Why should you build your customer portal on the Salesforce platform?
The big benefit of building your customer portal on the Salesforce platform is, of course, that you’ll have everything on the powerful Salesforce platform. That means that it’s fast and easy to seamlessly integrate the Salesforce features you need directly into your portal, including Service Cloud.
How do I create a self-service portal in Salesforce?
You can create your own branded self-service communities and portals with Salesforce. With Communities, you can take a basic FAQ page and make a true self-service portal for customers, a place where they can find everything they need, from knowledge articles to user forums, and even opportunities to chat with support agents.
What is a partner portal in Salesforce?
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.
Why do you need a support portal for your business?
With drag-and-drop ease, you can have your own branded self-service portal (including your company logos as well as look and feel) up and running in no time. Beyond providing another channel for your support team to deliver awesome customer service, sites can help solve other key business challenges.
How do I create a portal in Salesforce?
Enable Customer Portal in SalesforceFrom Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings.Click Edit.Select Enable Customer Portal.Click Save.Continue setting up the portal.View of Customer Portal after Enable.
What portals are available in Salesforce?
There are 3 types of Salesforce.com Portals:Customer Portal.Partner Portal.Self Service Portal.
Does Salesforce have a client 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.
How do I create a Self-Service portal in Salesforce?
From Setup, enter Self Service Portal in the Quick Find box, then select Settings. Click Self-Service Setup on the Self-Service Settings page. Allows users to log into the Self-Service portal. Displays the Enable Self-Service button on contact detail pages.
What is portal Salesforce?
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 portal and community in Salesforce?
Portals provide external users the ability to access Salesforce whereas community clouds connect the internal users together in Salesforce. External users like partners or customers can communicate via Chatter in Communities. On the other hand, portals don't support Chatter.
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.
Why do we need self-service portal?
Benefits of customer self-service portals. Customers use your self-service portal to find information, request services, and resolve their issues. To help customers with their needs, the best self-service portals include: A knowledge base with a collection of FAQs, articles, videos, diagrams, how-to guides, and more.
What is Salesforce self-service?
Self-Service provides an online support channel for your customers - allowing them to resolve their inquiries without contacting a customer service representative. Setting up your Self-Service portal is simple. Choose from two setup options: Jump Start - Gets you up and running quickly; see Self-Service Jump Start.
How do I open a community portal in Salesforce?
How to enable community in Salesforce? To enable community in Salesforce go to setup -> Build -> Customize -> Communities and click on settings. and check enable communities check box and enter your domain name and save it. Note: You cannot change your domain name once you save it.
Written By... Lee Garrison
Lee Garrison is VP Business Development at Magentrix where he is responsible for sales, channels and marketing programs.
Cost
One of the biggest differences between in-house development and pre-built third party solutions is the initial cost. Developing an in-house solution requires you need to invest both money and developer hours into the project before it can start bringing value to your business.
Functionality
A typical project would start with defining your requirements, but defining requirements from scratch is challenging because every department within your company will have contradictory needs. You will have to prioritize needs for the features that you include in the product now and in the upcoming updates.
Flexibility
This is probably the most challenging part of planning the development project. On one hand, it is not always easy to project future requirements, the number of users, or features that need to be pre-built into the solution.
Uptime
Modern organizations are moving towards offering services available 24/7 to their customers. Small organizations cannot invest tons of money in sophisticated technology stacks that offer load balancing, redundancies (ie. hardware, network, internet service), backup servers, disaster recovery etc.
Security
Nowadays, data security is becoming a major requirement for your business. Keeping sensitive business data safe from threats requires major investments into the right technology, expertise and trusted monitoring of your services. Provisioning security is also very time-consuming, dragging a big part of your IT resources.
Upgrades
Nowadays, technology is constantly evolving. Your custom-built solution needs to be updated on a regular basis, otherwise it will fall behind. When it comes time to make changes to your customer-developed portal, you need to get back to the original developers or consultant agency that did the work for you.
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Welcome to the Age of Self-Service
This probably isn’t hard to believe, but oftentimes the last thing a customer wants to do is pick up the phone and talk to a customer service agent. The same is true for instant messages, SMS, and social. Sometimes, customers just want to solve the problem on their own.
Create a Whole New Customer Experience with Experience Cloud Sites
Self-service has become the new welcome mat for a growing number of customers. That means it can be the first service interaction a customer has with a brand.
