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What’s Your Customer Account Portal Strategy?

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What’s Your Customer Account Portal Strategy?

The type of customer account portal you create depends on your business needs and what you want to accomplish. For example, an insurance company has a different strategy from a clothing retailer.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions

To get the most out of your Customer Account Portal implementation, ask yourself some questions.

  • How many Customer Community licenses do I need? Do I invest in Customer Community licenses or Customer Community Plus licenses?
  • What level of data visibility and privacy do I need for each object that I’m exposing to my customers?
  • Which objects do I grant permissions to in my customer profiles?
  • Do I want to allow my customers to self-register?

See Also

 
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