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Enable access to Notes and Attachments on Accounts and Contacts for Customer Community License Users

Udgivelsesdato: Apr 22, 2026
Beskrivelse

Notes and Attachments access for Customer Community License users allows site users to view Notes and Attachments on the Account and Contact objects within an Experience Cloud site. This feature is useful for organizations that need to surface related account or contact documents directly to their community users without requiring a higher-tier license. For example, a partner portal user can view supporting documents attached to their account record without needing internal Salesforce access.

Available Editions:

Professional, Enterprise, Unlimited, and Developer

How to Activate:

Submit an activation request with Salesforce Support

Prerequisites:

Verify that this feature is available in the organization where you want it activated before submitting a support request.

Løsning

Notes and Attachments access for Customer Community License users must be explicitly activated by Salesforce Support before it is available in your organization.

Requesting Activation:

If you've reviewed all relevant documentation and still need assistance with activating this feature, please have a System Administrator create an activation request with Support.

Post Activation Steps:

Once activated, a System Administrator should verify that Notes and Attachments are visible on the Account and Contact objects for the relevant Experience Cloud site users.

Vidensartikelnummer

000381887

 
Indlæser
Salesforce Help | Article