How to Set up Communities in Salesforce

 

What is communities? 

Communities is nothing but a space that is created for your employees, customers, Partners to connect. 

Communities can be customized as per your business needs.

We can have multiple communities within your organization for different purposes. For example, you could create a customer support community to reduce support costs or sales channel community for partner deal support,, or you can have a community dedicated to an upcoming event.

There are 4 types of templates.

1. Salesforce Tabs+VisualForce

2. Napili Template(Customer Service)

3. Koa

4. Kokua

Setting up a Community:

1. Enable community in your organization.

2. Create a community.

3. Add members.

4. Add tabs so that members see the appropriate features.

5. Use branding options.

6. Customize login Page that external users see when accessing your community.

7. Email sender branding templates for your community emails

8. Setting up Dashboards and topics

9. Create community users