•
Start tracking your progress
Trail
Expand Your Reach with Communities
Get the tools you need to get started with Salesforce Community
Cloud.
8 hrs 30 mins
Modules and projects (7)
-
In ProgressPlan Your Community Rollout~ 15 mins
-
In ProgressCreate a Community User and a Sharing Set~ 30 mins
-
In ProgressChoose a Community Type and Template~ 15 mins
-
In ProgressSet Up a Basic Community and Learn About Additional Features~ 20 mins
-
In ProgressMaximize Community Member Engagement~ 20 mins
Community Search Basics
Set up search features so community members can find the information they need.
Share CRM Data with Your Partners
Learn how to use Salesforce settings to share CRM data securely with
partners.
-
In ProgressLaunch Your Trailhead Playground~ 10 mins
-
In ProgressCreate a Partner Portal, Enable Partner Account and Users, and Add Members~ 20 mins
-
In ProgressSet Your Org's External Org-Wide Defaults~ 15 mins
-
In ProgressSet Up Account Roles and the Role Hierarchy~ 15 mins
-
In ProgressUse Sharing Rules for External Users~ 15 mins
-
In ProgressUse Community-Specific Sharing~ 15 mins
Personalize the Community Experience with Audience Targeting
Build a customer account portal that's personalized for different
audiences.
Build a Community with Knowledge and Chat
Use the Customer Service template to create a community with chat snap-ins and knowledge.
-
In ProgressLaunch Your Trailhead Playground~ 5 mins
-
In ProgressEnable Live Agent and Communities~ 15 mins
-
In ProgressCreate a Chat Snap-In~ 5 mins
-
In ProgressEnable and Configure Lightning Knowledge~ 15 mins
-
In ProgressAdd Knowledge to the Community Using Topics~ 10 mins
-
In ProgressAdd Branding and Components to the Community~ 15 mins
-
In ProgressTry Out Your New Community~ 10 mins
About this trail
Get the tools you need to get started with a Salesforce Community.