How do I add a user to my community?

How do I add a user to my community?

Adding Members to Your Community

1. Go to Setup > Customize > Communities > All Communities.
2. Click Manage next to your Community.
3. Go to Administration > Members.
4. In the example below, the user profile Test Customer Community User is added to the Community.
5. Click Save.

How do I add a user to a community in Salesforce?

Remove the profiles or permission sets from the sites first.

1. Open Experience Workspaces.
2. Click Administration | Members.
3. To add members using profiles: To filter profiles, select a profile type from the dropdown menu.
4. To add members using permission sets:
5. Click Save.

How do I enable public access to my community?

1. Access Community Builder: From the All Communities page in Setup, click Builder next to the community name. From a community, click CommunityBuilder in the profile menu.
2. Click Settings.
3. Select Public can access the community.

How do I give public access to a community in Salesforce?

Required Editions and User Permissions

1. To enable public access in an Experience Builder site, open Experience Builder. From the All Sites page in Setup, click Builder next to the site name. From a site, click Experience Builder in the profile menu.
2. Click Settings.
3. Select Public can access the site.

How do I enable a contact as a community user?

1. On the account record, view or add the contact record for the person you want to add to a community.
2. On the contact detail page, click the actions dropdown and select Enable Partner User or Enable Customer User.

How do you create a community user in Test class?

Create User in Test Class

1. roleId – The Id of the Role if Applicable otherwise pass blank string.
2. profileId – The Id of the Profile and it is Mandatory to pass.
3. firstName – FirstName of the User.
4. lastName – LastName of the User.

How do I provision a Salesforce Communities user?

Go to the Communities setup overlay, select the “Login Page” tab, and enable Self-Registration. Optionally, select a default profile to assign to self-registered users. Only profiles that were previously added to the community are shown.

How do I add a user in Salesforce?

From Setup, in the Quick Find box, enter Users , and then select Users. Click New User. Enter the user’s name and email address and a unique username in the form of a email address. By default, the username is the same as the email address.

How do I enable a guest user in Salesforce community?

Configure the Guest User Profile

1. In Salesforce Setup, enter sites in the Quick Find box and select All Sites.
2. Next to the site that you want to access, click Builder.
3. In Experience Builder, click the Settings icon and select General.
4. Under Guest User Profile, click the guest user profile link.

How do I access Salesforce community builder?

To access Experience Builder:

1. From the global header menu in Experience Workspaces or Experience Management, click Experience Workspaces | Builder or Experience Management | Go to Experience Builder.
2. From the All Sites page in Setup, click Builder next to the site name.

How do I login as a guest user in Salesforce community?

In Salesforce Setup, enter sites in the Quick Find box and select All Sites. Next to the site that you want to access, click Builder. In Experience Builder, click the Settings icon and select General. Under Guest User Profile, click the guest user profile link.

Who are guest users in Salesforce?

A guest user is anyone you can use for applications like event management applications, volunteer applications, donation applications and many more. The Salesforce feature that allows accommodation of these “external users” is the SITE GUEST USER.

How do I create a community user in Salesforce?

You can provision community users by using the SOAP or REST API on the User object. When using this API, keep in mind that the Community user has to be associated to a valid contact and account so these fields need to be set. The account must also be owned by a Salesforce user that has a role.

How do I manually add a user to my community?

Manual Provisioning. As an administrator, you may need to add a user when a new partner or customer needs access to your community. To manually provision an external user for a Person account or non-partner account: Go to the Contact detail page. Click Manage External User. Click Enable Customer User.

How do I set up a community user license?

Select the Partner Community user / Customer Community user license. Select the appropriate profile. Remember that profiles give users access to tabs in your community, so be sure that you choose a profile that has the appropriate tabs exposed. Provide all required details.

How do I add additional users to my Salesforce account?

You can do either in Salesforce. The maximum number of users you can add is determined by your Salesforce edition and the number of user licenses you purchase. From Setup, enter Users in the Quick Find box, then select Users. Click New User to add a single user or click Add Multiple Users to add up to 10 users at a time.