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Create a Customer Account Portal—Setup Tasks
Review this high-level list of tasks and considerations for prepping and setting up your portal.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| Planning | Prep Your Salesforce Org for a Customer Portal | ||
| Set Up a Customer Account Portal | Advanced Features | ||
| Site Design | Reporting |
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