Slaesforce FAQ

how to test community user on lightning experience salesforce

by Dr. Russell Streich Published 3 years ago Updated 2 years ago
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This method can also be used to explain how to test a community user for a Salesforce Lightning community Logging into a Lightning community as a system administrator This will be the simplest way to log in as a community user. First, just navigate to the Contact record of the user you want to log in as.

Full Answer

Who gets access to lightning experience in Salesforce?

Users require the Lightning Experience User permission to access Lightning Experience. By default, this permission is automatically enabled for all users with a standard Salesforce profile. Custom profiles don’t usually include the permission. Custom profile users: Decide who gets Lightning Experience access now and who you’ll set up later.

Why measure page performance in Salesforce lightning experience?

As you can see, Salesforce makes it easy to measure page performance to ensure your users are getting a great user experience. Next, we look at some factors that can impact page performance, and how you can mitigate issues before they become support tickets. 1 What is one way to enable a load time (EPT) counter directly in Lightning Experience?

Which users are still using Salesforce Classic as their default interface?

All users who existed at the time Lightning Experience was enabled retain Salesforce Classic as their default interface. This is true whether a user already had the Lightning Experience User permission or was assigned the user permission at a later date.

When do users get lightning experience as their default interface?

These users get Lightning Experience as their default interface when they’re assigned the Lightning Experience User permission—whether at the time they’re added to the system or at a later date. Again, it doesn’t matter if the user permission comes from a standard profile, a custom profile that has the permission enabled, or a permission set.

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How do I enable user for lightning experience?

Enabling lightning experience for the users:Create a new permission set.Go to System >System Permissions > Edit.Edit properties in the new permission set.Enable to checkbox against Lightning Experience User.Click Save.Add users to this permission set using the Manage Assignments option on the permission set.

How do I find lightning users in Salesforce?

Enabling Lightning Access on Profile Level for Custom ProfilesClick on Setup.In Administer, expand Manage Users.Click on Profiles >Select the Profile name.Click on System Permission.Enable Lightning Experience User checkbox.Save.

How do I enable lightning community in Salesforce?

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 find a community user in Salesforce?

One way is to get the profile name with the help of profile ID userinfo. getProfileid() . Then you can check the profile name whether it is Community User or Portal User.

How do I use lightning experience in Salesforce?

From Setup in Salesforce Classic, click Get Started in the Lightning Experience Transition Assistant tile at the top of the menu. Select the Roll Out phase. Click Launch Lightning Experience to expand the stage. Click Switch Users next to Make Lightning Experience the default interface.

How do you access your lightning experience profile page?

In Salesforce Classic and Lightning Experience, use your profile menu to access your profile page and personal settings. If you have permission to switch between Lightning Experience and Salesforce Classic, the link to do so is located here, too.

How do I enable a community user in Salesforce?

Ensure that communities are enabled for your org.From 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...

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.

What is lightning community in Salesforce?

Communities gives you a whole new way to leverage the power of your CRM, enabling customers, partners, and employees to access your Salesforce data and business processes, in an engaging, branded experience.

Can community user create account?

Community Users who have the Customer Community Plus license are allowed to create accounts.

How can I tell if someone is a Portal user?

On user you have a checkbox field called 'IsPortalEnabled' if user is community or portal user than this checkbox is true, So you check for this field. Thanks for your reply.

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 to open the Lightning app?

To open the Lightning Usage App, click the App Launcher and search for Lightning Usage. Once it’s open, you can use the Activity and Usage sections to dig into your data. Let’s say you want to see how your org’s most viewed pages are performing.

Can you use Lightning to see EPT?

You can also use the Lightning Usage App to see how browser performance affects EPT. In the example below, you can see that pages opened in the Salesforce mobile app loaded more quickly than pages loaded in desktop browsers such as Firefox or Internet Explorer.

What is sharing for Lightning Knowledge?

Sharing for Lightning Knowledge lets you take advantage of the features you already know, such as organization-wide defaults,access by owner role hierarchies, and criteria-based rules. When you make the switch to sharing for Lightning Knowledge, you canmanage article access based on fields within the article instead of data categories.

What is Lightning App Builder?

Use the Lightning App Builder to configure the default record page to match your users' workflow. Your Lightning page consists ofarticle page layouts and the components you choose for your users.

How many versions of Salesforce Knowledge are there?

Every Salesforce Knowledge article can have several versions: one draft, one published, and several archived versions, and each ofthese versions can have multiple translations. Thus, the total number of article versions in an org can be much higher than the numberof articles. When scaling your org, pay attention to both the total number of article versions and edition-specific limits on articles.

What is target in Salesforce?

The target corresponds to the link’s target attribute in the source HTML. This target determineshow links open in Salesforce Classic and outside Salesforce, like in your Salesforce and ExperienceCloud sites.

Why is it important to have a robust knowledge base?

With a robust knowledge base, customersreceive service faster or even solve their own issues.

Can agents share articles in Salesforce?

Agents can insert links to articles from a Salesforce Site or Experience Cloud sites into the case feed .In Lightning Experience, your agents can share article URLs in email, social posts, and chat andmessaging conversations. In Salesforce Classic, your team can send article URLs in the email, social,and Experience Cloud publishers.

Is there a knowledge footer in Lightning?

The Knowledge footer is not in the Lightning Service Console. Instead, add the Knowledge component to any object's record homepage. You can also create a global action or an object-specific quick action to create a knowledge article from any object. However,suggested articles and related actions are available only with cases.

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