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Set Up and Maintain Your Salesforce Organization

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Set Up and Maintain Your Salesforce Organization

System Overview: Portal Roles

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System Overview: Portal Roles

The Portal Roles box in the system overview page shows the usage data and limit for total partner portal, Customer Portal, and Communities roles. The system overview page displays a message when your org reaches 95% of its allotted portal roles.

Required Editions

Available in: both Salesforce Classic and Lightning Experience

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

The default number of roles used in an org’s portals or communities is 50,000. This limit includes roles associated with all of the org’s customer portals, partner portals, or communities. To prevent unnecessary growth of this number, we recommend reviewing and reducing the number of roles. If you’re expecting a high-volume of users, we recommend that you enable account role optimization (ARO). It works by delaying the account role creation process until there’s a second user and roles become necessary to support sharing data between them. You can also delete unused roles.

Contact customer support to increase your number of roles. If you require 100,000 roles or more, contact your Salesforce account representative.

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