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Trail
Customize Your Community
Learn how to optimize and personalize your community with high-impact
customizations.
9 hrs 5 mins
Modules and projects (7)
Share CRM Data with Your Partners
Learn how to use Salesforce settings to share CRM data securely with
partners.
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In ProgressLaunch Your Trailhead Playground~ 10 mins
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In ProgressCreate a Partner Portal, Enable Partner Account and Users, and Add Members~ 20 mins
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In ProgressSet Your Org's External Org-Wide Defaults~ 15 mins
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In ProgressSet Up Account Roles and the Role Hierarchy~ 15 mins
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In ProgressUse Sharing Rules for External Users~ 15 mins
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In ProgressUse Community-Specific Sharing~ 15 mins
Build a Community with Knowledge and Chat
Use the Customer Service template to create a community with chat snap-ins and knowledge.
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In ProgressLaunch Your Trailhead Playground~ 5 mins
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In ProgressEnable Live Agent and Communities~ 15 mins
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In ProgressCreate a Chat Snap-In~ 5 mins
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In ProgressEnable and Configure Lightning Knowledge~ 15 mins
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In ProgressAdd Knowledge to the Community Using Topics~ 10 mins
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In ProgressAdd Branding and Components to the Community~ 15 mins
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In ProgressTry Out Your New Community~ 10 mins
Personalize the Community Experience with Audience Targeting
Build a customer account portal that's personalized for different
audiences.
Community Search Basics
Set up search features so community members can find the information they need.
Create a Customer Account Portal with a Self-Registration Flow
Set up a portal with a login flow and Lightning Knowledge.
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In ProgressLaunch Your Trailhead Playground and Enable Communities~ 10 mins
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In ProgressSet Up a Customer Account Portal~ 10 mins
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In ProgressPrep Your Org for a Login Registration Flow~ 15 mins
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In ProgressSet Up the Login Flow with Data Privacy Options~ 45 mins
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In ProgressEnable Lightning Knowledge and Show Articles in the Portal~ 20 mins
Build a Custom Theme Layout Component for Lightning Communities
Customize your Lightning community with a theme layout component.
Rich Publisher Apps for Communities
Learn how to build and add custom apps to the Chatter publisher in your
communities.
About this trail
Optimize and personalize your community with high-impact customizations.