Create a Customer Account Portal—Setup Tasks

Review this high-level list of tasks and considerations for prepping and setting up your portal.

Available in: both Salesforce Classic and Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions

Planning	What’s Your Customer Account Portal Strategy? Extend Salesforce to Customers with the Correct Licenses Experience Builder Site Limitations Communities and Community Users in Your Salesforce Org	Prep Your Salesforce Org for a Customer Portal	Create Experience Cloud Site Users Super User Access Delegated Administration
Set Up a Customer Account Portal	Update Org-Wide Settings Create an Experience Cloud Site Add Salesforce CRM Data to LWR or Aura Sites	Advanced Features	Community Moderation Configure Dashboards to Monitor Your Site Create Pages and Groups Targeted at Specific Audiences
Site Design	Customize Your Experience Builder Site Customize Experience Builder Site Pages and Components Customize Site Navigation Which Components Can I Use with Customer Account Portal? Custom Theme Layouts	Reporting	Experience Cloud site reports Custom Reports Report Management for Partners AppExchange Reporting Packages for Experience Cloud Sites Google Analytics™

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