How to create community user in Salesforce

In this Salesforce tutorial, I will explain how to create community user in salesforce lightning step by step.

The difficulty facing today’s organizations is in figuring out how to offer the best levels of service to both partners and customers. And in salesforce CRM one of the best solutions is creating communities.

The topics that we will cover in this Salesforce tutorial are as follows.

Salesforce community user
How to create community user in salesforce
How to assign role of the contact owner

Table of Contents

Salesforce Community User

External people who have access to your community are known as community users. The community users can be given the necessary access rights so they can view records. Examples of community users are partners and customers.

How to create community user in salesforce

Please note down one thing creating a salesforce user and creating a community user is not the same. In Salesforce, the steps to creating both are totally different.

If you want to learn to create a user or we can say an internal user in salesforce, follow the article How to create a user in salesforce.

Now, let’s move ahead and learn to create a community user in salesforce lightning.

In salesforce, users of the community are always connected to a contact. Therefore, the first step in creating a community user is to create a contact for the user. Then, we have to manage external user and save.

Read: How to Hide Tabs for Users in Salesforce

Create Contacts

Follow the below-given steps to create a community user in salesforce.

Step 1: Click on the App Launcher and search contacts in the search box.

create community user in salesforce — Salesforce Contacts

Step 2: Click on New.

create community user in salesforce lightning — Create New Contact

Step 3: Fill up the contact details which are required such as Salutation, First Name, Last Name, Email, and Account Name. Click on Save.

Assign Role

Make sure of one thing before we proceed, our contact owner must have some role. So, let’s learn to assign the role to contact the owner if he/she is not assigned.

Step 1: Click on Setup, and search roles in the Quick Find search box.

create community user in salesforce lightning edition — Salesforce Roles

Step 5: Click on the Set Up Roles check box.

how to create community user in salesforce — Set Up Roles

Step 6: Select Expand All and choose the role that we want to assign them. Suppose, I want to assign the role of CEO, I click on the Assign.

how to create community user in salesforce lightning — Assign Roles

Step 7: Transfer the user name from Available Users Search to Selected Users for CEO, to whom you want to assign the role of CEO. Click on Save.

create community user in salesforce example — Select user to CEO

Step 8: In lightning mode, we don’t have any button for converting contacts to community users. So, we have to shift to the classic edition. Click on the avatar and select switch to salesforce classic.

how to create community user in salesforce lightning example — Switch to salesforce classic

Step 9: Select the contact, Henery Brown from the recent item.

create community user in salesforce lightning edition example — Select the contact

Step 10: Click on the Manage External User dropdown and select Enable Customer User. Then, change the username to make it unique if already exist.

Also, select the User License and Profile and click on Save. Here, I select the License as Customer Community Login and the profile as Help Service Community Profile.

Step 11: The external user or community member will then receive an email on their registered address with a link to the community space to which they have access as well as their username.

create community users in salesforce lightning — Community User Email

Step 12: The link will take you to the page where you can change your password when you click it. The community user is redirected to the community space to which they have access after setting the password successfully.

how to create community user in salesforce example — Community Space

So, with this, we have successfully created the community user in the salesforce lightning edition.

Also, check: How to create a user in Salesforce

Conclusion

In this tutorial, we have learned about the external user, and how to create community users in salesforce. In addition, we have covered how to assign the role to the contact owner.

Also, we have covered these topics:

Salesforce community user
How to create community user in salesforce
How to assign role of the contact owner

You may also like to read the following Salesforce tutorials.

Bijay Kumar

I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.