Create a Community and Make it Secure

Learning Objectives

After completing this module, you’ll be able to:

  • Set up the user profiles for your community.
  • Describe the Financial Services Cloud components used to build a community.

Create Your Community

Remember Matt the admin? He’s familiar with communities, because he used to work with Salesforce Service Cloud and ran communities there. Before Matt can invite employees and customers to his first community, he needs to set it up.

  1. Click the gear icon gear icon and then click Setup.
  2. In the Quick Find box, enter communities in the Quick Find box.
  3. Select All Communities.
  4. Right now it’s blank, so click New Community to create your first community.
    This opens the community wizard.
    New Community Wizard showing the available types of community templates: Customer Account Portal, Customer Service, and Build Your Own, which is grayed out.
  5. Choose Customer Account Portal and click Get Started.
  6. For the name, enter Customer Portal for FSC.
  7. Click Create.
    It takes a few minutes to create the community. Feel free to admire the jazzy graphics while you wait.
  8. Under My Workspaces, click Builder to open the Community Builder.

The Community Builder takes you on a mini-tour of how to create a community. Step through to get the feel for creating a community. If you want to take the tour again later, from the Information menu Information menu, choose Take a Tour.

Now that he’s set up a community, Matt takes a peek at the available components to make sure they’ll meet his needs. He finds all the components he’s used to in his Wealth Management org, including components for client profiles, needs-based referrals, and financial components. He also recognizes standard Community Builder features such changing the color and branding, and editing and viewing pages. 

List of custom components in the Community Builder, including Assets and Liabilities, Bank Account, and Birthday Card.

Now Matt knows he has everything he needs to build his community But since he works for a financial firm, he needs to make sure that the data will be properly protected.

Set Community Security

Matt handles security in his org with profiles, and he’s happy to see that’s exactly how Salesforce communities provide security as well. Financial Services Cloud provides new profiles for Customer Communities and Advisors, with permission sets to match.

He gets to work activating the Customer Community profile and the Customer Community Read Only permission set. While this example talks about the Customer Community, the Partner Central community is similar. Contact your Salesforce account executive to help set you up with a Partner Community license.

1. Click the gear icon gear icon and then click Setup.

2. In the Quick Find box, enter communities and select All Communities.

3. Next to your community, click Workspaces. In Matt’s case, his community is Customer Portal for FSC.

4. From My Workspaces, click Administration and then click Members.

5. Next to Search, choose All.

6. From the Available Profiles list, click Client Customer Community and click the right arrow to move the choice to Selected Profiles. If you don’t have Customer Community profiles listed, it means you don’t have the correct license. Contact your Salesforce account executive if you want to change your license.

Note

Note


You may not be able to see some of these profiles in your trial org. But don’t worry: Matt, our friendly neighborhood admin, sure can in his production setup.

7. From the Available Permission Sets list, click Customer Community Read Only and click the arrow to move the choice to Select Permission Sets.

8. Click Save.

Now Matt is ready to go back and build the community he wants.

You’ve learned how to create both partner and customer communities to help your Financial Services Cloud personal bankers, financial advisors, and customers connect with each other. Let’s turn our attention toward maintaining your org.

Resources

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