Administration
1. What is a Salesforce Community Portal?
A Salesforce Community Portal is an online platform built using Experience Cloud (formerly Community Cloud) that enables external users like customers, partners, or employees to interact with Salesforce data and processes securely.
2. What are the main types of communities in Salesforce?
Customer Community, Partner Community, and Employee Community.
3. What is the difference between Customer Community and Partner Community?
Customer Community is used for end users with limited access, while Partner Community provides more advanced access, including lead and opportunity management.
4. Can you create custom objects and expose them in a Community?
Yes. You can create custom objects and expose them to community users using profiles, permission sets, and sharing settings.
5. How do you control access to records in a Community?
Through Profiles, Permission Sets, Sharing Rules, Role Hierarchy, and Sharing Sets.
6. What is a Sharing Set in Salesforce Communities?
A Sharing Set grants community users access to records based on their contact or account relationship.
7. What is Experience Builder?
Experience Builder is a drag-and-drop UI builder used to design and configure community pages without writing code.
8. What are some common components used in Experience Builder?
Menu, CMS Content, Record Detail, Related List, Knowledge Article, Dashboard, etc.
9. Can we use Lightning Web Components (LWC) in Community?
Yes, LWCs can be exposed to the Community by configuring them for Experience Builder.
10. How do you deploy a Community?
Use Change Sets, Metadata API (VS Code), or Unmanaged Package. Branding changes often require manual steps post-deployment.
11. What is a Community User?
An external user (customer or partner) who accesses the portal via a community license.
12. What is the purpose of a Navigation Menu?
Helps users navigate between different pages and resources within the Community.
13. How can we customize the login page of a Community?
Use Visualforce, Lightning components, or Experience Builder login page configuration.
14. What is the role of Audience Targeting?
Audience Targeting lets you show different content to different user groups based on criteria like profile, location, or custom attributes.
15. How do you debug a Community User issue?
Use "Login As" feature, check Profile, Permission Sets, Sharing Settings, and debug logs.
16. What is the difference between internal and external users?
Internal users are full Salesforce users; external users access only the portal with limited permissions.
17. Can guest users access Salesforce records?
Yes, but with strict restrictions. Enable guest access through guest user profile and ensure secure sharing.
18. What are Topics in Community?
Topics categorize content (articles, discussions) and help in search and recommendations.
19. What is CMS Connect?
CMS Connect allows integration of external CMS content (e.g., WordPress) into Salesforce Communities.
20. Can we use Salesforce Knowledge in Communities?
Yes. Knowledge articles can be exposed and categorized using Topics and visible to community users.
21. What is a Salesforce Community?
A Salesforce Community (now called Digital Experiences) is a branded space for your employees, customers, and partners to connect, collaborate, and get work done.
22. What are the types of Salesforce Communities?
a) Customer Community
b) Partner Community
c) Employee Community (via internal use license)
23. What is the difference between Customer and Partner Community?
Customer Community is for end users/customers with limited access.
Partner Community offers more access, like lead, opportunity, and campaign management (for partners or resellers).
24. What license types are used for Salesforce Communities?
Common licenses: Customer Community, Customer Community Plus, Partner Community, External Apps.
25. Can we customize Community login and registration pages?
Yes, using Visualforce pages or Experience Builder components.
26. What is Experience Builder?
A drag-and-drop tool in Salesforce used to build and customize community portals without coding.
27. Can we create custom objects and expose them in Community?
Yes, we can expose custom objects in community using Profile, Permission Sets, and Sharing Rules.
28. What is the purpose of the Navigation Menu in a Community?
It helps users navigate different pages and features available in the Community portal.
29. How do you control data visibility in Communities?
By setting up Profiles, Permission Sets, Sharing Rules, and Role Hierarchies.
30. What are Topics in Community?
Topics are used to categorize content and improve searchability and user engagement.
31. What is Audience Targeting in Salesforce Communities?
Allows tailoring content visibility to specific user groups based on roles, profiles, or criteria.
32. Can we deploy Community using Change Sets?
Yes, but some metadata (like branding or audience targeting rules) may need manual configuration post-deployment.
33. What is CMS Connect?
It allows you to integrate and reuse content from external CMS systems like WordPress, Drupal, etc., inside Salesforce Communities.
34. How can we handle Community branding?
Using the Branding Editor inside Experience Builder or custom Lightning CSS/themes.
35. How do you give access to records in a Community?
a) Sharing Sets
b) Sharing Rules
c) Apex Sharing
d) Role Hierarchy
36. What is the difference between Sharing Rules and Sharing Sets?
Sharing Rules are for internal and partner users based on roles.
Sharing Sets are used in Customer Community based on user's contact/account fields.