Set up of Communities in Salesforce

Communities help to connect employees, users and customers in one place. It can be used to share information and combine with the people outside of the company who are very important for the business process.

We can create and customize communities as per our requirement. Multiple communities can be built within the organization like customer support or partner support community, or we can have a community for an upcoming event.

Customers can find solutions to their issues in communities where they have customer support channel or agent support or they will get access to their own data with some restrictions, and they can solve their own issues.

We can easily extend a business process to customers and employees by creating communities within Salesforce CRM. Communities are mostly based on standard Salesforce tabs and functionality and can be customized in the best possible way. Communities are used to share a set of data or features from the Salesforce org; However data sharing can be controlled and only required data is made available for certain users.

Enable Community in Salesforce:

Click on Setup --> Build --> Customize --> Communities.

In the community settings click on enable community and save it.

Provide a domain name where it will be used in your community for further usage. Once you saved the preferred domain, you can't change it after. After creating the domain, this helps you to redirect to the communities which you have created.

Creating a Community:

After enabling community, click on Setup --> Build --> Customize --> Communities --> New community.

In the new community, it will redirect you the lightning page where different types of communities are available.

For all the available communities, you will find a description about them like what they are used for, how they can be used. Communities like Customer account portal, Customer service, Partner central, Aloha, Salesforce tabs plus Visualforce and build your on own.

Choose the community which is useful according to your requirement and organization. You can also build on your own if you don't find the requirement you have within the already listed communities.

For example, if you want to build your own community with your own users. Select build your own and you can see what type of community pages you can create.

You can build it more easily by using drag and drop lightning components and custom components. This includes home, search, login, error, etc. pages for the basic level.

Upon creating a community, you can add pages, add components, templates and themes, etc.

If you are new to creating a community click on help, which can be found in the top right corner because it has all the steps for creating a community.

Before publishing the community it should be activated in the community workspaces and then publish it to the users.

Whenever a user opens the domain which is given at the time of community creation it will redirect to community which we created now.

Note:

We can create up to 100 communities in Salesforce organization. If a community is in inactive, preview state or in force.com site comes under total count. We can analyze communities usage by daily, monthly and yearly usage.

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Posted On 23 April 2018 By MicroPyramid


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