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Click on Customer Portal Settings and list of portals will be displayed in a new page.. Select the portal to which you want to enable Portal login. After enabling login click on S. Dynamics CRM side: - On purchasing this add-on, you will get a zip file named 'Portal SharePoint Integration'. - Login to your CRM Account and navigate to the Settings → Solutions menu. - Click on 'Import' to upload and install the Add-on. - Import the "Portal SharePoint" Zip file and proceed to install SharePoint.
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Disable Direct Login Guide 1. Enable “Disable Login with Salesforce Credentials” checkbox. What does this step do? This step is needed to display a backend system permission attribute that is used in the next step. It does not have any impact until Step 2 is completed. End user impact: This does not have an end user impact. Steps to take:.
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Customer Portal Users; Considerations for the Convert External User Access Wizard; Use the Convert External User Access Wizard; Change the Theme of Your Experience Builder Site; Share More Salesforce Object Data in Your Site; Prebuilt Experience Builder Themes; Edit Language Content on the Page; Traffic Allowances for Salesforce's CDN for.
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Salesforce Help Documentation: Control Chatter Access Through User Profiles Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here. Dynamics CRM side: - On purchasing this add-on, you will get a zip file named 'Portal SharePoint Integration'. - Login to your CRM Account and navigate to the Settings → Solutions menu. - Click on 'Import' to upload and install the Add-on. - Import the "Portal SharePoint" Zip file and proceed to install SharePoint. Legacy Portal user cannot use Salesforce MFA. Even if a user setup Salesforce MFA, the user will not be notified to the user at login and Salesforce MFA will be. Set the number of invalid login attempts to 3-5. Password Reset Enables the answer to hidden secrets. Force re-login on session timeout, but enable session timeout warning popup. Enabling salesforce customer portal in necessary. Salesforce users must know how to enable salesforce customer portal. Follow the steps given below to enable salesforce customer portal. Go to setup=>Customize=>Customer portal=>Settings. Now click on settings to activate. Now click on Edit button to edit. After editing click on enable salesforce. Steps to Create a Role Hierarchy in Salesforce: 1. Navigate to Setup -> Administer -> Manage Users -> Roles. Above Role hierarchy screen will be shown. 2. Click on 'Set Up Roles' Button. You'll be navigated to below page. 3. In the above screen, the 'tree view' of role hierarchy is shown.
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Terminologies to Events in Salesforce. Assigned To: The person who gets the responsibility for the event. Invitees: We can invite 3 types of people for events in salesforce . Lead — A potential customer. Contact — A customer. They can be invited for an event even if they ain't on the Salesforce platform. They can create a user ID. Having a Dedicated Integration User will make managing integrations simpler and save you time. For example: freezing and deactivating users is a labor-intensive job for a Salesforce Admin in the absence of a Dedicated Integration User. When an employee whose Salesforce license is being used for an integration leaves the company or changes their. .
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The act of simply deactivating a user isn't difficult: From Setup, click Manage Users | Users . Click Edit next to a user's name. Deselect the Active checkbox and then click Save. Deactivation does not change ownership of Julie's records. The records remain Julie's records until you transfer ownership of them.
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