Salesforce Tabs + Visualforce and Lightning Templates Under the Administration button, select the Settings option and click on the Activate Community button.
How to create a community user in Salesforce?
So to create a community user, the first step is to create a contact for the user. Go ahead and create a contact. Add a First Name, Last name, Email and any other details that make sense. Now add the details as discussed above. You’ll need to add an account. This should be a generic account for all of your customer community users.
What are Salesforce communities and how do they work?
Salesforce Communities are a really cool way to interact with your customers in the context of your product or service. Like most good portal products, it has a lot more features than most people will ever use.
How to login on external account in Salesforce?
On Account, you will be able to see 'Manage External Account' button, go an enable as Partner and if you wanted to login as an Customer, go to contact record, see 'Manage External User' button and enable Customer User. Once you will do this, you should receive an email with an login url to login on externally and not through the salesforce user.
What are the login and registration pages in Salesforce Lightning Platform?
Salesforce Sites provides built-in registration and login logic. Default Lightning Platform-branded Visualforce pages are associated with registration, login, forgot password, and password changes. You can modify these pages or replace them with your own. The following login, and registration pages are provided by default:
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How do I create a community login in Salesforce?
Create Community User ProfileFrom Setup, in the Quick Find box, enter Profiles , then select Profiles.On the Profiles page, click Clone next to the Customer Community Login User, the Customer Community Plus Login User, the Customer Community Plus User, or the Customer Community User profile.More items...
How do I enable login as a community user in Salesforce?
First, just navigate to the Contact record of the user you want to log in as. Then on the top right of the record page click the action menu dropdown and select Log in to Community as user. You can also navigate to the Community user's contact record by clicking the Contact link on their user detail page.
How do I add a user to a community account in Salesforce?
You set up self-registration for person accounts from your Experience Cloud site's Login & Registration page. Under Registration, select Allow external users to self-register. Make sure that the Account field is empty. When you remove the Account information, new users are created as person accounts.
What is community user in Salesforce?
Salesforce licensing for external community users comes in basically three main editions: Customer, Partner and Lightning External. Within each edition, there are two types: Member-Based and Login-Based. Tip: think of the three editions as level of access and the types as how often the community will be used.
Can Salesforce users login to community?
The users themselves can either log in at login.salesforce.com or use the log in URL of the Community, where they use the option to log in with internal user credentials.
How do I enable a contact as a community user?
Community Users are created from Contacts who are not currently Users. From a contact's detail page, click on the button labeled "Manage External User". You should get a drop-down that says "Enable Customer User" (assuming you have a Customer Community). Select that option to enable the contact as a Community User.
How do I create a community user in bulk in Salesforce?
Add your user profiles to Members in the Community Administration and check the “send welcome email” box. Then Use the Data Loader to mass upload your users as active and they will automatically receive the welcome email.
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...•
How do I query a community user in Salesforce?
How to query Internal, Community/Portal and Community/Portal Users in Salesforce using SOQL?Internal Users: SELECT Id, Name, IsActive, Profile.Name FROM User WHERE ProfileId IN ( SELECT Id FROM Profile WHERE UserType = 'Standard' )Customer Community/Portal Users: ... Partner Community/Portal Users:
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.
Can community user create account?
Community Users who have the Customer Community Plus license are allowed to create accounts.
How do I generate a password for a community user in Salesforce?
Click the gear icon. Click Setup. Click Users under 'ADMINISTRATION. '...Reset password for users with both portal and site accessClick Setup.Click Manage Users.Click Users.Click the user of your choice.Click Reset Password.
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:
How to enable public login and registration for your portal?
To enable public login and registration for your portal: From Setup, enter Sites in the Quick Find box, then select Sites. Click the name of the site you want to control.
Can you self register on a partner portal?
Partner portals do not support self-registration. The Authenticated Website high-volume portal user license is specifically designed to be used with Salesforce sites. Because it's designed for high volumes, it should be a cost-effective option to use with Salesforce sites.
