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How to create a partner portal in Salesforce?
Drag the Enable as Partner and Disable Partner Account buttons to the Salesforce Mobile and Lightning Experience Actions section. Click Quick Save. Now add the partner user buttons to the contact page layout. From Setup, click Object Manager. Click Contact | Page Layouts | Contact Layout. In the page layout editor, click Mobile & Lightning Actions.
How to manage object permissions in Salesforce classic?
Object permissions specify the base-level access users have to create, read, edit, and delete records for each object. You can manage object permissions in permission sets and profiles. Available in: Salesforce Classic (not available in all orgs) and Lightning Experience
What are the permissions for a standard profile in Salesforce?
Each standard profile includes a default set of permissions for all standard objects available on the platform. For example, a Standard User can create and edit records while a Minimum Access – Salesforce user can view records, but not create or edit them.
Where do I Find my user management settings in Salesforce?
To do that, find User Management Settings in the Quick Find box in Setup, then enable Enhanced Profile User Interface. In Setup, use the Quick Find box to find Profiles. Click Clone next to a profile similar to the one you want to create. Give your new profile a name, and save.
Where do I find attachments in Salesforce portal?
When a do it, the portal users can see the file only at the “Files” tab, inside the libary.. but the “Notes and Attachments” related lists continue not showing the attachment file. Follows an example, to better undertanding..
Can a portal user see the attachments in a document?
The problem is, the portal users cannot see the attachments, unless the user be the attachment owner. – Attachment: That is directly related with the parent record, and nothing else.
Where do I find Witch in Salesforce.com?
– File: That is a user file, witch is shared with the record at the moment it’s uploaded. In this case I can see this file in the “Files” tab, and share with other records, groups and libraries too. In both cases, they apear in the “Notes and Attachments” related lists.