Slaesforce FAQ

how to create customer community in salesforce

by Dr. Danial Rogahn PhD Published 2 years ago Updated 2 years ago
image

  • Go to the top right, and click on Publish! ...
  • In Builder, go to Settings, click on This will open the Profile Edit page
  • Whenever you make a community using the Community Creation wizard, Salesforce automatically creates a guest user profile for the community.

More items...

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 set up Salesforce customer community?

Salesforce org data is shared externally using communities and vice versa. Visibility of data in communities can be controlled using profiles and permission sets. Multiple communities can be created in a Salesforce org to address different purposes . Community Templates. Customer Service (Napili ): A powerful, responsive self-service template ...

What can a Salesforce community do?

Salesforce organizations contain valuable information about partners, solutions, products, users, ideas, and other business data. Some of this information would be useful to people outside your organization, but only users with the right access and permissions can view and use it.

How many customers does Salesforce currently have?

The number of Salesforce customers are 92,516 in the USA and it covers all the industries like software services, manufacturing, financial services, real estate, and others.

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 ...

image

What is Salesforce customer community?

A Customer community is a kind of self-service portal that provides support and feedback (FAQs, articles, documentation, and discussions with other customers — for instance, using a Salesforce Success Community).

How do I enable customer community?

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 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 lightning community in Salesforce?

Create a Lightning Community in minutes using a quick guided setup flow. Build a branded community on a Customer Service (Napili) template with your own domain, path, and name. Optionally, include a Web-to-Case form to let guests create cases.

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 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 MVP?

What is a Salesforce MVP? Salesforce MVPs are top-notch product experts committed to sharing their knowledge and helping their communities succeed. Perhaps they've helped other Trailblazers navigate their career journeys, solve a complex problem, get certified, make a game-changing connection, or even land a new job.

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.

How do I create a community cloud?

Step 1. Enable Community Cloud SalesforceEnable Community Cloud Salesforce.Create a community.Add new members.Add the engaging content.Brand your community.Customize your login page.Configure the email.Put in the finishing touches. How to Avoid Mistakes When Integrating Salesforce Community Cloud.

What is a lightning community?

Posted on July 29, 2020 by Bhavna Khatri. 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.

How many types of communitys are there 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 is Salesforce Community?

A Salesforce Community is a CRM solution that works to create a digital cloud-based space in which to interact and share information. Brands and businesses can create multiple communities that service different groups.

How much does Salesforce cost?

A basic, self-service customer Community package would cost $2 per login or $5 per member.

How to increase customer engagement?

Increase Customer Engagement. By creating a space that is designed to suit the needs of your customers, you incentivize customer engagement. Offer customers exclusive information or reward them for their engagement with badges. Your business will benefit from an increase in customer engagement.

How much does a customer community plus package cost?

A customer community plus package with roles, a delegated administration, and customizable dashboards and reports would cost $6 per login or $15 per member. You can request a quote to get an idea of how much you would need to budget for, or work with an implementation partner.

What can you do once you share your customer community?

Once you have shared the customer Community with the world, you can get detailed insights and data from their usage. This information can help you to improve your business or increase your brand’s visibility.

How to make an informed decision?

To make an informed decision, you’ll have to evaluate your business and your customers’ needs. Encourage your customers to give feedback, take surveys, and communicate any concerns. This information can help you narrow your search for CRM tools. You only need to consider tools that will fulfill all your needs.

Can you customize Lightning Community Builder?

However, you can also customize freely and quickly with third party vendors who sell products for Lightning Community Builder.

What is Salesforce community?

Salesforce Communities are an excellent way to collaborate and engage with your customers, partners, or employees. Communities are often also referred to as a portal, support site, or HR site. Regardless of who your community is for, there are a few important steps that make communities successful.

What are the four things you need to do to create a successful community?

In this four-part series, we’ll cover the four things you need to do to create and run a successful community: Plan, Build, Listen, Measure.

How to determine your measure of success?

It’s important to determine your measures of success from the very beginning by setting goals and KPIs (Key Performance Indicators). Decide what actions and metrics you will track and how you will determine if your community is serving its purpose.

Can you add tracking code to your community?

You can even add tracking code to your community just like your website. Create a new property or view in your Analytics account to see this data on its own.

Why is it important to have well attended customers?

Well-attended customers are happy and more satisfied. They are also a source of good product feedback and ideas for improvement . Your employees can look at the community as a resource for recruiting beta customers and a place to build deeper relationships with customers.

Why do you launch a reward system?

You can launch a reward system or a recognition program to highlight employee milestones. Creating a community that’s not just nurtured, but thriving, has many benefits. It creates a stronger connection with customers because providing this community shows them their input is valued.

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 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.

Can you swipe between communities in Salesforce?

Once communities is enabled new header will be enabled in your salesforce org, there you can swipe between multiple communities. See the below screen for reference.

Lightning-Quick Setup

Deploying the Lightning Bolt-powered solution is as simple as enabling Salesforce Ideas, installing and configuring Idea Zone, and applying the template to your community. Beyond that, you have access to robust custom branding abilities which go above and beyond the Salesforce Community Builder’s standard Branding Editor features.

User Experience

Easily create a customer community that is idea-centric, yet flexible enough to add other functionality to meet your users’ needs. Adding discussions, articles or cases is as simple as creating a new standard or custom object pages, and applying the theme to a community page.

Community Pages

Included is a pre-built, idea-centric homepage complete with functionality designed to accelerate customer engagement and provide valuable product and services feedback or valuable business insights in your community. The idea detail page provides ways for users to comment and vote on the idea.

Components

In addition to the complete set of widgets (components) baked directly into the community template, we added the Idea Zone Styles feature. This is where you will make additional community branding enhancements like change the background color or image, the header and footer color and opacity, and even the tab colors of a standard component.

Community Experts

Out of the box, Salesforce Ideas historically allowed users to select a group of people to be identified as the subject-matter experts for a given idea “zone.” Before, experts were identified by a small uneditable “expert” icon next to their profile image in the community.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9