How do I login to a Salesforce portal user?

How do I login to a Salesforce portal user?

How to Enable Customer Portal

1. From Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings.
2. Click Edit.
3. Select Enable Customer Portal.
4. Click Save.
5. Continue setting up the portal.
6. View of Customer Portal after Enable.
7. Click Edit.

How do I find my login credentials in Salesforce?

Find the Username and Password for Your Trailhead Playground

1. Click the Get Your Login Credentials tab.
2. Make a note of the username shown on the page.
3. Click Reset My Password.
4. Click the link in the email.
5. Enter a new password, confirm it, and click Change Password.

How do I enable a disabled portal user in Salesforce?

You can set a deactivated portal user to active again, but there is no way to reactivate a disabled portal user. If you go to the Contact record, you can “Enable Customer User”.

How do I set User permissions?

Assign Permission Sets

1. Click , then click Setup.
2. From Setup, enter Permission Sets in the Quick Find box, then click Permission Sets.
3. Select the permission set that you want to assign to users.
4. Click Manage Assignments, then Add Assignments.
5. Select the checkboxes next to the appropriate users.
6. Click Assign.

What happens if the database server cannot authenticate the credentials?

If the database server cannot authenticate the credentials that you provide, the connection will fail. When you use the Windows Integrated Security option, the report server passes the security token of the user accessing the report to the server hosting the external data source.

Why is cached user credentials not working in Windows XP?

A domain user may be unable to log on by using cached credentials after a local user tries to unlock a Windows XP-based workstation Hope this helps. See if there are any traces in event logs. already tried that, no luck. I guess you connect by wire or wireless.

How are Windows credentials passed to report server?

If you specify Windows credentials, the report server passes the credentials to Windows for subsequent authentication. Otherwise, the credentials are passed to the database server for authentication. If you use stored credentials to connect to an external data source, the Windows domain user account must have permission to log on locally.

When to use prompted credentials for report data sources?

When you configure a report data source connection to use prompted credentials, each user who access the report must enter a user name and password to retrieve the data. This approach is recommended for reports that contain confidential data. Prompted credentials can be used only on reports that run on demand.