Service Cloud and Salesforce Communities

Enabling Salesforce Communities

        Salesforce Communities are the feature of Salesforce Service Cloud that enables your end customer (i.e., your Salesforce Contacts) to login to Salesforce so that they may view customer related information such as Cases, Ideas, etc. The BluSynergy Connector for Salesforce Communities enables your end customer to view their invoices and payments, and remit credit card or ACH payments through this channel.

        This guide outlines how to configure your Salesforce Community with specific focus on the BluSynergy aspects. An overview video of generic community setup is available here:

        Note: This feature is available for Salesforce Enterprise, Performance, and Unlimited Editions.

  1. Configure Profiles

    Clone the Standard Profiles since you cannot edit them to include permissions for Custom Objects. In the examples below, we have chosen the “Customer Community Login User” and the “Customer Portal Manager Standard” as the two built-in Salesforce Profiles that we will use for granting Contacts access to the Community site.

    For "Customer Community Login User" :

    For "Customer Portal Manager " :

    Once the profiles have been cloned, then "edit" the cloned profile. Assign the following permissions to the “Custom Object Permissions” tab as seen below:

    Click on the "Edit" button above and then grant permissions to the Invoice and Payment Objects as well as their associated entities

  2. Enable and Configure Communities

            Once you are done with the Profiles, we can enable the “Contacts” in Salesforce to view their Invoices, Payments, etc. 

    Go to [Setup >> Build >> Customize >> Communities >> Settings] and enable this feature.

    Now lets create a community. Click on the [Manage Communities] link

    Creating a Community: Enter the required details and click on "Create" button.

    Successfully Created : To edit the details you can click on "Edit" button.


    Now edit the Community that was just created as seen in the figures below.

    Click on the “Tabs & Pages” button and then add the Invoices and Payments (along with any other objects) that you would like your customers to have access to in the customer portal

    Then Click on the “Members” tab and add the desired Salesforce Profiles that will be allowed to access the customer portal. These are the custom profiles that you created in step 1 (“Configure Profiles”)

    Note: Make sure you select “All” or “Portal” in the “Select Profiles” dropdown listbox

    Finally, you can save and publish your community.

    At this stage you may also want to enable the “Overwrite Users’ Personal Custom App Customization”checkbook under [Setup >> Build >> Create >> Apps] and then editing the “Community” app as seen in the screen below.

    Click on Customize | Communities | Settings where you can create a new "Sharing sets"

    This shows the page layouts for a customer community login user.

    To enable the Customer Portal for a customer:

    Click Manage External User and choose Enable Customer User from the drop-down button on the contact or person account detail page.

    Verify the general information and locale settings, and enter any missing information. Note that the customer’s Username defaults to his or her Email.

    Select a portal user license. The user license you choose determines the permission sets, user profile, and role hierarchy options you can select for the Customer Portal user. See Customer Portal User Licenses.

    Select Generate new password and notify user immediately to email a Customer Portal username and password to the customer

  3. Grant Permissions to Contacts 

          Select the Salesforce Contact and click the “Manage External User” button, which will give you the “Enable Customer User” option as seen in the screen below

    Then, select the User License and Profile that is appropriate for this user. Note that the Profile must be one of those that were created in Step 1.

    Note: If you get an error message “Portal Account Owner Has No Role, An account owner must be associated with a role to enable portal users or transfer portal users to his or her account”, then make sure that the user that owns the Account (may be Admin) corresponding to this Contact, is assigned to any Role

    Once a Contact has been registered, the “Manage External User" drop-down will change to this:

    Once this step is complete, we configure “Sharing Sets” that restrict the user to only see Invoices and Payments that correspond to the Contact’s associated Account

    In the Sharing Sets related list, 

    Click New to create a sharing set.
    Click Edit next to an existing sharing set.

    In the Sharing Set Edit page, fill in the Label and Sharing Set Name fields. Label is the sharing set label as it appears on the user interface. Sharing Set Name is the unique name used by the API.

    Enter a description.

    Select the profiles of the users to whom you want to provide access.

    Select the objects you want to grant access to and click on "Save" button..

    Sharing Settings For Profile and Community user:

    Navigate to 
    Setup >> Administer >> security control >> sharing settings and Edit


    To know more please go through these links: 

    External Organization-Wide Defaults Overview:


    Granting High-Volume Portal or Community Users Access to User Records


    Enabling the Customer Portal for Contacts and Person Accounts


    Object Permissions:


    Sharing Sets: