Setting up Communities and Creating Community Users (Contacts)
- ENABLE COMMUNITIES
- CREATING COMMUNITIES
- ADMINISTER THE COMMUNITIES
- DESIGNING & PUBLISH THE COMMUNITY
- CREATION OF USERS (CONTACT) to access the COMMUNITY
- REDIRECTING OR LOGGING TO COMMUNITY
Step 0: Login to Org
To setup the communities, the very first thing you need to do is enable the communities in the org.
Step 1: Setup -> Search for Communities -> Communities Settings
Step 2: Click on Enable Communities checkbox
Step 3: Once enabled, you need to give the Domain Name for the community (This domain name will be used in all communities and cannot be changed once save is clicked)
Step 4: Once Saved, the communities are enabled in the org, now you can create multiple communities in the same org (Limit 100) and each community can be different from each other and independent.
Step 5: On Click of New Community Button, you will be redirected to the below page.
The page shows the different predefined templates which you can use for your community depending upon your requirement. For example: If you are creating this community for customer support you can select Customer Service template OR if the community is meant for the portal user, select the customer Account portal template.
Step 6: After choosing the template, click on Get Started on next page.
Step 7: Provide a name to your community and a unique value at the end of the URL and click on Create button.
Congratulations, just now you have created a brand new Community in your Salesforce Org!!!
ADMINISTER THE COMMUNITIES
This process has several options to activate the community / change the template / Assigning Profiles / Permission Sets / Setting Login-Logout Page / Emails. (EXPLORE MORE)
Step 8: Activating the community that we created earlier to make it publicly available
DESIGNING THE COMMUNITY
In order to design the community with different components and pages, the BUILDER will help you to create.
Step 9: Designing the community using Builder
Search -> Communities -> Click on Builder next to the community that you wish to design.
Click on Workspace -> click on Builder
Step 10: On click of Builder, the below page appears where you can add different components;
Once components are added -> Click on PREVIEW (to view) or Click on PUBLISH (to make it available to all).
Note: Every time a change is made, the changes need to eb published to make it available to all users.
Step 11: Click Publish
CREATION OF USERS (CONTACT) to access the COMMUNITY
In Org, click on Accounts Tab -> New -> Create a New Account -> Save
In Org, click on Contacts Tab -> New -> Create a New Contact and Account Name -> Save
Go to Account Detail Page -> Contact Related List -> New Contact -> Create a New Contact -> Save.
Step 14: Once Contact is created and since community is enabled, you will notice a button – Manage External Users
This action is to create a User with specific Profile and Permission sets (if needed) to login to the community page that is created earlier as a external user.
Step 15: On Click of Enable Customer User, you will be redirected to User Creation page.
- Fill in the mandatory fields
- Choose User License & accordingly choose Profile
Click on Save -> Go to the respective Contact.
Step 16: Assigning the Community User Profile in Community (mandatory)
Scroll down -> Click on Save
Step 17: On the Contact Detail Page,
if you observe, there are 3 new button option under Manage External User.
- View Customer User – to view the User advanced details.
- Disable Customer User – will disable User from accessing the community.
- Log in to Community as User – will redirect to the active community homepage.
Note: On click of Log in to Community as User button, if an error appears in pop up as shown below, it means that the Profile assigned to the User is not given access at community configuration level (administration page -> members) as shown earlier.
“Error: Looks like this portal user is not a member of a community or your community is down. Ask your Salesforce admin or channel manager for help.”
REDIRECTING OR LOGGING TO COMMUNITY
Step 18: Once User is created, an email will be sent to mentioned email address on User Page (Contact -> Customer User)
Clicking on the link as shown above will redirect for setting up the password.
Click on Change Password -> redirect to community page.
Setup -> Search for Communities -> Click on URL
Login with credentials.
Hurryyy…. Communities are successfully setup!
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