how to create a customer portal in salesforce

• Click New. The Creation wizard appears with different template options for you to choose from.
• Select the Customer Account Portal template.
• Click Get Started.
• Name the site Ursa Major Customer Account Portal and enter UrsaMajorPortal at the end of the URL.
• Click Create.

Full Answer

How to run your customer service on Salesforce?

Train your customer service team to go the extra mile

1. Always follow up
2. Listen to the customer
3. Collaborate within the team
4. Stay transparent
5. Be human
6. Be empathetic
7. Respond quickly and accurately
8. Prioritize relationships
9. Get better as you go
10. Always ask questions. Consider common friction points customers encounter. What can your customer service team do to improve these issues?

How to create custom setting in Salesforce?

Note

1. Convert Custom Setting Objects to Custom Metadata Types First retrieve your app metadata, including the custom objects you’re using for configuration. ...
2. Replace __c with __mdt By now you’re comfortable with the idea that custom metadata types use the __mdt suffix instead of the classic __c suffix. ...
3. Replace Apex Code with SOQL Queries

How to create partner portal in Salesforce?

• From Setup, enter Roles in the Quick Find box, then select Roles.
• Click Assign next to the name of the desired role.
• Make a selection from the drop-down list to show the available users.
• Select a user on the left, and click Add to assign the user to this role.

How to setup live agent in Salesforce?

Set Up Web Chat

• Log in to your organization, and if you’re in Salesforce Classic, switch to Lightning Experience.
• Click the Setup gear icon and select Service Setup.
• Under Recommended Setup, click View All.
• Enter Chat in the search box and select Chat with Customers.
• Read the prompt to learn about what this flow sets up, then click Start.

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How do I create a customer community portal in Salesforce?

Create Community User ProfileFrom Setup, in the Quick Find box, enter Profiles , then select Profiles.On the Profiles page, click Clone next to the Customer Community Login User, the Customer Community Plus Login User, the Customer Community Plus User, or the Customer Community User profile.More items...

How do you create a customer portal?

How to create a customer portal on your websiteStep 1: Initial setup. ... Step 2: Configure and customize. ... Step 3: Enable the submit ticket and chat options. ... Step 4: Manage content. ... Step 5: Integrate the portal into your website.

What is a customer portal account in Salesforce?

A Salesforce Customer Portal provides an online support channel for your customers—allowing. them to resolve their inquiries without contacting a customer service representative. With a Customer. Portal, you can customize and deliver a visually stunning user interface to your customers, and use.

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.

What should be on a customer portal?

Things Required for Customer PortalOne-Click Sign-In. The primary goal of a customer portal is to enhance customer service. ... Easy Navigation. A customer portal should be unambiguous to use. ... Responsive Layout. ... Knowledge Base. ... Ticket Submission. ... Customer Forum. ... Search Option. ... Communication.More items...•

How do customer portals work?

A customer web portal is a secure website that provides your customers with a single point of access to company information that is relevant to them, such as policies, invoices, deliveries, orders and online payments.

What is a customer portal user?

This standard profile lets users view and edit data they directly own or data owned by or shared with users below them in the Customer Portal role hierarchy. These users can also view and edit cases where they are listed in the Contact Name field.

How many portals can you have in Salesforce?

There are 3 types of Salesforce.com Portals: Customer Portal. Partner Portal. Self Service Portal.

What is the difference between portal and community in Salesforce?

Portals essentially gave external users (partners, customers, etc.) the ability to access Salesforce whereas Communities is aimed at connecting the right people (whether internal users, partners, or customers) together within Salesforce.

What is Customer Portal and Partner Portal?

Partner / Customer Portal Partner portal is for your, well, Partners, who need to work with Leads, Contacts, Opportunities, etc. Customer Portal is more focused on support needs, so your customers can interact with cases. Partner licenses, having more access to the core CRM features, were significantly more expensive.

What is self-service Portal Salesforce?

A self-service portal is a website that offers information and resources to help users find answers and resolve their issues. The two most common types of self-service portals are customer self-service and employee self-service.

What are Portal roles in Salesforce?

The Portal Roles box in the system overview page shows the usage data and limit for total partner portal, Customer Portal, and Communities roles. The system overview page displays a message when your organization reaches 75% of its allotted portal roles.

Meet Ursa Major Solar

Ursa Major Solar, Inc., is a Southwest-based supplier of solar components and systems. It’s gone from being a local player to a regional one, and it recently opened a second sales and distribution center in a neighboring state.

Create Customer Users

Now that we’ve enabled digital experiences in our org, we can convert a couple of contacts to customer users.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

What are the different types of portals in Salesforce?

Salesforce offers three types of portals that have different use cases: - Partner Portal. - Self-service Portal. - Customer Portal. It is crucial that you pick one based on your requirement and which entities you want to manage. If it’s partners, then the partner portal should be your choice.

How much does Salesforce cost?

The Salesforce customer portal is expensive if you put it at $1 per user, per month. It increases your customer retention cost. Apart from cost, there is also a certain limitation when it comes to the number of accounts. You cannot have over a certain number of accounts, depending on the Salesforce edition you use.

What is a partner portal?

The key difference here is that a partner portal is useful for when you want to share business-level insights with your partners. Each partner can get only the required data without being able to access all of your organization’s private data.

Can you have more than one Salesforce account?

You cannot have over a certain number of accounts, depending on the Salesforce edition you use. But there are third-party solutions that you can use that to allow you to scale your customer base at a much more reasonable price point.