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vijay gouda
what is the importence of contacs and Accounts in salesforce customer portal?
Hi,
How accounta and contacs treated in salesforce customer portal and what is the importence of these?
Thanks
Vijay
How accounta and contacs treated in salesforce customer portal and what is the importence of these?
Thanks
Vijay
To allow a customer to access your Salesforce Customer Portal, you must enable the customer’s contact or person account record as a Customer Portal user.
To view or edit an enabled contact’s access to your Customer Portal, on the contact detail page, click Manage External Userand choose View Customer User.
You cannot enable the contact for the Customer Portal unless the owner of the contact’s account is associated with a role in your organization.
The first time you enable a contact for the Customer Portal on an account, you cannot assign the contact to a portal role.
The contact is automatically assigned to the Customer User role, which includes the name of the contact’s account. You can update contact’s portal role later.
Please see the below link for more information
https://help.salesforce.com/HTViewHelpDoc?id=contacts_customer_portal.htm&language=en_US
Best Regards
Naga Kiran