---
schema_version: "1"
id: c7eb1c1ab1f361bff47275a023b1324f2ddacff433fedcc7c103caf6896d8d61
title: Set Up Customer and Partner Community for Consumer Sales
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_set_up_consumer_sales_customer_and_partner_community.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_set_up_consumer_sales_customer_and_partner_community.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6f52bf6b50c6b70f77fe08e6352cb7d01e92194fe047cf9ac144c883037ea21a
description: The Consumer Sales Connect APIs support Customer Community, Customer Community Plus, and Partner Community users. This enables external users to access Consumer Sales functionality through authenticated API calls.
products:
  - Communications
release: "264"
---
# Set Up Customer and Partner Community for Consumer Sales

The Consumer Sales Connect APIs support Customer Community, Customer Community Plus, and Partner Community users. This enables external users to access Consumer Sales functionality through authenticated API calls.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Communications Cloud Advanced and the Customer Community, Customer Community Plus, and Partner Community licenses</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d67154e74">User Permissions Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d67154e74 ">To enable Digital Experiences:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d67154e74 ">Customize Application AND Manage Users</td>

            </tr>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d67154e74 ">To create or clone community profiles:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d67154e74 ">Manage Profiles AND Customize Application</td>

            </tr>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d67154e74 ">To create community users:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d67154e74 ">Manage External Users</td>

            </tr>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d67154e74 ">To assign permission sets:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d67154e74 ">Manage Profiles OR Assign Permission Sets</td>

            </tr>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d67154e74 ">To configure Experience Cloud sites:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d67154e74 ">Manage External Users AND Community Management</td>

            </tr>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d67154e74 ">To configure sharing rules:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d67154e74 ">Manage Sharing</td>

            </tr>
          </tbody>
        </table>

## Set Up Digital Experiences

Create and activate a Digital Experience site to enable community user access.

1. From Setup, in the Quick Find box, enter Digital Experiences, and then select **Settings**.
2. Select **Allow using standard external profiles for self-registration, user creation, and login**.
3. In the Quick Find box, enter Digital Experiences, and then select **All Sites**.
4. Click **New**, and then select a template.
5. Enter a site name and URL path.
6. Click **Create**.
7. Click **Open** in Experience Builder, and then click **Publish**.
8. In Experience Builder, click **Workspaces**, and select **Administration**.
9. Click **Settings**.
10. Activate your site.

## Create Account, Contact, and Community User

Set up the account hierarchy and enable the community user.

1. Create an account record.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png)
    
    Note For Partner Community users, select the **Partner** checkbox on the account.
2. Create a contact record associated with the account.

## Clone and Configure the Community Profile

Clone and configure the community profile to grant the necessary permissions.

1. From Setup, in the Quick Find box, enter Profiles, and then select **Profiles**.
2. Locate Customer Community User, and then click **Clone**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png)
    
    Note For Partner Community users, select **Partner Community User** instead.
3. Enter a name for the new profile, and then save your changes.
4. Click **Edit** on the cloned profile.
5. Under Administrative Permissions, enable these permissions.
    
    - API Enabled
    - Context Service Run Time User
    - Manage Revenue Cloud
6. Under General User Permissions, enable Product Configurator.
7. Under Standard Object Permissions, enable the Read, Create, Edit, Delete, and View All permissions for these objects.
    
    - Orders
    - Revenue Transaction Error Logs
    - Rule Definition
    - Rule Libraries
    - Rule Library Definitions
    - Rule Library Definition Versions
    - Rule Library Versions
8. Save your changes.
9. From Setup, in the Quick Find box, enter Digital Experiences, and then select **All Sites**.
10. Click **Workspaces** next to your site.
11. Click **Administration**, and then select **Members**.
12. Add the cloned profile as a site member profile.

## Create and Assign Permission Sets

Create a permission set to grant API and runtime access to community users, and then assign it.

1. From Setup, in the Quick Find box, enter Permission Sets, and then select **Permission Sets**.
2. Click **New**.
3. Enter a label, and then select **None** for User License.
4. Save your changes.
5. Click **System Permissions**, and then click **Edit**.
6. Enable these permissions.
    
    - API Enabled
    - Salesforce Pricing: Run Time User
    - Allow Access to Product Discovery
    - Product Configurator
    - Manage Revenue Cloud
    - View Product Catalog for Customer Community User
        
        For partners, use View Product Catalog for Partner Community User.
    - View Product Catalog via API for Customer Community User
        
        For partners, use View Product Catalog via API for Partner Community User.
    - Context Service Run Time User
    - Run Expression Sets
    - Run Decision Matrices
    - Run Decision Tables
7. Save your changes.
8. Assign these permission sets to the community user.
    
    - The custom permission set that you created
    - Consumer Sales User
    - Product Catalog Management Viewer
    - Salesforce Pricing Run Time User
    - Rule Engine Runtime

## Create the Community Portal User

Convert the contact into an active community user, and then assign permission sets.

1. On the contact record, click **Enable Customer User**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png)
    
    Note For Partner Community users, click **Enable Partner User**.
2. On the New User page, enter the email address and username.
    
    - The User License field auto-populates based on the community type.
    - Select the cloned profile that you created in Clone and Configure the Community Profile.
3. Save your changes.
4. Verify the user's email address using the verification link sent to the provided email.
5. Assign these permission sets to the community user.
    
    - The custom permission set that you created in Create and Assign Permission Sets
    - Consumer Sales User
    - Product Catalog Management Viewer
    - Salesforce Pricing Run Time User
    - Rule Engine Runtime

## Configure Sharing Settings

Configure record sharing so that community users can access product catalog records.

To configure record sharing, see [Product Catalog Record Sharing in Product Discovery](https://help.salesforce.com/s/articleView?id=ind.product_catalog_record_sharing_in_product_discovery.htm&type=5&language=en_US).