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Set Up a Basic Community and Learn About Additional Features

Learning Objectives

After completing this unit, you’ll be able to:
  • Set up a basic community using the Customer Service template.
  • List other Salesforce features that can benefit your community.
  • Add members to your community.

Create a Basic Community

Let’s set up a basic community so you can see all its potential.

  1. From Setup, enter Communities in the Quick Find box, and select All Communities.
  2. Click New Community. The Community Creation wizard appears with different template options for you to choose from.
  3. Hover over and click the Customer Service template.
  4. Click Get Started.
  5. Enter a community name.
  6. Click Create. Your community has been created in Preview status, which means that what you’ve created so far isn’t in the world yet.

Nice job! You’ve just created your first community! Onward!

Add Community Members

Time to add community member profiles to your community, so people can actually have access to it!

  1. From Setup, enter All Communities in the Quick Find box, then select All Communities.
  2. Open Community Workspaces or Community Management. To access this page, you need the “Create and Set Up Communities” permission.
  3. Select Administration | Members.
  4. Search for the Customer Community profile, and add it to the community.

Nice job! You’ve added the profile to the community! Members created with this profile can access the community.

Enable Other Salesforce Features in Your Community

The best part of a buffet is getting to taste lots of different things and taking as much as you want. Paying a one-time entry fee and then loading up on prime rib, caprese salad, and chocolate-covered strawberries (or whatever you fancy) is the dream.

Salesforce Communities are kind of like that. You can literally expose whatever Salesforce data you like in your community, with the same assurance of data security as in your internal org.

Sadly, there aren’t any eclairs or souffles involved, but you can enable other Salesforce features for your community to give it the flavors that you want.

What other features would you like to enable for your community?

  • Chatter: Chatter powers all the discussions in Customer Service and Salesforce Tabs + Visualforce. It drives community engagement by giving users the ability to ask and answer questions, share files, and participate in discussions in their Chatter feed, in groups, and on records. Members in your users’ groups and communities can answer questions just as they would comment on a Chatter post.
  • Salesforce Knowledge: Build your knowledge base and give your community visitors, clients, partners, and service agents the ultimate in support. Salesforce Knowledge lets you create and manage articles to support your customer base and minimize costly support calls.
  • Ideas: Enable a group of users to post, vote for, and comment on ideas. Ideas provides an online, transparent way for you to attract, manage, and showcase innovation.
  • Leads (Partner Users Only): Allows partners to have access to and create leads in your communities.
  • Community Management Package: Use Community Management dashboards to view your community’s analytics, such as metrics and trends on activity. Dashboards give you mid-term to long-term views on adoption and engagement, providing you with a high-level view into the health of your community.

Whew, that was a lot, wasn’t it? Like the buffet spread, Salesforce encourages all sorts of mixing and matching, especially when it comes to features. Now, where’s that butter for the lobster?