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          Legacy Portal Licenses

          Legacy Portal Licenses

          The following licenses are used in portals: Gold Partner, Customer Portal Manager Standard, and Customer Portal Manager Custom. These licenses are no longer sold because Partner Portals and Customer Portals are no longer available for orgs that aren’t currently using them. Instead, use Experience Cloud sites.

          Required Editions

          Available in: Salesforce Classic
          Available in: Enterprise, Performance, Unlimited, and Developer Editions
          Note
          Note Starting with Summer ’13, these licenses are only available for organizations that already have a Partner Portal or Customer Portal. If you don’t have a Partner Portal or Customer Portal but want to easily share information with your partners or customers, see Experience Cloud User Licenses.

          Partner Portal User Licenses

          Partner Portal users have the Gold Partner user license. They can only access Salesforce using the partner portal.

          Required Editions

          Available in: Salesforce Classic
          Available in: Enterprise, Performance, Unlimited, and Developer Editions
          Note
          Note When orders are enabled, standard profiles automatically include all object permissions for orders, as well as read access for products and price books. If your external users are assigned to a standard profile and these object permissions aren't appropriate for them, consider creating custom profiles that don't include these object permissions.

          Take a look at this table, which shows the equivalent current communities licenses for legacy portal licenses.

          Important
          Important Experience Cloud sites use community user licenses.
          License Name Best Used For Comparable Portal License
          External Apps Custom digital experiences to engage any external stakeholder, including Brand Engagement and Customer Loyalty. Limited access to CRM objects. The External Apps license can be used with person accounts. High Volume Customer Portal, Service Cloud Portal, Authenticated Sites Portal
          Customer Community Business-to-consumer experiences with large numbers of external users who need access to case objects or knowledge. The Customer Community can be used with person accounts. High Volume Customer Portal, Service Cloud Portal, Authenticated Sites Portal
          Customer Community Plus Business-to-consumer experiences with external users who need access to reports and dashboards and need standard sharing. The Customer Community Plus can be used with person accounts. Customer Portal — Enterprise Administration, Customer Portal Manager Standard, Customer Portal Manager Custom
          Partner Community Business-to-business experiences that need access to sales data such as partner relationship management. The Partner Community can’t be used with person accounts. Gold Partner
          Channel Account Business-to-business sites and portals that calculate their usage based on number of partners instead of number of individual users. Gold Partner

          Refer to the permissions table found in the Experience Cloud User Licenses to see the permissions allowed by your equivalent license.

          Customer Portal User Licenses

          Users of a Customer Portal site have the Customer Portal Manager Standard license.

          Required Editions

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

          It allows contacts to log in to your Customer Portal to manage customer support. You can associate users who have a Customer Portal Manager Standard license with the Customer Portal User profile or a profile cloned and customized from the Customer Portal User profile. This standard profile lets users view and edit data they directly own or data owned by or shared with users below them in the Customer Portal role hierarchy. These users can also view and edit cases where they’re listed in the Contact Name field.

          Users with the Customer Portal Manager Standard license can:

          • View contacts, price books, and products.
          • View and edit accounts and cases.
          • Create and edit assets.
          • Create, view, edit, and delete custom objects.
          • Access custom objects depending on their permissions.
          • Receive the “Portal Super User” permission.
          • Access Salesforce CRM Content if they have a Salesforce CRM Content feature license or the appropriate permissions.

          The Overage Customer Portal Manager Standard license is the same as the Customer Portal Manager Standard license, except that users are limited to one login per month.

          Note
          Note When orders are enabled, standard profiles automatically include all object permissions for orders, as well as read access for products and price books. If your external users are assigned to a standard profile and these object permissions aren't appropriate for them, consider creating custom profiles that don't include these object permissions.

          Take a look at this table, which shows the equivalent current communities licenses for legacy portal licenses.

          Important
          Important Experience Cloud sites use community user licenses.
          License Name Best Used For Comparable Portal License
          External Apps Custom digital experiences to engage any external stakeholder, including Brand Engagement and Customer Loyalty. Limited access to CRM objects. The External Apps license can be used with person accounts. High Volume Customer Portal, Service Cloud Portal, Authenticated Sites Portal
          Customer Community Business-to-consumer experiences with large numbers of external users who need access to case objects or knowledge. The Customer Community can be used with person accounts. High Volume Customer Portal, Service Cloud Portal, Authenticated Sites Portal
          Customer Community Plus Business-to-consumer experiences with external users who need access to reports and dashboards and need standard sharing. The Customer Community Plus can be used with person accounts. Customer Portal — Enterprise Administration, Customer Portal Manager Standard, Customer Portal Manager Custom
          Partner Community Business-to-business experiences that need access to sales data such as partner relationship management. The Partner Community can’t be used with person accounts. Gold Partner
          Channel Account Business-to-business sites and portals that calculate their usage based on number of partners instead of number of individual users. Gold Partner

          Refer to the permissions table found in the Experience Cloud User Licenses to see the permissions allowed by your equivalent license.

