Licenses & Communities Flashcards
Which license would be the best for custom digital experiences to engage any external stakeholder, including Brand Engagement and Customer Loyalty. They need limited access to CRM objects
Lightning External Apps
Which license is best for business-to-consumer experiences with large numbers of external users who need access to case objects and/or knowledge
Customer Community
Which license is best for business-to-consumer experiences with external users who need access to reports and dashboards and may need advanced sharing?
Customer Community Plus
Which license is best for business-to-business communities that need access to sales data such as partner relationship management?
Partner Community
Which license is best for highly customized experiences incorporating CRM objects, custom objects, external data and requiring additional storage. Ideal use cases are dealer, vendor or supplier portals. Also commonly used for franchise management, marketplaces and multi-level marketing
Lightning External Apps Plus
How do login-based licenses work?
External users associated with a community login based license consume one login each time they log into a community. However, logging in multiple times during the same day only consumes one login.
What are the community limits in Salesforce?
100 communities in Salesforce (this includes Active, inactive, preview communities, Lightning Platform sites)
What are the community limits for number of users (best practice from SFDC)
Partner, Lightning External Apps Plus or Customer Community Plus = 2 million
Customer Community or Lightning External Apps = 10 million
Do unauthenticated or guest users use up any of the community licenses?
No
What are the page view limits for guest users?
Enterprise Edition: 500,000/month
Unlimited Edition: 1 million/month
If your users need access to leads, opportunities, and campaigns, which community license would be the best for them?
Partner Community
If your users need access to advanced sharing, reports and dashboards, or records across accounts which community license would be the best for them?
Customer Community Plus
If your users don’t need access to leads, opportunities, campaigns, advanced sharing, reports and dashboards, or records across accounts, which community license would be the best for them?
Customer Community
If you have some community members that you want to make delegated admins of the community so they can help create users and do simple troubleshooting, which community license would be the best for them?
Customer Community Plus
Which objects support external org-wide defaults?
Accounts (with associated Contracts and assets)
Assets
Cases
Contacts
Opportunities
Orders
Custom Objects
Users
Which community license(s) allows Account Team Sharing?
Partner Community only
Which community license(s) allows Apex Sharing?
Customer Community Plus
and
Partner Community
Which community license(s) allows Case Team Sharing?
Partner Community only
Which community license(s) allows Manual Sharing?
Customer Community Plus
and
Partner Community
Which community license(s) allows Opportunity Team Sharing
Partner Community only
Which community license(s) allows Role Hierarchy
Customer Community Plus
and
Partner Community
Which community license(s) allows Share Group
Customer Community only
Which community license(s) allows Sharing Rules
Customer Community Plus
and
Partner Community
Which community license(s) allows Sharing Set
Customer Community,
Customer Community Plus
and
Partner Community
How can an employee community help your business? A - Lead generation B - Customer case deflection C - Live chat D - Collaboration
D - Collaboration
What is the main difference between the Salesforce Tabs + Visualforce template and the COmmunity Builder templates?
A - Salesforce Tabs + Visualforce comes ready to customize without additional coding
B- Community Builder templates deal with simple customer interactions
C- Advanced customisation with Salesforce Tabs + Visualforce require coding
D- There are no differences between the two. They’re the same!
C- Advanced customisation with Salesforce Tabs + Visualforce require coding
What is a feature of the Customer Service Template?
A - Profile-based access B - Recommendations C - Autocomplete search D - Gamification E - All of the above
E - All of the above
How do you add a new user to your team in the Salesforce Partner Community?
A - Log a case asking for the user to be added to your team
B - On the Manage Users tab, click Invite User and enter the user’s email address
C - Show the user how to join the Salesforce Partner Community, and tell the user to select your organization while navigating through the Onboarding Wizard
D - On the Business tab, click Add Team Member, search for the user’s Salesforce account, and select it
B - On the Manage Users tab, click Invite User and enter the user’s email address
What permission do consulting partners need to view their company’s Consulting Partner Program Status and Certifications page?
A - Manage Users
B - Manage Education
C - Manage Partnership
D - Manage Projects
C - Manage Partnership
As an admin where can you track your company’s progress on Trailhead?
