How to Create Community User in Salesforce [3 Steps Only]

Not only internal, but sometimes external users are also required to log in to the Salesforce community. For this, you need to create community user in Salesforce.

So, In this Salesforce tutorial, I will let you know about the community user and how to create a community user in Salesforce.

Table of Contents

Community User in Salesforce

Community user in Salesforce is none other than the external users who have access to your community. The community users can be given the necessary access rights so they can view records. Examples of community users are partners and customers.

While creating a community, users don’t get confused with users in Salesforce. In general, we call users to those people who have an internal connection with the Salesforce org, and we also call them Internal Users.

Moreover, the steps to create a user in Salesforce are totally different from those of Salesforce community users. To create a community user you need to follow three steps in simple:

Create Contact in Salesforce.
Assign Role to the Contact.
Enable them as external users.

How to Create Community User in Salesforce

Following the below-given steps to create a community user in Salesforce.

Step-1: Create Contact in Salesforce

Click on the App Launcher and search Contacts in the Search Box and click on it.

how to create community user in salesforce

To create a new contact, click on the New button.

how to create a community user in salesforce

Enter the contact details which are required such as Salutation, First Name, Last Name, Email, and Account Name. After that, click on the Save button.

Step-2: Assign Role to Contact in Salesforce

Before you proceed, make sure of one thing: Our contact owner must have some role. So, let’s learn to assign the role to contact the owner if not assigned.

Click on Setup and search Roles in the Quick Find and click on it. Then, click on the Set Up Roles checkbox.

Click on Expand All and choose the Role that you want to assign them. For example, if I want to assign the CEO role, I click on the Assign option next to it.

Transfer the user name from Available Users Search to Selected Users for CEO, to whom you want to assign the role of CEO. After that, click on the Save button.

Step-3: Enable External User in Salesforce

In lightning mode, you don’t have any button for converting contacts to community users. So, shift to the classic edition, click on the Avatar, and select Switch to Salesforce Classic.

Select the Contact to whom you want to convert to an external user. For example, I want Henery Brown as a community user.
Then, from the Detail page, click on the Manage External User dropdown and select Enable Customer User.
After that, you will be redirected to the Edit User Page. Here, change the Username to make it unique if it already exists. Also, select the User License and Profile and click on Save. For example, here, I select the License as Customer Community Login and the Profile as Help Service Community Profile.

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.

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

create customer community user salesforce

So, with this, we have successfully created the community user in Salesforce.

Conclusion

In this tutorial, we have learned about the external user, and how to create community users in salesforce.

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.