Enable Communities in Salesforce

Before you can build your community in OrchestraCMS, you have to enable Communities in your Salesforce organization.

To enable Communities in Salesforce

1. In Salesforce Setup, expand Customize.  
2. Expand Communities, and then click Communities Settings.
3. Click to select Enable Communities.
4. In the Domain Name box, enter a domain name that will be used for all your communities, and then click Check Availability. Repeat this step until you have entered an available domain name.  
5. Click Save.
   

Create a community

After you create your Salesforce Communities domain, you can create your first community.

To create a community

1. In Salesforce Setup, expand Customize.
2. Expand Communities. Click All Communities.
3. Click New Community.
4. Choose the “Salesforce Tabs + Visualforce” template.
   
5. Choose a name for your community.
6. Your new community’s URL is auto-populated. (If you already have a site with this URL, you will be prompted to add a different URL.)
   
7. Click Create.

Your community is only visible to administrators until you publish it or share the URL.

Create a community tab

The Visualforce tab you create in this section is used to direct users to your branded community home page. (This is only available if OrchestraCMS is installed.)

To create a community tab

1. In Salesforce Setup, under Create, click Tabs.
2. In the Visualforce Tabs area, click New.
3. From the Visualforce Page list, select Main [cms__Main].
4. Enter a name for the tab in the Tab Label box.
5. Enter a unique name for the tab in the Tab Name box. The name must begin with a letter and use only alphanumeric characters and underscores. The name can’t end with an underscore or contain two consecutive underscores.
6. Click in the Tab Style box and select any tab style.
7. Click Next.
8. For tab visibility, we recommend that you select Apply one tab visibility to all profiles and set tab visibility to Default On.
9. Click Next.
10. Click Save.

This tab should not be added to other applications. Internal users can access the community through the Salesforce Global Header. To grant access to the Salesforce Global Header, you can create a permission set with View Global Header selected and assign it to applicable internal users.

After the community tab is created, it needs to be associated with the community. The

community tab should be the only tab associated with the community.

To associate the community tab with the community

1. In Salesforce Setup, expand Customize.
2. Expand Communities. Click All Communities, then click Community Workspaces. Select Administration. (Some organizations might have the label “Manage” beside your community name. If that is the case, click Manage and then select Administration.)
3. Click Preferences and then Show All Settings in Community Management.
4. Beside the community name, click Tabs.
5. Remove the Chatter tab and add the Community tab.
   
6. Click Save.

Configure Force.com site settings

When you create a community, an associated Force.com site is automatically created. The site must be configured to work with OrchestraCMS.

To configure Force.com site settings

1. In Salesforce Setup, expand Customize.
2. Expand Communities. Click All Communities, then click Community Workspaces. Select Administration. (Some organizations might have the label “Manage” beside your community name. If that is the case, click Manage and then select Administration.)
3. In the side panel, select Pages.
4. Under Advanced Customizations, select Go to Force.com.
5. On the Site Details page, scroll down to Error Pages, and then click Page Assignment.
6. For each of the error page fields listed, click the search icon next to the field, and then enter Error in the search field on the Lookup window. Click to select the name of the OrchestraCMS error page that matches the field you selected. For example, the Authorization Required Page field will be set to the ErrorAuthorizationRequired page.
7. Click Save.