How to create customer portal in salesforce? What is the difference between portal user and normal user in salesforce? Why customer portal user can't able to customize anything in salesforce?

  • Are you asking about the old Portal or the current Communities product - though limitations apply to both? – Dave Humm Oct 23 '16 at 16:30
  • We are using one application and we have many users(Partners) in that application? So how can we create that users? – user24737 Oct 23 '16 at 16:39
  • Is that an AppExchange Application? – Dave Humm Oct 23 '16 at 16:46

Salesforce Customer Portals and Partner Portals are an old product that has now been replaced by Salesforce Communities.

Business Purpose and Licencing
Communities and Portals are mainly used for people external to your company to be able to view and maintain some information in Salesforce. To enable them you have to purchase licences from Salesforce which will be of the specific type that you require, e.g. Customer Community, Partner Community.

The Customer and Partner licence types are designed to be used by end customers of the organisation using Salesforce or partner companies that may be resellers of the products and services produced by the organisation using Salesforce.

Setup and Limitations
Setup of a Commmunity or Portal can only be done after you have the necessary licences. It is possible for development purposes to only buy a smaller number of licences intially then increase the number of licences once development and testing is finished and it is time to open up to the external users.

Limitations - both Customers and Partners are restricted in terms of the objects that they can access in Salesforce by their roles, e.g. Partners are able to see Accounts, Opportunities and other objects relevant to their sales. Customer community users are mainly able to access features such as Cases or Knowledge for them to be able to receive support more effectively

It is not possible to grant many administrative privileges to Community or Portal users, the only one that is used in most instances is for a Community user to be able to add new Community users for their organisation, which is based on adding Contacts under the Account and then enabling them as Community users.

It would not be appropriate to grant other Administrative privileges to external users any more than it would be for most internal Salesforce users.

It is possible to use a Developer Org to setup Communities for training and testing purposes, but like any other

  • So How Partner user can be created. Is same as how normal created in developer org? – user24737 Oct 23 '16 at 16:57
  • Create a Partner Community profile and a Community in a Dev Org, then add a Partner user from a Contact record in Salesforce. – Dave Humm Oct 23 '16 at 16:59

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