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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 |
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 |
Take a look at this table, which shows the equivalent current communities licenses for legacy portal 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.
Take a look at this table, which shows the equivalent current communities licenses for legacy portal 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.
Take a look at this table, which shows the equivalent current communities licenses for legacy portal 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 | |
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| Assets |
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| Cases |
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| Contacts |
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| Custom Objects |
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| Documents |
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| Ideas |
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| Knowledge |
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| Price Books |
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| Products |
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| Questions and Answers |
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| Solutions |
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| Work Orders |
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