Select the Partner Community User and Customer Community User profiles. (If you don’t see the profile, change the search to All.) Click Add. Click Save. Since you chose to generate a password and send an email to your members, you should receive a welcome email.
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Salesforce sends welcome emails when:
- A site changes from Preview status to Active status. ...
- An admin adds a profile or permission set to an active site.
- A user of an active site is assigned a profile or permission set.
How do I connect to my Salesforce partner community profile?
Enter the email address for the account that you use for Trailhead challenges or Salesforce certifications. Click Connect Account. You get an email with a verification code. When you get the email, go back to your Salesforce Partner Community profile.
Did you know that Salesforce offers certifications for partners?
For example, did you know: Salesforce offers certifications for partners, organized into several tracks based on different roles. Partner User Groups are great for getting together with other partners in your local area and discussing business, Salesforce products, partner activities, and more.
Why is the partner community license pack not working in Salesforce?
The Partner Community license pack will not work, despite the matching name; these licenses are restricted to use in Salesforce Communities and will not function for the Partner Community’s web portal. Before registering for Partner Community access, make sure that you have login access to your org.
Is there a cheat sheet for the Salesforce partner community?
There’s a lot going on in the Salesforce Partner Community, and sometimes it’s hard to keep track of all of the updates and changes. Fortunately, we provide a handy cheat sheet you can access if you log in. Use it to sign up for email alerts and update notifications.
How do I send welcome email to community?
AdarshOpen Community Workspaces or Community Management.Click Administration | Emails.Enter custom values for the email sender's name and address to replace the default values.Also check the send welcome email checkbox and also select the desired email template for email body.
How to send Welcome email to new user in salesforce?
Step 2: Create an Email AlertClick Setup.In the Quick Find box, type Email Alerts.Select Email Alerts, click on the New Email Alert button.Name the Email Alert and click the Tab button. ... For Object select User.For the Email Template choose New Employee Welcome Letter Template.More items...•
How do I resend a welcome email to a community user in Salesforce?
and came up with the following workaround:Create a permission set (Resend Community Welcome Email), it doesn't need any further customization.Assign the user(s) you want to resend the welcome email to.In Experience > Admin > Email make sure welcome emails are on.More items...
How do I customize email in Salesforce?
Customize the Email Address Change TemplateFrom Setup, enter All Experiences in the Quick Find box, and select All Experiences. ... Select Administration, and then select Emails.Under Email Templates, click. ... Under Email Templates, click. ... Click Save. ... To make customizations, edit the email template.
How do I set up an automatic email in Salesforce?
Create AutomationIn Marketing Cloud, navigate to Automation Studio.Click New Automation.Select Schedule.Click Ok.Name the Automation.Drag Salesforce Email Send activity onto the canvas.Click Choose.Select Day 1 Test.More items...
How do I send an email with a flow alert in Salesforce?
Drag an Email Alert element onto the canvas. In the Email Alert field, select the email alert to configure. To filter the list of email alerts by a specific object, enter the API name of the object. The unique name for each email alert is prefixed with its object.
How do I turn on email deliverability in Salesforce?
To configure email deliverability settings, in the sandbox org, from Setup, enter Deliverability in the Quick Find box, then select Deliverability. If editable, set the access level in the Access to Send Email section.
How do I access a community in Salesforce?
How to enable community 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 reset my community user password in Salesforce?
On the 'Users' page, select users of your choice, and then click Reset Password. Note: For users to receive only the Portal password reset link, first remove the user's profile from Workspaces > Administration > Members....Click Setup.Click Manage Users.Click Users.Click the user of your choice.Click Reset Password.
How do I create a custom email template in Salesforce?
Required Editions and User PermissionsDo one of the following: ... Click New Template.Choose Custom (without using Classic Letterhead) and click Next.Choose a folder in which to store the template.To make the template available for use, select the Available For Use checkbox.Enter a name in Email Template Name .More items...
How do I change the email format in Salesforce?
Change Salesforce User's Email Without Confirmation To update the user's email click Edit on the user detail page, then update the email field with the new email address. Before clicking Save - we need to select the Generate new password and notify user immediately option.
Where do I edit email templates in Salesforce?
To edit or delete a template, click Edit or Del next to the template name in the list. Click New Template to create any type of Classic email template. If you have the “Manage Public Classic Email Templates” permission, you can click [Change] next to the Author field to select a different author.
Does the new community have an auto generated password?
Now, in the new Communities, that auto-generated password is no longer included, but they changed how they do this for security reasons (winter 14 release update apparently) and instead of sending a username and password in the email they now send a special link that allows people to click and change their password.
Does SFDC change portal to communities?
And apparently, SFDC changed how they treat these emails from Portal to Communities, but does not mention this in any documentation. In Portals an auto-generated password used to be contained directly in the email template, inserted at the bottom.
Can you use network.networkUrlForUserEmails in Visualforce?
You can use {!$Network.NetworkUrlForUserEmails} into Visualforce email template to send password setup Url of community and can set this template into community to send Welcome email to portal user, You can also handle on the basis of profiles etc into VF email template.
What is a case queue in Salesforce?
Case queues in Salesforce give your bolster organization a simple, adaptable arrangement to support and disseminate the cases over different levels of the organization. You'll…
Can you use session ID to login to frontdoor?
You can try this using session id and create a url for the user and send back to the user to login https://<endpoint host>/secur/frontdoor.jsp?sid=<session id>"
Is Salesforce a platform?
In today's world, Salesforce is a huge platform for all the developers, admins and consultants as well as for customers also. So Salesforce provides their different…
What is Salesforce Partner Community?
The Salesforce Partner Community is a portal built and maintained specifically for Salesforce partners. It’s where these partners manage their business, learn best practices, get support, and engage with Salesforce employees in a secure environment.
What is Sales Central for Partners?
Sales Central for Partners is a great place to find information and materials for sales training, industries, demos, and more.
What is Salesforce certification?
Salesforce offers certifications for partners, organized into several tracks based on different roles. Partner User Groups are great for getting together with other partners in your local area and discussing business, Salesforce products, partner activities, and more.
What to do before onboarding Salesforce?
Before the Onboarding Wizard lets you go, it asks you to write a message introducing yourself to the Salesforce Partner Community (1). Personalize your message to make it memorable.
What is a partner user group?
Partner User Groups are great for getting together with other partners in your local area and discussing business, Salesforce products, partner activities, and more. You can start your own group if you don’t find one in your area.
What is general topic in Salesforce?
General Topics is a comprehensive index of everything in the Salesforce Partner Community. If it’s important to partners, you can find it here.
Can you use cheat sheet in Salesforce?
Fortunately, we provide a handy cheat sheet you can access if you log in. Use it to sign up for email alerts and update notifications. Spend some time figuring out which of these are most important to you. It can save you a lot of trouble down the road.