Slaesforce FAQ

how to setup community in salesforce

by Tyrell McLaughlin Published 3 years ago Updated 2 years ago
image

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.

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. Note: You cannot change your domain name once you save it. This domain name will be used in all of your communities.

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 ...

image

How do I add a community to a Salesforce page?

Required Editions and User PermissionsIn Experience Builder, open the Pages menu on the top toolbar.Click New Page at the bottom of the Pages menu.Select the page type: Standard Page. ... Select a standard page to open it. ... Add and configure page components.Preview and publish your site.

How do I create a public community in Salesforce?

Enable public access in a Lightning Community, open Community Builder.In 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.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...•

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.

What is a Salesforce community?

What are Salesforce Communities? Salesforce is a San Francisco based company that provides customer-relation management (CRM) software solutions. Above all, Salesforce communities are brand spaces that work to facilitate collaboration and connection for employees, business partners, and customers.

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 is community setting?

Community Setting – Setting for which the primary purpose is not medical care, for example, geographic communities, schools, churches, homeless shelters, worksites, libraries. (See also Clinical Setting.)

How do I create a community cloud?

Step 1. Enable Community Cloud SalesforceEnable Community Cloud Salesforce.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 to Avoid Mistakes When Integrating Salesforce Community Cloud.

What is a group in a community?

A community group (full name 'voluntary and community group') is a collection of individuals located in a common geographical area who come together to promote a common cause for the public/community benefit.

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.

What is Salesforce trailblazer community?

This growth is powered by Trailblazers — the learners and innovators who use Salesforce to build successful careers, companies, and communities around the world.

How do I enable community builder in Salesforce?

To access Experience Builder:From the global header menu in Experience Workspaces or Experience Management, click Experience Workspaces | Builder or Experience Management | Go to Experience Builder.From the All Sites page in Setup, click Builder next to the site name.More items...

How do I open 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: Styling and branding communities.

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 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.

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.)

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.)

How to create customer community user in Salesforce

Creating customer users is a little different to creating internal Salesforce users. Community users always have a contact associated with them. 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.

How to create partner community user in Salesforce

Partner community users are based on accounts. This means that instead of just creating a contact we need to create an account and a contact. Then we create a user out of that contact.

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 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.

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 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”

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9