Difference between partner and customer community salesforce
Salesforce has given its customers a great deal of functionality with their Communities offerings. It brings external customers and partners into business process with some easy-to-use out of the box functionality. They deal with funky email patterns, how licensing can impact design, and some best practices for the technical team implementing the Community. Both partner and customer communities have the ability to select profiles that can use the Community see image 1 below ; What you should know is that every time you add a new profile to a community, the welcome email that is setup for the Community will be sent to users in that profile. It is very normal to consider and adjust who can use the community before finalizing the welcome email — so be careful!SEE VIDEO BY TOPIC: How to Create a Sharing Set for Customer Community Users
SEE VIDEO BY TOPIC: 4 Steps to Launch a Partner CommunityContent:
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We highly discourage the use of internal licenses for external use cases. Obviously, you can use internal licenses for employee community use cases or to give your employees access to a community or portal that is external-facing.
However, purchasing and using internal licenses for external users carries high security risks. External user licenses are the only licenses suited to secure an external facing portal. Communities licenses are associated with users, not a specific community. If needed, you can move users with these licenses between communities. If you have unused licenses, you can assign them to users in any community in your org.
Here's another way to think about it: Your community is like an extension of your Salesforce org that allows users external and internal to interact and have selected access to data and functionality. In addition to supporting communities licenses, Communities supports all internal and portal licenses, including existing Customer Portal, Authenticated Website, and partner portal licenses. Check out Communities and Community Users in Your Salesforce Org , a quick video about how communities live in an org, the differences between community licenses, and how Salesforce accounts and community users are associated with one another.
Two underlying licenses support Employee Community licenses—the Salesforce Platform user license and the Company Community for Lightning Platform permission set license. Then assign them the Company Community for Lightning Platform permission set license. In some cases, you have to create the permission set before you can assign the license.
Each community license can be either a member-based license or a login-based license:. A Community member-based license works like a standard Salesforce internal license: external users with a member-based license are able to access a community as many times as they want. The only difference is that external users do not have access to the internal org. Login-based licenses are a bit different.
To use a Community login-based license, you first purchase a specific number of logins to be used every month. External users associated with that license consume one login each time they log into a community.
This type of login is referred to as a daily unique login. The ratio between the number of monthly logins you purchase and the number of login licenses that are provisioned in your org is 1 For example, if you purchase 1, monthly logins, then 20, login licenses are provisioned in your org. If you want to assign more than 20, login licenses, purchase more logins. Why the large ratio?
We want to make sure that you have enough licenses to assign to all the login-based users you potentially create. One last point: the timeout period for a session is configurable up to a maximum of 24 hours. Login overages are calculated over a month period from the start date of the contract.
Entitlements roll over from month to month. If you purchase 1, monthly logins, you are entitled to a total of 12, annual logins. In November , we introduced the concept of daily unique logins and beginning on April 1, , they are used to calculate overages.
You can monitor your login consumption checking the LoginHistory table. If you want to check your aggregated login consumption for the current month, use the Usage-based Entitlements list.
To avoid deployment problems and any degradation in service quality, we recommend that the number of users in your org not exceed the limits listed below.
If your growing community needs more users, contact your Salesforce account representative to understand how the product can scale to meet r demands. Some community licenses, such as Customer Community Plus and Partner Community, require roles associated with an account.
To prevent unnecessary growth of this number, we recommend reviewing and reducing the number of roles. You can also delete unused roles. Contact customer support to increase your number of roles. If you require , roles or more, please contact your Salesforce account representative. Here are the page view limits for guest users, based on your Salesforce edition. Overages are calculated on a yearly basis. If your growing community exceeds this number of guest user page views, contact your Salesforce account representative to increase your page view limits.
For example, a community set up in an Enterprise Edition org can have up to 6 million page views over the course of a year. Overages will be calculated after the annual limit has been reached. See Community Usage Limits for more information about page view and other user limits.
By design, the out-of-the-box object permissions of user profiles associated with community licenses are rather restricted. Read, Create, and Edit 2.
Content is not available with Customer Community licenses. Content is not available with Lightning External App licenses. Only internal users can create notes and only in Salesforce Classic. After a note is created, both internal and community users can access it. The community user's level of access on the note depends on their level of access on the record. Both internal and community users with Customer Community, Customer Community Plus, and Partner Community licenses can create Enhanced Notes using the New Note quick action on the record detail page in Lightning communities.
Notes are visible in the Notes related list. Required Editions. Learn About the Licenses Do I need communities licenses in my org to create communities? In Enterprise, Performance, and Unlimited orgs, you can create up to communities without buying communities licenses.
However, to create communities using the Partner Central template, you must purchase at least one Partner Community license. You can have up to communities in your Salesforce org. Active, inactive, and preview communities, including Lightning Platform sites, count against this limit. Do I need communities licenses in my org to give access to communities?
There are two types of access to communities: authenticated and unauthenticated access. Authenticated users log in to the community, whereas unauthenticated users are considered guest users. Even without communities licenses, guest users have some access to your communities such as to login and error pages. Purchase Community Cloud licenses to allow members to log in or give access to Salesforce objects based on your business needs.
Purchasing a community license also allows you to create external profiles beyond the guest user profile to access your communities. For example, guest users can access publicly available community pages to read content such as knowledge articles. Limited access to CRM objects. The Commerce Portals license can be used with person accounts. The Customer Community can be used with person accounts. The Customer Community Plus can be used with person accounts.
