Activity Forums Salesforce® Discussions How can we create a community user in Salesforce?

  • Piyush

    Member
    November 8, 2019 at 3:59 am

    Hi,

    1. Assign a role to the owner of the contact record.From Setup, enter user in Quick Find, then select Users > Users.
      a.Next to the owner of the contact record, click Edit.
      b.From the General Information section, select a role, such as CEO.
      c.Save your changes.
    2. Enable the contact and the contact’s related account as external partner users.
    3. From the contact record page, click the account name in Related Accounts.
      Select Manage External User > Enable User
      From the New User page, in the General Information section, select the following:User LicenseClient Customer Community
      Client Customer Community Plus
      Client Customer Community Login
      Client Customer Community Plus Login
      ProfileClient Customer Community
      Client Customer Community Plus
      Client Customer Community Login
      Client Customer Community Plus Login
      Save your changes.
      From the contact record page, select Manage External User > Enable User
      From the New User page, in the General Information section, select the following:User LicenseClient Customer Community
      Client Customer Community Plus
      Client Customer Community Login
      Client Customer Community Plus Login
      ProfileClient Customer Community
      Client Customer Community Plus
      Client Customer Community Login
      Client Customer Community Plus Login
      Save your changes
    4. Assign a permission set:From the contact’s user page, click Permission Set Assignments and then click Edit Assignments.
      From Available Permission Sets, select Customer Community Read Only and then click Add.
      Save your changes.

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