External Identity license capabilities, limits and upgrades
What the External Identity license behind Salesforce Customer Identity includes and leaves out (objects, the default profile, ten custom objects, the 10 million monthly login guidance, guest users), and how to move users up to community licenses or back down to contactless users.
Given a requirement, understand the advantages and limitations of External Identity solutions and associated licenses.
~7 min read · 13 practice questions ·
What the exam expects
- Say what the External Identity license delivers (self-registration, login, profile updates, SSO) and which objects and limits come with it.
- Decide when to clone the default External Identity User profile and when only a community license will do.
- Apply the scale and cost rules: 10 million unique logins a month, ten custom objects, free inclusion with paid community licenses, guest users and page views, mixed licenses on one site.
- Plan upgrades (to Customer Community, Customer Community Plus, Partner Community) and downgrades (to contactless users) with their side effects.
Key terms: External Identity license (the license that enables Salesforce Customer Identity, the exam guide's Customer 360 Identity, for customers and partners); default External Identity User profile (a stricter profile for new orgs); role-based license (Customer Community Plus or Partner Community, which require a role); contactless user (External Identity user with no contact).
Key facts
- Detail
- Self-register, log in, update profile, SSO to web and mobile apps
- Detail
- Cases, Contracts, Notes, Orders, Tasks; upgrade to a community license
- Detail
- Ten per profile; managed package objects don't count
- Detail
- Read only; clone the profile to allow update
- Detail
- Recommended maximum 10 million unique logins
- Detail
- With all paid community licenses in EE, PXE and UE; five in Developer Edition
- Detail
- No external license; 500,000 page views a month in Enterprise
- Detail
- One site can serve several license types
- Detail
- Irreversible; removes sharing sets and permission sets
- Detail
- Enable the account as a partner account first
- Detail
- Doesn't free the user license
Sources for this section (5)
- External Identity License Detailshelp.salesforce.com (opens in a new tab)
- Salesforce Identity Licenseshelp.salesforce.com (opens in a new tab)
- Experience Cloud User Licenseshelp.salesforce.com (opens in a new tab)
- Licenses Eligible for Upgradeshelp.salesforce.com (opens in a new tab)
- Freeze or Unfreeze User Accountshelp.salesforce.com (opens in a new tab)
- Why can't a cloned External Identity profile give users access to cases?
- When does an upgrade from External Identity become irreversible?
- Which custom objects don't count toward the ten-object limit?
- Why downgrade inactive community users to contactless rather than freeze them?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Platform Identity and Access Management Architect pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 25 lessons of the Platform Identity and Access Management Architect guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (13 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams