Contact Us (833) 210-7333
Go back

8 easy steps for Salesforce Community Implementation

Salesforce Community Implementation

Step 1. Enable Community Cloud Salesforce

You won’t be able to launch the community without verifying the license, so that’s the first step to follow. To do this, simply login to your Salesforce account and locate the “Company information” section.

Is the license available? If yes, move to:

  • Communities
  • Communities Settings
  • Enable communities

Type your domain name and then select the “Check Availability” option. By the way, you can create a different URL i.e. domain.com/community, community.yourdomain.com, etc for each community within your Salesforce solution.

Step 2. Create a community

To create a community, select the name or make a new one, write a description, and type in the URL. Then click “Create”. The community has been created, which you can now publish.

Step 3. Add new members

Select the profiles you need to operate the community and provide them with permission to access the created community.

Step 4. Add the engaging content

You can add any tab that reflects the nature of the content. FAQ, use cases, and so on – you can create and add whatever you need.

Step 5. Brand your community

Upload the logo and add the tagline or whatever else you might need. Change the colors, styles, and so on. This will help your community look unique and memorable, thus raise the brand awareness of your users.

Step 6. Customize your login page

You can not only perform community page branding, but you can also customize the login page. Just make it look how you’d like it to.

Step 7. Configure the email

Here, you can set up the generic email address to add branding details and a customized message.

Configure the email: Salesforce community cloud

Step 8. Put in the finishing touches

Once you are ready with all the steps outlined above, take a chance to preview the community. During this stage, you can play with it, get your employees’ feedback, introduce the final changes, and publish it.

That’s it! Your Salesforce community is ready to be used.

Average rating / 5. Votes:

user photo

Written by

Arthur Koryaka

Starting from 2007, Arthur managed to successfully help automotive, insurance and healthcare industries to adopt a CRM system. As an experienced consultant, Artur proved his practical knowledge by passing certifications for the different Salesforce roles. Over the years, Arthur is developing his expertise in the financial industry and helps clients migrate to Finance Sevices Cloud.

Need consultation?

    Ja

    I agree to the Terms and Privacy Policy

    Comments (8)

    • Arpita Sharma
      Arpita Sharma

      Nice article!! Salesforce community implementation can be easily done with Salesforce consultants.

      1 Likes
    • Jeanette Leonard

      I have installed a managed package from AppExchange. Can we access enter apps from the partner community app launcher?

      0 Likes
    • Corinne Powell

      You can read many guides, but having a Salesforce consultant will speed up the implementation, and save you from any problems after they complete the implementation. Never lose sight of this asset as it can be costly (literally) if something goes wrong.

      0 Likes
      • Wilma Hansen

        Community Cloud infrastructure to transform your business into a social enterprise. But implementing the Salesforce community isn’t a matter of two days – it’s an enormous task.

        0 Likes
    • Michael Hoffman

      Migrated from Salesforce Classic to a newer version of Salesforce Lightning. I had to get used to certain platform features, which seemed difficult at first.

      0 Likes
    • Lloyd Johns

      Please advise which is better, a standard community template or a custom-made community?

      0 Likes
      • Jennifer O'Connor

        Which option to choose depends entirely on your needs and community requirements. Ready-made templates have all the set of functions and components to get started easily.
        However, if you want to change the look and feel of the community template, you can customize it by editing components, adding a custom theme layout, adding new pages, and more. And only more in-depth customization may require advanced developer skills.

        0 Likes
    • Sandra Mathes

      Can anyone help me? The “Article Management” section doesn’t appear in the sidebar menu when I am in my Community Workspace under “Content Management”.
      The Knowledge User check box is selected and the Salesforce Knowledge Management permission is present. Thanks!

      0 Likes

    Don’t miss out on new business resources.

    Get the latest business resources on the market delivered to your inbox. Unsubscribe anytime