How do you add a report to the community?

How do you add a report to the community?

A. Exposing Tabs in Partner Communities

1. Click Setup in top right corner.
2. Navigate to Customize > Communities > All Communities. Tip: Type ‘Communities’ in the search bar above the menu.
3. Click the arrow in the Action column and click Manage.
4. Click Administration.
5. Click Tabs.
6. Select Dashboards and click Add.
7. Click Save.

How do I enable customer communities in Salesforce?

To enable community in Salesforce go to setup -> Build -> Customize -> Communities and click on settings. and check enable communities check box and enter your domain name and save it.

Can a portal license be swapped for a customer community license?

If you own portal licenses, there’s no real benefit to swapping those licenses to Partner Communities or Customer Communities licenses. The Gold Partner license maps to Partner Communities and the HVPU license maps to Customer Communities, meaning that users with those licenses have access to the same feature set.

Can you switch from login based to community based license?

You can easily switch users from a login-based to a member-based license, and vice-versa, as long as the user remains on the same license type (Partner Community or Customer Community). If you own portal licenses, there’s no real benefit to swapping those licenses to Partner Communities or Customer Communities licenses.

Can a community user edit a lightning report?

Currently Community Users are not able to Create or Edit existing reports, regardless of permissions or Community User License Type, in the Lightning Communities Templates. They can only run existing reports, or use existing filters on reports created.

How to create a community User Plus user?

On the contact detail page, click Manage External User, then Enable Partner User or Customer User. 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.