Customer Portal:- A 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.

Use Of Customer Portal

  • A Customer Portal provides significantly richer functionality than a Self-Service portal.
  • With a Customer Portal, you can customize and deliver a visually stunning user interface to your customers, and Customer Portal is more focused on support needs, so your customers can interact with cases.
  • The Salesforce customer portal is generally geared toward providing you a way to allow your customer’s to see information that relates only to their account with you; things like their Account and Contact information, maybe the contracts they have on file with you, their Assets, etc.

Note: The primary limitation of a customer portal is that the portal user can only view their own account information. If you don’t have a Customer Portal, but want to easily share information with your customers, try Communities.

How to Enable Customer Portal

Their are following steps for Enable Customer Portal in Salesforce

  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
  8. Click the lookup icon to choose a default administrator for your Customer Portal. All email notifications regarding users who self-register for your Customer Portal will be sent to this Salesforce user.
  9.  Enable Self Registration : When you select this checkbox and add the Allow Customer Portal Self-Registration checkbox to contact page layouts, contacts whose records are marked Allow Customer Portal Self-Registration can view a self-registration area on the Login page of your Customer Portal.
    • Default New User License
    • Default New User Role
    • Default New User Profile
  10. Click Save to save your Customer Portal settings.


Leave A Reply

Please verify that you are not a robot.

Tell us about Your Company

How can we help you with your business?

    Message Sent!

    If you have more details or questions, you can reply to the received confirmation email.

    Back to Home