Salesforce Communities

Communities are branded online spaces in which employees, customers and partner can engage with one another. Organization can create branded public or private communities that connect members directly with each others with relevant data and business processes.

Communities live inside your Salesforce organization, and allow you to give external member access to subsets of your data. Access is controlled through community profiles and roles that integrate with your security model.

Nowadays customers wants to interact with their vendors and share their experience with other customers and find the relevant information as they need. Communities was built to address all of the needs.

Salesforce provide two type of communities Customer Communities and Partner Communities.

  • Customer Communities: This community enables customers to answer questions for other customers, quickly find the information they need or work with support team to resolve issues.
  • Partner Communities:  Partner communities enable organizations to manage reseller relationships by keeping information private, but they can enable collaborative selling between partners.

Using these communities, members can create and collaborate on support cases, sales opportunities or campaigns from within the community. Members can access the community from any device, anywhere. Relevant information can be shared to each members.

Steps to create Community:


Enable communities

  • From Setup, enter “Communities Settings” in the Quick Find box, then select “Communities Settings”.
  • Select Enable communities.
  • Put domain name to use for your communities, then click “Check Availability” button to make sure it’s not already being used.
  • Click “Save” button.

Create Communities: Using a wizard that helps user to choose a community template that meets their expectation.

  • From Setup, enter “Communities” in the Quick Find box, select All Communities, then click New Community.
  • The Community Creation wizard appears, with different template options for you to choose from.
  • After choosing a template, specify the categories and Company Name for your template, then click Next.
  • Enter a community name.
  • Enter a unique value at the end of the URL field.
  • Click “Create Community” button.
  • On the confirmation page, click Go to “Community Management” to customize your community.

Set the Default Number of Community Roles: Set the default number of roles created when adding partner or customer accounts to communities.

  • From Setup, enter “Communities Settings” in the Quick Find box, then select Communities Settings.
  • Select the number of roles per account.
    • If you’re using Partner Community licenses, set the Number of partner roles.
    • If you’re using Customer Community Plus licenses, set the Number of customer roles.
  • Click “Save” button.

Enable Super User Access in Communities: Enable super user access so that partner users in communities can access additional records and data.

  • From Setup, enter “Communities Settings” in the Quick Find box, then select Communities Settings.
  • Select Enable Partner Super User Access.
  • Click Save.

Grant High-Volume Community Users Access to Records:

  • From Setup, enter “Communities Settings” in the Quick Find box, then select Communities Settings.
  • In the Sharing Sets related list, click New to create a sharing set, or click Edit next to an existing sharing set.
  • In the Sharing Set Edit page, fill in the Label and Sharing Set Name fields. Label is the sharing set label as it appears on the user interface. Sharing Set Name is the unique name used by the API.
  • Enter a description.
  • Select the profiles of the users to whom you want to provide access.
  • Select the objects you want to grant access to.
  • In the Configure Access section, click Set Up or Edit next to an object name to configure access for the selected profiles, or click Delete to remove access settings for an object.
  • Grant access based on an account or contact lookup
    • Select a value in the User drop-down list to determine the account or contact lookup on the user.
    • Select a value in the Target Object field to determine the account or contact lookup on the target object.
  • Choose an access level of Read Only or Read/Write.
  • Click Update, then click Save.

Enable the Global Header for Communities: When Communities is enabled, the global header allows you to easily switch between your communities and your internal organization.

  • From Setup, enter “Permission Sets” in the Quick Find box, then select “Permission Sets”.
  • Click New and create a permission set that includes the System Permission “View Global Header”.
  • Assign the permission set to the appropriate users.

Add Members to Your Community: Permission sets allow added flexibility for adding members. You can grant community access to a subset of users from the same profile.

  • Access Community Management in either of the following ways.
    • From the community, click  in the global header.
    • From Setup, enter “All Communities” in the Quick Find box, then select “All Communities”. Then click Manage next to the community name.
  • Click Administration > Members.
  • Select a profile type from the drop-down menu. To search for a specific profile, enter a search term and click Find.
  • To add members using profiles
    • Select the user profiles you want to allow access to your community. Press CTRL to select multiple profiles.
    • Click Add. To remove a profile, select it and click Remove.
  • To add members using permission sets
    • To search for a specific permission set, enter a search term and click Find.
    • Select the permission sets you want to allow access to your community. Press CTRL to select multiple permission sets.
    • Click Add.
  • Click Save.

Add Tabs to Your Community:

  • From the community, click gear icon in the global header.
  • From Setup, enter “All Communities” in the Quick Find box, then select “All Communities”. Then click Manage next to the community name.
  • Click Administration > Tabs.
  • Select the tabs to include in your community from the Available Tabs list.
  • Click Add to add the tab.
  • Click Up or Down to change the order that the tabs display. Then click “Save” button.

Customize Login, Logout, and Self-Registration Pages in Your Community: Configure the standard login, logout, password management, and self-registration options for your community, or customize the behavior with Apex and Visualforce or Community Builder pages. By default, each community comes with default login, password management, and self-registration pages and associated Apex controllers that drive this functionality under the hood. You can use Visualforce, Apex, or Community Builder to create custom branding and change the default behavior.

Create Communities Users: To allow an external user to access your community, enable the user’s contact record as a customer user or partner user, depending on the user’s license type. Your community can contain users with Partner Community, Customer Community, and Customer Community Plus licenses.

  • To create partner users:
    • View the external account you want to create a user for.
    • Create a contact. Click New Contact from the Contacts related list. Fill in the appropriate details, then click Save.
  • On the contact detail page, click Manage External User, then Enable Partner User
    • Edit the user record for this external user:
    • Select the Partner Community user license.
    • Select the appropriate profile.
    • Deselect Generate new password and notify user immediately so that users don’t receive a password before the community is activated. When you activate the community, the user receives a welcome email with the login information, as long as the Send welcome email option is selected for the community.
    • Click Save.
  • To create customer users:
    • Create a contact.
    • On the contact detail page, click Manage External User, then Enable Customer User.
    • Edit the user record for this external user.
      • Select the appropriate profile. The available profiles are limited to the Customer Community User profile and any profiles cloned from it.
      • Remember that profiles give users access to tabs in your community, so be sure that you choose a profile that has the appropriate tabs exposed.
      • Deselect Generate new password and notify user immediately so that users don’t receive a password before the community is activated. When you activate the community, the user receives a welcome email with the login information, as long as the Send welcome email option is selected for the community.
    • Click Save.

There are lot many setting are available that you can change like:

  • Customize Email Sent from Communities.
  • Determine User Visibility in Your Community.
  • Show Nicknames Instead of Full Names in the Community.
  • Enable Public Access to Community Content.
  • Use Custom Visualforce Error Pages for Authenticated Users.
  • Limit Files in Your Community.
  • Set Up Search Engine Optimization (SEO) for Your Community.
  • Enable Cases for Communities Users.
  • Delegate External User Administration.
  • Grant Super User Access to Partner Users in Your Community.
  • Grant Super User Access to Customer Users in Your Community.
  • Make Your Communities Active:
  • Access Community Management in either of the following ways.
    • From the community, click  in the global header.
    • From Setup, enter “All Communities” in the Quick Find box, then select “All Communities”. Then click Manage next to the community name.
  • Click Administration > Settings.
  • Click Activate Community.

 

Reference

http://resources.docs.salesforce.com

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