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What are Salesforce communities and why do they matter?
We bet you’ve already heard about Salesforce communities that allow organizations to get their customers, partners, and employees connected with each other and the records and data they need to do their job. What Salesforce communities are, what benefits they provide, and what types there are.
How do I get access to my Salesforce community?
Security and access are key aspects of any Salesforce product and Communities are no exception. User access to a community is provided via special community user licenses. Below is a list of all the available license options: Custom digital experiences to engage any external stakeholder, including brand engagement and customer loyalty.
What is a community experience in Salesforce?
Experiences are built right on top of the Salesforce platform which allows you to connect any third-party system or data directly into the community. Experiences provide the flexibility to easily create branded and customized communities for whatever use case your business demands. What are the different types of Community licenses?
What is a community license in Salesforce?
Salesforce communities licenses are a contractual agreement between Salesforce and its customer, that includes a metadata description of the associated Salesforce product’s functionality that is available to this organization.
Who sees what experience cloud?
0:182:51Who Sees What in Experience Cloud: Sharing Rules – YouTubeYouTubeStart of suggested clipEnd of suggested clipAll customer portal users. And all partner users public groups.MoreAll customer portal users. And all partner users public groups.
How do I view community access in Salesforce?
Enable Customer Community PermissionsFrom Setup, enter Manage Users in Quick Find, then select Users.Select a user name.Select the Permission Set Assignments related list.Click Edit Assignments.Select Customer Community Read Only in Available Permission Sets and add it to Enabled Permission Sets.Save your changes.
How can records owned by customer community users be shared with internal users?
A Sharing Set grants community or portal users access to any record associated with an account or contact that matches that community user’s account. A Share Group allows sharing records owned by community users with internal users. This mechanism grants internal users access to data owned by community users.
What are community users in Salesforce?
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.
What are two capabilities of Salesforce customer community members?
Customer Portal Users and Customer Community users can log into a community. Communities can be customized by defining members, tabs, branding, and email settings. Community members can control what contact information is visible to external users.
How do I manage a community in Salesforce?
To add members to your Salesforce communities go to Setup -> Build -> customize -> Community -> manage community -> and edit your community and click on Members and add profiles or permission sets you want give access to community.
How does sharing rules work in Salesforce?
There are 2 types of Sharing Rules in Salesforce based on which records to be shared:Owner Based: Owner based shares the records owned by certain users. Owners can be identified through public groups, roles and roles, and sub-ordinates.2. Criteria Based: Criteria based shares the records that meet certain criteria.
What is Apex sharing in Salesforce?
Apex managed sharing enables developers to programmatically manipulate sharing to support their application’s behavior through Apex or the SOAP API. This type of sharing is similar to Force.com managed sharing. Only users with “Modify All Data” permission can add or change Apex managed sharing on a record.
What is all internal users in Salesforce?
Public Group – All Internal Users – contains all the internal users in your organisation. I mean all internal salesforce users excluding partner portal and customer portal users. I hope this helps.
What are the 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 is the difference between customer community and customer community plus?
Customer Communities licenses allow you to collaborate with customers, on things like support cases and account administration. Customer Communities Plus is aimed in the middle, at more robust customer collaboration and exposure of many more Salesforce objects and the sharing model.
Can community user create account?
Community Users who have the Customer Community Plus license are allowed to create accounts.