How To Setup Community In Salesforce

Arun Garg   8/13/2017   Community   Comment  

Communities

     1.    Communities are the center for employee, customers and partners. It connect all in one        place.

     2.    By Communities, you can collaborate and communicate with people outside of your              company who are key to business.

     3.    We can easily communicate with different types of user like internal users, portal users          and external users.

         

     Note:

We can create multiple communities in an organization.

For Example, for customer support we create more than one community and for partner support we create one community. So that based on business needs we can create multiple communities.

Uses of Communities

     1.     Deliver world class service like to provide one place to customers to get the answers.

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     2.    Manage business process like social listening, content engagement and workflow at one place.

     3.    Increase your sales by connecting your employees with your distributors, re sellers and suppliers.

How To Enable Community In Salesforce

      1.    To enable community in salesforce go to advance search bar and search text                         ‘communities’ after search you will see ‘communities settings’ below communities            then click on ‘communities settings’.

       2.    Enable the check box to Enable Communities.

       3. Register for Domain, Once enabled the communities it will ask for the domain name, put       the any name in text box and click on check availability to check availability and click on       save button. Show below in picture. 

           

Now you are redirected to all community page, now here you can create communities .

Create Communities

1.   Search ‘communities’ on advance search and click on ‘All Communities’, then click on        New Communities button.

2.   Now choose any template like choose ‘Napili’ and click then click get started.

3.  Now Enter a community name.

4.  Enter a unique value at the end of the URL field.

Customize Communities

You can customized following in community:-

1. Members

2. pages

3. Login and Registration

4. Emails

Now to access these settings, go to community workspace and select Administration.

Now click on ‘workspace’ and click on ‘Community Workspace’ and select Administration.

After that select any options.

Members

     1.   Member is used to add members to the community.

      2.  Select profile whom you want to provide community access.

      

    Once you add a profile or permission set, all users to that profile or permission set become members of community.

     

Pages

It is used to manage which pages are available to the community and overriding home page with visual force page.

Login and Registration

It is used to add logo to your community and also we can define login option for external user.

     

Email

It is used to specify sender email to notifications, chatter email branding and email templates.

Once you have defined all your community setting you can publish your community.