All You Need to Know About High Volume Customer Portal Users Access management is a crucial part of any business. It provides improved security but mitigates threats.
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 high volume customer portal users and how having a
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custom Salesforce portal can help you easily take care of high volume users.
What are High Volume Customer Portal Users? 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 organization that has thousands of portal users. 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 with role hierarchy calculations.
Characteristics of High Volume Customer Portal Users Following are some characteristics that determine high volume users: ● They are contacts enabled to access a customer portal. ● They are assigned to Authenticated Website license, Customer Community, External Apps, or High Volume Customer Portal.
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● These users can only share records they own with other authenticated Salesforce users in the high volume customer portal users sharing group. ● They can share records they own in guest user or criteria-based sharing rules. Further, only if the following conditions are met high volume users can access records. The criteria being: ● They own a record ● They have update access to the account they belong to ● They can access a record’s parent, and the Parent controls the organization-wide sharing setting for that record. ● The organization-wide sharing setting for the object is Public Read Only or Public Read/Write. ● They access the account or contact that they’re enabled under via the API (not via the standard account or contact detail page)
Understanding the Limitations of High Volume Users ● High-volume portal users can not manually share records they own or have access to. ● Can not transfer cases from non-high-volume portal users to high-volume portal users. sales@crmjetty.com
● They do not own accounts. ● They can not be included in personal/public groups, account/case/opportunity teams, Salesforce content libraries, etc. ● They also can’t be assigned territories.
How Custom Salesforce Portal Can Help You In an ideal scenario, you will need a Service Cloud User License. That way, you can give your contacts unlimited logins to your portal. Users who have this license can access accounts, cases, documents, and such based on their permission settings. However, if you do not want to go through the pains of getting licenses, the other option is to have a Custom Salesforce Portal built exactly as per your unique business requirements. It can help you use hierarchy-based and criteria-based sharing rules for high-volume users. 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 can help you easily manage your customers.
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Our Salesforce Customer Portal is totally flexible, and you can customize it as per your needs. With drag-and-drop functionality, you can design and style easily. All of these features, with security and ease of use in mind, see how our Salesforce Customer Portal can benefit your business.
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Source: https://www.crmjetty.com/blog/collaboration-portal-indigital-era/
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