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JessB Integrating external programs for Company: Can this also be available in Portal?
We are going to integrate three external programs related to Accounts in Salesforce:
1. Customer Locator (results on our website for people to find the companies)
2. Inventory Management
3. Event Management (people can sign up to attend our events such as workshops, conferences, trade shows, from an outside source, and have it come back to Salesforce, as well as be able to signup in salesforce which will feedback to the Event management program).
Items 1 and 2 will be related for Accounts. Item 3 is related to Contacts (which is related to accounts).
If we get these integrated in Salesforce, do we have to do separate integration to have this available in the Portal? or can we simply provide portal access to the custom objects?
If I am understanding you correctly, you just have some custom objects that you want available to portal users. Just check the checkbox in the object definition of each custom object to allow portal access, and then it will show up on your portal profile for you to set object CRUD and FLS like anything else.
There are some object permission limitations for some of the standard objects, depending on license type, though; as well as other limitation/restrictions: https://login.salesforce.com/help/doc/en/users_understanding_license_types.htm.