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Configure the Client Portal

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A Salesforce Customer Portal is similar to a Self-Service portal in that it provides an online support channel for your customers—allowing them to resolve their inquiries without contacting a customer service representative. However, a Customer Portal provides significantly richer functionality than a Self-Service portal. This is because a Customer Portal has functionality similar to Salesforce. With a Customer Portal, you can customize and deliver a visually stunning user interface to your customers.

Customer Portals

  1. Enable the Customer Portal.
  2. Create one or more portals.
  3. Enable Salesforce CRM Content, optional.
  4. Create Customer Portal profiles.
  5. Set up workflow.
  6. Configure portal user access.
  7. Enable login on each Customer Portal.

Enabling Your Customer Portal

Enabling Your Customer Portal

To enable the Salesforce Customer Portal click Your Name | Setup | App Setup | Customize | Customer Portal | Settings.

  1. Click Edit.
  2. Select Enable Customer Portal.
  3. Click Save.

After you enable the Customer Portal, you can create multiple Customer Portals. Once enabled, you cannot disable it. However, you can prevent users from logging into it.

Create One or More Portals

For each portal:

  1. Configure the settings and communication templates.
  2. Customize the fonts and colors.
  3. Customize the available tabs and tab order.
  4. Configure portal languages.

Create Customer Portal profiles

For each profile:

  1. Customize page layouts. .
  2. Customize list views.
  3. Customize search layouts.

Set up Workflow

  1. Set up workflow rules or case assignment rules to automatically assign cases created by portal users to Salesforce users or queues by using the criteria Current User: User Type contains Customer Portal.
    • For case assignment rules to work on the Customer Portal, select the Show Case Assignment checkbox and Select Case Assignment checkbox by default checkboxes on case page layouts assigned to portal profiles. Portal users cannot view these checkboxes on the Customer Portal.
  2. Create workflow alerts or case auto-response rules to automatically respond to portal users when they create a case on your portal.

Configure Portal User Access

When setting up a Salesforce Customer Portal for the first time, configure the following before enabling users to access your portal:

  1. Set up your portal.
  2. Assign Customer Portal profiles to a portal:
    1. Select the name of a portal from the Customer Portal Setup page.
    2. Click Edit Profiles in the Assigned Profiles section.
    3. Select the Active checkbox next to the profile you want to assign to the portal.

  Portal users can only log into Customer Portals assigned to their profile. If you are creating multiple portals, you must assign profiles to each portal you want users to access.

 

Enable Login on Each Customer Portal

  • Click Your Name | Setup | Customize | Customer Portal | Settings.
  • Click Edit next to the name of the Salesforce Customer Portal you want to customize.
  • Complete the settings as required.
  • Click Save.
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