To find the customer portal ID Go to Setup > Customer Portal > Setting then on Portal detial section you can find Portal Id. We don't have Customer Portal set up. I am just trying to use a SOAP Call to call Salesforce sandbox from our website. Well in that case you need to setup a customer portal first to get the portal Id.
- From Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings.
- Select a Customer Portal name, and on the Customer Portal detail page, the URL of the Customer Portal displays. The Portal ID is in the URL.
How do I find a user's Salesforce ID?
https://<YourInstanceOrMyDomainHere>.lightning.force.com/lightning/setup/ManageUsers/page?address=%2F 00530000003xqAb %3Fnoredirect%3D1%26isUserEntityOverride%3D1 In each URL above, the User's Salesforce ID is 00530000003xqAb Navigate to the User's Profile. For instructions, see our Manage Profile Lists documentation.
How do I find the customer portal ID?
From Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings Select a Customer Portal name, and on the Customer Portal detail page, the URL of the Customer Portal displays. The Portal ID is in the URL. The portalID value may be null or an empty key if there is no portal configured with this provider.
Is it possible to redirect to portal ID in Lightning component action?
I have developed successfully a lightning component action to do that (open a new url that logs in), and it needs the portal id that is hard coded, and I want it not to be hard coded. What's your approach, to form URL same as in Log in to Community as User and redirect to it? yes, redirect from within my lightning component action - it works good.
How do I find my portal ID?
Where do I find our Portal ID? To find the customer portal ID Go to Setup > Customer Portal > Setting then on Portal detial section you can find Portal Id.
What is portal account in Salesforce?
Customer Portal:- A Salesforce.com Customer Portal is similar to a Self-Service portal in that it provides an online support channel for your customers—allowing them to resolve their inquiries without contacting a customer service representative.
How do I login to a Salesforce portal user?
If you have not enabled your portal, select Enable Customer Portal or Enable Partner Relationship Management and click Save....Configure the portal as follows:Select the Login Enabled checkbox.Select a user for the Administrator field.Optionally, set the Logout URL . ... Click Save.
How do I query a portal user in Salesforce?
How to query Internal, Community/Portal and Community/Portal Users in Salesforce using SOQL?Internal Users: SELECT Id, Name, IsActive, Profile.Name FROM User WHERE ProfileId IN ( SELECT Id FROM Profile WHERE UserType = 'Standard' )Customer Community/Portal Users: ... Partner Community/Portal Users:
What is customer portal account?
A customer portal is a website designed to give current customers access to services and information they need. It's usually private and secure, requiring log-on.
Does Salesforce have a customer portal?
Salesforce Customer Portal allows you to create profiles having customizable layouts, list views, and reliable field-level security. Moreover, it provides access to custom Salesforce objects for displaying and collecting relevant information for custom applications.
What are the portals available in Salesforce?
There are 3 types of Salesforce.com Portals: Customer Portal. Partner Portal. Self Service Portal.
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 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.
Who is portal user in Salesforce?
It allows contacts to log in to your Customer Portal to manage customer support. You can associate users who have a Customer Portal Manager Standard license with the Customer Portal User profile or a profile cloned and customized from the Customer Portal User profile.
How do you add a portal user to a test class in Salesforce?
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');
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.
User Interface
Please navigate to the "System Overview" setup section ( https://instance.salesforce.com/setup/systemOverview.apexp?setupid=SystemOverview ) and check the "Portal Roles" section.
Workbench
Open Workbench. Click on "Info" and select "Metadata Types & Components". Then you can select "Role" as metadata type. The number of roles will display in the "Components" folder.
