Experience Cloud Basics8% of the exam
External account models and license families
How every external user anchors to a business account and contact or a person account, how partner accounts differ from customer accounts, and an overview of the license families (Customer Community, Customer Community Plus, Partner Community, Channel Account, External Apps, External Identity), member-based versus login-based, and legacy portal licenses.
Assess the common types of external accounts and how they are used in an Experience.
~8 min read · 8 practice questions ·
What the exam expects
- Choose between a business account with contacts and a person account as the record behind an external user.
- Distinguish a partner account (enabled as partner, Partner Community users) from a customer account (Customer Community or Customer Community Plus users).
- Place each license family by audience, objects and person-account support.
- Explain member-based versus login-based licenses, daily unique logins and the 1:20 provisioning ratio.
- Recognize Channel Account licensing, legacy portal licenses and licenses that belong to users, not sites.
Key terms:
- Partner account: a business account enabled as a partner so its contacts can become partner users.
- Member-based license: assigned to one user, who can log in as often as they want.
- Login-based license: consumes one daily unique login per user per day from a monthly login pool.
- Channel Account license: usage counted by partner accounts instead of individual users.
Key facts
External user record
- Detail
- Person account, or contact on a customer or partner business account
Customer user prerequisite
- Detail
- Account owner must be assigned a role
Partner Community and person accounts
- Detail
- Can't be used with person accounts
Partner-only objects
- Detail
- Leads, Opportunities, Campaigns (with Marketing User)
Daily unique login
- Detail
- Several logins in a day, or switching sites, consume one login
Login provisioning ratio
- Detail
- 1:20; 1,000 monthly logins provision 20,000 login licenses
Login overages
- Detail
- Calculated over 12 months from contract start
Channel Account
- Detail
- Up to 40 partner users per licensed partner account, pooled
External account hierarchy
- Detail
- Business accounts only, up to five levels, incompatible with account role optimization
- Why does an external user always need an account record?
- When is a login-based license the better buy?
- Which license can't be used with person accounts?
- Why can existing customer users join a new site without new licenses?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Experience Cloud Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 37 lessons of the Experience Cloud Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (8 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams