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.
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 do I enable partner users in Salesforce mobile?
Click Contact | Page Layouts | Contact Layout. In the page layout editor, click Mobile & Lightning Actions. Drag the Enable Partner User button to the Salesforce Mobile and Lightning Experience Actions section.
How do I enable external profiles in Salesforce CRM?
To allow standard external profiles to be used, select the Allow using standard external profiles for self-registration, user creation and login in Setup > Digital Experiences > Settings. Deselect Salesforce CRM Content User. Deselect Receive Salesforce CRM Content Email Alerts.
Should I enable Salesforce knowledge?
Without enabling Salesforce Knowledge, articles can’t be displayed outside of your org. This meets Ursa Major Solar's needs nicely, as they want to center conversations and knowledge articles around common topics. Over time, they want to give the community more control in determining those topics.
How do I access a community portal in Salesforce?
To enable the Salesforce Customer Portal: 1. From Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings.
How do I enable community?
0:060:59How To Enable The 'Community' Tab On YouTube In Under 1 Minute!YouTubeStart of suggested clipEnd of suggested clipTab at the end of 2017. And youtube put in the community tab right there where you can postMoreTab at the end of 2017. And youtube put in the community tab right there where you can post questions gifs images polls to your subscribers sub box on their phone.
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 cloud?
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.
How do I enable community tabs?
The enable Community tab on YouTube is a great way to engage with your subscribers and post content....How To Get A Community Tab On YouTube:Go to the channel and click the public tab.Under creator posts (text, photo, polls, or video),Click Comment.Enter your answer.Click Comments.
What is community user in Salesforce?
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.
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 deploy a community in Salesforce?
Deploy Your Community with Change SetsCreate and test your community in your preferred test org, such as sandbox.From Setup in your test org, enter Outbound Change Sets in the Quick Find box, and then select Outbound Change Sets.Create a change set, and click Add in the Change Set Components section.More items...
How do I enable communities in 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 create a community site in Salesforce?
Step 1.) From Setup, search for communities setting and click on it. Step 2.) Click on New Community button to create a new community.
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.
Create a Partner Portal
Ursa Major’s first step in expanding its business with partner resellers is sharing pertinent CRM data with partners. Maria, the Ursa Major system administrator, wants to create a partner portal using Experience Cloud to make data sharing a breeze.
Add Partner User Actions to the Account and Contact Page Layouts in Lightning Experience
After you enable digital experiences in your org, Salesforce adds specific actions to your account and contact page layouts in Lightning Experience so that you can create partner accounts and partner users. Let’s check to see if you have Enable as Partner in the dropdown menu of your accounts and contacts.
Enable Partner Accounts and Create Partner Users
Now, we can enable a couple of accounts as partner accounts. Let’s enable Edge Communications and Express Logistics and Transport as partner accounts in our Trailhead Playground.
