Salesforce.

com Communities

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 What is Communities
 Platform which exposes data & functionality to
external user.
 Collaborative sites for employees, customers, and
partners
 Replaced Customer and Partner Portals

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 Use of Communities
 Drive more sales by connecting your employees with
your distributors, resellers, and suppliers.
 Deliver world-class service by giving your customers
one place to create cases and get answers/Solutions.
 Manage social listening, content, engagement, and
workflow all in one place.

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 Cont…
 We can create multiple communities within organization
for different purposes.
Note: Maximum number of active communities are
depends on Salesforce Edition.
For example,
- we can create a customer support community to reduce
support costs.
- A channel sales community for partner deal support.
- We can create a community specifically dedicated to an
upcoming event.

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 Enable Salesforce Communities
 The “Create and Set Up Communities” permission is required to create and customize communities.
1. Go to Setup => Customize => Communities => Communities Settings
We can see the following screen:
2. Select Enable communities.

3. Select a domain name to use for your communities, then click Check Availability to make sure it’s not already being used.
4. Click Save.
Note: Once We enable communities, it cannot be disable.

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 Create Salesforce Communities
1. Go to Setup => Customize => Communities => All Communities
2. Click New Community
3. Choose any template, Like Kokua, Koa, Napili, Aloha or Salesforce Tabs + Visualforce
4. Enter a community name
5. Enter a unique value at the end of the URL field
6. Click Create Community
https://srinusf-demo-001-developer-edition.ap2.force.com/customer
https://srinusf-demo-001-developer-edition.ap2.force.com/partner
Once we create community, Community creates in Preview Status.
After that we can make Active, inActive the Community.

Note: If your organization’s access to Communities is suspended for non-

payment of fees due, all of your communities are deactivated, including those
in Preview status. When Communities is enabled again, all communities are
in Inactive status. You can activate these communities, but can’t return them
to Preview status.

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 Enable Global Header
 It is helpful to switch between one community to
other and Internal Salesforce organization.

Enable “View Global Header” permission for internal user’s Profile.

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 Manage Community
Access Community Management in either of the following ways:
1. From the community, click on Setting Icon in the global header.
2. From Setup, click Customize > Communities > All Communities, then Click
Manage next to the community name.

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 Add/Remove Members to Community
 Profiles and Permission sets can be community member.
 Click Administration => Members

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 Add/Remove Tabs to Community
Click Administration => Tabs

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There are more administrator settings, we can do in community:
 Branding: We can customize the look and feel of community
in Community Management by adding company logo, colors,
and copyright.
 Login & Registration: We can customize the standard login,
logout, password management, By default, each community
comes with default login, password management, and self-
registration pages.
 Emails: We can configure the Email address, Email templates
and Enable Send Welcome Email Settings.
 Preferences: Configure the user preference, When need to be
display when Customer or partner access the community.
 Pages: Configure page assignments for your community. Use
the default page or override it with a custom Visualforce or
Community Builder page to display the information during
Service not available.

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 Enable Partner/Customer User
1. Create Account Record for partner or customer
2. Create Contact Record with Partners or Customers
contact details, Contact must be related with
Account record.

Enable Customer User:

- Open Customer contact details
- Click on Manage External User button
- On drop-down, Select Enable Customer User

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 Enable Partner User:
- Open Partner Account detail page
- Click on Manage External Account button
- On drop-down, Select Enable Partner Account

- Open Partner contact details, that related with above

account.
- Click on Manage External User button
- On drop-down, Select Enable Partner User

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 Community Login Page
To access the community, User should use https://srinusf-demo-001-developer-
edition.ap2.force.com/customer/login URL.
Note: URL may be changed based on domain name & Community name.

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  Post successfully login, Customer or Partner can see
the following screen(Tab visibility & Permissions are
depends on the Profile & Permission set settings):

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 Recover forgot Password
 Open Community login page
 Click on Forgot your password? Link

 Enter User name in text box and Click on Continue

User will receive automatically generated new password or link to reset the password on
registered email address.

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 Self Register as Customer/Partner
 Open Community login page
 Click on Not a member? link

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 Pricing and editions
 Connect customers, partners, and employees

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 Q&A

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