The type of customer account portal you create depends on your business needs and what
you want to accomplish. For example, an insurance company has a different strategy from a
clothing retailer.
Required Editions
| Available in: both Salesforce Classic
and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
To get the most out of your Customer Account Portal implementation, ask yourself some
questions.
- How many Customer Community licenses do I need? Do I invest in Customer Community licenses
or Customer Community Plus licenses?
- What level of data visibility and privacy do I need for each object that I’m exposing to
my customers?
- Which objects do I grant permissions to in my customer profiles?
- Do I want to allow my customers to self-register?
