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

  • CRMJetty

    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 2 years, 3 months ago by  CRMJetty.
  • Rahul

    Member
    August 27, 2022 at 8:03 am

    Enabling a customer portal in Salesforce requires the services of a Salesforce Consultant. There are three things that go into enabling a customer portal: setting up a Lightning component, configuring the component to display your data the way you want it, and building a backend to serve the component. All of these things require programming. There's no way around it. There are several Salesforce Consultants listed on Forcetalks, who can assist you in enabling a customer portal in Salesforce and can guide your business. Explore the list here and know the one that works with your business.

Log In to reply.

Popular Salesforce Blogs

Popular Salesforce Videos