Integrate Service Cloud and Experience Cloud on One Platform with Salesforce
The big benefit of building your customer portal on the Salesforce platform is, of course, that you’ll have everything on the powerful Salesforce platform. That means that it’s fast and easy to seamlessly integrate the Salesforce features you need directly into your portal, including Service Cloud.
Build Sites and Portals Using Experience Builder
Now, building a site couldn’t be easier. With Experience Builder templates, there’s no need for expensive coding projects. With drag-and-drop ease, you can have your own branded self-service portal (including your company logos as well as look and feel) up and running in no time.
Make Customers Happy and Increase ROI with Experience Cloud Sites
Beyond providing another channel for your support team to deliver awesome customer service, sites can help solve other key business challenges.
Copyright
Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight.
Create a Partner Portal
Ursa Major’s first step in expanding its business with partner resellers is sharing pertinent CRM data with partners. Maria, the Ursa Major system administrator, wants to create a partner portal using Experience Cloud to make data sharing a breeze.
Add Partner User Actions to the Account and Contact Page Layouts in Lightning Experience
After you enable digital experiences in your org, Salesforce adds specific actions to your account and contact page layouts in Lightning Experience so that you can create partner accounts and partner users. Let’s check to see if you have Enable as Partner in the dropdown menu of your accounts and contacts.
Enable Partner Accounts and Create Partner Users
Now, we can enable a couple of accounts as partner accounts. Let’s enable Edge Communications and Express Logistics and Transport as partner accounts in our Trailhead Playground.
What happens when you delete a portal role?
When you create a partner portal role, the hierarchy of the new portal role is automatically determined and created bottom-up.
What is a partner user in Salesforce?
Partner users are Salesforce users with limited capabilities. They are external to your organization but sell your products or servicesthrough indirect sales channels. They are associated with a particular partner account, have limited access to your organization's data,and log in via a partner portal.
What is a channel manager in Salesforce?
Channelmanagers are associated with partner accounts by account ownership. A channel manager whoowns a partner account can access all the information and manage all the activities of the partneraccount, including that of any partner user associated with the partner account. This allows thechannel manager to easily keep up-to-date on partner activities.
What is the role hierarchy in Salesforce?
Your role hierarchy determines what data your users can access. Users can always view and edit records that they own. In addition, userscan always view, edit, and report on data owned by or shared with users below them in your role hierarchy. Channel manager roles arealways directly above their partner users' roles in the hierarchy, giving channel managers access to all of the data owned by the partnersthey manage. When partner users are created on a partner account, Salesforce automatically places the partner users' role beneath therole of the channel manager who owns that partner account. To help you manage your channel managers and partner users, create alogical channel manager role structure.
What are the permissions for a partner portal?
The permissions you assign to partner portal users define what functions they can perform within your organization's partner portal,such as whether users can view, create, or edit cases and custom object records. When you enable a partner portal, the Partner Userprofile is automatically created for your organization. The Partner User profile cannot be modified.
Cost
Functionality
- A typical project would start with defining your requirements, but defining requirements from scratch is challenging because every department within your company will have contradictory needs. You will have to prioritize needs for the features that you include in the product now and in the upcoming updates. For example, you want to automate your support process by allowing cu…
Flexibility
- This is probably the most challenging part of planning the development project. On one hand, it is not always easy to project future requirements, the number of users, or features that need to be pre-built into the solution. On the other hand, building the solution that is scalable moving forward requires more resources and time than focusing on the features your business needs right now. …
Uptime
- Modern organizations are moving towards offering services available 24/7 to their customers. Small organizations cannot invest tons of money in sophisticated technology stacks that offer load balancing, redundancies (ie. hardware, network, internet service), backup servers, disaster recovery etc. Therefore, when something goes wrong in one of the servers in an in-house solutio…
Security
- Nowadays, data security is becoming a major requirement for your business. Keeping sensitive business data safe from threats requires major investments into the right technology, expertise and trusted monitoring of your services. Provisioning security is also very time-consuming, dragging a big part of your IT resources. On the other hand, major third-party vendors are compli…
Upgrades
- Nowadays, technology is constantly evolving. Your custom-built solution needs to be updated on a regular basis, otherwise it will fall behind. When it comes time to make changes to your customer-developed portal, you need to get back to the original developers or consultant agency that did the work for you. During this period of time, you might lose access to such employees o…
Conclusion
- In the blog, we have covered some of the hidden and most important challenges to consider when creating a customer portalsynchronized with your Salesforce. However, you need to consider all options, specifically available third-party apps with native Salesforce integration that were designed for customer self-service. We have put together a researc...