What are the different types of portals available in salesforce

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What are the different types of portals available in Salesforce?

  • Customer Portal.
  • Partner Portal.
  • Self Service Portal.
Portals overview in Salesforce :- There are 3 types of Salesforce.com Portals.
  • Self-Service portal.
  • Partner Portal.
  • Customer Portal.

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Answer

What is the difference between portals and communities in Salesforce?

Portals essentially gave external users (partners, customers, etc.) the ability to access Salesforce whereas Communities is aimed at connecting the right people (whether internal users, partners, or customers) together within Salesforce. The structure of the features is similar, but there are several differences as well:

What is a customer portal in Salesforce?

A Salesforce.com 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. A Customer Portal provides significantly richer functionality than a Self-Service portal.

What is the difference between partner portal and customer portal?

The feature differences are that Partner Portal exposes the Leads and Opportunity objects whereas the Customer Portal does not. Customer Portal is to support your customers. Partner Portal is to support your Partners.

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Does Salesforce have a portal?

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.


What is portal user in Salesforce?

A Salesforce Customer Portal provides an online support channel for your customers—allowing. them to resolve their inquiries without contacting a customer service representative. With a Customer. Portal, you can customize and deliver a visually stunning user interface to your customers, and use.


What are the different types of Communities in Salesforce?

An organization can build a community to meet any number of needs, but there are three main community types in Salesforce:Customer communities.Employee communities.Partner communities.


What is community portal in Salesforce?

Community Portal is the newest version of the existing portals offered by Salesforce. It is similar to the older version. However, It looks much better in terms of design and interfaces perspective. Salesforce Community Portal helps the organization to build brand community spaces.


How many portals are there in Salesforce?

Portals overview in Salesforce :- There are 3 types of Salesforce.com Portals.Self-Service portal.Partner Portal.Customer Portal.


What is partner portal in Salesforce?

Partner Portal:-A partner portal allows partner users to log in to Salesforce through a separate website than your non-partner users. Partner users can only see the data that you have made available to them. Furthermore, partner users can only manipulate data if you give them the appropriate user permissions.


How many communities can you have in Salesforce?

While each Org can have up to 100 communities, each with their own unique aliased domain name, the Org itself will have a default domain name that it uses for the base URL for all communities. This is a *. force.com domain like businessname.force.com.


How many types of Salesforce licenses are there?

Salesforce provides licenses in six different types of licenses. Listed below: Customer Community: It is useful for business to consumer experiences using large numbers of external users who need access to case objects or knowledge.


What are communities called in Salesforce?

Salesforce Experience Cloud, formerly known as Community Cloud, is a digital experience platform that helps companies quickly build connected digital experiences for their customers, partners and employees at scale.


What is difference between community and portal?

Portal is an extension of your CRM and users can access or view information limited to their account. Whereas, communities reside inside your organization and can be accessed globally.


What is self-service portal Salesforce?

A self-service portal is a website that offers information and resources to help users find answers and resolve their issues. The two most common types of self-service portals are customer self-service and employee self-service.


What is tab Salesforce?

Tabs in Salesforce A tab is like a user interface that is used to build records for objects and to view the records in the objects.


What is a portal user?

Portal User means each unique profile for a Person who at any time has used the Services (which profile may be derived from information or a combination of information that may include, but is not limited to, screen name, device identifier and/or MSISDN).


What is difference between community and portal?

Portal is an extension of your CRM and users can access or view information limited to their account. Whereas, communities reside inside your organization and can be accessed globally.


What is the difference between customer community and partner community?

Customer Community – allow your customers (B2B and B2C) engage with both your organisation and other customers via an online portal. Partner Community – give your resellers, distributors, brokers limited access to your Salesforce to pass you leads and work on deals with your sales team.


What is self service portal Salesforce?

A self-service portal is a website that offers information and resources to help users find answers and resolve their issues. The two most common types of self-service portals are customer self-service and employee self-service.


What is Salesforce Portal?

Salesforce Portals and Communities in Salesforce empower your customers and partners by providing a social forum directly related to your internal business processes so that they can connect with the right information and the right people at the right moments.


What is the difference between a customer portal and a partner portal?

The key difference between the customer portal and partner portal is that partner users can access leads and opportunities . This allows your organizations and its partners to collaborate on your organization’s sales pipeline. Partners can also manage cases, view solutions/knowledge, contribute to communities (questions, answers, ideas), and access data within custom objects.


Can external users chat in Salesforce?

1. External users (partners/customers) can communicate via Chatter in Communities. Portals do not support Chatter. 2. The standard Communities user interface is very close to that of a regular internal Salesforce user. The out of the box portal user interface looks dated. 3.


Make every interaction count

Give customers access to resources that help them buy with confidence. Guide them with helpful how-tos, user-generated reviews, images, videos, FAQs, and more.


Go beyond the transaction

Encourage repeat customers with loyalty programs, account portals, and a hub to earn status and redeem rewards. Give customers even more reasons to choose your brand over and over.

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