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!

  1. A subdomain was created with the My Domain Identity product.
  2. A cloned Salesforce Customer Identity profile and role.
  3. A user assigned to the Salesforce Customer Identity role.
  4. 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.

Related Articles

In this detailed guide, we will walk you through the significant yet easy steps to configure Email to Salesforce. Without any further ado, let’s get started! About Email to Salesforce As the term refers, Email to Salesforce is valuable for any organization that businesses use as their Customer Relationship Management (CRM) platform. It helps streamline […]

Read More
Guide on CRUD Operations in Node.js with jsForce

CRM developers typically need to integrate Salesforce with Node.js apps. One well-known library for this purpose is jsForce, which provides a comprehensive set of tools for interacting with Salesforce data and performing CRUD tasks effectively. Let’s dive into the blog, where you will understand the use of jsForce to execute key CRUD tasks within Salesforce, […]

Read More
How to Implement Round Robin Assignments in Salesforce Using Apex

Ensuring a proper workload balance and quick follow-ups from internal or external team members, leads, opportunities, or task distributions is crucial. To achieve this, all you need is a Round Robin assignment. In this step-by-step guide, we will walk you through the process of implementing a round-robin assignment in Salesforce using Apex. Here, we’ve used […]

Read More
Best Salesforce Developments Services Provider

In this step-by-step guide, we will walk you through the significant role of Large Data Volumes in Salesforce, and what strategies or practices you should keep in mind. What is Large Data Volumes? In Salesforce, Large Data Volumes (LDV) refers to managing a huge amount of records available in the platform. LDV usually comes into […]

Read More

Salesforce Apex includes numerous built-in text handling classes, and in addition to them, the Pattern and Matcher classes are good for performing complex string operations. These classes enable us to define and work with regular expressions, which are of particular importance for data validation, searching, and modification. In this technical blog, we will find out […]

Read More

Maintaining security and compliance in Salesforce requires effective user access management. This article will lead you through the process of creating expiration dates for Permission Sets and Permission Set Groups, allowing you to automate access removal while minimizing manual work. Know how this functionality simplifies workflows, guarantees compliance, and improves security procedures. Why Use Expiration […]

Read More
Our Location worldwide
Indian Flag India
3rd Floor, A-10, Pegasus Tower, Sector 68, Noida, Uttar Pradesh 201301 +91-1203117884
United States of America Flag USA
333 West Brown Deer Road Unit G – 366 Milwaukee WI, USA 53217 +1(262) 310-7818
United Kingdom Flag UK
7 Bell Yard, London, WC2A 2JR +44 20 3239 9428
Canada Canada
HIC Global Solutions INC
43 Lafferty Lane, Richmond Hill, L4C 3N8, CA +1(262) 310-7818