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How to detect if contacts are partner portal users or customer?
Problem: As a partner channel manager it is handy to be able to login as the partner using the button on the contact object. The problem is that it does not seem to be possible to detect which contact is PRM enabled. The only way you can find the partner enabled account is to manually open all of the contacts.
What happens when you merge two Contact Records?
When you merge 2 contacts (using the API), and one is a portal user and the other not, you would expect the “survivor” to become the portal contact, i.e. that the Portal User records always will point at the surviving contact record, but NO.
How to connect contacts in Salesforce relationships unit?
Click the Contacts tab in the navigation bar and search or browse to find a contact record. Click that person’s record. 2. Click Related. 3. Find the Relationships section. Click New. 4. In the New Relationship dialog box, select a Related Contact. Search for another existing contact’s name to find people.
How to create a relationship between two contacts?
He confirmed that they’re both connected to the same household record, but he also wants to make sure that their parent/child relationship is made explicit so anyone on staff will see that when they look at either individual contact record. To create a relationship between two contacts within NPSP: 1.
How to enable self registration in Salesforce customer portal?
In look and feel section we have to add footers, headers and login messages that are displayed to users. Self Registration Settings. This section enables us to allow existing contacts to register automatically to access customer portal in salesforce. Select Self registration enabled check box to activate.
What can you do with customer portal in Salesforce?
By enabling customer portal in salesforce only we can share information with customers. With out enabling customer portal in salesforce we can’t satisfy customers needs. All the necessary customisations, settings, features will be available only after enabling customer portal in salesforce.