.
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.
Why use custom theme layout?
A custom theme layout component is the best way to give Cloud Kicks exactly what they want, because it can alter the structure of an Experience Builder template and override its default styles.
Can you override a template in Experience Builder?
However, you can override a template’s default structure by creating a custom Lightning component in the Developer Console, which implements the forceCommunity:themeLayout interface.