A - On the Education tab, under Company Progress
B - On the Business tab, in the Trailhead section
C - On the Trailhead portal, with your admin login
D - You can’t track your company’s Trailhead information - only its certifications
A - On the Education tab, under Company Progress
What is a sharing set in communities?
It grants community users access to records using sharing sets. They essentially allow you to grant a user access to records based on affiliation with the user’s contact or account (or a contact or account related indirectly to the user through lookup relationships).
Community Portal Scenario: Pacifica wants to give customers on the same account access to each other’s cases. How should they do it?
Create a sharing set on the case object giving read access to the cases owned by the users of the same account. In this way, users on the same account can see each other’s cases.
This sharing set is using a Direct lookup
Community Portal Scenario: Pacifica wants to give service contractors access to accounts of homeowners who have purchased a solar panel. The solar panel is represented as an asset on the homeowner account. How can they give contractors access to the homeowner accounts?
Via two steps:
- First create an account lookup field on the asset object (if it doesn’t exist)
- Then create a sharing set on accounts.
This sharing set uses an indirect account lookup on the asset object. The service contractors will get read access to homeowner accounts when the account and asset are linked via lookup.
What 4 considerations are there for using sharing sets in communities?
- It’s available for all community licenses
- Records shared using sharing sets aren’t visible via org-wide defaults, role hierarchies, or sharing rules
- You can only create one sharing set per object and per profile
- Data shared through sharing sets aren’t visible in reports and dashboards.
Which objects are supported by sharing sets?
Account Asset Case Contact Custom Objects Service Contract User Work Order
How do internal users get access to records owned by external users
Through Share Groups. Share groups grant internal users access to records shared through sharing sets
A user in a share group gets full access to records owned by users associated to the sharing set
What 3 considerations are there for Share Groups
- A share group is associated to a sharing set
- There is only only share group per sharing set
- A Share Group grants full access to records shared in a sharing set
The Partner Central community template includes Salesforce features out-of-the-box. What extra features does it add just for partners?
A. Case escalation rules
B. Lead distribution and deal registration
C. Salesforce CPQ
D. Live Agent
B. Lead distribution and deal registration
Describe High Volume Customer Portal License
High Volume Customer Portal (HVPU) license users (including Community and Service Cloud license users) do not utilize the sharing model. HVPU licenses have their own sharing model that works by foreign key match between the portal user (holding the license) and the data on Account and Contact lookups. HVPU license is only used for the Customer Portal and not the Partner Portal.
Describe Chatter Free License
The Chatter Free license doesn’t follow the standard sharing model. Chatter Free is a collaboration-only license with the following features: Chatter, Profile, People, Groups, Files, Chatter Desktop, and limited Salesforce1 app access. The license doesn’t have access to CRM records (standard or custom objects) and Content functionality, and therefore, there is no sharing.
What is the difference between Share Groups and Sharing Sets?
Sharing sets are geared towards sharing records owned by other users with Community users. Share Groups, on the other hand, allow you to go the other direction and share records owned by Community users with other users.
Ex: You can use share groups to share records owned by an external user (with a Customer Community or High-Volume Customer Portal License) with internal users, partner users, or other high-volume external users in the same account.
How do you create a Share Group?
You first create a Sharing Set, then click into its name to access the Sharing Group Sub-tab
How does the Partner License Role Hierarchy work?
Partner users will see records owned by partner users in roles below them in the hierarchy. Each partner account may have up to 3 roles (Executive, Manager, and User). Using record ownership and the role hierarchy is the simplest way to share records among Partner users in the same account.
How can a partner user get access to records belonging to users in their account at their same role or lower in the role hierarchy (for Cases, Leads, Opportunities and Custom Objects only)
Partner and Customer Plus Licenses can use the Super User Access settings under Communities Settings. For partners it can be setup via the Community Settings and manually enabled for each partner contact.
For Customer Plus users, the super user permission can be granted via a permission set
How can you share all opportunities related to a particular partner account will all the users in the partner account, but you don’t want to open it up via the full super user access.
You could create a criteria-based sharing rule where the Account ID is the partner account, sharing with the partner account executive role and subordinates. This works best if you work with only a small number of partner accounts, because it is a bit labor-intensive and will eat into your limit of 50 criteria-based sharing rules
Can partner users share records manually to other users?
No, only internal users can share records to partner users
