This article details the step-by-step instructions for configuring your TaroWorks Community in Salesforce.com. The following topics will be covered in this article:
- A. Enable Communities - Communities need to be enabled before you can create one.
- B. Create TaroWorks Community - The Partner Community is a Salesforce feature enabling companies to collaborate with their customers, partners, external stakeholders, or in TaroWorks' case, your enumerators.
- C. Add Members to Community - As Community members, your field officers can connect to your Salesforce back-end securely. In the Partner Community, companies can grant specific permissions to Community members to create records, view reports and access various features and reports.
- D. Customize Community - You have the ability to customize the look and feel of your Community site.
- E. Publish Community - In order for a Community site to be accessed by its members, and for your Field Officers to access the Salesforce back-end, the Community need to be published.
A. Enable Communities
- Click Setup in top right corner.
- Navigate to Digital Experiences > Settings.
Tip: Type 'digital' in the search bar above the menu. - Check Enable Experience Workspaces. (No action necessary if already checked.)
- The Domain Name is set by default.
Note: The only way to change this domain is to open a support case with Salesforce. Additionally, you want your community site URL to be as short and simple as possible, as your field officer will need to type this after the app is initially downloaded. For that same reason, using punctuation in your URL's is highly discouraged. - Scroll to the bottom of the page and click Save.
B. Create TaroWorks Community
- Click Setup in top right corner.
- Navigate to Digital Experiences> All Sites.
Tip: Type 'All Sites' in the search bar above the menu. - Click New button.
- Choose the Partner Central Template.
- Click on Get started
- In Create Community window, enter 'TaroWorks Community' for Name.
- Complete the URL with 'taroworks'.
- Click the Create button.
- A success message will appear. Click the Go to Community Management button.
Note: It may take 10 minutes to an hour for the community to generate, depending on resources available. All administrators will receive a welcome email to the community once it's completed.
C. Add Members to Community
- In the Community Management window, under Quick Links, click Members. (You can also click Administration > Members)
- Set the Search to All and search for TaroWorks.
- Click the Find button.
- Move TaroWorks Partner User from Available Profiles to Selected Profiles, by highlighting and clicking the Add arrow.
- (Optional) Repeat steps 2 and 3 above to add additional members to your community. You can also grant access to selected Permission Sets.
- Click the Save button.
D. Customize Community
- In the Community Management window, Click Login & Registration.
- Click on this link to download the TaroWorks logo.
- Click the Choose File button to upload it.
Tip: to use your own image, Max Width = 250 pixels, Max Height = 125 pixels high, must be JPEG, GIF or PNG format. - Enter 'TaroWorks' for Footer Text.
- Click the Save button.
E. Publish Community
- Click Overview from the Community Management window.
- Click Activate.
Note: The URL in this window will be the Community URL your Field Officer will enter when logging in to their mobile devices. - Click OK. A success message will display.
Please continue to the next step of your free trial setup: 02. Enable TaroWorks Support.
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