What is portal license in Salesforce?

Platform portal users have the Authenticated Website license, which is designed to be used with Salesforce Sites. It gives named sites users unlimited logins to your Platform Portal to access customer support information. Users of a Customer Portal site have the Customer Portal Manager Standard license.

What is a customer portal user?

It allows contacts to log in to your Customer Portal to manage customer support. This standard profile lets users view and edit data they directly own or data owned by or shared with users below them in the Customer Portal role hierarchy.

Is portal user in Salesforce?

Customer Portal in Salesforce provides online support for the customers to resolve their inquiries by providing best user interface to customer. The Customer Portal allows you to deliver a personalised, service application to your most important customers.

How do I give customer access to Salesforce?

To assign a profile to a Customer Portal, select the name of a portal from the Customer Portal Setup page, click Edit Profiles in the Assigned Profiles section, and select the Active checkbox next to the profile you want to assign to the portal.

How many types of Salesforce licenses are there?

Each salesforce user should have one user license to access the specific functionality. To access more functionalities, one can choose the permission set license and feature license. For the organizations, the user-based entitlements are also available for purchase.

How do I manage a license in Salesforce?

Modify Your License

1. From the App Launcher ( ) in your business org, select License Management App.
2. In the LMA, navigate to Licenses.
3. Select the record for the customer license you want to modify and click Modify License.
4. Now modify the license record by changing the values in the appropriate fields.

How do I enable customer portal user?

How to Enable Customer Portal

1. From Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings.
2. Click Edit.
3. Select Enable Customer Portal.
4. Click Save.
5. Continue setting up the portal.
6. View of Customer Portal after Enable.
7. Click Edit.

What is Customer Portal and Partner portal?

– Purpose: Partner portal shows leads and opportunity to partners whereas customer portal is useful for solving issues independently without interacting with representatives. – Audience: Partner portal is useful for channel salespeople or other third-parties, whereas customer portal is for end users.

How do I query a customer portal in Salesforce?

Query against multiple contacts List lContacts = [SELECT Id FROM Contact]; List lUsers = [SELECT Id,Contact.Id,Name,Email FROM User WHERE Profile.Name = ‘Customer Portal User’ AND ContactId IN :lCont];

What is the difference between portal and community in Salesforce?

Portals essentially gave external users (partners, customers, etc.) the ability to access Salesforce whereas Communities is aimed at connecting the right people (whether internal users, partners, or customers) together within Salesforce.

How do I enable community license in Salesforce?

To assign a Lightning Platform Starter or Lightning Platform Plus license to a user, first assign the Salesforce Platform user license. Then assign them the Company Community for Lightning Platform permission set license. (Sometimes, you have to create the permission set before you can assign the license.)

What is difference between Salesforce license and platform license?

Salesforce licenses are designed for users who require full access to standard CRM and Force.com AppExchange apps. Salesforce Platform licenses are designed for users who only need access to custom apps, and NOT the standard CRM functionality.

Can I access custom objects with the customer portal manager standard license?

Users with the Customer Portal Manager Standard license can access custom objects depending on their profile settings and can access Salesforce CRM Content if they have a Salesforce CRM Content feature license or a customized profile.

What is Customer Portal Manager Custom?

Customer Portal Manager Custom – Designed for contacts who are allowed to log in to your Salesforce Customer Portal to access customer support information.

What is a content only user Salesforce license?

Content Only User Content Only User Salesforce licenses are for users who only need access to Salesforce CRM Content and allows them to access the following tabs: Workspaces, Content, Subscriptions, Ideas and Home. Ideas and Answers Internal User

What is a Salesforce platform light user license?

Users with a Salesforce Platform Light user license are entitled to the same rights as Salesforce Platform users, except the amount of times the user can log in is limited monthly. Force.com – One App – Designed for users who need access to one custom app but not to standard CRM functionality.