Saturday, March 30, 2019

Default Role of New Customers in the Webstore

The default role of new customers in the web store can be set in the following page:

1. Navigate to Setup > Company > General Preferences.
2. In the Default Role for New Customers field, select the customer center role to be applied to customers.
3. Click Save.

*Note: The Customer Center role selected will be applied to Lead records and Customer records created in the User Interface as well as the web store. It will also be applied to all the websites if the multi-site feature is enabled.


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