Internal Users: SELECT Id, Name, IsActive, Profile.Name FROM User WHERE ProfileId IN (SELECT Id FROM Profile WHERE UserType = ‘Standard’) Customer Community/Portal Users: SELECT Id, Name, IsActive, Profile.Name FROM User WHERE ProfileId IN (SELECT Id FROM Profile WHERE UserType = ‘CSPLitePortal’)
Full Answer
What is a community portal user in Salesforce?
Community portal user belongs to an account in Salesforce as a contact. how do I query the account name of the contact which is a user in the community portal? As a common practice, if your question is answered, please choose 1 best answer. But you can give every answer a thumb up if that answer is helpful to you.
What are portal user roles?
When you enable a Customer Portal on an account, the system creates a role hierarchy for the account's portal users. The portal roles are unique for each account and include the account's name. For example, “Account A Customer User.”
Can I create a customer portal user associated with a partner?
Note: You cannot create a Customer Portal user associated with an account owned by a partner user. Thanks for the reply, but the problem that I don't have roles for Customers beeing generated.
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:
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.
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.
Is customer portal field 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.
What information can a user see in their customer portal?
A customer portal — also known as a client portal — provides a home base for your customers to interact with your support team. It's a single entry point where customers can access status updates for their open support requests along with company information, product details, and account history.
What is portal user visibility Salesforce?
Portal User Visibility: If enabled, portal users in the same customer or partner portal account can see each other, regardless of the organization-wide defaults. Partner users with a Partner Community license (or equivalent) can also see the Salesforce user that owns their partner portal account.
What is portal user?
Portal User is a person with a user id on the web portal of the Xemplar Drive SaaS Software, with rights to monitor and manage the drivers (App users) related to the Software.
What is Customer Portal and Partner portal?
– Purpose: Partner portal shows leads and opportunity to partners whereas customer portal is useful for solving issues independently without interacting with representatives. – Audience: Partner portal is useful for channel salespeople or other third-parties, whereas customer portal is for end users.
What information can a user see in their customer portal hubspot?
When your visitors log in to their customer portal, they can view all of their open and closed tickets on the ticket listing page, and filter and search for existing tickets.
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.
How do I give customer access to Salesforce?
The customer access option is visible in the sharing detail of any file shared with a record. To set the sharing level, in the menu next to the Customer Access option, select Viewer to give the customer view access to the file. If you choose Set by Record, then the customer's file access depends on their record access.