Learn the key considerations when creating partner users and granting access in Salesforce. Discover the appropriate account types and licenses for partner users, and ensure proper configuration for your partner portals.
Table of Contents
Question
Ursa Major Solar (UMS) has business and person accounts in its Salesforce org. UMS has partner portals created for its Silver partners, DreamHouse Realty (DR) and Cloud Kicks (CK).
UMS’s Implementation team is creating users for its partners. DR and CK users do not require access to opportunities, leads, and campaigns.
What are the two considerations for creating partner users and granting access? (Choose two.)
A. Only person accounts can be created as partner users.
B. Only business accounts can be created as partner users.
C. Assign Customer Community Plus license to partner users.
D. Assign Partner Community license to partner users.
Answer
B. Only business accounts can be created as partner users.
D. Assign Partner Community license to partner users.
Explanation
When creating partner users and granting access in Salesforce, there are two main considerations:
- Account Type (B): Only business accounts can be created as partner users. Person accounts cannot be used for partner users in Salesforce partner portals.
- License Type (D): Assign the Partner Community license to partner users. This license type is specifically designed for partner users and provides the necessary access and permissions for partner portal functionality.
By using business accounts and the Partner Community license, you can ensure that your partner users have the appropriate access to collaborate and interact with your organization through the partner portal, while restricting access to sensitive data such as opportunities, leads, and campaigns.
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