- Click New Community.
- Select the template.
- Click Get Started.
- Enter a community name and URL.
- Name the community <your first name and last name>.
- Specify the optional URL. …
- It’s important that you specify a URL, even though this field says optional. …
- Click Create.
Table of Contents
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
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 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.
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.
What is a community in Salesforce?
1. What is the Salesforce community? Salesforce Communities are brand spaces designed specifically for Salesforce customers to connect with the community outside their org (i.e., employees, partners, and customers) and collaborate with them using relevant data and content.
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 in Salesforce trailhead?
From Setup, enter Digital Experiences in the Quick Find box, then select Settings. Select Enable Digital Experiences….Click New. The Creation wizard appears with different template options for you to choose from.Select the Customer Service template. … Click Get Started.Enter a site name and URL. … Click Create.
How do I create a new 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…
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.
What is Salesforce community builder?
The Salesforce community builder can be used to customize the Community based on our business needs. The power of the community builder is that without doing any custom development, we can customize the Community branding very easily and quickly.
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 enable communities in Salesforce?
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. Remember, always choose your domain name very carefully, as once domain name is created it CANNOT be changed.
How do I create a partner community in Salesforce?
Go to https://partners.salesforce.com/ and click Join Now.On the next page, click Join The Partner Community.To create a partner account you can either sign up using your Existing salesforce username or you can use you marketing Cloud credentials.More items…•
Where is community builder in Salesforce?
Accessing Community Builder To customize your community with Salesforce Community Builder, you need to click Customize>Communities>All Communities from Setup. Now click on Manage, which is next to the community name. Then click Launch Community Builder in Community Management.
How do I publish a community in Salesforce?
You can publish your entire site or just specific items.Click Publish Changes….To publish: All recent changes, ensure Site-wide changes is selected. … Click Next and then review the list of items to be published.Click Next and then add a publishing note, if required. … Click Publish.
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.
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 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”
How to make Salesforce look like yours?
Make Salesforce look like yours by adding your company logo in the upper left-hand corner of the application. This makes it clear to users that Salesforce is theirs to use. In order to do this, you need to create a custom App. An App is a way to organize your tabs and allows you to change the logo.
What is a sandbox org?
Sandbox orgs are replicas of your Production org where it is safe to experiment with new customizations and features without affecting your company’s real-time data. Once you’ve tested your customizations in Sandbox, you can seamlessly push them into your Production org when you are ready.
How long does it take to create a trailhead?
Click Launch to open the Trailhead Playground in a new browser tab (login required). It typically takes 3–4 minutes from the time you first sign up for Trailhead to create your Trailhead Playground.
Can you change your domain name after you enable digital experiences?
Keep in mind that you can’t change your domain name after you enable digital experiences. Click Save, then OK. If you see a dialog asking to open a Salesforce page in a new tab, click Open. Now let’s set up a basic site.
