This document provides instructions on how to create communities in Salesforce. It begins by defining what a Salesforce community is - an interactive group that enables communication between a business and external individuals like customers or partners, as well as between employees. It then describes how to enable communities by navigating to Setup > Build > Customize > Communities > Settings and selecting "Enable Communities". Once enabled, communities can be created by navigating to Setup > Build > Customize > Communities > Manage Communities > New Communities and filling out the name, description, and URL. Created communities can then be managed through various settings like members, tabs & pages, branding, login page, emails, and miscellaneous options.

1. C A P I T A L I N F O S O L U T I O N S
HOW TO CREATE
COMMUNITIES IN
SALESFORCE?
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2. Salesforce online training at Capital Info Solutions assures you a better knowledge of the business-related Salesforce features
WHAT IS A SALESFORCE
COMMUNITY?
Salesforce Community is an interactive group which enables
excellent communication and collaboration among people.
It maintains good interactions between a business and its external key individuals like
customers, partners, or stakeholders.
It also helps employees to interact between themselves to be aware of the real-time
business processes across diversified departments.

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SALESFORCE COMMUNITIES ENABLE BUSINESS GROWTH
It assures improved customer support management and social media management.
It assures improved customer support management and social media management

4. ENABLING
COMMUNITIES IN
SALESFORCE
Firstly, you have to make sure that the communities
are enabled in your Salesforce platform.
Most of us get worried that it is difficult to enable,
create, and manage Salesforce communities.
Remember, it’s so easy just like installing and playing
games in your smartphones. Here you go –
Open your Salesforce platform, and follow this path.
Setup - -> Build --> Customize --> Communities --> Settings

5. OUR SELLING POINTIn the Settings, you will find an option called ‘Enable Communities’. Click on it, give a domain name to be used in
all your communities, and then save it. Note here that you can’t change the domain name later.
That’s it. You are done with enabling Salesforce communities.
To make you understand better, here is the image showing how to enable communities in your Salesforce org.

6. How to Create Communities in Salesforce?
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Once you enable communities in the Salesforce org, you can create customized
communities for your own purpose. You can create a partners community,
employees’ community, customer’s community, HR team community, or customer
support community. Now, follow this path to create communities.
Setup --> Build --> Customize --> Communities --> Manage Communities
--> New Communities
Once you click on the ‘New Communities’, enter the name, description,
and URL for the new community you want to create. Then click the ‘Create’ button.

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Upon creating a community, it can be seen only by
the administrators if the URL is not shared with
others. But, you need to manage the community by
editing it so that many people can use the
community. Once you create a community, an edit
button will be displayed. When you click the edit
button, you will observe a screen given below.
This window helps you to configure the community
settings.
WAYS OF COMMUNITY
MANAGEMENT

8. WAYS OF COMMUNITY MANAGEMENT
Members – This is for adding members. You can add profiles or even certain permission sets for
providing access to the community
.
Tabs & Pages – This helps to manage the tabs that are available to the community. It checks the
overriding of the home page with Visualforce page.
Branding – It allows you to include header, footer, and colors.
Login Page – This option helps to define certain login options for external users. It is also used
to add a logo to the community created.
Emails – It allows to specify sender email to notifications, email templates, and also chatter
email branding.
Miscellaneous – It helps the users to allow private messages and share knowledgeable posts.
Once you successfully finish the community management, you can publish the community.

9. Engaging yourself in a business organization
by using Salesforce communities helps you
improve your performance and also career.
Best of Luck!!
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