How to enable customer portal in salesforce


How to Enable Customer Portal
  1. From Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings.
  2. Click Edit.
  3. Select Enable Customer Portal.
  4. Click Save.
  5. Continue setting up the portal.
  6. View of Customer Portal after Enable.
  7. Click Edit.
Nov 28, 2016

Table of Contents

How do I enable a portal user?

From Setup, enter Sites in the Quick Find box, then select Sites. Click the site label of the site you want to configure. Click Login Settings. Click Edit….Required Editions and User PermissionsSelect the Login Enabled checkbox.Select a user for the Administrator field.Optionally, set the Logout URL . … Click Save.

How do I reactivate a disabled portal user in Salesforce?

Once a portal user has been disabled, it cannot be re-activated. If the user needs to be re-activated, then a new portal user record must be created.

What is customer portal user in Salesforce?

Customer Portal in Salesforce provides online support for the customers to resolve their inquiries by providing best user interface to customer. The Customer Portal allows you to deliver a personalised, service application to your most important customers.

How do you implement a customer portal?

How to create a customer portal on your websiteStep 1: Initial setup. … Step 2: Configure and customize. … Step 3: Enable the submit ticket and chat options. … Step 4: Manage content. … Step 5: Integrate the portal into your website.

How many types of portals are available in Salesforce?

There are 3 types of Portals:Customer Portal.Partner Portal.Self Service Portal.

What is Customer Portal and Partner portal?

Partner / Customer Portal Partner portal is for your, well, Partners, who need to work with Leads, Contacts, Opportunities, etc. Customer Portal is more focused on support needs, so your customers can interact with cases. Partner licenses, having more access to the core CRM features, were significantly more expensive.

How do I create a customer account in Salesforce?

To create new account go to Accounts Tab. Click on Accounts Tab and select New as shown below. After selecting new we are taken to new page where we are required to enter Account information, address information and Additional Information to create new account.

How can I create a portal?

This tutorial walks you through the following tasks to help you create a basic portal application:Step 1: Start the Server.Step 2: Create A New Portal Site.Step 3: Create a Portlet and Make it Visible to the Portal.Step 4: Update the Look and Feel of the Portal.

How does a client portal work?

Once your client has registered for access to the Client Portal, you and your client are ready to share documents and forms and send secure messages through the portal. Your client will be able to access tasks. Tasks are items that must be reviewed by your client.

What is the difference between portal and website?

A website is a location present on the internet with various web pages that one can access via its URL. A web portal is a point of access in which the content is only available for a set of specific users. A website does not allow its users to interact with it.

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