 Hello friends. I am Sanjay Gupta. I welcome you on Sanjay Gupta Tech School in this video. I'm going to demonstrate you how you can create community in Salesforce. And then we will be creating a community user so that that community user will be able to access the created community before starting if you want to watch more Salesforce training videos. So you can find links of various playlist links in the description of this video so follow them as well. So now, if you want to create a community so first you need to search community setting. So if you click on community setting so you need to enable community and then you need to set the domain for your community so I have already enabled community and I have provided a particular domain. So this is the domain that I provided Sanjay Gupta Tech School. So now I'm able to create communities so after enabling community you will see this option all communities. So if you have created any community so those communities will be available here. So you can see community name, you can see its URL, you can see its status, whether it is active or an active and there are two options workspace and builder. So in builder you can change community things like you can play some component you can create pages and in workspaces you can do some sort of setting kind of thing. So let me create new community so that you can understand how we can create communities in Salesforce. So clicking on new communities. You can see various options are available. So these are the templates that you can choose for your community. Right. So let's say I'm choosing this one. So this will be the template for my community that I can customize as well. So all these pages are displayed here and clicking on get started. So here I need to put the name of community. I'm putting name as demo community and this is this will be the URL. So I'm clicking on three. Sorry. I need to put the URL as well so I'm writing demo community. So this will the this will be the beginning part of the URL and then after slash demo community will be used. Later on you can change them as well by going into the community setting. So now the template which we selected will be ready to use. So it's loading. So here you can see community was created and we are in workspace of the community. So here's options are available. One one of the option is builder then moderation content management gamification dashboards and administration and if you click here. So all these options are available here as well. Right. So if I click on builder. So in builder you can place components you can create pages so in builder you can do you can change UI of the community. So whatever development related thing you want to do that you can do with the help of builder. So here you can see various pages are available. So these are pre created pages. So if you want to create more pages, you can do that as well. So here you can search for the components that you can place. Right. This is for theme. This is for page structure and this is for setting. So here you can see community title and guest user profile and other information are also available here. So you can choose these options and you can change them as per your requirement. Right. And after doing some changes, you can click on preview. So this is a preview how it will look like then click on back to builder. Now if you want to use this community, you need to click on publish. So after doing some changes, whenever you want to apply those changes so that user can see those changes. So you need to click on publish. So communities published and system admin will be receiving an email that your community is published. Right now if I move to administration. So here various options are available. So in this first option is settings. So in settings, you can see activate community option is available. And if you want to change name of your community or its URL, so you can do that as well. So you can click on this pencil so that you can edit the information. So here you can see this way we can change the name of community and here we can change the URL as well that we provided at the time of creation. Here you can see the warning if you change the URL of this community users won't be reacted from the old URL to the new URL. So before activating this community double check this URL so that unnecessarily your old users won't impact. Right. So we don't change URL again and again so initially you need to decide this URL and then you need to activate the community. So right now I'm not activating this. Before that we can see other options as well like preferences so here various options are available. And members so this option is important. So when we will be creating a community user so we will be associating that community user with a profile and that profile must be part of this community so that that user can access this community. Right. So now we need to create a profile. So let me take you to the profile. So from here I'm going to create a community user profile so I'm cloning this one customer community login user. So I'm naming it as demo community profile and clicking on save. So now I'm going to use this profile name. So that this profile can become member here. So we need to do a refresh so because we right now created that community. So now this community. Sorry this profile will be available here. So here I'm selecting all searching for this profile. So here it is. I'm adding this so now system admin is by default selected and demo community profile now is a member of this community. So I'm clicking on save. So as soon as I create a community user for this profile so a welcome email will be sent to that user automatically. So remember that before that you need to activate your community or maybe you can create users first and then you can activate your community so when you will be activating your community. How many users you have created associated with this profile that is member of this community. All the users will receive welcome email automatically. So you can use any of the way. So next options are contributors. So you can add contributors as well. So next is login and registration then emails. So these are all options that you can customize as per the requirement. So this is