Slaesforce FAQ

how to find community user in salesforce

by Reta Denesik Published 2 years ago Updated 2 years ago
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In the user lookup u have the selection option (DropDown) right in that drop down values are User,Partner User,Customer Portal User, You have to select the Customer Portal User in dropdown then choose the lookup means you can able to select community users. Thanks Siva

Full Answer

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 to create custom community user in Salesforce with example?

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 to train your users on Salesforce?

Train users to do their jobs in Lightning Experience so they’re comfortable and productive from day one of your launch. A good starting point is self-paced training. Direct your users to Trailhead and the Learn to Work in Lightning Experience trail. The two modules in this trail are designed to show Salesforce Classic users how to switch ...

What is Salesforce customer community?

What is a Salesforce Customer Community?

  • Shared Information. Customers can find all the information they need in your Community. ...
  • Better Customer Experience. Customers can connect with and collaborate within your Community. ...
  • Increase Customer Engagement. By creating a space that is designed to suit the needs of your customers, you incentivize customer engagement.

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Where are Salesforce community users?

Required EditionsFrom 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...

How do I find my Salesforce community user ID?

Open the page on which you want to display the current community user's information. From the Page Elements pane, drag a Content Block or Custom Code page element onto the page. Type {! CurrentUser.

Who 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 query a community user in Salesforce?

How to query Internal, Community/Portal and Community/Portal Users in Salesforce using SOQL?Internal Users: SELECT Id, Name, IsActive, Profile.Name FROM User WHERE ProfileId IN ( SELECT Id FROM Profile WHERE UserType = 'Standard' )Customer Community/Portal Users: ... Partner Community/Portal Users:

How do I know if a user is Apex community?

On user you have a checkbox field called 'IsPortalEnabled' if user is community or portal user than this checkbox is true, So you check for this field. Thanks for your reply.

How do I find my user ID in lightning component?

Current User Id in LWC (Lightning Web Component) To get the current User Id in LWC, we need to import @salesforce/user/Id scoped module which will return the current user Id. Then we can user this userId property to display it on UI.

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 log into community?

First, just navigate to the Contact record of the user you want to log in as. Then on the top right of the record page click the action menu dropdown and select Log in to Community as user. You can also navigate to the Community user's contact record by clicking the Contact link on their user detail page.

What are communities Salesforce?

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.

Who can see what in communities Salesforce?

Standard Salesforce user sees records that they own, and records that they have access to (based on sharing rules) across all sites and their internal org. Chatter Free user can't access records.

How do I query Sobject in Salesforce?

If you have the sobject name in a string, e,g, 'sobjname', you can then query back the record via something like: String queryStr='select id from ' + sobjname; List = Database. query(queryStr);

How do I check if a user has access to a particular record or not in Salesforce?

To find out if a particular user has Edit access to a record, use the UserRecordAccess object. This object is available in API version 24.0 and later. You can use SOQL to query this object to find out if the user has edit access to the record in question.

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.

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.

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