Allie Sonevytsky Double click on the Contact Support button in Builder mode -- click the arrow pointing down (next to the X) on the component editor -- press Assign -- you can configure visibility rights based off various criteria.. custom criteria, accounts, profile, user, etc. Hope that helps! December 18, 2018
Full Answer
How do I contact Salesforce support?
Otherwise, just read along so you know what to do if you run into an issue in the future. First, make sure you are logged in to your Marketing Cloud account in the top right of your screen. From Salesforce Help click Contact Support.
How do I create a case in Salesforce help contact support?
On the Salesforce Help Contact Support page, you can visit your existing cases from My Cases (1), update your Profile Settings under the Org Setting dropdown menu (2), confirm your success level (3), and finally create a case (4). Let’s go over each of these. From the Org Setting dropdown select Profile Settings.
Is there a fix for the issue in Salesforce Trust?
The issue is fixed on all salesforce.com instances. Salesforce Engineering Management determined that a fix for the issue is not possible. Doesn’t look like your issue is a known issue? Next head to the Marketing Cloud status page on Salesforce Trust before you log a case.
How to find which user got disconnected from Salesforce contact record?
The timestamp of the error is generally the time that the user did an activity and thus, cannot be synced to Salesforce. Therefore, you can search for the user and click on the "Lookup in Salesforce" button to see which user that got disconnected from the Salesforce contact record.
How do I give a contact access to the community in Salesforce?
On the contact detail page, click Manage External User, then Enable Partner User or Customer User. Select the Partner Community user / Customer Community user license. Select the appropriate profile.
How do I enable community settings 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 enable a community user in Salesforce?
Ensure that communities are enabled for your org.From 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 make a contact a community user?
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 edit communities in Salesforce?
Edit Community Pages and Components in Community BuilderFrom the Pages menu in the top toolbar, select the page that you want to edit.Click to open the Components panel. ... Drag the required component from the Components panel onto an editable area of the page.More items...
How do I set up a customer community in Salesforce?
Step 1.) From setup, search for 'All communities' and select it. Step 2.) Click on New Community button to create a new community.
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 identify a community user in Salesforce?
One way is to get the profile name with the help of profile ID userinfo. getProfileid() . Then you can check the profile name whether it is Community User or Portal User.
How do I assign a role to a community user in Salesforce?
To add users and assign roles:On the Overview tab in Site.com Studio, click Site Configuration | User Roles.Click Add Users.In the Available Users section, highlight the user you want to add.Select the role from the Add as drop-down list.Click the arrow to move the user to the Selected Users section.Click Save.
How do I add a member to a community 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 manage the external user button in Salesforce?
Check whether the nested buttons for 'Manage External User' are on the Contact page layout: Navigate to Setup | Customize | Contacts | Page Layouts. ... If the button itself is not found, check whether Sites is enabled, by following this click path: ... If Sites is enabled, check for the permission 'Manage External Users.
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.
Help Is On the Way
We want you to be successful. That’s why we’ve highlighted so many resources within the Trailblazer Community. But sometimes you might encounter a roadblock that requires a different kind of support. Let’s review what options you have to troubleshoot issues, and then contact support, if needed.
Navigate the Support Page
On the Salesforce Help Contact Support page, you can visit your existing cases from My Cases (1), update your Profile Settings under the Org Setting dropdown menu (2), confirm your success level (3), and finally create a case (4).
Profile Settings
From the Org Setting dropdown select Profile Settings. Review the information on this page to ensure support can easily contact you. You can also establish your preferences for receiving communications from Salesforce (product announcements, service notifications, and marketing communications).
Success Plan
It’s important to know your company’s success plan because it impacts your access to resources and support availability. Here is a breakdown of support expectations based on your plan.
Troubleshooting
Now that you are familiar with the navigation of the Support and Services page along with resources available based on your support level, let’s focus on troubleshooting steps. If you haven’t found an answer in documentation or the Trailblazer community, visit the Known Issues page to see if the same issue has already been reported.
Create a Case
If your issue is not logged in Known Issues and there are no system issues, it’s time to contact Salesforce support. Please note, we're going to show you the steps to create a case with Salesforce support, so only follow along in Marketing Cloud if you have an active issue.
Severity and Resolution Expectations
When you log a ticket, it’s important to understand the severity and business impact. Let’s review a guide to severity. Depending on your support plan (again, chat with your account executive or admin if you don’t know), you can expect certain service level agreements (SLAs) for your logged tickets.
What happens if you don't change your Salesforce password?
If you haven't changed your password, then it has likely expired. You'll likely receive an email from Salesforce with the reset instructions. Once you have created a new password, you'll also likely receive an email with a new security token.
What is the timestamp in Salesforce?
The timestamp of the error is generally the time that the user did an activity and thus, cannot be synced to Salesforce. Therefore, you can search for the user and click on the "Lookup in Salesforce" button to see which user that got disconnected from the Salesforce contact record.
