Slaesforce FAQ

how to design salesforce communities

by Dayana Crooks MD Published 2 years ago Updated 2 years ago
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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

What are Salesforce communities and how to use them?

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.

How do I customize my Salesforce community?

The first and most straight-forward option for customizing your Community can be found inside Salesforce. These basic customization options let you set the header, footer, and color scheme. However, your Community will still have the standard Salesforce user experience. This is a good option if:

How to plan an engaging Salesforce community?

Here’s how to plan an engaging Salesforce community: Before any software is purchased or any code written, you should ask yourself and your team three important questions: Who needs this community and why?

How big is the community of creators at Salesforce?

Our community of creators is wide-ranging and far-reaching. There’s one thing that brings together the 1,000 designers inside of Salesforce and thousands who design on our platform: Relationship Design. What is Relationship Design?

See more

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How do I 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 builder in Salesforce?

Open a standard page by selecting it, or open an object page by clicking | Edit in the Page Variations section. Add and configure page components. If you're using the Customer Service template, setthe page's visibility. Preview and publish your community when you're done.

How are Salesforce communities implemented?

8 easy steps for Salesforce Community ImplementationEnable Community Cloud Salesforce. Table of Contents. ... 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.

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.

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.

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.

How do I create a lightning 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 create a 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...

What are two valid use cases for Salesforce communities?

A) Internal users can replicate Salesforce automation without licenses fees. B) External customers can gain full user rights to Salesforce.

Is Salesforce communities the same as community cloud?

The Experience Cloud platform enables users to build more than just communities, but build forums, portals, help centers, sites, and mobile apps to manage your organizations' content.

Who uses Salesforce communities?

Companies using Salesforce Community Cloud for Customer Experience include: Walmart Inc., a United States based Retail organisation with 2300000 employees and revenues of $572.75 billion, AmerisourceBergen Corp., a United States based Healthcare organisation with 41000 employees and revenues of $189.89 billion, CIGNA ...

Why do you want to start a community group in Salesforce?

Types of Community Groups Industry Groups bring together customers who work in the same industry but have diverse roles and backgrounds and allows them to share best practices related to their customers' expectations, industry regulations and competitive environments.

How to setup a community in a org?

To setup the communities, the very first thing you need to do is enable the communities in the org. Once the communities are enabled in the org, then you can create multiple communities in the same org and each community can be different from each other and independent.

How to manage all your communities?

From one place you can manage all your communities. Step 1.) From Setup, search for communities setting and click on it. Step 2.) Click on New Community button to create a new community. Step 3.) As soon as you select the checkbox, a new section would be prompted to select a domain name.

How to create a community on GitHub?

Let’s see what are the steps you need to perform to create a community from the scratch. Step 1.) From setup, search for ‘All communities’ and select it. Step 2.) Click on New Community button to create a new community. Step 3.)

How to activate community in a.NET application?

To activate the community:-. Step 1.) Search for All Communities in setup, and click on it. Step 2.) Click on Workspaces. Step 3.) Select ‘Administration’. Step 4.) Under ‘Setting’ section in left panel, click on Activate Community button.

Can you create multiple communities?

Now you can create multiple communities depending upon your license. Once you have enabled the community, you can go ahead and create a new community and make it ready for customer use. Let’s see what are the steps you need to perform to create a community from the scratch. Step 1.)

What is Relationship Design?

Relationship Design is a creative practice that drives social and business value by building strong relationships. At Salesforce, relationships have always been at the heart of everything we do. That’s why our designers lead with values front and center and advocate for humanity in the work.

Hear from Salesforce designers

The best way to learn about the Salesforce design 
culture is from the people who work here.

Basic Salesforce Community Customizations

The first and most straight-forward option for customizing your Community can be found inside Salesforce. These basic customization options let you set the header, footer, and color scheme. However, your Community will still have the standard Salesforce user experience. This is a good option if:

Salesforce Community Builder Templates

The next code-free way to customize your Salesforce Community is by using Community Builder Templates. Available in Enterprise, Performance, Unlimited, and Developer Editions of Salesforce, the Community Builder takes you one step closer to your custom-branded community. With Community Builder Templates, you can:

Skuid for your Salesforce Community

We’d be remiss if we didn’t mention the ways you can use Skuid with no code needed. Our tools are the only way to create a completely bespoke Salesforce Community that perfectly matches your business needs, with no code.

Why engage a consultant?

You’re presumably engaging a consultant because you don’t have the resources or skills to customize internally, so be open to our ideas and suggestions for changes. If you follow these steps, you won’t have to teach people how to use your site: it is built and should work in an intuitive, user-friendly way.

Is Salesforce user friendly?

Salesforce is an incredibly powerful solution , but for all its strengths it has never been called pretty or user-friendly. While Lightning may start to change this, what you first see when you install is pretty overwhelming to the non-developer eye.

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.

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