Customer Portal — Enterprise Administration Partner Community Business-to-business communities that need access to sales data such as partner relationship management. Partner External Apps Highly customized experiences incorporating CRM objects, custom objects, external data, and requiring additional storage. Ideal use cases are dealer, vendor, or supplier portals.
Also commonly used for franchise management, marketplaces, and multi-level marketing. Partner Channel Account Business-to-business communities and portals that calculate their usage based on number of partners instead of number of individual users.
Note Different license types can access your community. Your community is not limited to just one type of license. License Detail By design, the out-of-the-box object permissions of user profiles associated with community licenses are rather restricted. Note As a best practice, always clone the standard profile associated with a community license, and change object permissions as needed. With these permissions, a partner user can: search for and add their contacts or leads as campaign members, access reports on their campaigns, and mass-assign their contacts and leads on a campaign.
The owner of the case must be an internal or Partner Community user to make the change. Permission sets can be used in tandem with sharing sets to allow customers to access reports and dashboards. Available in: Salesforce Classic not available in all orgs and Lightning Experience. Commerce Portals. Custom digital experiences to engage any external stakeholder, including Brand Engagement and Customer Loyalty.
Customer Community. Business-to-consumer experiences with large numbers of external users who need access to case objects or knowledge. Customer Community Plus. Customer Portal — Enterprise Administration. Partner Community. Business-to-business communities that need access to sales data such as partner relationship management.
External Apps. Highly customized experiences incorporating CRM objects, custom objects, external data, and requiring additional storage. Channel Account. Business-to-business communities and portals that calculate their usage based on number of partners instead of number of individual users.
Customer Community Login License. Customer Community Plus Login License. Partner Community Login License.
Communities & Portals Overview
By Jon Paz, T. Salesforce portals and communities empower your customers and partners by providing a social forum directly related to your internal business processes so that they can connect with the right information and the right people at the right moments. What you need to know moving forward is that communities are effectively upgraded portals, rebranded as communities. With a number of features carrying over and a wealth of new enhancements, Salesforce communities allow your organization to pursue your business goals in the following ways:. Business integration: Integrate your business processes with your community to allow customers and employees to collaborate on the same records in the same space.
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Salesforce Communities – Licence Types Explained…
As a Salesforce Gold Partner, we love to work with the whole gamut of Salesforce solutions. In particular, many of our technical consultants specialize in Marketing Cloud, Sales Cloud and Communities among other things. Communities happen to be one of my favorite offerings to work with and implement. Thinking about getting started with a community for your own customers or dealers? Within each edition, there are two types: Member-Based and Login-Based. Tip: think of the three editions as level of access and the types as how often the community will be used. All communities will have a corresponding URL under this main domain as default:.
Understanding Salesforce Communities, Customer & Partner portals
Since we work with a large number of customers evaluating Salesforce, we see many questions arise about the partner program — specifically around understanding what the right partner type to choose is. Determining the correct license type for your business is a crucial first step. It defines not only your relationship with Salesforce but also the way in which you architect your application. OEM stands for Original Equipment Manufacturer — this term is used when a specific version of software comes bundled with a piece of hardware, i. However, this term is a bit of a misnomer in the world of Salesforce because the partnership type is called OEM Embedded or Lightning Platform Embedded.
TIn short: online communities are quickly becoming an essential component of customer relationship management, for companies of all sizes. TBut how does one go about setting up and deploying a highly functional and well-designed online community? Meet Salesforce Community Cloud. Community Cloud is a Salesforce platform that gives companies the tools to create branded online communities.
4 Things “I Wish I Knew Earlier” for a Branded Salesforce Community
We highly discourage the use of internal licenses for external use cases. Obviously, you can use internal licenses for employee community use cases or to give your employees access to a community or portal that is external-facing. However, purchasing and using internal licenses for external users carries high security risks. External user licenses are the only licenses suited to secure an external facing portal.
Leading Through Change with Data. Global Economy Data Track. Government Data Track. Healthcare Data Track. B-Well Together.
The Differences between Salesforce Portals and Communities
Thinking of turning your old customer portal into to a Community? These days, Communities are the only available option from Salesforce. If you already own an old-school portal from way-back-when, Salesforce will kindly allow you to keep it alive. But before you get too excited by that, you might want to see what a new Community can do instead. A customer portal acts as an online support channel for all your customers.
First things first! To download this implementation guide, click the download button below. If you need more information about the implementation guide, you can read the Table of Contents below. Introduction Have a partner portal or customer portal in your org You can set up a community as well to take advantage of the great new features that Salesforce Communities provides Read on to understand the differences between portals and communities and get some highlevel tips and considerations for making a smooth transition to communities Important After setting up a community you can continue using your partner portal or customer portal since they live side by side in your org Changes to community settings are separate from portal settings and have no impact on your existing portal setup. Why Migrate Communities combine the power of the Forcecom platform Lightning components and Chatter collaboration Use communities to.
Partner Portal Partner Relationship Management : The key difference between customer portal and partner portal is that partner users can access leads and opportunities. Discontinued prior to launch of communities. Communities replaces these portal offerings moving forward. Whereas portals essentially gave external users partners, customers, etc.