Slaesforce FAQ

how to make sure that by salesforce site is public

by Sage Hettinger Published 3 years ago Updated 2 years ago
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This case you need to create a site in your Org and attach your VF page in your Site and set the access as public. Search in Quick Box,'Site' and create a new site and Site must be active and public access. https://developer.salesforce.com/page/An_Introduction_to_Force.com_Sites

Public Access Settings for Salesforce Sites
  1. From Setup, enter Sites in the Quick Find box, then select Sites.
  2. Click the name of the site you want to control.
  3. Click Public Access Settings to open the Profile page for your site profile.

Full Answer

How do I log into Salesforce?

How do I access Salesforce for the first time?

  • Check your email for your login information.
  • Click the link provided in the email. The link logs you in to the site automatically.
  • The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.

How to create site in Salesforce?

  • Click New. The Creation wizard appears with different template options for you to choose from.
  • Select the Customer Service template. (You can use any Experience Builder template with custom theme layout components, but for this project, stick to Customer Service.)
  • Click Get Started.
  • Enter a site name and URL. ...
  • Click Create. ...

Should we use Salesforce?

Visualforce

  • Build wizards and other multistep processes.
  • Create your own custom flow control through an application.
  • Define navigation patterns and data-specific rules for optimal, efficient application interaction.

Is Salesforce a small business?

Yes, Salesforce is a great solution for small businesses. The vendor aggressively promotes solutions that help small businesses thrive and grow. This includes primarily the affordable Salesforce Essentials CRM app. Other support systems for SMBs include an online learning platform via Trailhead and funding opportunity with Salesforce Ventures.

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What is public site in Salesforce?

Salesforce Sites enables you to create public websites and applications that are directly integrated with your Salesforce organization—without requiring users to log in with a username and password. You can publicly expose any information stored in your organization through a branded URL of your choice.

How do I open permissions in Salesforce?

To view permissions and their descriptions, from Setup, enter Permission Sets in the Quick Find box, then select Permission Sets, then select or create a permission set. Then from the Permission Set Overview page, click App Permissions or System Permissions.

How do I check if a user has access to an object 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 do I give someone access to my Salesforce community?

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 set user permissions?

To assign permissions to a userChoose the. icon, enter Users, and then choose the related link.Select the user that you want to assign permission to. ... Choose the Edit action to open the User Card window.On the User Permission Sets FastTab, on a new line, fill in the fields as necessary.

How do I grant permissions to set in Salesforce?

To open a permission set overview page, from Setup, enter Permission Sets in the Quick Find box, then select Permission Sets and select the permission set you want to view. Salesforce offers several types of permission sets to help your users achieve their business goals.

How do I control access in Salesforce?

Control Access to Salesforce Objects and FieldsFrom Setup, enter Profiles in the Quick Find box, then select Profiles, and then select the user profile. ... Click Clone to clone the user profile.Name and save the cloned user profile.Click Object Settings.Click the name of the Salesforce object.Click Edit.More items...

Who sees what Salesforce community?

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.

How would you ensure that records of a particular object are visible only to the user and users higher in the role hierarchy?

How would you ensure that records of a particular object are visible only to the user, and users higher in the role hierarchy? Global Insurance has set its account object OWD to private. They do allow acc managers to grant access to other users if required using their own discretion.

What is external users in Salesforce?

What Is an External User and External License? Salesforce customers who want to create an experience connected to their CRM data for their end customers, prospects, partners, brokers, dealers, and other external stakeholders use external licenses to provide access.

How do I create a shared set in Salesforce?

Set Up Sharing SetsFrom Setup, enter Settings in the Quick Find box, then select Settings.In the Sharing Sets related list, click New to create a sharing set.In the Sharing Set Edit page, fill in the Label and Sharing Set Name fields. ... Enter a description.More items...

What is sharing set in Salesforce?

A sharing set grants site users access to any record associated with an account or contact that matches the user's account or contact. You can grant access to records via access mapping, which defines access for each object in the sharing set.

How to create a Salesforce site?

To set up a Salesforce Site: 1 From Setup, enter Sites in the Quick Find box, then select Sites. 2 Register a custom Salesforce Sites domain for your organization. 3 Create and configure your site. 4 Develop and use Visualforce pages for your site, use or hide standard pages, and customize or replace out-of-box error pages. Associate these pages with your site. 5 Choose a site template. Use the lookup field to find a template that you’ve developed, or use the provided template. The site template provides the page layout and stylesheet for your site and overrides any formatting inherited from the associated portal. 6 Enable a portal for login or self-registration, then associate it with your site. 7 Optionally, modify public access settings. 8 When you are ready to make your site public, click Activate on the Site Details page. You can also activate your site from the Site Edit and Sites pages.

How to make a website public?

Optionally, modify public access settings. When you are ready to make your site public, click Activate on the Site Details page. You can also activate your site from the Site Edit and Sites pages.

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