Slaesforce FAQ

how to set up salesforce communities

by Jennifer Schroeder Published 2 years ago Updated 2 years ago
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  • Go to the top right, and click on Publish! ...
  • In Builder, go to Settings, click on This will open the Profile Edit page
  • Whenever you make a community using the Community Creation wizard, Salesforce automatically creates a guest user profile for the community.

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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 do you set up Salesforce?

Salesforce went one better and experimented with meeting-free ... The first few days were a bit jarring for some, particularly those who have a daily stand-up meeting to prioritize workloads and update team members. "Daily stand-ups are really important ...

How do I enable community builder in Salesforce?

  • To create a community, from Setup, enter All in the Quick Find box, select All Communities, and then click New Community.
  • To see more information about a template, select it.
  • Select the template that you want to use.
  • Read the template description and key features, and click Get Started.
  • Enter a community name.

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 would you like to contact Salesforce?

How would you like to contact Salesforce? Request a call. Give us some info so the right person can get back to you. First name Enter your first name. Last name Enter your last name. Job title Please enter your title. Email Enter a valid email address. Phone Enter a valid phone ...

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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 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 community group in Salesforce?

Add Groups to Your CommunityTo enable groups in your community, add groups to the community navigation menu. A menu item displays that links to a list of groups in your community. ... Publish your community.If you haven't already, customize the group publisher layout to include the Add Member action.

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 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...

What does community group mean?

A community group is a group of people who work for the benefit of the public. Community groups may follow a set structure and adopt principles and codes of conduct which it wishes the community to follow.

What is a trailblazer community group?

Trailblazer Community Groups give you the opportunity to meet your peers. Organised by Salesforce customers, they are held on a regular basis (although the frequency is different for different groups) in locations all over the World.

How do I create a private group in Salesforce?

If the user was already the owner of any groups, that ownership is not revoked.Click the Groups tab. ... On the Groups list page, click New Group, and enter a group name and description. ... Select an access level for your group. ... Save your changes.

Why do you want to start a community group in Salesforce?

Types of Community Groups Industry Groups bring together customers who work in the same industry but have diverse roles and backgrounds and allows them to share best practices related to their customers' expectations, industry regulations and competitive environments.

Who can see what in communities Salesforce?

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. Chatter Free user can't access records.

How do I set a default community in Salesforce?

Assign a Default Community to a User ProfileIn Setup, enter Profiles in the Quick Find box, then click Profiles in your results.Click the name of the profile you want to change.In the Default Community section, click Edit.Select a community from the Community list.Click Save.

How to setup a community in a org?

To setup the communities, the very first thing you need to do is enable the communities in the org. Once the communities are enabled in the org, then you can create multiple communities in the same org and each community can be different from each other and independent.

How to manage all your communities?

From one place you can manage all your communities. Step 1.) From Setup, search for communities setting and click on it. Step 2.) Click on New Community button to create a new community. Step 3.) As soon as you select the checkbox, a new section would be prompted to select a domain name.

How to create a community on GitHub?

Let’s see what are the steps you need to perform to create a community from the scratch. Step 1.) From setup, search for ‘All communities’ and select it. Step 2.) Click on New Community button to create a new community. Step 3.)

How to activate community in a.NET application?

To activate the community:-. Step 1.) Search for All Communities in setup, and click on it. Step 2.) Click on Workspaces. Step 3.) Select ‘Administration’. Step 4.) Under ‘Setting’ section in left panel, click on Activate Community button.

Can you create multiple communities?

Now you can create multiple communities depending upon your license. Once you have enabled the community, you can go ahead and create a new community and make it ready for customer use. Let’s see what are the steps you need to perform to create a community from the scratch. Step 1.)

What is Salesforce community?

Salesforce Communities not only provide interactions among business perspectives but also provide complete security from various attacks like Clickjacking which sometimes take users to other websites that can harm their resources through various means.

How to set up a community in a domain?

Step 1: From Setup, enter Communities Settings in the Quick Find box, then select Communities Settings. Step 2: Select Enable communities. Step 3: Pick a name for your domain for your communities, and click on Check Availability to make sure that it is available.

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.

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.

What is Salesforce community?

Salesforce Communities is a great platform to connect and collaborate with your customers, partners, and employees. It is quick & easy to create mobile-responsive Communities with pre-built templates. And here is how you can build your own Community from scratch in less than 60 minutes.

What is chatter in community?

Employees can access and share files. Knowledge articles, FAQs provide information to users to find answers to common questions. Chatter in Community enables users to help others with their questions and issues.

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