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Manage Users and Data Access
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            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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