Activity Forums Salesforce® Discussions How do I enable customer portal in Salesforce?

  • How do I enable customer portal in Salesforce?

     CRM updated 1 month ago 2 Members · 2 Posts
  • Kirandeep

    Member
    June 25, 2020 at 2:59 pm

    How do I enable customer portal in Salesforce?

  • CRM

    Member
    December 21, 2021 at 6:34 am

    How to Enable Salesforce Customer Portal?
    You can follow the steps given below to enable the Salesforce Customer Portal.
    1) From Setup, enter Customer Portal Settings in the Quick Find box. Then selectCustomer Portal Settings or In Build, click customize, select customer portal, then click on Customer Portal Settings.

    2) Click Edit.

    3) Select Enable Customer Portal.

    4) Click Save.

    5) This is the view of Customer Portal after enabling the same. From there, you can create a new portal by clicking on ‘New’ or edit an existing portal.

    6) You can change portal fonts, color with the option Change Portal Fonts and Colors button, and use the Edit button to change the header, footer, etc.
    Click on Edit and change it.

    Note: This feature available only in Salesforce Classic.

    How to Enable Customer Portal for Contacts1) From a contact detail page, click Manage External User, and then select Enable Customer User.

    2) Verify the general information and locale settings, and enter any missing information. The customer’s Username defaults to the customer’s email.

    3) Select a portal user license. The user license that you choose determines the permission sets, user profile type, and role hierarchy options which you can select for the user. See Customer Portal User Licenses.

    4) Click on save to save the settings it.

    5) Go back to the Contact Detail page and click Manage External User and select login to Portal as User.

    After performing all the steps, this is how the Salesforce Customer Portal will look like.

    • This reply was modified 1 month ago by  CRM.
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