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Manage Users and Data Access
Manage External Users

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Manage External Users

Create and manage the external customer and partner users who log in to your Experience Cloud sites, and external-facing sites using other clouds such as Commerce Cloud, Financial Services Cloud, Health Cloud, and Work.com.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Applies to: LWR, Aura, and Visualforce sites
  • External User Access Best Practices
    External user access allows individuals outside your organization, such as customers, partners, or contractors, to access specific information and features by logging into your Salesforce environment or a site. To ensure your data is secure, make sure that external users have only the access and abilities required to complete their work.
  • Manage Site Membership
    Learn how to create external members and add them to your site.
  • Grant Portal Super User Access to Partner and Customer Users
    Enable super user access so that users with Partner Community or Customer Community Plus licenses in your sites can access more records and data.
  • Optimize Account Roles to Improve Performance and Scale
    If you expect a large volume of business accounts with a single Experience Cloud user, we recommend enabling Account Role Optimization (ARO) to ensure the best performance possible. ARO minimizes the number of roles created for users with licenses that require external user records to be associated with roles. The fewer the roles, the better the performance of your Experience Cloud site.
  • Manage Contactless Users
    By default, when Salesforce creates a user record for a customer or partner, it adds the user’s contact information. But if your implementation doesn’t require contact information for customers or partners, consider going contactless to reduce the overhead of managing these types of users. Without contacts, you don’t have to worry about keeping user and contact records in sync. For example, if you maintain a user directory for identity purposes, no contact information is required.
  • About High-Volume Community or Site Users
    High-volume community or site users in Experience Cloud are limited-access users intended for orgs that have thousands to millions of users.
  • Experience Cloud Site User Account Ownership Limitations
    Consider these limitations when assigning ownership of accounts to external users.
 
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