All You Need to Know About High Volume Customer Portal Users

1. All You Need to Know About High Volume Customer PortalUsers Access management is a crucial part of any business. It providesimprovedsecuritybutmitigatesthreats. As your organization grows, you need to provide multiple logins for high-volume users. However, managing high volume users in the Salesforce customer portal is a big challenge. In this post, we will cover all the aspects of understanding highvolumecustomerportalusersandhowhavinga sales@crmjetty.com

2. custom Salesforce portal can help you easily take care of high volumeusers. • What are High Volume Customer PortalUsers? • These users, basically, are portal users with limited access. These users will not have complete access, whether accounts, objects, or records. They are important for an organizationthathasthousandsofportalusers. • High volume customer portal users include both high volume customer portal and authenticated website license types. • Compared with other portal users, high volume customer portal users do not have roles. This further helps eliminate any kind of performance issues that are associated withrole hierarchycalculations. • Characteristics of High Volume Customer PortalUsers • Following are some characteristics that determine high volumeusers: • Theyarecontactsenabledtoaccessacustomerportal. • They are assigned to Authenticated Website license, CustomerCommunity,ExternalApps,orHighVolume CustomerPortal. sales@crmjetty.com

3. Theseuserscanonlysharerecordstheyownwith other authenticated Salesforce users in the high volumecustomerportaluserssharinggroup. • Theycansharerecordstheyowninguestuseror criteria-based sharingrules. • Further,onlyifthefollowingconditionsaremethighvolume userscanaccessrecords.Thecriteriabeing: • They own arecord • Theyhaveupdateaccesstotheaccounttheybelongto • They can access a record’s parent, and the Parent controlstheorganization-widesharingsettingforthat record. • Theorganization-widesharingsettingfortheobjectis Public Read Only orPublic Read/Write. • They access the account or contact that they’re enabledunderviatheAPI(notviathestandardaccount or contact detailpage) • Understanding theLimitations of High Volume Users • High-volumeportaluserscannotmanuallyshare recordstheyownorhaveaccessto. • Cannottransfercasesfromnon-high-volumeportal userstohigh-volumeportalusers. sales@crmjetty.com

4. Theydonotownaccounts. • They can not be included in personal/public groups, account/case/opportunity teams, Salesforcecontent libraries,etc. • They also can’t beassigned territories. • How Custom Salesforce Portal Can HelpYou • In an ideal scenario, you will need a Service Cloud User License. That way, you can give your contacts unlimited logins to yourportal. • Users who have this license can access accounts, cases, documents,andsuchbasedontheirpermissionsettings. • However, if you do not want to go through the pains of getting licenses, the other option is to have aCustom • Salesforce Portalbuilt exactly as per your unique business requirements. It can help you use hierarchy-based and criteria-basedsharingrulesforhigh-volumeusers. • With the help of the portal, you can manage roles and permissions along with page-level permissions for all customers. • Along with this crucial functionality, several other features canhelpyoueasilymanageyourcustomers. sales@crmjetty.com

5. Our Salesforce Customer Portal is totally flexible, and you can customize it as per your needs. With drag-and-drop functionality,youcandesignandstyleeasily. All of these features, with security and ease of use in mind, see how our Salesforce Customer Portal can benefit your business. RequestConsultation Source: https://www.crmjetty.com/blog/collaboration-portal-in- digital-era/ sales@crmjetty.com