Activity Forums Salesforce® Discussions How many types of portals are available in Salesforce?

  • Parul

    Member
    September 28, 2018 at 7:35 pm

    There are 3 types of  Salesforce.com Portals:

    • Customer Portal
    • Partner Portal
    • Self  Service 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. Partner users are Salesforce users with limited capabilities. They are associated with a particular partner account, have limited access to your organization’s data, and log in via a partner portal. But when compared, Partner portal is costlier than Customer Portal.

    Self-Service provides an online support channel for your customers – allowing them to resolve their inquiries without contacting a customer service representative.

    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.

  • shariq

    Member
    September 28, 2018 at 8:31 pm

    A Customer Portal provides significantly richer functionality than a Self-Service portal. This is because a Customer Portal has functionality similar to Salesforce.com. With a Customer Portal, you can customize and deliver a visually stunning user interface to your customers, and use the following Salesforce.comfeatures to help you and your customers succeed:

    • Determine which pages and fields customers see with page layouts and field-level security
    • Manage customers with profiles, roles, and sharing rules
    • Provide and organize documents via Salesforce CRM Content or the Documents tab
    • Create a knowledge base for your customers using Salesforce Knowledge
    • Allow customers to participate in Salesforce CRM Ideas communities.
    • Display and collect data that is unique to your organization with custom objects
    • Display custom s-controls and content from other websites via Web tabs
    • Provide customized reports via the Reports tab

    Thanks

  • CRMJetty

    Member
    June 9, 2022 at 9:05 am

    Hello Anjali,
    There are 3 types of Salesforce.com Portals:

    • Partner Portal
    • Customer Portal
    • Salesforce self service portal
  • Rahul

    Member
    August 5, 2022 at 1:04 pm

    There are multiple types of portals available in salesforce, under the following categories: Sales, Service, and Communities. We have discussed the features of the portals under each category below.
    1. Sales Portals: Sales portals are used to increase the sales of your company. The salesforce offers features like lead management, contact management, and opportunity management.
    2. Service Portals: Service portals are used to manage the customers and give 24/7 customer service to customers.
    3. Communities: Communities are used to manage the relationship between the employees and the organization. You can provide access to your account to your employees and organize them into different teams.

    To get more information on Salesforce portals, visit this link

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