Book Image

Salesforce.com customization handbook

Book Image

Salesforce.com customization handbook

Overview of this book

Table of Contents (19 chapters)
Salesforce.com Customization Handbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Portal Health Check


By using partner and customer portals, you can collaborate with both your customers and partners. A partner portal is a great way to share and capture leads, accounts, and contacts with your third-party partner. A customer portal is another way to offer efficient and faster services to your customer from the cloud. Your customers and partners can access your information via portals in many ways. To ensure your data security, it's important to keep in mind and follow best practices for portal implementation.

The Portal Health Check Report provides a summary of the access level for data on the portals. Using Portal Health Check, you can improve portal security. To access various Portal Health Check Reports, you can navigate to Setup | Administer | Security Controls | Portal Health Check:

Portal Health Check Reports

Salesforce provides four types of Portal Health Check Reports to check different types of information. The four reports are as follows, and we will go through each...