- Click on Setup.
- Go to Manage Users and click Profiles.
- Click Edit on the specific profile you're updating.
- Scroll down to Administrative Permissions and check the API Enabled box.
- Click Save.
How to enable API access in Salesforce?
Enable API access in Salesforce by Profile 1 Click the Gear icon and click Setup. 2 Type profiles into the Quick Find box and select Profiles. 3 Click Edit against the Profile you wish to enable API access for. 4 Scroll down to Administrative Permissions and check the API Enabled box and click Save. More ...
How to enable partner user in Salesforce?
3. Click on Enable Partner User 1. Go to the Account that is related to that Contact. 2. Click on Manage External Account | Enable as Partner 3. Now go back to Contact | Click Manage External User | Enable Partner User Let me know if that helps you get the partner users up..
How do I create a portal user?
You need to Create a contact and assoiciate with account and then you have to make ie portal enabled. Then you will get those options and details will go as user details. Then you'll be creating a portal User
Why do I need Salesforce administrator credentials to connect to ebsta?
API access needs to be enabled in Salesforce for all users for you to be able to connect Ebsta to your Salesforce account. This requires Salesforce Administrator credentials. Your Salesforce Administrator controls your Profile and Permission Sets.
How do I enable a portal user in Salesforce?
How to Enable Customer PortalFrom 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.More items...•
How do I enable a portal user?
From Setup, enter Sites in the Quick Find box, then select Sites. Click the site label of the site you want to configure. Click Login Settings. Click Edit....Required Editions and User PermissionsSelect the Login Enabled checkbox.Select a user for the Administrator field.Optionally, set the Logout URL . ... Click Save.
How do I find my Salesforce portal user?
On user you have a checkbox field called 'IsPortalEnabled' if user is community or portal user than this checkbox is true, So you check for this field. Thanks for your reply.
How do I create a customer portal in Salesforce?
Enable Customer Portal for ContactsCreate a new business account.Create contact in business account.From a contact detail page, click Manage External User, and then select Enable Customer User.Verify the general information and locale settings, and enter any missing information. ... Select a portal user license. ... Save it.More items...
What 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 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 add a portal user to Apex Salesforce?
portal account owner must have a role : Account for which user is being created, It's owner does not have any role assigned....Portal User Creation For Business Account:Create User Role.Create Business Account with above role.Create Contact for Business Account.Create Portal User with ContactId.
How do you create a portal user in Test class?
Hi Pranav,Use the below code to assign portal user in test class. ID ProfileID = [ Select id from Profile where name = 'Customer Portal Manager Custom']. id; Account acc = new Account(Name = 'Test Account');
What is 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 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.
What is a portal user?
Portal User means each unique profile for a Person who at any time has used the Services (which profile may be derived from information or a combination of information that may include, but is not limited to, screen name, device identifier and/or MSISDN).
How do I enable a contact as a external user?
Check whether the nested buttons for 'Manage External User' are on the Contact page layout: Navigate to Setup | Customize | Contacts | Page Layouts. ... If the button itself is not found, check whether Sites is enabled, by following this click path: ... If Sites is enabled, check for the permission 'Manage External Users.