Conga Product Documentation

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Community Setup

The Partner Commerce platform leverages a Salesforce Community to provide authentication and hosting features for guest users. After the Partner Commerce package is deployed, the next step is to create a Salesforce Community. At a minimum, you just need the community URL. However, if you intend to support guest users, you will need to enable that within the community settings. After deployment, the angular library will provide a Visualforce page that you can set as the default page for all page settings within the community. For example home, login, forgot password, change password, and more). Being that it is a single-page application that is designed to handle all incoming requests.

Creating a Community

You create a community in your org to support the E-commerce storefront provided by the Partner Commerce package. The community creation wizard helps you select a suitable template and define the community name and URL. This setup provides users or partners with a dedicated space for collaboration and business activities, which you can later customize with access controls, pages, and features.
  1. Go toSetup > Customize > Communities > All Communities and click New Community.
  2. Select from one of the Standard Community templates. For example, Salesforce Tabs + Visualforce.
  3. Click Get Started.
  4. Type a community Name. URL displays the domain name of your community. In Optional, type a suffix for your community and click Create. For example, Name = E-Commerce or Partner Commerce, Optional = ecom or pcom.

Sites Creation

Sites enable you to create your Partner Commerce websites that are directly integrated with your Salesforce org—without requiring users to log in with a username and password. To create sites, refer to Create Sites for detailed information.

Activating Community

You must activate a Salesforce Community after you complete the setup. This step makes the community available to users and allows them to access and engage with the community space.
  1. Go to Setup > Customize > Communities and click All Communities.
  2. Click Workspaces and under My Workspaces click Administration.
  3. From the Settings page, click Activate Community.

Your community space is now activated.

Setting Default Page

You can set a default page to define what users see when they access the community. This task helps you choose and save the appropriate home page, such as a Visualforce page, to ensure a consistent landing experience.
Note:

After deployment, the angular library will provide a Visualforce page that you can set as the default page for all page settings within the community.

  1. Go to Setup > Customize > Communities and click > All Communities.
  2. Click Workspaces and under My Workspaces click Administration.
  3. Click the Pages option.
  4. From the Community Home drop-down, select Visualforce Page.
  5. Search and select ECommerce for your eCommerce template and click Save.

Configuring Sharing Settings

You can configure sharing settings to control data access for external users. This task helps you align Default External Access with Default Internal Access so partners and community users have the appropriate level of visibility.

  1. Go to Setup, enter Sharing Settings in the Quick Find box, and select Sharing Settings.
  2. Click Edit.
  3. Compare the Default External Access with Default Internal Access and update the Default External Access with the same option selected as Default Internal Access.
  4. Click Save.

Enabling Users to Access a Community

This task provides step-by-step instructions for enabling you to access a community by navigating through the setup and customization options, selecting profiles and permission sets, and saving the changes.
  1. Go to Setup > Customize > Communities and click All Communities.
  2. Click Workspaces and under My Workspaces, click Administration, and select Members.
  3. Under the Select Profiles section, from the Available Profiles column, select respective profiles and add them to the Selected Profiles column.
  4. Under the Select Permission Sets section, from the Available Permission Sets column, select respective permission sets and add them to the Selected Permission Sets column.
  5. Click Save.

Allowing External User Self-Registration

You can allow external users to self-register so they can create their own accounts and access the community without manual setup. This task helps you enable self-registration from the community's login and registration settings.

  1. Go to Setup > Customize > Communities > and click All Communities.
  2. Click Workspaces and under My Workspaces, click Administration, and select Login & Registration.
  3. Under the Registration Page Configuration section, select Allow external users to self-register.
  4. Click Save.

Publishing Communities

You can publish the community to make your latest changes live for users. This task helps you use the Community Builder to finalize and publish the community so it is accessible to users.

  1. Go toSetup > Customize > Communities and click All Communities.
  2. Click Workspaces and under My Workspaces, click Builder.
  3. Click Publish.

Setting Up a Guest User

You can set up a guest user to control what external users who are not logged in can access in the community. This task helps you restrict or allow access to specific pages and define object- and field-level permissions for guest users to secure the storefront experience.
  1. Go to Setup > Customize > Communities and click All Communities.
  2. Click Workspaces and under My Workspaces, click Administration.
  3. Select Pages, select the Force.com section. This section takes you to the underlying site record for your Salesforce community.
  4. Under the Site Visualforce Pages section, ensure the pages are listed for the guest user to access. The pages that are not listed cannot be accessed by a guest user.
  5. Once done, click Public Access Settings where you can see the guest user profile for our storefront. This displays what a guest user can access and manage object and field-level permissions.
  6. Click Save.