Can a salesforce community user access opportunities

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Its a simple case where Customer Community users don’t have permission to view Opportunities because their license doesn’t allow it. The only way around this is to create a mirror object with Opportunities using a trigger to keep the object in sync. You can then display your custom mirror object records to your Customer Community Users.

The opportunity, Leads and Campaigns objects are only available for partner community users. Customer community users are not able to access them. I hope you find the above solution helpful.Jul 22, 2019

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Answer

How to create a community user in Salesforce?

So to create a community user, the first step is to create a contact for the user. Go ahead and create a contact. Add a First Name, Last name, Email and any other details that make sense. Now add the details as discussed above. You’ll need to add an account. This should be a generic account for all of your customer community users.

What are Salesforce communities and why do they matter?

We bet you’ve already heard about Salesforce communities that allow organizations to get their customers, partners, and employees connected with each other and the records and data they need to do their job. What Salesforce communities are, what benefits they provide, and what types there are.

What is a community license in Salesforce?

Salesforce communities licenses are a contractual agreement between Salesforce and its customer, that includes a metadata description of the associated Salesforce product’s functionality that is available to this organization.

How can Salesforce help your business grow?

The Salesforce platform gives you a great head start in your business. The more you know about it, the more you can use it effectively. Training your staff is vital to the success of your business.

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What can Salesforce communities be used for?

Salesforce customer communities are essentially support and self-service portals that allow customers to: Ask questions of customers and staff. Participate in discussions with other customers. Review other questions and discussions.


Who can see what in communities Salesforce?

Standard Salesforce user sees records that they own, and records that they have access to (based on sharing rules) across all sites and their internal org. Chatter Free user can’t access records.


What is community user in Salesforce?

How to create partner community user in Salesforce. Partner community users are based on accounts. This means that instead of just creating a contact we need to create an account and a contact. Then we create a user out of that contact.


How do I give someone access to my Salesforce community?

Enable Customer Community PermissionsFrom Setup, enter Manage Users in Quick Find, then select Users.Select a user name.Select the Permission Set Assignments related list.Click Edit Assignments.Select Customer Community Read Only in Available Permission Sets and add it to Enabled Permission Sets.Save your changes.


Can I make a community page available to the public without login?

If you allow public access, your community pages are accessible to the public, including unlicensed users. If don’t allow public access, members must log in to access the community. Enable public access in a Lightning Community, open Community Builder. From a community, click Community Builder in the profile menu.


How do I give an object access to a user in Salesforce?

Within Salesforce, click on Setup and then click on Manage Users. Under the Manage Users tree click on Profiles. Once the Profiles appear on the right, select which Profile you want to edit and click on the Edit link next to the corresponding profile. Scroll down to the section labeled Custom Object Permissions.


Can community user create account?

Community Users who have the Customer Community Plus license are allowed to create accounts.


What is the difference between partner community and customer community in Salesforce?

Customer Community – allow your customers (B2B and B2C) engage with both your organisation and other customers via an online portal. Partner Community – give your resellers, distributors, brokers limited access to your Salesforce to pass you leads and work on deals with your sales team.


What is the difference between customer community and customer community plus?

Customer Community – Business-to-consumer communities with large numbers of external users. Enable customer self-service, extend business processes, and build deeper customer relationships. Customer Community Plus – Business-to-business communities for support and non-sales scenarios, such as eCommerce.


How do you assign a role to a community user?

To add users and assign roles:On the Overview tab in Site.com Studio, click Site Configuration | User Roles.Click Add Users.In the Available Users section, highlight the user you want to add.Select the role from the Add as drop-down list.Click the arrow to move the user to the Selected Users section.Click Save.


How do I assign a user to a community?

Adding Members to Your CommunityGo to Setup > Customize > Communities > All Communities.Click Manage next to your Community.Go to Administration > Members.In the example below, the user profile Test Customer Community User is added to the Community.Click Save.


How do I add someone to my community?

From Setup, in the Quick Find box, enter Profiles , then select Profiles. On the Profiles page, click Clone next to the Customer Community Login User, the Customer Community Plus Login User, the Customer Community Plus User, or the Customer Community User profile. Enter a name for the cloned profile and save.


What is Salesforce platform?

The Salesforce platform gives you a great head start in your business. The more you know about it, the more you can use it effectively. Training your staff is vital to the success of your business.


How to add a user to a team?

To add a user to your team: On the Manage Users tab, click Invite User on the top right. Enter the email address of the user you want to add, and then set this user’s permissions appropriately. To change the permissions for an existing user on your team, go to that user’s entry on the Manage Users page.


How to create customer community user in Salesforce

Creating customer users is a little different to creating internal Salesforce users. Community users always have a contact associated with them. So to create a community user, the first step is to create a contact for the user. Go ahead and create a contact. Add a First Name, Last name, Email and any other details that make sense.


How to create partner community user in Salesforce

Partner community users are based on accounts. This means that instead of just creating a contact we need to create an account and a contact. Then we create a user out of that contact.

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