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Aaron Wilson 1Aaron Wilson 1 

Advice for setting up an external customer portal

Hi all. Just hopped on here looking for advice really. We have customers who have accounts and service contracts in Salesforce and would like to create an external platform that users can self-register for. But the problem of linking self registered users on an external platform to existing customer accounts + service contract info is a tad daunting and a bit outside of my personal experience. So I am wondering if anyone had any advice for this particular situation for a) linking self registered users to existing customer data in SF, and b) extracting that data from an external source.

Cheers.
Mohammedaltaher HamadaMohammedaltaher Hamada
Do the customers have a unique number? eg. CustomerNumber, PartnerNumber, ..etc. 
in general, you could find an information, which is unique for every customer (email is tough to take, but maybe) and ask the user to enter it in the self-register process and then map it with the account.