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What is the difference between partner community and customer community in Salesforce?
Customer Community – allow your customers (B2B and B2C) engage with both your organisation and other customers via an online portal. Partner Community – give your resellers, distributors, brokers limited access to your Salesforce to pass you leads and work on deals with your sales team.
Who sees what video Salesforce?
The popular Who Sees What video series addresses common questions that you might have about roles, profiles, and data visibility. This series is a must watch if you want to learn how all the security settings work together to provide access to the objects and records in your Salesforce org.
Is it good to have visibility into customer case records?
However, doing that would almost never make sense for an organization. Think about it — you would be providing each of your customers visibility into all Contact and Case records for all of your other customers. Assume your Organization-Wide Default for both objects is Private.
How to export customer records in partner center?
Customer records are among your most important information assets in Partner Center. You can search your database of customer accounts, export the entire customer database, or export a subset, to an Excel-compatible comma-separated value file format (.csv). You can also export a customer’s subscriptions information to a .csv file.
Do You Loose visibility of cases for community end users?
The end user is able to create their cases just fine however when one of the agents takes ownership of the case, the end user looses visibility of it. Does anyone have experience with communities and cases visbility? Thnxs in advance!!! You want to create a sharing set. (taken you’re using customer community)
Is it possible to provide public access to case records?
In theory, you could provide Public access for either Cases or Contacts. However, doing that would almost never make sense for an organization. Think about it — you would be providing each of your customers visibility into all Contact and Case records for all of your other customers.