What is customer 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 enable customer portal account in Salesforce?
How to Enable Customer Portal
- From Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings.
- Click Edit.
- Select Enable Customer Portal.
- Click Save.
- Continue setting up the portal.
- View of Customer Portal after Enable.
- Click Edit.
What is difference between community and portal?
Portal is an extension of your CRM and users can access or view information limited to their account. Whereas, communities reside inside your organization and can be accessed globally.
What is enable customer/user in Salesforce?
On the contact detail page, click the actions dropdown and select Enable Partner User or Enable Customer User. This option creates a user record in your Salesforce org with some details prepopulated from the contact record.
How many types of portals are available in Salesforce?
Portals overview in Salesforce :- There are 3 types of Salesforce.com Portals.
- Self-Service portal.
- Partner Portal.
- Customer Portal.
What is the difference between customer portal and partner Portal?
Partner / Customer Portal Partner portal is for your, well, Partners, who need to work with Leads, Contacts, Opportunities, etc. Customer Portal is more focused on support needs, so your customers can interact with cases. Partner licenses, having more access to the core CRM features, were significantly more expensive.
What are the different types of portals available in Salesforce?
How many licenses do I have in Salesforce?
Company Community To view a list of the active user licenses in your Salesforce, simply click Your Name > Setup > Company Profile > Company Information > User Licenses.
What are the different types of portals available?
Web Portals: Key Facts and Popular Types of Portals
- B2C portal.
- B2B portal.
- Service portal.
- Partner portal.
- Community portal.
- Learning portal.
How many users can use Salesforce license?
While you can’t license Salesforce based on concurrent users (ie. We never have more than 3 people in the system at the same time, so we only need 3 user licenses) — you’re absolutely allowed to deactivate users and thus “free up” their license to be applied to another employee!
Can we change user license in Salesforce?
Go to: Your Name > Setup > Admin > Manage Users > User > Select the User Record > Click Edit > Change User license.
How much does a Salesforce user license cost?
Salesforce pricing plans can cost from $25 per user per month, to over $300 per user per month — their monthly fee will vary depending on the needs and scale of each business.
What are the different types of Salesforce user licenses?
– 2 Salesforce licenses. – 3 Salesforce Platform licenses. – 2 Salesforce CRM licenses. – 2 Salesforce Mobile licenses. – 5 Salesforce Partner licenses. – 10 Customer Portal Manager licenses.
How to query the number of used license in Salesforce?
Active Users: to count all active users,the formula: RowCount
How do I log into Salesforce?
Check your email for your login information.