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How do I enable lightning community in Salesforce

James Bradley |

Click Settings icon and select Setup.Type Communities in the Quick Find box, then select Communities Settings.Select Enable communities.Enter a unique name to be used as your domain name and click Check Availability.

What is Salesforce community builder?

After the subsequent Salesforce Releases (Spring ’15 & Summer ’15), Community Designer is more often referred to as Community Builder. Just like Community Designer, it is used to create custom branded pages for communities – but with some updated features.

How do I make my community publicly available?

  1. In Community Builder, make sure that the community is publicly available. …
  2. On the SEO settings tab, configure which objects are public using the Guest User Profile.
  3. Click Guest User Profile.
  4. Click Edit, and in the Standard Object Permissions section, give at least read access to the object.

How do I enable public access to a community in Salesforce?

  1. Access Community Builder: From the All Communities page in Setup, click Builder next to the community name. From a community, click CommunityBuilder in the profile menu.
  2. Click Settings.
  3. Select Public can access the community.

How do I navigate to community builder in Salesforce?

  1. From the global header menu in Experience Workspaces or Experience Management, click Experience Workspaces | Builder or Experience Management | Go to Experience Builder.
  2. From the All Sites page in Setup, click Builder next to the site name.

How do I open a community in Salesforce?

Open a standard page by selecting it, or open an object page by clicking | Edit in the Page Variations section. Add and configure page components. If you’re using the Customer Service template, setthe page’s visibility. Preview and publish your community when you’re done.

How do you set up a community?

  1. Building a community takes time. It takes a while for a community to really ‘feel’ like a community. …
  2. Find your niche. The internet is a massive space and there are many communities out there already. …
  3. Start with a beta community. …
  4. Content is key. …
  5. Engage! …
  6. Get down with marketing.

How do I deploy a community in Salesforce?

  1. Create and test your community in your preferred test org, such as sandbox.
  2. From Setup in your test org, enter Outbound Change Sets in the Quick Find box, and then select Outbound Change Sets.
  3. Create a change set, and click Add in the Change Set Components section.

How do I publish a community in Salesforce?

set the Public access to Public can access the community Click on Preview to look at How the Site looks –> Click on Publish. Now the site is successfully published and is visible and can be accessed by Guest users.

How do I view community access in Salesforce?
  1. From Setup, enter Manage Users in Quick Find, then select Users.
  2. Select a user name.
  3. Select the Permission Set Assignments related list.
  4. Click Edit Assignments.
  5. Select Customer Community Read Only in Available Permission Sets and add it to Enabled Permission Sets.
  6. Save your changes.
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How do I set a default community in Salesforce?

  1. In Setup, enter Profiles in the Quick Find box, then click Profiles in your results.
  2. Click the name of the profile you want to change.
  3. In the Default Community section, click Edit.
  4. Select a community from the Community list.
  5. Click Save.

How do I enable a guest user in Salesforce community?

  1. In Salesforce Setup, enter sites in the Quick Find box and select All Sites.
  2. Next to the site that you want to access, click Builder.
  3. In Experience Builder, click the Settings icon and select General.
  4. Under Guest User Profile, click the guest user profile link.

How do I edit a community page in Salesforce?

  1. From the Pages menu in the top toolbar, select the page that you want to edit.
  2. Click to open the Components panel. …
  3. Drag the required component from the Components panel onto an editable area of the page.

How do I add a navigation menu to a community in Salesforce?

  1. Add a set of appropriate pages and also upload unique images for each page.
  2. You can even use different navigation menus on different page variations by creating separate theme layouts for the page variation.

How do I add a community page in Salesforce?

  1. In Experience Builder, open the Pages menu on the top toolbar.
  2. Click New Page at the bottom of the Pages menu.
  3. Select the page type: Standard Page. …
  4. Select a standard page to open it. …
  5. Add and configure page components.
  6. Preview and publish your site.

What is community portal in Salesforce?

Salesforce Community Portal is a great place to share information and collaborate with people. … Salesforce Community Portal helps the organization to build brand community spaces. In other words, information sharing portals for users in which they connect, collaborate, and get work done.

How many types of communities are there 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 partner community in Salesforce?

The Salesforce Partner Community is a portal built and maintained specifically for Salesforce partners. It’s where these partners manage their business, learn best practices, get support, and engage with Salesforce employees in a secure environment.

How do I deploy Experience Builder?

Install as a Windows Service Change the directory ( cd ) to the /server directory of Experience Builder. Run the command npm ci to install the dependencies. Run the command npm run install-windows-service . Open the Windows Services app and start the Experience Builder service (default name: exb-server ).

How do I export a community in Salesforce?

In Experience Builder, select Settings | Developer, and click Export a Page. Select the page to export. Click Export. After you export a page, it appears in the New Page dialog box in all the Experience Builder sites in your org.

Can we deploy site in Salesforce?

As a user, you can migrate a site from sandbox to production. You can use the Metadata API to create a deployable package for Site.com sites and Site.com Communities sites.

How do I query a community user in Salesforce?

  1. Internal Users: SELECT Id, Name, IsActive, Profile.Name FROM User WHERE ProfileId IN ( SELECT Id FROM Profile WHERE UserType = ‘Standard’ )
  2. Customer Community/Portal Users: …
  3. Partner Community/Portal Users:

How do I access a salesforce community without login?

  1. Secure Guest Users’ Sharing Settings and Record Access. …
  2. Configure the Guest User Profile. …
  3. Configure the Site Guest User Record.

How do I make my salesforce public?

  1. From Setup, enter Sites in the Quick Find box, then select Sites.
  2. Click the name of the site you want to control.
  3. Click Public Access Settings to open the Profile page for your site profile.

How do I give a profile access to a community in Salesforce?

  1. To filter profiles, select a profile type from the dropdown menu. …
  2. Select the user profiles you want to allow access to your site. …
  3. Click Add.

How do I create a custom communities login and landing page in Salesforce?

  1. 1.) First go to Customize -> Communities -> Settings and create a domain for your community. …
  2. 2.) …
  3. 3.) …
  4. CommunitiesLoginController(Apex Class)
  5. 4.) …
  6. 5.) …
  7. 6.) …
  8. ____________________________________________________________________________________

How do I select a default community for Surveys in Salesforce?

From Setup, enter Survey in the Quick Find box, then select Survey Settings. Check which Experience Cloud site is selected as the default site to create public survey invitations. Enter Sites in the Quick Find box, then select All Sites. Open Experience Builder of the default site.

How do I add a guest to a public group in Salesforce?

Select Guest user access, based on criteria (1). Define the criteria for your guest record-sharing rule (2). From the Share with dropdown list, select your guest user (3). Set Access Level to Read Only (4), and then click Save.

How do I find a guest user in Salesforce?

  1. Each site has a special user with a user type called guest user type.
  2. Guest users have no password, no role and have no API access on their profile.
  3. You can’t login or do client side api call (only within apex code).
  4. There is no session for guest browsing.

What is guest user profile in Salesforce?

A guest user is anyone you can use for applications like event management applications, volunteer applications, donation applications and many more. The Salesforce feature that allows accommodation of these “external users” is the SITE GUEST USER.

How do I change my community page structure?

  1. In Experience Builder, open the page’s properties. Click beside the page on the top toolbar, or click. …
  2. In the Layout section of Page Properties, click Change. …
  3. Select the new layout. …
  4. Click Change.

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