Which Community license is best for an external customer portal that can submit cases and view dashboards?

Prepare for the Service Cloud Test with detailed flashcards and multiple-choice questions, each offering hints and explanations. Ensure your readiness and ace the exam!

Multiple Choice

Which Community license is best for an external customer portal that can submit cases and view dashboards?

Explanation:
Licensing for external users in Salesforce determines what they can access in a community, including whether they can view reports and dashboards as well as submit cases. To meet both needs—external customers submitting cases and viewing dashboards—you need a license that provides extended permissions and access to reporting features. Customer Community Plus offers the expanded object access and the ability to view dashboards and reports for external users, making it the best fit for a portal with both case submission and dashboard viewing. Social Studio Lite is focused on social-media management and isn’t relevant to case submission or dashboards. High Volume Customer Portal targets many external users but typically provides fewer capabilities, especially around dashboards. The basic Customer Community license is more limited in reporting and dashboard access, so it isn’t ideal for requiring dashboards.

Licensing for external users in Salesforce determines what they can access in a community, including whether they can view reports and dashboards as well as submit cases. To meet both needs—external customers submitting cases and viewing dashboards—you need a license that provides extended permissions and access to reporting features. Customer Community Plus offers the expanded object access and the ability to view dashboards and reports for external users, making it the best fit for a portal with both case submission and dashboard viewing.

Social Studio Lite is focused on social-media management and isn’t relevant to case submission or dashboards. High Volume Customer Portal targets many external users but typically provides fewer capabilities, especially around dashboards. The basic Customer Community license is more limited in reporting and dashboard access, so it isn’t ideal for requiring dashboards.

Subscribe

Get the latest from Passetra

You can unsubscribe at any time. Read our privacy policy