How do I assign a partner community license in Salesforce?

How do I assign a partner community license in Salesforce?

Create Partner Users

1. View the partner account contact you want to convert to a partner user.
2. On the contact detail page, click Manage External User and choose Enable Partner User.
3. Edit the user record for this partner and assign a partner license, role, and profile.
4. Click Save.

How do you set up a customer community?

Now, let’s dive into some of the key steps and considerations that companies can take to help grow their communities.

1. Take a Customer-First Approach.
2. Give People a Reason to Meet.
3. Be Part of the Discussion.
4. Don’t Underestimate Approachability.
5. Get Together Offline.
6. Consider Your Platform.

What is WDC in Salesforce?

WDC is a suite of sales-management and service-management tools that help managers and teams learn faster and perform better.

How do I set up a partner community?

From Setup, enter Digital Experiences in the Quick Find box, then select All Sites. Click Builder next to the Ursa Major portal….Add Profiles to Your Portal’s Membership

1. Select the Partner Community User and Customer Community User profiles.
2. Click Add.
3. Click Save.

What’s the difference between ” customer community login ” User licenses?

Customer community licenses are name based – each user that can access the community must have an active license associated with their username. So if you have 50,000 users you need 50,000 licenses, each of which incurs a cost. Customer community login licenses allow a set number of logins per month.

Can you switch from login based to community based license?

You can easily switch users from a login-based to a member-based license, and vice-versa, as long as the user remains on the same license type (Partner Community or Customer Community). If you own portal licenses, there’s no real benefit to swapping those licenses to Partner Communities or Customer Communities licenses.

Can a portal license be swapped for a customer community license?

If you own portal licenses, there’s no real benefit to swapping those licenses to Partner Communities or Customer Communities licenses. The Gold Partner license maps to Partner Communities and the HVPU license maps to Customer Communities, meaning that users with those licenses have access to the same feature set.

When do the new Salesforce communities licenses come out?

Salesforce Communities introduces three new licenses that are intended as long-term replacements for the legacy portal licenses: Customer Community — our high-volume license. Customer Community Plus — a role-based Customer Community license, available in Spring’14.