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How do I provide a username & password to clients for access to the 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.

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, means
    1. Enable the Customer Portal.
    2. Create one or more portals.
    3. Enable Salesforce CRM Content
    4. Customize page layouts, search layouts and list views for each Customer portal profiles created.
    5. 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.
  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.
  3. Set the organization-wide defaults in your organization's sharing model to Private on accounts, contacts, contracts, assets, and cases. This ensures that portal users can only view and edit data related to their accounts.
  4. Verify that portal users are not added to any queues and are not included in any public groups added to queues. This is because portal users added to queues may be able to access records from accounts with which they are not related.
  5. Add the Welcome component to home page layouts assigned to portal users.
    1. The Welcome component allows portal users to receive a welcome message with their name, plus the ability to change their own portal username, password, locale, language, time zone, and contact information.
  6. Allow contacts to register themselves for access to your portal.

Enable Login & Settings

To enable login and settings for the Customer Portal:
  1. Click Your Name | Setup | App Setup | Customize | Customer Portal | Settings.
  2. Click Edit next to the name of the Salesforce Customer Portal you want to customize.
  3. Set the following options:
    1. Setting : Name, Description, Login Enabled, Administrator
    2. Portal Default Settings : Login URL, Logout URL, Top-Level Category for Portal, Enable Self-Close Case from Suggested Solutions, Show Action Confirmation.
    3. Email Notification Settings : From Email Address, From Email Name, New User Template, New Password Template, Lost Password Template, New Comment Template, Change Owner to Portal User Template.
    4. Self-Registration Settings : Self - Registration Enabled, New User Form URL, Registration Error Template, Default New User License, Default New User Role, Default New User Profile.
  4. Click Save  to save your Customer Portal settings.
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