I have a community called developer in my org.I want to add a contact to this community.but when I click Members tab in community edit,I can only add a profile to community. So how do I add a contact to community ?
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2 Answers
Check out: http://help.salesforce.com/help/pdfs/en/salesforce_communities_implementation.pdf
Scroll to Page 9 for the section: Adding Members to Your Community
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it says adding users using profiles or permission sets.I want to add a contact to community.Do I have to add the contact to a profile or permission set for this ?– visheshOct 5, 2013 at 7:07
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yes, you make the contact a portal user and then add that user's profile or perm set to the community. Oct 5, 2013 at 7:08
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This has me baffled as well. As Ryan Guest says, its in:
http://help.salesforce.com/help/pdfs/en/salesforce_communities_implementation.pdf
... but you have to go to the Creating Communities Users section on page 23/24, then see "2. To create customer users ..."
The first step is to go to the Contact page, then at the top there is a button called "Manage External User", it has a drop-down option called "Enable Customer User" ... from there on it gets a little more obvious.
