If customer invitations are enabled for your organization, you can invite, add, and remove customers.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group, Enterprise, Professional, Performance, Unlimited, Contact Manager, and Developer Editions |
It must be a private group that you own or manage and that allows customers.
- Navigate to a group detail page.
-
To add people who aren't already customers in your company, click Invite
People, or Add/Remove Members | Invite them to Salesforce Chatter!. Enter email addresses separated by commas, add an
optional message if you like, and click
Send.
When a customer accepts your invitation, they get access to Chatter and become a member of the group.
- To add people who are already customers in your company, click Add/Remove Members.
Note
- When you invite a customer to your group, they get a unique username and password to log in to the group. They get the username and password even if they’re already a member of another Salesforce organization. They can’t use other Salesforce logins to access your customer group.
- If a customer can’t log in to the group, verify that they’re using the authentication credentials from their welcome email. If the problem persists, ask your administrator for help.
- If a customer loses their password, they can use the Forgot Password option to reset it. If they don’t have their username, they can recover it by contacting the administrator of the organization in which they’re a customer.