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The Cloud Kicks (CK) site administrator is onboarding a now partner to its Experience Cloud site. They have created the partner as an Account, added the required Contacts, and ensured that the Welcome Email selection is checked. However, upon review, the site administrator has found that none of the partner users were able to register. What should the site administrator do to ensure they are able to set up partner users correctly?
A. Double-check that the partner profile has been added to the CK site.
B. Ensure that the Account has been enabled as a partner Account.
C. Double-check that the provided email addresses are correct.
D. Ensure that the Contacts under the Account are enabled as partner users.
To ensure that the partner users are able to register, the site administrator should enable the Contacts under the Account as partner users. This will allow the site administrator to assign a username, password, and profile to each Contact and send them a welcome email with a link to activate their account and log in to the site.
Universal Containers (UC) is a conglomerate with various lines of business operating worldwide. UC helps finance crop research, provides insurance services to coffee growers, and manufactures specialized coffee machines and other products. UC also has a franchise unit to help grow its franchise business worldwide. UC is planning to build multiple portals and sites to support its various lines of business. What two points should UC keep in mind when selecting a template for these sites and portals? Choose 2 answers
A. Industry-specific Lightning Bolt solutions are available today but not templates. Pencil & Paper
B. Insurance Agent Portal template becomes available once Financial Services Cloud is correctly set up in an org.
C. Industry-specific templates are available today but not Lightning Bolt solutions.
D. Industry-specific templates as well as Lightning Bolt solutions are available today.
When selecting a template for your sites and portals, you need to keep in mind some points, such as:
Insurance Agent Portal template becomes available once Financial Services Cloud is correctly set up in an org. This template is designed for insurance agents who need to manage their leads, opportunities, policies, claims, and referrals.
Industry-specific templates as well as Lightning Bolt solutions are available today. Templates are preconfigured site designs that include pages, components, and settings. Lightning Bolt solutions are industry-specific solutions that include templates, themes, flows, apps, and components.
What is required when creating portal users through Just-Time (JIT) provisioning?
A. FederationIdentifier
B. Organization_id
C. FirstName
D. User.Role
The requirement when creating portal users through Just-In-Time (JIT) provisioning is A. JIT provisioning is a feature that allows you to create portal users on demand when they log in using an external identity provider, such as Facebook or Google. To use JIT provisioning, you need to have a FederationIdentifier field on the user object, which is a unique identifier that links the portal user with the external identity provider. The FederationIdentifier field must match the value of the NameID element in the SAML assertion sent by the identity provider.
Ursa Major Solar (UMS) wants to differentiate between the leads created by partners and the leads created by its own Sales team. All lead records are shared with partners: however, some of the information captured by the Sales team on the lead record should not be shared with partners. Which two steps should UMS take at a minimum in order to meet the requirement? Choose 2 answers
A. Create Lead Record Types for Lead Distribution.
B. Enable “Lead Sharing" in Digital Experience settings.
C. Create a separate channel for partners in PRM Workspaces.
D. Create Page Layouts for Lead Distribution.
To differentiate between the leads created by partners and the leads created by its own Sales team, UMS should create lead record types and page layouts for lead distribution. A record type is a way to offer different business processes, picklist values, and page layouts to different users based on their profiles. A page layout is a way to control the layout and organization of detail and edit pages in Salesforce. By creating lead record types and page layouts, UMS can customize the fields and values that are displayed to partners and Sales team members.
Universal Containers is looking to build a new self-service site. Users will post questions, read Knowledge articles, and view case reports, users will not be registering deals or participating in any other sales activity. Which external user license meets these requirements?
A. Authenticated Service Site User
B. External Community Plus
C. External Identity
D. Customer Community Plus
This user license allows users to access cases, Knowledge articles, reports and dashboards, and custom objects in a self-service site. It also provides access to Chatter groups and files, and allows users to edit their own profiles. Customer Community Plus users can also use email-to-case functionality and create records that have lookups to accounts or contacts5
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