Slaesforce FAQ

how to make salesforce communities

by Tracey Schaefer DDS Published 2 years ago Updated 2 years ago
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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.

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.

Full Answer

How to setup Salesforce community?

  • Click Preferences.
  • Check the following boxes: General Show nicknames Give access to public API requests on Chatter Show all settings in Workspaces Experience Management Allow members to flag content Enable setup and ...
  • Uncheck the following boxes: General Enable direct messages Experience Management Show number of people discussing suggested topics

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What can a Salesforce community do?

Salesforce organizations contain valuable information about partners, solutions, products, users, ideas, and other business data. Some of this information would be useful to people outside your organization, but only users with the right access and permissions can view and use it.

What's possible with Salesforce communities?

Salesforce Community Cloud allows employees to connect with resellers, distributors, and partners in a single place. They can find the information they need, register new leads, edit and update records as needed in real time, and manage finances and funds.

What is community in Salesforce?

  • To filter profiles, select a profile type from the drop-down menu. To search for a specific profile, enter a search term and click Find.
  • Select the user profiles you want to allow access to your community. Press CTRL to select multiple profiles.
  • Click Add.

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How do I create a public community in Salesforce?

How to Setup Communities to be Private or PublicIn Classic: Setup go to Customize – All Communities click Builder by your community name.In Lightning: Setup go to Feature Settings – Communities – All Communities – click Builder next to your community's name.From a community, click Community Builder in the profile menu.

What is a Salesforce community?

What Are Salesforce Communities? Salesforce Community Cloud is a software product that allows companies to build branded communities, where they can share information, and users can connect and collaborate.

How are Salesforce communities implemented?

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 create a lightning community in Salesforce?

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...•

What are different types of communities in Salesforce?

An organization can build a community to meet any number of needs, but there are three main community types in Salesforce:Customer communities.Employee communities.Partner communities.

Are Salesforce communities free?

Salesforce Communities pricing: Customer Community: $2 per login or $5 per member/month. Customer Community Plus: $6 per login or $15 per member/month. Partner Relationship Management: $10 per login or $25 per member/month.

How do I create a community builder in Salesforce?

Open a standard page by selecting it, or open an object page by clicking | Edit in the Page Variations section. Add and configure page components. If you're using the Customer Service template, setthe page's visibility. Preview and publish your community when you're done.

How do you create a community page?

Open Pages Menu, and at the end of the list click “+ New Page”.And now you have a choice, whether to choose a standard or an object page. ... From the list of objects, choose one which data you want to show in your community. ... Click “Create” and you get three new pages at one moment. ... Publish your changes.More items...

How do I create a partner community in Salesforce?

Enable Partner Accounts and Create Partner UsersFrom the App Launcher, select Accounts.Select the All Accounts list view.Click Edge Communications.Click the dropdown menu to see all the quick actions available for the page.Click Enable as Partner.In the confirmation dialog, select Enable As Partner.

What is a lightning community?

Posted on July 29, 2020 by Bhavna Khatri. Salesforce Lightning Communities are best in regards to sharing information and collaborating with your business partners and customers. They provide a framework i.e. Lightning Community Builder to create branded sites with minimal efforts.

Who uses Salesforce communities?

Companies using Salesforce Community Cloud for Customer Experience include: Walmart Inc., a United States based Retail organisation with 2300000 employees and revenues of $572.75 billion, AmerisourceBergen Corp., a United States based Healthcare organisation with 41000 employees and revenues of $189.89 billion, CIGNA ...

What is community setting?

Community Setting – Setting for which the primary purpose is not medical care, for example, geographic communities, schools, churches, homeless shelters, worksites, libraries. (See also Clinical Setting.)

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:

Basic Salesforce Community Customizations

The first and most straight-forward option for customizing your Community can be found inside Salesforce. These basic customization options let you set the header, footer, and color scheme. However, your Community will still have the standard Salesforce user experience. This is a good option if:

Salesforce Community Builder Templates

The next code-free way to customize your Salesforce Community is by using Community Builder Templates. Available in Enterprise, Performance, Unlimited, and Developer Editions of Salesforce, the Community Builder takes you one step closer to your custom-branded community. With Community Builder Templates, you can:

Skuid for your Salesforce Community

We’d be remiss if we didn’t mention the ways you can use Skuid with no code needed. Our tools are the only way to create a completely bespoke Salesforce Community that perfectly matches your business needs, with no code.

Introduction

Get Cloudy Consulting is a Salesforce SI partner that specializes in building custom Experience Cloud implementations for their clients. Cloud Kicks, one of their main customers, wants to create a branded site with:

Launch Your Trailhead Playground

To complete this project, you need a free Trailhead Playground. You can find it at the bottom of this page. Click Launch to open the Trailhead Playground in a new browser tab (login required).

Create a Basic Experience Builder Site

OK, first things first—let’s get started by turning on digital experiences.

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