Slaesforce FAQ

how to go to community builder in salesforce

by Lilian Dooley Published 2 years ago Updated 2 years ago
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How Do I Navigate To Community Builder In Salesforce October 28, 2021 No Comments – From the global header menu in Experience Workspaces or Experience Management, click Experience Workspaces | Builder or Experience Management | Go to Experience Builder. – From the All Sites page in Setup, click Builder next to the site name

To access Experience Builder:
  1. From the global header menu in Experience Workspaces or Experience Management, click Experience Workspaces | Builder or Experience Management | Go to Experience Builder.
  2. From the All Sites page in Setup, click Builder next to the site name.

Full Answer

How to create and manage communities in Salesforce?

How to create communities in salesforce? To create communities go to setup -> Build -> Customize -> Communities -> Manage Communities-> and click on New communitiesbutton. And enter name, descriptionand urland click on createbutton. How to manage community?

How to add members to your Salesforce community?

To add members to your Salesforce communities go to Setup -> Build -> customize -> Community -> manage community -> and edit your community and click on Members and add profiles or permission sets you want give access to community. See the below screen for reference.

What are the key features of Salesforce community?

We will cover some key features like community builder, audience setup, knowledge in community, snap-chat and lightning bolt solution. What is Salesforce Community ? In 2019 we did one session on Introduction to Salesforce Community with Phil Weinmeister in ApexHours.

How do I set up community builder?

Access Community Builder: From the All Communities page in Setup, click Builder next to the community name. From a community, click CommunityBuilder in the profile menu. Click Settings.

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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.

How do I access a community page in Salesforce?

How to Setup Communities to be Private or PublicEnable public access in a Lightning Community, open Community Builder. In Classic: Setup go to Customize – All Communities click Builder by your community name. ... Click the gear on the left side for the settings and stay on General.Select Public can access the community.

How do you access communities in Salesforce 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 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...

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 do I view a VF page in community?

On the Profile page, click Enabled Visualforce Page Access. In the Enabled Visualforce Page Access section of the Profile page, click Edit. In the Available Visualforce Pages list, select the Visualforce pages that you want to make available to this profile and then click Add. Click Save.

How do you use communities in Salesforce?

2:358:19Salesforce Community Cloud Overview - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd click on create. Community once the community's been created you'll see the success message hereMoreAnd click on create. Community once the community's been created you'll see the success message here. So now you can click on the go to community management button so now you're at the customer.

What is a community builder?

Here's what they came up with: A community builder is someone who cares about his or her community and takes action to make it better.”

What is lightning community builder?

Communities gives you a whole new way to leverage the power of your CRM, enabling customers, partners, and employees to access your Salesforce data and business processes, in an engaging, branded experience.

How do I find community pages?

To find actual Community Pages, you need to use Facebook's search facility, which can often yield literally hundreds of results all jumbled up with regular fan pages in a variety of categories along with your Official Page.

What is Experience Builder page in Salesforce?

Experience Builder lets you quickly create and style your custom site to match your organization's branding. Use role-based access to control who does what in a community, portal, or site. Assign roles to your contributors with the level of access they need in a specific experience.

How do I change community layout in Salesforce?

Change the Content Layout in Experience BuilderIn Experience Builder, open the page's properties. Click beside the page on the top toolbar, or click. ... In the Layout section of Page Properties, click Change. ... Select the new layout. ... Click Change.

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.

Community Templates

Customer Service ( Napili ): A powerful, responsive self-service template that lets users post questions to the community, search for and view articles, and contact support agents by creating cases. Supports Knowledge, Cases, and Questions & Answers.

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:

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