Customer Invitations

Let users invite customers to the private groups that they own or manage. Customers are users outside your company's email domains. They have limited Chatter access and can see only the groups that they're invited to. They can interact only with members of those groups.

Required Editions

Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, Developer, and Database.com Editions

Salesforce CRM, Approvals, Chatter email notifications, Chatter Invitations, and customer invitations aren’t available in Database.com.

Customer invitations don’t support My Domain URLs or domains created with single sign-on or IP restrictions. To enable customer invitations with these features in place, we recommend one of these approaches:

  • Customize the single sign-on page for your organization with an extra link redirecting users to https://MyDomainName.my.salesforce.com/.
  • Enable single sign-on for your customers.

When Chatter is enabled in your org, customer invitations are enabled by default. To disable customer invitations, go to Setup and enter Chatter in the Quick Find box. Select Chatter Settings and deselect Allow Customer Invitations in the Chatter Settings section. Disabling customer invitations doesn’t delete existing customers or groups that allow customers.