Community User in Salesforce: Facts you should know about them

Ayub Ansari
2 min readNov 20, 2018
  1. A user with a Partner Community license must be associated with a business account that is enabled as a partner account. Partner users can’t be associated with person accounts.

2. To view or create relationships between accounts and contacts, you must have “Read” on accounts and contacts. To edit or delete relationships between account and contacts, you must have “Read” on accounts and “Edit” on contacts.

3. For the Partner Community license, to read, create, and edit campaigns in the user interface, the partner user also needs the “Marketing User” permission. With these permissions, a partner user can: search for and add their contacts or leads as campaign members, access reports on their campaigns, and mass-assign their contacts and leads on a campaign.

4. For the Customer Community license, cases can’t be created on behalf of another user.

5. Customer Community Plus users can’t change the account or contact on a case they own. The owner of the case must be an internal or Partner Community user to make the change.

6. For the Customer Community license, access to Notes and Attachments for most objects is enabled by default. If your users with a Customer Community license can’t access Notes and Attachments on accounts and contacts, contact Salesforce.

7. 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.

8. To create and edit reports, the user also needs the “Create and Customize Reports,” “Report Builder,” and “Edit My Reports” permissions. For more information see, Set Up Report Management for External Users — Create and Edit Reports. Report creation is available only in Salesforce Tabs + Visualforce communities.

9. Salesforce Files with Chatter enabled lets you share files in a group, feed, and post a file to a record. With Salesforce CRM Content enabled, Files gives you access to Libraries, content deliveries, and file tagging.

10. Library administrators can manage library permissions to determine the level of access users have to content libraries.

11. Sharing sets are not supported by reports and dashboards. Permission sets can be used in tandem with sharing sets to allow customers to access reports and dashboards.

12. Partner users can’t see emails in the case feed.

13. Recognition Badges is only available in Lightning Communities.

14. Customer Community license holders can submit for approval, but don’t have access to approve anything.

--

--