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.
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
What are the available portals in Salesforce?
- Determine which pages and fields customers see with page layouts and field-level security
- Manage customers with profiles, roles, and sharing rules
- Provide and organize documents via Salesforce CRM Content or the Documents tab
- Create a knowledge base for your customers using Salesforce Knowledge
How to create partner portal in Salesforce?
- From Setup, enter Roles in the Quick Find box, then select Roles.
- Click Assign next to the name of the desired role.
- Make a selection from the drop-down list to show the available users.
- Select a user on the left, and click Add to assign the user to this role.
How to create custom community user in Salesforce with example?
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.
How do you create a community portal?
Create individual communitiesIn the Title box, type a title for the site collection.For Web Site Address, select a domain name and a URL path (for example, /sites/) from the list, and then type a URL name for your community portal site collection.More items...
How do I create a community 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...•
What is community portal in Salesforce?
Community Portal is the newest version of the existing portals offered by Salesforce. It is similar to the older version. However, It looks much better in terms of design and interfaces perspective. Salesforce Community Portal helps the organization to build brand community spaces.
What is difference between community and portal in Salesforce?
Portals essentially gave external users (partners, customers, etc.) the ability to access Salesforce whereas Communities is aimed at connecting the right people (whether internal users, partners, or customers) together within Salesforce.
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 implement a community cloud in Salesforce?
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.
What is difference between community and portal?
The primary limitation of a customer portal is that the portal user can only view their own account information. Communities are branded spaces for your employees, customers, and partners to connect. You can customize and create communities to meet your business needs, then transition seamlessly between them.
How do Salesforce communities work?
Salesforce Communities are brand spaces designed specifically for Salesforce customers to connect with the community outside their org (i.e., employees, partners, and customers) and collaborate with them using relevant data and content.
How do I access Salesforce community portal?
To enable the Salesforce Customer Portal: 1. From Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings.
What is a community portal?
A community portal is a directory that lists all community sites available on your company intranet. Through the community portal users can search for, discover, follow, visit, and participate in communities of interest.
What are the 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.
How many portals can you have in Salesforce?
Portals overview in Salesforce :- There are 3 types of Salesforce.com Portals.Self-Service portal.Partner Portal.Customer Portal.
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:
What is the navigation bar in Salesforce?
Navigation bar in the Salesforce provides the liberty to go through different topics to browse and provides direction back to the home page of the community. Please check this recording to learn about “How to Setup Communities Navigation Menu”
How to add menu item to a community page?
Select the Navigation Menu component in the page. To add a menu item: Click Add Menu Item. Enter the name to be used in the navigation menu. Select the type : Community Page. External URL. Menu Label. Navigational Topic.
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.
Quickly set a up a self-service help center
Free up your agents from handling common questions or requests with a branded self-service help center. Easily embed knowledge articles and provide customers access to important data.
Quickly launch personalized portals and communities when your customers need them most
Build beautifully branded, mobile-responsive portals and communities quickly and easily using Lightning Community Builder. It’s the low-code way to get started with drag-and-drop ease, so you’ll be up and running in no time.
Simplify self-service with step-by-step processes and end-to-end workflows
Empower customers to resolve requests on their own — no agent required — by integrating Salesforce data into your portal and business processes. Want to check an account, pay a bill, or book an appointment? It’s all done in a flash.
Scale support with service embedded directly into your portal
With Service Cloud integration, customers can access an agent via chat or submit a case online. And agents have a 360-degree view of that customer’s activities in the portal. So agents work more efficiently and keep customers happy.
Help customers help themselves, and each other
Make it easy for customers to find answers in the community fast by automatically surfacing the information they need from multiple sources. Give access to groups, experts, and customer MVPs to keep them coming back.
Deliver a personalized customer experience using automation and chatbots
Give your customers answers in real time. With Einstein, you can fine-tune content based on customer profiles, interests, and activities by highlighting relevant articles, answers, and experts. Plus collect case details and handle FAQs on chat before transferring to an agent.
Self-Service Portal and Customer Communities by Service Cloud
Give your customers the self-service portals, discussion forums, and access to the answers they need quickly, anytime, and from their laptop, tablet, or mobile device. Empower your customers with Communities by Service Cloud.
Meet Ursa Major Solar
Ursa Major Solar, Inc., is a Southwest-based supplier of solar components and systems. It’s gone from being a local player to a regional one, and it recently opened a second sales and distribution center in a neighboring state.
Create Customer Users
Now that we’ve enabled digital experiences in our org, we can convert a couple of contacts to customer users.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
What is a partner user in Salesforce?
Partner users are Salesforce users with access to CRM objects, such as opportunities, leads, and campaigns. Partner users can access and modify the Salesforce data you share with them by logging in to a portal. Let’s create some partner users.
What is Ursa Major's first step in expanding its business with partner resellers?
Ursa Major’s first step in expanding its business with partner resellers is sharing pertinent CRM data with partners. Maria, the Ursa Major system administrator, wants to create a partner portal using Experience Cloud to make data sharing a breeze.
