Go to setup=>Customize=>Customer portal=>Settings. Now click on settingsto activate. Now click on Edit buttonto edit. After editing click on enable salesforce customer portal as shown above.
How to disable customer portal in Salesforce after enabling it?
After enabling customer portal in Salesforce we can not disable it. If we want to disable salesforce customer portal we have to prevent user from logging into customer portal. ❮ PreviousNext ❯
How do I enable partner users in Salesforce mobile?
Click Contact | Page Layouts | Contact Layout. In the page layout editor, click Mobile & Lightning Actions. Drag the Enable Partner User button to the Salesforce Mobile and Lightning Experience Actions section.
How do I enable digital experiences in Salesforce?
From Setup, enter Digital Experiences in the Quick Find box, then select Settings. Select Enable Digital Experiences. If enhanced domains are enabled in your org, your digital experiences domain is shown.
How do I enable external profiles in Salesforce CRM?
To allow standard external profiles to be used, select the Allow using standard external profiles for self-registration, user creation and login in Setup > Digital Experiences > Settings. Deselect Salesforce CRM Content User. Deselect Receive Salesforce CRM Content Email Alerts.
How do I enable a deactivated user in Salesforce?
Reactivate a UserNavigate to the users portion of setup: Classic: Setup | Manage Users | Users. Lightning: Gear icon | Setup | Administration | Users | Users.Look for the name of the User to reactivate.Click Edit beside the name of the User.Select the 'active checkbox. 'Click Save.
Can you reactivate a deactivated user in Salesforce?
When your User account has been deactivated you will find that a Salesforce support representative handling your case has redirected you towards the System Administrator for your company. This is done as it is the System Administrators that have the ability to reactivate accounts.
How do I disable a portal user in Salesforce?
Go to Custom Permissions, click Edit, select the “Ability to Deactivate a Portal User” and click on the Add button and Save....Assign the Ability to Deactivate a Portal user to the test business user.Navigate to a contact record with a community user.Click on the Deactivate User Account button.More items...•
How do I add a user to a Salesforce portal?
Click Edit for the portal you want to associate with your Salesforce Site. Configure the Customer Portal as follows: Select Self-Registration Enabled ....Required Editions and User PermissionsSelect the Login Enabled checkbox.Select a user for the Administrator field.Optionally, set the Logout URL . ... Click Save.
What happens when a user is deactivated in Salesforce?
Deactivated users lose access to shared records immediately. Users higher in the role hierarchy continue to have access until that access is deleted asynchronously. If that visibility is a concern, remove the record access that's granted to the deactivated users before deactivation.
What happens if I deactivate a user in Salesforce?
You can deactivate users, but you can't delete them outright. Deleting a user can result in orphaned records and the loss of critical business information. Deactivating a user prevents access but preserves all historical activity and records. From Setup, in the Quick Find box, enter Users , then select Users.
How do I disable partner user?
Roles and groups associated with the account are permanently deleted and not moved to the Recycle Bin.Go to the account detail page for the account you want to disable.Click Manage External Account, then click Disable Partner Account.Click OK to confirm. Warning.
How do I mass disable customer users in Salesforce?
Data Loader can be used to mass disable customer Accounts. After preparing a file with the list of customer Accounts, you may set the IsCustomerPortal field to false to disable them. Create a report that will get a list of the customer accounts that you would like to disable.
Where is manage external user in Salesforce?
Administrative PermissionsNavigate to Setup | Manage Users | Profiles | System Administrator. 'Manage External Users' is in the 'Administrative Permissions' section.
How do I enable partner portal in Salesforce?
Create Partner AccountsCreate a business account.Click Manage External Account, and then click Enable as Partner. ... In the confirmation dialog, select Yes, I want to enable this account as a Partner Account.Click Confirm.
How do I enable partner user?
Create Partner UsersView the partner account contact you want to convert to a partner user.On the contact detail page, click Manage External User and choose Enable Partner User. ... Edit the user record for this partner and assign a partner license, role, and profile. ... Click Save.
How do I activate Partner portal?
Enable Partner Accounts and Create Partner UsersFrom the App Launcher, select Accounts.Select the All Accounts list view.Click Edge Communications.Click the dropdown menu to see all the quick actions available for the page.Click Enable as Partner.In the confirmation dialog, select Enable As Partner.
Create a Partner Portal
Ursa Major’s first step in expanding its business with partner resellers is sharing pertinent CRM data with partners. Maria, the Ursa Major system administrator, wants to create a partner portal using Experience Cloud to make data sharing a breeze.
Add Partner User Actions to the Account and Contact Page Layouts in Lightning Experience
After you enable digital experiences in your org, Salesforce adds specific actions to your account and contact page layouts in Lightning Experience so that you can create partner accounts and partner users. Let’s check to see if you have Enable as Partner in the dropdown menu of your accounts and contacts.
Enable Partner Accounts and Create Partner Users
Now, we can enable a couple of accounts as partner accounts. Let’s enable Edge Communications and Express Logistics and Transport as partner accounts in our Trailhead Playground.
