0

Based on Salesforce documents Roles and Subordinates category contains partner portal and Customer Portal roles that contain users with a portal license type.

But in my org, once the community is enabled this category is not available for me. It is only available when I don't have any active community. Am I missing anything? Or this is the expected behavior.

0

Communities and Portals are separate products though they fulfill a similar purpose. Portals are no longer available for new Salesforce orgs since the Community product was introduced but are still supported in Orgs that already had them enabled.

Communities users on Customer Community licences do not have roles, Customer Community Plus and Partner Portal licence users have a role based on their parent organisations, where you specify the number of role types under the organisation. All these roles are created with a prefix of the account name and cannot be seen in the normal role hierarchy.

enter image description here

Once a user has been set up for a CC plus user or Partner Community user their roles will exist and be able to be added to public groups, as 'portal roles' or 'portal roles and subordinates'. As the image shows this role is for the account so each customer or partner account will have its own role or roles.

enter image description here

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.