Identity Implementation Guide

What Is Salesforce Identity?
How to Use Identity
My Domain
Connected Apps
Configure and Use the App Launcher
Single Sign-On from an External Identity Provider
Multi-Factor Authentication
Synchronize Your Salesforce and Active Directory Users with Identity Connect
Customer 360 Identity
External Identity License Details
Monitor Apps and Run Reports
Get More Information About Salesforce Identity, Single Sign-On, and Security
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External Identity License Details

Customer 360 Identity is available when you purchase the External Identity license. You can purchase the External Identity license in blocks of active users. These users are typically consumers of your business, such as customers, purchasers, patients, partners, and dealers.
Available in: Salesforce Classic and Lightning Experience

External Identity licenses are available in: Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To assign and manage customers and partners: Manage Users
To enable Experience Cloud sites: Customize Application

With Customer 360 Identity, customers and partners can self-register, log in, update their profile, and securely access web and mobile apps with a single identity. Plus, Customer 360 Identity is customized to your specific business process and brand using the power of the Salesforce Platform. And you can use the product to store and manage customer and partner user records and to authenticate these users in several ways.

The External Identity license works with Community licenses. It’s also included for free with all paid Community user licenses in Enterprise, Performance, and Unlimited Editions. Each Developer Edition org includes five External Identity user licenses. You can upgrade the External Identity license to a Community license to benefit from Experience Cloud features, including Cases, Contracts, Notes, Orders, and Tasks. The External Identity license requires unique usernames within the Salesforce org that an Experience Cloud site belongs to.

We recommend that the number of External Identity license users in your Experience Cloud site not exceed 10 million unique logins per month. If you require user licenses beyond this limit, contact your Salesforce representative. Exceeding this limit can result in an extra charge and decrease expected functionality.

External Identity User Profile

When you purchase the External Identity license to enable access to Customer 360 Identity, you also get access to the External Identity User profile. This profile defines a set of object permissions that you can assign to a customer or partner. It also defines a default External Identity User profile, which contains a more limited set of object permissions. For example, with the default profile, users can read accounts. With the full license, users can read and update accounts.

You can increase object access by cloning the default profile and changing object permissions as needed.

The default External Identity User profile is limited to avoid unintended data leaks. This stricter default profile applies to users assigned to this profile as of Spring ’19 and applies only to new Salesforce orgs. Users provisioned before Spring ’19 aren’t affected.

Note

Salesforce Standard Objects

With an External Identity license, you can access several standard objects and 10 custom objects to deliver powerful self-service applications. The license includes extra data storage and API requests. Make sure that your org has sufficient resources before rolling out your Customer 360 Identity configuration. This table lists all the object permissions that you can assign to customers and partners, and which ones are available with the default license.

Create Read Update Delete Default Profile
Accounts check icon indicating true check icon indicating true Read
AccountBrands check icon indicating true check icon indicating true check icon indicating true check icon indicating true Not Available
Accreditations check icon indicating true check icon indicating true check icon indicating true Not Available
Addresses check icon indicating true Not Available
Assets check icon indicating true check icon indicating true check icon indicating true Create, Read, Update
Contacts check icon indicating true check icon indicating true check icon indicating true Read, Update
Documents check icon indicating true Read
Household check icon indicating true check icon indicating true check icon indicating true Not Available
Individuals check icon indicating true check icon indicating true check icon indicating true Read, Update
Location check icon indicating true Not Available
Party-Related Party check icon indicating true check icon indicating true check icon indicating true Not Available
Party Relationship check icon indicating true check icon indicating true check icon indicating true Not Available
Plan Benefit check icon indicating true Not Available
Plan Benefit Item check icon indicating true Not Available
Questions check icon indicating true check icon indicating true Not Available

Salesforce Features, Custom Objects, and Storage

Chatter People, Groups, Feeds, and Private Messages
Files
  • 2 GB when uploaded via the web interface
  • 100 MB when uploaded from a mobile device
Custom Objects Ten custom objects per profile, but custom objects in managed packages don’t count toward this limit
Additional Storage
  • 150 MB—25,000 active users
  • 2 GB—250,000 active users
  • 10 GB—1,000,000 active users
  • 60 GB—5,000,000 active users