How do I show reports in Salesforce community?
B. Sharing Reports and Dashboards in Partner Communities
- Click Setup in top right corner.
- Navigate to App Setup> Customize > Reports & Dashboards > Folder Sharing.
- Click Enable access levels for sharing report and dashboard folders.
- Click the Reports tab.
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.
Do you grant view all on customer community?
At this time it is possible to grant View All and Modify All permissions on profiles using the lesser Customer Community user licenses. Licenses above this type (Customer Community Plus and Partner Community) do not have these permissions available. 1. Create a profile based on the Customer Community user license 2.
Are there modify / view all permissions on customer community?
Licenses above this type (Customer Community Plus and Partner Community) do not have these permissions available. 1. Create a profile based on the Customer Community user license 2. Once the profile is created edit the new profile and access a custom object permission. 3. Note you are able to set Modify All and View All for the custom object 4.
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.