Community in Salesforce

To run the business profitably it is important to engage with your employees, but sometime it is equally important to connect with customers and partners, so for this the world best CRM Salesforce, provides their admin Community in Salesforce.

Let’s learn about the Salesforce community tool. I will guide you through each and every concept, such as community builder salesforce, salesforce community page, and many more.

In addition to this, I will give you a complete step-by-step guide on how to create a community in Salesforce.

Table of Contents

Salesforce Communities are a great tool for connecting staff, clients, and partners in one location. Communities can be created and customized to meet your needs using Community Builder. And every community in Salesforce builds up with the various pages.

In the most recent version, Salesforce communities are now referred to as Salesforce Experiences. You can use them to collaborate and connect with important business contacts outside of your organization. They also allow the organization to share its products, services, and knowledge.

Moreover, in an organization, you can establish various communities. For instance, you may develop one community for partner support and another for consumer assistance.

Salesforce Communities Examples

Let’s discuss some of the examples related to communities in Salesforce to clearly understand the concept of communities.

Example-1: Support Community

Before I will let you know the example. Let me answer: have you seen or used the Trailhead Community of Salesforce? If yes, this is one of the examples of community.

The organization can use the communities to create a salesforce community portal that people can use to get the answers to their queries, interact with other aspirants, participate in discussion forums, and more.

Example-2: Collaboration & Events

Another simple example is that universities or schools can create a community where alumni connect with each other, stay connected with their institutes, share their knowledge, access resources, and much more.

Salesforce Community Pages

As I said, there is something known as a page in the community. In the Salesforce Community, a “page” is a webpage that is related to some specific content.

These communities already have some of the standard pages, but they also have the flexibility to create custom pages accordingly.

For example, you can create a page that collects feedback from the partners or clients. Like this, you can create as many pages as in the community and include components to it as per the requirement.

Now, from adding pages to components, all the things are managed with the help of community builders in Salesforce.

Salesforce Community Builder

Salesforce Community Builder is used to customize the community without any coding just by simple mouse clicks and draging and dropping.

It allows the user to create pages, choose various layouts for the pages, and add components by dragging and dropping them. It even allows you to modify the page structure to what you want to add on the header, sidebar, content, and footer.

Using the builder, the admin can also work on the settings, such as setting the navigation for the community portal, setting up the security and privacy features, and viewing and editing some general properties of your site.

Last but not least, you can even change the theme, set the colors, images, and font, and manage the theme settings for communities in Salesforce. Now, the important thing is in Salesforce: to create the community, first you need to enable it, so let’s know the steps to do.

How to Enable Communities in Salesforce

Below are the steps to enable the community in Salesforce, as by default, the communities are disabled.

Step-1: To enable community in Salesforce, go to Quick Find and search Digital Experience.

Step-2: Select Settings and check the checkbox Enable the Platform and click on the Save button.

So with this, the community gets enabled now learn the steps to create a community in Salesforce.

How to Create Community in Salesforce

Below are the steps to create a community in Salesforce Lightning.

Step-1: Navigate to the Setup; after that, search for Digital Experience in Quick Find and select All Sites. After that, click on New to create a new community.

Step-2: Choose a Template that ever you require. Here, I choose the Customer Service theme.

how to create community site in salesforce

Step-3: Click on Get Started and enter the Name that you want to set for the community portal. Optionally, you can extend the URL by entering the name of the theme in the Optional box. Finally, click on the Create button.

Step-4: Click on Administration. After that, click on Members on the left side and then select All from the dropdown. Now, from the Available Profiles, select the profile to whom you want to connect in the community and move using the Add arrow to Selected Profiles.

Finally, click on Save.

Step-5: To activate the community, select Settings and click on Activate button. It will show up the pop for confirmation so click on OK.

Step-6: Click on Administration Flip Deal at the top left of the page. Select the Builder under MY WORKSPACES. Then, on the top right corner of the page, click on Publish, then again click on Publish to publish your site after that. At last, click Got It.

It will deliver the correspondence to the email address listed on the member’s profile that we choose.

You can see that the community user will receive mail from the community site (Fil Deal) with a link and username to access the site. When the user clicks the link, they are taken to the login page, where they may enter their username and password to access the community website.

Note: If your password hasn’t been set up, it will show the password reset page, and after you’ve successfully completed the password reset, the login page will appear.

After login, you can see that the community user is successfully redirected to the community site.

This creates the community, but as we discussed, you can include various pages in the community; let’s see the steps to create a page in the Salesforce Lightning community.

How to Create Community Page in Salesforce

Below are the steps to create a community page in Salesforce Lightning. Make sure that you have created a community, and before publishing it, you need to create the page, so follow the same steps as defined above, then proceed with the one below.

Step-1: Navigate to the top of the bar, click on the box where you will see the name of the activated page, and then click on the New Page option.

how to create community page in salesforce

Step-2: Choose the type of page you would like to create. There are two types of pages you can create.

Standard Page: The standard page is the simple page where you can add the various components based on the layout.
Object Pages: Whereas in an object page, you can add a record detail list, a related list connects to the particular object.

Create Standard Page in Community Salesforce

Step-3: Choose the Layout as per the requirement and click on Next. After that, enter the Name for your page, and the URL for the page gets populated automatically.

Optionally, you can enter the API Name for the page and click on the Create button.

Create Object Page in Community Salesforce

Step-3: Select the Object for which you want to create the detail, list, and related list, and click on the Create button. After that again, click on the Create button.

Step-4: Click on the Components, drag and drop the components that you require on the community page. After that, click on the Publish button and publish your site.

In this way you can create pages in the community in Salesforce.

Conclusion

I hope you got an idea about the community, community page, and builder in Salesforce. I have also guided step by step to create community and community pages in Salesforce. Additionaly, I explained the way to enable the community in Salesforce Lightning.