How do I make someone a community user in Salesforce?

How do I make someone a community user in Salesforce?

Create a Customer User

1. From the contact record page, click the account name in Related Accounts.
2. Select Manage External User > Enable User.
3. From the New User page, in the General Information section, select the following:
4. Save your changes.
5. From the contact record page, select Manage External User > Enable User.

How to send community welcome email in Salesforce?

1. Open Community Workspaces or Community Management. 2. Click Administration | Emails. 3. Enter custom values for the email sender’s name and address to replace the default values. 4. Also check the send welcome email checkbox and also select the desired email template for email body. This reply was modified 3 years, 3 months ago by Adarsh .

How to send an email through Salesforce unit?

1 Gmail and Office 365 handle deliverability and compliance. 2 The emails your reps send through Salesforce come from their Gmail or Office 365 email addresses. 3 Emails sent through workflows and triggers are still sent through Salesforce. 4 Bounce management isn’t supported when you send through external email accounts.

Where do I find emailmessage object in Salesforce?

But only the EmailMessage record appears on the email detail page. For emails added from Web-to-Lead, Salesforce for Outlook, and Lightning for Outlook, Salesforce stores the emails as task records, even if you have Enhanced Email enabled. Custom currency fields aren’t supported with the EmailMessage object.

Can a Salesforce Rep send an email through Gmail?

If your reps send email through Gmail or Office 365, Transport Layer Security (TLS) is handled through the external email service and not through Salesforce settings. Email delivery information for Send through Gmail or Office 365 is not available in the email logs. Obtain email logs from Gmail or Office 365 instead.