Setup Salesforce Community and Permissions

In the Introduction to Salesforce Community article, I explained that Community Cloud is an online social platform offering beautiful digital experience which are customized for customers, partners and employees so as to establish a better relationship and amazing service. With community Cloud we can build site, portals and forums very easily.

In this article we will focus on Setting up community.

Setting up a community includes a series of tasks that you must perform in Salesforce setup and in the community itself.

This article will cover:

How to enabling communities
Setting up user profiles for community membership

Perquisite

Ensure that your organization has Community License. From Setup enter Company Information and you will see list of user licenses.

Salesforce Community is Available in: Enterprise,Performance, Unlimited, and Developer Editions.

Enable Communities

Go to setup-> Enter Communities Setting
Select Enable Communities

This will enable communities in your org

Enter Domain name and check the availability.

Now your community is enabled

Note: After you enable Communities, you can’t disable it.

Create a Permission Set

Select New
Add label as Customer Support Community Pilot Group
Select Save

Create a Community

So lets create our first community. Excited. Lets choose from a prebuilt template.

Lets select Customer Service Template

Select Get started

Fill name and URL suffix and then click Create

Now you are in the Community Workspaces. It is your one-stop shop for building, setting up, and monitoring your community.

Set profiles and permission sets which have access to the community

Select Administration tile
Click Members
Select Profiles: Custom: Support Profile and Customer Community User.
In the Available Permission Sets list, select Customer Support Community Pilot Group.
Save