important like email templates welcome new email forward password change password. So in Salesforce these templates are already provided by Salesforce. But if customer require different format so you can create email templates as per the requirement and then you can attach them here. So this way you can go and explore each of the option available here in the administration administration. So what we did we created a profile and we made that profile as a member of this community. And now one thing is pending that is to activate this community. So let me activate this community. So we publish this community and we activated this community right now if I move to all communities. So here you can see. Now there are two communities so earlier there were customer portal only now we have demo community as well. And here you can see the URL. So as this is activated and it is already published. So I am logged in as system admin so I can access this community with this URL only. So I'm clicking on this URL and then you can see it will show the community. So this way communities look into me. So we have only one page so that's why it is showing here. And if you have multiple pages so you can move or you can explore those pages as well. So this way I created this community now I'm going to tell you how we can create community user so that user other than system admin can also access this community. So I hope you understood how we can create community how we can use builder and workspaces. So one more thing if you click on builder and workspace here. So let me close this builder. Let me close this workspace. So if I click on this builder so you will see builder will be automatically open and if I click on this workspace so workspace will be opened automatically. So from here also this builder is open so you can customize your community and this is the workspace so you can choose any of the option from here as right. So this way you can choose these options. Now we are going to create community user. So before creating community user you first need to create a contact and you need to associate that contact with the account. Create new contact. First name is Sanjay. Last name is community user. And I'm selecting a particular account. And one more thing you need to provide email as well so I'm providing sanjaygupta.techschooladveritgmail.com. I'm saving this. It is saying it is duplicated so I'm saving this because duplicate rule was there so that's why it warned me. So this contact is created and its account is this one. So before creating community user we need to check the owner of this account. So the owner of this account is my user right so before creating community user you need to assign a particular role to this account owner user. Without that you cannot convert this contact to community user. So I'm clicking to roles. Clicking on setup roles. Expand all. So here on this CEO I'm going to assign Sanjay Gupta for this role and I'm clicking on same. So now the contact which I created it is associated with the account and account owner user is now having a particular role right. Now what we need to do. Again I'm moving to the contact now in lightning we don't have a button through that we can we can convert this contact to community user. So I'm going to Salesforce classic and here you can see in recent item this contact is available so I'm clicking on it. And here you can see this button man is external user. And from here you can choose this enable customer user. So before that let me go to my email so here you can see two emails are available, sorry three emails are available. So site published successfully so this is the email when I published that community. Then it is saying the process completed. So we finished updating membership information. So when I attached a particular profile so this mail sent by sent at that time and welcome to demo community. So this when I activated this community so I am system admin. So system admin profile is also member of that community. So all the system admins will be receiving the welcoming right. Now I'm going to convert this user as a community user and email I provided the same Sanjay Gupta dot tech school because I'm not providing any other email. So my email I'm providing for this user as well so that welcome email will be available in this mailbox only. So now I'm clicking on enable customer user. So here you can see email is automatically populated because it we provided it on contact. Now here I need to change this user name. So I'm providing Sanjay Gupta dot tech school. Community user right. And here a user license is customer community plus. So we need to choose customer community login. And here are profile demo cost community profile will be available. Right. And now I'm clicking on save. Okay. So that contact is now converting into community user. So it is throwing an error. So this is duplicate nickname. So I'm adding some desert here. Again, I'm clicking on save. So now you can see this community user is created and here contact is populated automatically. So we converted that contact into community user. So you need to remember that whenever you want to create any community user. So first you need to create contact. You need to attach that contact with a account account owner should be having a role associated. And then you need to move to Salesforce classic and through that enable customer user button you can convert that contact into community user. Now if we see here. So you can see welcome to demo community and a welcome email is available. And if we click on this link, so it will ask to set a password because this is a new user community user. So I'm setting a password here and here you can see the username as well. So now this community user is logged in into community. So this way you can create community users through contact and you can maintain your community. So I hope you understood how we can create community in Salesforce and how we can create community users in Salesforce. So I hope this video will help you to learn about the basics of community thing. And if you want to watch more Salesforce training videos so you can go to description of this video and you will find links of various playlist there. Thank you for watching this video.