Do you also want to migrate the external users from Production to other environments in Salesforce? You are in the place. In this thoughtful blog by our team of developers, you will see how to achieve this. So, let’s know more about it.
To begin with, for debuting Salesforce Customer Identity, we did the following!
- A subdomain was created with the My Domain Identity product.
- A cloned Salesforce Customer Identity profile and role.
- A user assigned to the Salesforce Customer Identity role.
- An account.
Set Up a Simple Org
First, you need to set up a simple org that your customers can easily access. Salesforce Customer Identity requires a user profile with an External Identity license, a role, and an account to contain your customers’ information. Also, it requires a site.
Set Up a Profile for Your Customers
A profile will help you determine what users can access after logging into Salesforce. You can use settings to change what users can see. Also, with permissions, you can manage what users can do or access what apps.
Salesforce includes a default profile with an External Identity license. Now, you can clone this profile and name it Customers. So, when visitors register for your site, they’re assigned the Customers profile.
To set up your own version of the profile, first clone the External Identity User profile.
- Setup > Type Profiles in the Quick Find box > Profiles.
- Next to External Identity User, select Clone.
- Name the profile Customers, and hit Save.
Add a Role
Let’s set up a Customer Manager role and add it to the role hierarchy.
- Setup > Type Role in the Quick Find box > select Roles.
- From the dropdown list, select Product-based Sample, then select Set Up Roles. It’s at the bottom of the page.
- Under CEO, click Add Role.
- For the role label, enter Customer Manager.
- Click Save.
Assign the Role to a User
- Setup >Type Users in the Quick Find box > select Users.
- Next to your username, click Edit.
- Under Role, select Customer Manager.
- Click Save.
Create an Account
- App Launcher > find and select Accounts.
- Click New.
- Name the account Customers, and click Save.
Conclusion
Wasn’t this solution super simple? Now you can easily migrate external users from production to other environments in Salesforce. If you try out this solution, then do share your thoughts with us. Also, if you need further help or assistance from Salesforce experts, then click here. Our Salesforce specialists will help you with all your concerns.
