Create a Lightning Community
Directions for creating a Site in CPBase have been archived. They are now available here in the Fonteva Archives space.
Community Security Recommended Practices
It is best practice to set your Community Portal to private by leaving the Public Access checkbox unchecked in the Community Builder. This will require users to log in to access your Community. It's recommended you keep your Community Portal private due to the potential to expose internal content.
Access General Settings in the Community Builder by selecting the gear icon on the left. The Settings tab opens onto General.
Deselect Public Access to remove public access from the Community Portal.
If you need certain pages to be made public, such as the Events page, you can set individual pages to Public through the Page's Properties.
Select the gear icon on the page drop-down menu header. The Pages drop-down menu opens.
Select the ellipses. The page’s Properties settings open.
Select Public from the Page Access options.
Publish the Community Portal to apply these changes.
1 - Create Community:
Fonteva Lightning Components are only supported in the Fonteva Member Community Template. Use of Fonteva Lightning Components in other templates can result in CSS errors and other unexpected issues.
Select the Lightning Gear icon and select Setup. The Setup page opens in a new tab.
Enter Digital Experiences in the Quick Find search bar. Results generate below.
Select All Sites from the results generated. The All Sites page opens.
Select New. The Salesforce Lightning Bolt page opens.
Select the latest Fonteva template (currently Fonteva Member Community 19-R1). An overview of the template opens.
Select Get Started. The Enter a Name page opens.
Enter a name for the Community Portal in the Name field.
Enter any value to append to the domain URL in the URL field.
Select Create. The page loads and opens onto Community Workspaces with a successful creation message. Salesforce generates a Site Guest User profile with the same naming convention as the Community Portal’s name.
2 - Run Access Manager:
Related Documentation: Please reference the Run Access Manager page for directions to run Access Manager.
Select Community Workspaces in the top left of the window. A drop-down menu opens.
Select Salesforce Setup to return to the Salesforce Setup page. The All Communities page opens in a new tab in Setup.
Go to App Launcher > Spark Admin > Access Manager and run Access Manager.
3 - Create Community Site:
Only one Community Portal can be applied to one Salesforce Community.
Select the App Launcher and enter Community Sites in the search field. Community Sites generates under Items.
Select Community Sites. The Community Sites object tab opens.
Select New in the top right. The Site Setup modal opens.
Enter the Community Portal's name in the Site Name field.
Select a Store from the Store drop-down list.
Select the Community created in the steps above from the Select a Salesforce Community drop-down list.
Select Create Site. The new Community Portal's record page opens.
4 - Activate and Publish Community:
Select the Lightning Gear icon and select Setup. The Setup page opens in a new tab.
Enter Digital Experiences in the Quick Find search bar. Results generate below.
Select All Sites from the results generated. The All Sites page opens.
Select the Workspaces link for your new Community. The Community Workspaces page opens.
Select the Administration icon under My Workspaces. The Administration page loads.
The Settings menu item is open by default. Select Activate Community to activate the Community Portal.
Select Administration in the top left of the Administration window. A drop-down menu opens.
Select Builder from the dropdown menu. The Community Builder opens in a new tab.
Select Publish in the top left of the Builder window. Your Community Portal is published. You will receive an email notification when this is complete.
5 - Community Administration Config:
You may need to create profiles for your Community. Please reference Create Community Profiles for information on how to do this. For information on Salesforce Guest User Profiles and Community Login Profiles, please read this documentation from Salesforce.
Select the tile icon in the top left of the Builder window and select Workspaces from the drop-down menu. Workspaces opens in a new tab.
Select the Administration icon under My Workspaces. The Administration page loads.
Select Members from the left-hand menu. The Members tab opens.
Select All from the Search picklist in the Select Profiles section. The Available Profiles list updates.
Select all of the relevant profiles to Community Portal in the Available Profiles box. Select multiple profiles at once using the Shift key.
Select Add to add the selected profiles to the Selected Profiles box.
In the Select Permission Sets section, select all of the permission sets in the Available Permission Sets box. Select multiple permission sets at once using the Shift key.
Select Add to add the selected permission sets to the Selected Permission Sets box.
Select Save at the bottom of the window.
Select the Login and Registration tab from the left menu. The Login and Registration tab open.
Scroll down to the Registration Page Configuration section at the bottom and select Allow external users to self-register.
Select the Emails tab from the left menu. The Emails tab opens.
Deselect Send Welcome Email under Email Templates. This prevents an influx of emails.
Select Save.
6 - Optional Configure Community Pages:
Select Administration in the top left. A drop-down menu opens.
Select Salesforce Setup from the drop-down menu. The Setup page opens in a new tab.
Enter Digital Experiences in the Quick Find search bar. Results generate below.
Select All Sites from the results generated. The All Sites page opens.
Select the Builder link for your Community. The Community Builder opens.
If desired, configure your Community's Directory and Direct Debits Lightning Pages using the available links.
Post-Community Creation:
When you are ready to start using your Community, please define your default site via the Define Default Site From Community Site Settings instructions. This will set your URL’s default to your new Community Portal.
When you are done activating your Community Portal, you can configure your Community Portal using the Customize Community Site page.