Slaesforce FAQ

how to use salesforce communities

by Jackie Feest Published 1 year ago Updated 1 year ago
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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.

Part of a video titled Salesforce Community Cloud Overview - YouTube
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And 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.

Full Answer

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

More items...

What can a Salesforce community do?

Salesforce organizations contain valuable information about partners, solutions, products, users, ideas, and other business data. Some of this information would be useful to people outside your organization, but only users with the right access and permissions can view and use it.

What's possible with Salesforce communities?

Salesforce Community Cloud allows employees to connect with resellers, distributors, and partners in a single place. They can find the information they need, register new leads, edit and update records as needed in real time, and manage finances and funds.

What is community in Salesforce?

  • To filter profiles, select a profile type from the drop-down menu. To search for a specific profile, enter a search term and click Find.
  • Select the user profiles you want to allow access to your community. Press CTRL to select multiple profiles.
  • Click Add.

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How do you set up communities in Salesforce?

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.

What are 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.

What companies use Salesforce communities?

Companies Currently Using Salesforce Community CloudCompany NameWebsitePhoneAbbVieabbvie.com(847) 932-7900Cloudactioncloudaction.com(844) 225-6832Mimecastmimecast.com-Live Nationlivenationentertainment.com(310) 867-70002 more rows

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.

What is Salesforce communities used for?

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.

What is purpose of community in Salesforce?

Salesforce customer communities help organizations share relevant information, create a better customer experience, and increase engagement. Partner community is a specific information hub for B2B orgs that allows sales teams and resellers to easily access needed data and collaborate in real-time to close more deals.

What is a Salesforce community user?

A community license works like a standard Salesforce internal license: external users with a member-based license (that is, a license that is assigned to a specific user) are able to access a community as many times as they want. However, external users do not have access to the internal org.

Who are Salesforce largest customers?

The largest Salesforce customers in the United States are the following:Amazon Web Services.American Express.U.S Bank.The Hershey Company.Toyota.L'Oreal Americas.T-Mobile.The New York Post.More items...•

What is the difference between customer community and customer community plus?

Customer Community – Business-to-consumer communities with large numbers of external users. Enable customer self-service, extend business processes, and build deeper customer relationships. Customer Community Plus – Business-to-business communities for support and non-sales scenarios, such as eCommerce.

What are two valid use cases for Salesforce communities?

A) Internal users can replicate Salesforce automation without licenses fees. B) External customers can gain full user rights to 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 I create a community user 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...

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.

What is Salesforce community?

As with any Salesforce product, Salesforce Communities allow for complete integration . You can pull in data, connect with other CRMs and systems of engagement, and integrate APIs. For companies that are looking to focus on building a strong social media presence or that haven’t found the right tools to pull it all in and manage it from one place, Salesforce Communities may be your savior. With Salesforce Communities, you can pull in brand ambassadors, manage your workflow, plan content, and listen on social media – all in one dashboard.

Can Salesforce support chatter?

The cloud-based social media app within Saleforce, Chatter, can be used to start support tickets or get help from a customer support agent. The documentation features can be used as a knowledge base for self-service options. And lastly, the forum capabilities can be used as a place for peer-to-peer problem solving, community building, and more.

What is the most valuable aspect of creating a customer community?

Giving your customers a community through which they can discuss their issues, air out the problems that they are having, and engage in an open and honest way with your team is perhaps the most valuable aspect of creating a customer community.

What happens if you don't engage with your customers?

If you aren’t constantly engaging in conversations with your customers, there is a high likelihood that you have would-be valuable brand ambassadors sitting out there waiting for you to engage with them and take your relationship to that next level.

How many companies have no long term strategy for managing internal communications?

It sounds shocking, but 60% of companies have no long-term strategy for managing their internal communications. But communication is a must. Employee productivity increases by 25% in organizations where employees are connected and practice good communication habits internally.

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.

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