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Set Up a Community for External Identity

Learning Objectives

After completing this module, you’ll be able to:
  • Enable Salesforce Communities.
  • Create and activate a community.
  • Change the default login page.

Salesforce Communities and External Identity

You set up and manage Salesforce Identity for customers through Salesforce Communities. Using the Communities license that you get with Salesforce Identity, you can create and deliver pages for your customers and partners to self-register and log in to your community.

In this brief encounter, you get a glimpse of all that Communities offers. You can get to know it better with the Communities trail. But for now, we’ve got an external identity community to set up!

Enable Communities

To enable Communities for your org, you provide a community domain name. The community domain collects all your communities under one URL. Typically, your community domain is your company name.

It doesn’t matter now, but when you create the domain name in your production org, choose this domain name carefully—you can’t change it afterward.

  1. From Setup, enter Communities in the Quick Find box, then select Communities Settings.
  2. Select Enable communities.
  3. Enter a unique name for your community domain.
  4. Select Check Availability.Enable communities
  5. Click Save, and then click OK. You can now create communities in your org. Confirmation that communities are enabled
Now that you’ve enabled communities in your org, let’s create your external identity community.

Create Your Community

After you enable Communities, you’re ready to create your first community. Salesforce Communities makes it easy for you by providing several templates. When you create a community, default pages for login, self-registration, change password, forgot password, and your home page are set based on your community template.

For this demo, we’re using the Aloha template, which is designed for external identity communities. It has an App Launcher that lets users quickly find applications and access them using single sign-on authentication. By adding a selection of apps to the App Launcher, you’re making it easy for your customers to access everything they need. There’s no need for them to go elsewhere.

  1. If you’re not already at the Communities page, from Setup, enter Communities in the Quick Find box, then select All Communities.
  2. Click New Community.
    The Communities Creation wizard displays several templates to choose from. Hover over them to read their descriptions.

    Aloha template for Communities

  3. Select the Aloha template.
  4. Click Get Started.
  5. Name it customers, and add customers at the end of the URL.Enter a name for a community
  6. Click Create.
    After a brief intermission, your new community opens in Community Workspaces. This is where you manage your external identity community. Administration is where we configure our external identity community login page. Community Management dashboard
Tip

Tip

Anytime you want to get back to Setup, click Community Workspaces on the top left of the page, and select Salesforce Setup.

Control Membership to Your Community

Use profiles to lock down your data so that external users see only what you want them to see. You certainly don’t want to give access to malicious users. A user who appears to be a customer can be a reaver (or, as they say on Earth, a hacker) in disguise. Profiles help prevent that from happening.

  1. From Community Workspaces, select Administration, then select Members.
  2. Under Select Profiles, from the dropdown list, select All.
  3. In the list of Available Profiles, locate the Customers profile and then click Add to add it to Selected Profiles.
    Control membership of your comunity
  4. Click Save.
Salesforce takes a couple of minutes to update membership for your community. You receive an email confirming that you created a customer profile.

Complete the Initial Community Setup

To complete your external identity community setup for this demo, you need to publish it, complete the registration, and then activate it.

Publish the Community

Why publish your community now? You wouldn’t publish it yet in a production org, but our demo requires this step to avoid an error later on.

  1. At the top left, select Administration, then select Builder.

    Go to Community Builder from Community Workspaces

    Now you’re at the tool that lets you easily brand your community pages. If you never opened this tool before, the “Welcome to Community Builder” walk-through appears. Feel free to step through the walk-through before you continue.

    Community Builder

  2. At the top right, click Publish, then click Publish again.

Behind the scenes, Salesforce creates login, password, and self-registration pages based on the Aloha template. You receive an email when the community is published. Continue on—you don’t have to wait for the email to come.

Review the New Pages

When a community is created with the Aloha template, pages customized for the Aloha experience are added. You can modify the Login & Registration page to determine the look and behavior of your customers’ login experience.

  1. From the top left, click Community Builder icon, then select Administration.
  2. Select Login & Registration.

    Notice that “Community Builder Page” appears under Login and Password. These custom pages come with the Aloha template and were designed using Community Builder.

  3. Scan over the Login & Registration page to see which login settings you can configure. For now, we’re going to keep the default values.
  4. Click Cancel.

Login configuration page

Activate Your Community

  1. From the left, select Settings.

    Notice that the URL of your community appears under its name. You’ll use it soon.

  2. Click Activate Community, then click OK.

Salesforce sends you an email when the community’s activated.

View Your New Login Page

To view your login page, open your community URL in a private browsing (incognito) window to see what new users get when they click the URL. If you open the URL in a regular window, you see a page for someone who’s already logged in.

  1. If you’re not already there, from the left, select Settings.
  2. Right-click the URL and select Open Link in Incognito Window (in Chrome) or Open Link in New Private Window (in Firefox or Safari).

    URL for external identity community

Your login page looks something like this. Check out the Log In and Forgot your password? links under the Login button. Remember the custom “Community Builder Page” you saw on the Login & Registration page? That’s what built these links.

External identity community default login page

Tip

Tip

Keep this browser window open. You’ll come back to it soon.

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