Moving your Desk Private Portal to a Salesforce Community

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Overview

If you are transitioning from a Desk Support Center to a Salesforce Community and you are currently using the Desk Private Portal with the Desk Authentication you can also set up your customers with private portal access by giving them Community User Licenses. 

Prerequisites

  • License required: Customer Community, Customer Community Plus, or Partner Community for external users. Employee Apps Starter and Employee Apps Plus for Employee Communities
  • Available in: Salesforce Classic and Lightning Experience
  • Editions: Enterprise, Performance, Unlimited, and Developer
  • Permissions: View Setup and Configuration

Getting Started

When choosing the your Community license type you'll need to decide on the functionality your users will need since that varies across each license type.


 

Community License Type

Use Case

Comparable Portal License

Customer Community

Business-to-consumer communities with large numbers of external users

High Volume Customer Portal, Service Cloud Portal, Authenticated Sites Portal

Customer Community Plus

Business-to-business communities for support and non-sales scenarios, such as eCommerce

Customer Portal — Enterprise Administration

Partner Community

Business-to-business communities that need access to sales data such as partner relationship management

Partner

 
  • Licenses allow members to log in and get access to various Salesforce objects such as their support case data.
  • You can assign different license types to users so your community isn't limited to just one type of license.
  • Community licenses are not required when you are using Enterprise, Performance, and Unlimited orgs but are required when creating communities using Partner Central.
  • Community licenses are associated with users and not assigned to a specific community so you can move users with these licenses between communities.
  • You can have up to 100 communities in one Salesforce org. We recommend not exceeding the user limits below to avoid performance issues.

Community License Type

Number of Users

Partner or Customer Community Plus

1 million

Customer Community

10 million

  • Unauthenticated guest users don't require licenses but there are page view limits for guest users based on your Salesforce edition.

Salesforce Edition

Number of Page Views

Enterprise Edition

500,000/month

Unlimited Edition

One million/month

 

Create and Manage Users

Add a Single User


 
  1. From Setup enter Users in the Quick Find box, then select Users.
  2. Click New User
  3. Enter the Name and Email Address. (The Username will default to the email address)
  4. In Professional, Enterprise, Unlimited, Performance, and Developer Editions, select a Role.
  5. Select a User License.
  6. Select a Profile.
  7. If your organization has Approvals enabled, you can set the user’s approver settings, such as delegated approver, manager, and preference for receiving approval request emails.
  8. Select Generate new password and notify user immediately to email the login name and temporary password to the new user. 
  9. Click Save.

Add Multiple Users


 
  1. From Setup enter Users in the Quick Find box, then select Users.
  2. Click Add Multiple Users.
  3. Select the User License to associate with the users you plan to create. 
  4. Input the information for each user.
  5. Select Generate new password and notify user immediately to email the login name and temporary password to each new user. 
  6. Click Save.

Set Up Self-Registration for Your Community

Additional Resources