How do I enable community builder in Salesforce?
- From Setup, enter Communities Settings in the Quick Find box, then select Communities Settings.
- Select Enable communities.
- Select a domain name for your communities, and click Check Availability to make sure that it's not already in use.
- Click Save.
How do I set up communities in Salesforce?
Start by turning on the communities functionality in your org. Click the setup cog and select Service Setup. Enter Communities Settings in the Quick Find box and select Communities Settings. Select the Enable communities checkbox.
How do I enable a community in Salesforce experience workspace?
From the global header menu in Experience Workspaces or Community Management, click Experience Workspaces | Builder or Community Management | Go to Experience Builder. From the All Communities page in Setup, click Builder next to the community name. Click to see full answer. People also ask, how do I enable a community in Salesforce?
Can I use Salesforce communities in Salesforce lightning experience?
The full Salesforce Communities product is not supported in Lightning Experience, so to create, manage, or use your communities, you must use Salesforce Classic. To enable or change settings for Communities in Lightning Experience, in Setup search for Communities. To enable or view settings for Communities, click Communities Settings.
What are the benefits of Salesforce communities?
Salesforce Communities are very useful for employees, customers and partners to connect in one place. We can create and customize communities accord Salesforce Communities are very useful for employees, customers and partners to connect in one place. We can create and customize communities accord
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How do I enable community in lightning?
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 enable community users?
Creating a User ProfileGo to Setup > Manage Users > Profiles.Click New Profile. ... Choose an Existing Profile enabled for Salesforce Communities: Customer Community User or Partner Community User (Customer Community User is used in the examples on this page).More items...
How do I enable a community in Salesforce developer org?
You can create Customer Community in Dev org using following steps: Setup -> Customize -> Communities Settings. You have to first enable communities. Then with specific domain name, you can create customer community.
How do I grant community access in Salesforce?
Enable Customer Community PermissionsFrom Setup, enter Manage Users in Quick Find, then select Users.Select a user name.Select the Permission Set Assignments related list.Click Edit Assignments.Select Customer Community Read Only in Available Permission Sets and add it to Enabled Permission Sets.Save your changes.
How do I enable a contact as a community user in Salesforce?
On the account record, view or add the contact record for the person you want to add to a community.On the contact detail page, click the actions dropdown and select Enable Partner User or Enable Customer User.More items...
How do I view communities in Salesforce?
To enable community in Salesforce go to setup -> Build -> Customize -> Communities and click on settings. and check enable communities check box and enter your domain name and save it.
How do I open 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: Styling and branding communities. Find and Create Asset files.
What are Salesforce communities?
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 I add a community URL in Salesforce?
Add a Custom URLFrom Setup, enter Custom URLs in the Quick Find box, then select Custom URLs.Click New Custom URL.Enter a domain name. Important Avoid entering personal information in your domain name. Instead, enter only public information.Enter a site name.Enter a unique path.Click Save.
How do I assign a community user license in Salesforce?
To assign a Lightning Platform Starter or Lightning Platform Plus license to a user, first assign the Salesforce Platform user license. Then assign them the Company Community for Lightning Platform permission set license. (Sometimes, you have to create the permission set before you can assign the license.)
How do I publish a community in Salesforce?
You can publish your entire site or just specific items.Click Publish Changes....To publish: All recent changes, ensure Site-wide changes is selected. ... Click Next and then review the list of items to be published.Click Next and then add a publishing note, if required. ... Click Publish.
How do I deploy a community page in Salesforce?
Complete and configure your changes in the sandbox (full, partial, or dev).Test all changes.Create an outbound changeset.Add network as one of the items.View and add all dependencies.Select Upload and select the target organization. ... Insure you have a communicated time for the a system update.More items...
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.
Introduction
Ursa Major Solar, Inc., a growing supplier of solar components and systems based in the Southwest US, recently opened a second sales and distribution center in a neighboring state.
Use the Knowledge Setup Flow
Now that the digital experiences functionality is turned on, enable Salesforce Knowledge. Salesforce Knowledge lets you create and manage a knowledge base with Ursa Major Solar's information, and securely share it when and where it's needed.
Create a Permission Set
Now that sites have been enabled, set the proper access permissions by creating the Customer Support Site Pilot Group permission set.
Enable Topics for Objects
There are many ways to organize content. With topics, you can classify and search Knowledge articles by assigning specific topic areas. Without enabling Salesforce Knowledge, articles can’t be displayed outside of your org.
Create the Site
Site functionality is enabled and permissions have been set. The next step is to create the customer site and add a few images.
Organizing Content with Topics
Use topics to structure your site content or highlight key discussions. Topics expose Knowledge articles in a site. With topics, you can classify and search Knowledge articles by assigning specific topic areas.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
