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Partner portals versus customer portals for manufacturers

Key Takeaway

The license decides the portal type. External users on person accounts point you to Customer Community Plus for Manufacturing. Sharing leads, opportunities, campaigns, or quotes with external users points you to Partner Community for Manufacturing.

Agentforce Manufacturing uses Experience Cloud to build branded portals for two kinds of outside users: partners and customers. A partner portal is a shared workspace where partners, including distributors and suppliers, sell, service, and manage incentives with the manufacturer. A customer portal gives customers self-service visibility into their own assets, orders, and warranties. The license you have decides which kind of portal you can build, so the business and technical requirements point you to one license or the other.

Experience Cloud sites for Manufacturing

Experience Cloud sites for Manufacturing are available in Lightning Experience in Enterprise, Unlimited, and Developer Editions. As an admin, you can create multiple sites based on business needs.

You also create partner and customer users and control the information shared with them. External users should see only what you choose to share with them. You control sharing access at three levels: objects, fields, and records.

Salesforce Accredited Agentforce Manufacturing Professional Study Guide

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