How to create portal roles in salesforce

Where are portal roles in Salesforce?

Please navigate to the “System Overview” setup section ( ) and check the “Portal Roles” section.

How do you create a portal in Salesforce?

Enable Customer Portal in Salesforce
  1. From Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings.
  2. Click Edit.
  3. Select Enable Customer Portal.
  4. Click Save.
  5. Continue setting up the portal.
  6. View of Customer Portal after Enable.

What is Salesforce portal role?

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.”

What are account roles?

An Account Role is the default role assigned to members in your organization and is used to specify their main title or position. It also provides a quick and easy way to group and manage people, plan projects more accurately, assign tasks, and develop resource plans.

What are the different roles in Salesforce?

Different Types of Salesforce Roles, Explained
  • Salesforce Administrator:
  • Salesforce Business Analyst:
  • Salesforce Developer:
  • Salesforce Functional Consultant:
  • Salesforce Platform Manager:
  • Salesforce Solution Architect:
  • Salesforce Technical Architect:
  • Salesforce Project Manager:

How many roles can be created in Salesforce?

By default, a Salesforce org can have up to 500 Roles or Territories. The current Maximum is 10000. A documented business case, including the specific amount of roles or territories needed, is required when requesting a higher limit.

What are record types in Salesforce?

Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.

What is a list view in Salesforce?

List Views are an often unused tool in the Salesforce toolshed. With List Views you can quickly see particular segments of your data. List Views use Objects, like Leads, Accounts, Opportunities, and more, to find the data points you’re looking for.

What are records and fields in Salesforce?

A field is one data point within an object (e.g. “First Name” on the lead object). A record is row of field data within an object (e.g. the lead “John Smith”). An object is comprised of its field definitions and records. A tab is used to expose an object and its data to the end user through the web interface.

What is profile in Salesforce?

What is the profile? A profile controls “Object permissions, Field permissions, User permissions, Tab settings, App settings, Apex class access, Visualforce page access, Page layouts, Record Types, Login hours & Login IP ranges. You can define profiles by user’s job function.

What is profile and roles in Salesforce?

Profiles are required, but roles are not. Profiles determine which objects, fields, etc. a user can access, and roles determine what records a user can see relative to others in the organization’s hierarchy. Typically, a user’s profile is set to something such as Sales or HR or System Administrator.

Can two users have same profile in Salesforce?

Yes, this is possible that two or more users have the same profile in the Salesforce. But a single user cannot have more than one profile. As soon as, the profile is created then it will be added to the role hierarchy.

How many Sandboxs are there in Salesforce?

Salesforce now providing four types of sandboxes. Developer sandbox is a copy of production, it copies all application and configuration information to the sandbox.

What is the difference between user and profile in Salesforce?

This salesforce role vs profile might have helped you to understand the differences. A role is controls of records a user can SEE in the hierarchy i.e. which records or objects a user can observe.


Role Profile
Defining role to a user is mandatory always Defining profile is not always mandatory
Mar 25, 2020

What are the standard objects in Salesforce?

1. Standard Objects: The objects provided by is called standard objects. Examples of standard objects are accounts, contacts, opportunities, Leads, products, campaigns, cases, users, contracts, Report, and dashboards, etc.

How many types of profiles are there?

There are generally three different types of user profiles.

What is OWD in Salesforce?

Organization Wide Defaults(OWD) in salesforce is the baseline level of access that the most restricted user should have. Organizational Wide Defaults are used to restrict access. You grant access through other means like(sharing rules, Role Hierarchy, Sales Teams and Account teams, manual sharing, Apex Sharing ).

What OWD settings?

OWD stands for Organization Wide Default (OWD). Organization Wide Default settings are baseline settings in Salesforce specify which records can be accessed by which user and in which mode. Organization Wide Default settings can be overridden using Sharing rules.