Question

Lead section access on Customer Portal

Marcin Kott
13:47 Aug 10, 2021

Hello Community,

 

Is there any possibility to display Lead section on Portal (Customer Portal licence) ?

 

We granted object permission to "All Portal User" role. Portal user was assigned to Customer Portal licence. Lead section was added to Portal workspace.

After relogin to this user we can't see Lead section.

Is there any additional restriction to this object for portal users ?

 

Regards,

Marcin

Like 0

Like

3 comments
Best reply
Max
14:49 Aug 10, 2021

Hello Marcin,

 

Lead management on the Portal is available only with the Partner Portal license. So you will need to assign the partner portal license to the portal user for him to see the Leads there.

 

Please refer to the image below:

 

Best regards,

Max.

Max
14:49 Aug 10, 2021

Hello Marcin,

 

Lead management on the Portal is available only with the Partner Portal license. So you will need to assign the partner portal license to the portal user for him to see the Leads there.

 

Please refer to the image below:

 

Best regards,

Max.

Marcin Kott
12:52 Aug 17, 2021

Hello Max,

 

Thank You for clarification.

Next question related to this topic: Can be Contact section be accessible by Customer Portal user or this is out of Customer Portal licence as well ?

 

Thanks,

Marcin

Max
13:53 Aug 17, 2021

Marcin Kott,

Contacts and Accounts sections cannot be added to the portal and this is an out-of-the-box behavior of the system. However, you can create custom sections and fill them out with the needed data and add them to the portal which will be used by users with Customer portal licenses. 

 

Best regards,

Max.

Show all comments