          Customer Portal—Enterprise Administration User Licenses

          Customer Portal—Enterprise Administration users have the Customer Portal Manager Custom license. This license gives contacts unlimited logins to your Salesforce Customer Portal to manage customer support.

          Required Editions

          Available in: Salesforce Classic
          Available in: Enterprise, Performance, Unlimited, and Developer editions

          You can associate users who have a Customer Portal Manager Custom license with the Customer Portal User profile or a profile cloned and customized from the Customer Portal User profile, which lets them view and edit data they directly own and view, create, and edit cases where they're listed in the Contact Name field.

          Users with this license can:

          • Create, read, or update accounts, assets, and cases.
          • View contacts.
          • View custom objects and run reports depending on their permissions.
          • Receive the “Portal Super User” and “Delegated External User Administrator” permissions.
          • Access Salesforce CRM Content if they have a Salesforce CRM Content feature license or the appropriate permissions.

          The Overage Customer Portal Manager Custom license is the same as the Customer Portal Manager Custom license, except that users don’t have unlimited logins. Contact Salesforce for information about the number of Customer Portal licenses you can activate.

          Note
          Note Once orders are enabled, standard profiles automatically include all object permissions for orders, as well as read access for products and price books. If your external users are assigned to a standard profile and these object permissions aren’t appropriate for them, consider creating custom profiles that don’t include these object permissions.

          Take a look at this table, which shows the equivalent current communities licenses for legacy portal licenses.

          Important
          Important Experience Cloud sites use community user licenses.
          License Name Best Used For Comparable Portal License
          External Apps Custom digital experiences to engage any external stakeholder, including Brand Engagement and Customer Loyalty. Limited access to CRM objects. The External Apps license can be used with person accounts. High Volume Customer Portal, Service Cloud Portal, Authenticated Sites Portal
          Customer Community Business-to-consumer experiences with large numbers of external users who need access to case objects or knowledge. The Customer Community can be used with person accounts. High Volume Customer Portal, Service Cloud Portal, Authenticated Sites Portal
          Customer Community Plus Business-to-consumer experiences with external users who need access to reports and dashboards and need standard sharing. The Customer Community Plus can be used with person accounts. Customer Portal — Enterprise Administration, Customer Portal Manager Standard, Customer Portal Manager Custom
          Partner Community Business-to-business experiences that need access to sales data such as partner relationship management. The Partner Community can’t be used with person accounts. Gold Partner
          Channel Account Business-to-business sites and portals that calculate their usage based on number of partners instead of number of individual users. Gold Partner

          Refer to the permissions table found in the Experience Cloud User Licenses to see the permissions allowed by your equivalent license.

          Service Cloud Portal User Licenses

          Service Cloud Portal users have the High Volume Customer Portal license. This license gives contacts unlimited logins to your Service Cloud Portal to access customer support information.

          Required Editions

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

          Users with this license can access accounts, assets, cases, contacts, custom objects, documents, ideas, and questions, depending on their permission settings.

          The Overage High Volume Customer Portal license is the same as the High Volume Customer Portal license, except that users do not have unlimited logins. Contact Salesforce for information about the number of Customer Portal licenses you can activate.

          This table lists the permissions that can be assigned to Service Cloud portal users.

            Create Read Update Delete
          Accounts   check icon indicating true check icon indicating true  
          Assets check icon indicating true check icon indicating true check icon indicating true  
          Cases check icon indicating true check icon indicating true check icon indicating true  
          Contacts check icon indicating true check icon indicating true check icon indicating true  
          Custom Objects check icon indicating true check icon indicating true check icon indicating true check icon indicating true
          Documents   check icon indicating true    
          Ideas check icon indicating true check icon indicating true    
          Knowledge   check icon indicating true    
          Price Books   check icon indicating true    
          Products   check icon indicating true    
          Questions and Answers check icon indicating true check icon indicating true    
          Solutions   check icon indicating true    
          Work Orders check icon indicating true check icon indicating true check icon indicating true  
           
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