Salesforce Community Cloud Consultant Practice Exam

What is the first step in creating a Community Customer user?

1. Click on "Manage External User" on the Contact record

2. Assign the Customer Community User profile

3. Enable external sharing

4. Edit the user's email

The correct answer is: Click on "Manage External User" on the Contact record

The first step in creating a Community Customer user is to click on "Manage External User" on the Contact record. This action allows you to initiate the process of converting a Contact into a Community User. When this option is selected, it opens up the configuration interface where you can define additional parameters related to the user account, such as the role, the profile assignment, and any specific permissions required for the user. This step is crucial as it lays the groundwork for user creation and ensures that all necessary details are captured at the outset. Once you initiate this process, you can then proceed to assign the appropriate profile and specify other characteristics that pertain to the user in the Community. By starting with the "Manage External User" option, you are effectively taking the correct first action in setting up a Community Customer user within the Salesforce environment.