How do I create a new contact list in Salesforce lightning?
Create a List View
- From the App Launcher, find and select the Sales app and select the Accounts tab.
- From the list view controls ( ), select New.
- Name the list Channel Customers .
- Select All users can see this list view.
- Click Save.
- Click Add Filter.
- From the Field dropdown menu, select Type.
- Select the equals operator.
What is contact record in Salesforce?
Contact Record Type. The name of the field that determines what picklist values are available for the record. Available in Professional, Enterprise, Unlimited, Performance, and Developer Editions. Created By. The user who created the contact.
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.
Can you assign a role for a customer community user?
Regular Customer Communities do not use Roles, instead they only use Profiles. You could say they “quasi-inherit” their Role from their Owner. If you are using a Community Plus license, for best performance, you really only want to use 1 single role throughout your community and not create a new role for every account.
Is the community user unable to view custom object?
If you login as a admin then you will able to visible tab. Customer Community User profile is a standard profile so it don’t have a permissions if you clone this profile and give permissions (Custom Object Permissions) and assign this profile to user then you will able to visible tab.
How to create community User Plus user Salesforce developer community?
Then give Users Records detail in the User Object (User Name) -> User License & User Profiles are Automatically selected in there->Save. Then it will be created as a Community User. Customize->Communities->All Communities->Manage (Select the Community where u want to add Above user)->Administration->.