Saturday, July 4, 2020

How To Create Custom Community User In Salesforce With Example

Complete these steps in salesforce classic to create community users.

1.) Create one new Account related Contact.


Contact

  • As here I've created one Contact Dr.XYZ with an Account name GOOGLE.


2.) Click on manage external user on contact detail as shown below.


External user

3.) Then select Enable Customer user as shown below.


Enable custmor user

4.) After selecting Enable Customer user , the New user window is open as shown below.


New user

5.) Fill all required fields. Enter email , username and nickname will automatically be filled. From  User License chose :

  • Client Customer Community
  • Client Customer Community Plus
  • Client Customer Community Login
  • Client Customer Community Plus Login

    From Profile Chose:

  • Client Customer Community
  • Client Customer Community Plus
  • Client Customer Community Login
  • Client Customer Community Plus Login

User Licence

6.) After filling all required fields, save your changes as shown below.


user

7.) That's all . Your custom community user is ready. Go to contact details, click on manage external user  and then select "login to community as user" to login community as custom user as shown below .


Community as user


Easy Right...!!!


Thanks,
LoveSalesforceYes






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