portalId From Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings Select a Customer Portal name, and on the Customer Portal detail page, the URL of the Customer Portal displays. The Portal ID is in the URL.
Full Answer
How do I find the customer portal ID?
From Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings Select a Customer Portal name, and on the Customer Portal detail page, the URL of the Customer Portal displays. The Portal ID is in the URL. The portalID value may be null or an empty key if there is no portal configured with this provider.
How do I add a portal to my profile?
(If you don’t see the profile, change the search to All .) Click Add. Click Save. Once you publish and activate the portal (which we’ll do in a later step), you’ll receive automatically generated welcome emails to let you know you’ve been added to an active portal.
What's new in your portal?
Your portal is now in Preview status, which means that what you’ve created so far isn’t in the world yet. Take a quick look around. This is Experience Workspaces, and you'll be coming back here soon to customize and administer your site. Now that we’ve enabled digital experiences in our org, we can convert a couple of contacts to customer users.
How do I add a logo to my customer portal?
Finally, go to Customize > Customer Portal > Settings > 'Find the correct portal' > 'double click' > Edit > 'Under the section "Look and Feel", in the Login Message, browse and upload the html file ' Let me know if you have any questions. 1. If you have a logo, first save the logo in Documents. 2.
How do I find my Salesforce portal ID?
The ID is available in the Salesforce user interface:From Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings.Select a Customer Portal name, and on the Customer Portal detail page, the URL of the Customer Portal displays. The Portal ID is in the URL.
What is custom portal in Salesforce?
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 find the portal role in Salesforce?
Please navigate to the "System Overview" setup section ( https://instance.salesforce.com/setup/systemOverview.apexp?setupid=SystemOverview ) and check the "Portal Roles" section.
How do I query a portal user in Salesforce?
How to query Internal, Community/Portal and Community/Portal Users in Salesforce using SOQL?Internal Users: SELECT Id, Name, IsActive, Profile.Name FROM User WHERE ProfileId IN ( SELECT Id FROM Profile WHERE UserType = 'Standard' )Customer Community/Portal Users: ... Partner Community/Portal Users:
How many types of portals are there in Salesforce?
3 typesPortals overview in Salesforce :- There are 3 types of Salesforce.com Portals. Self-Service portal:- Self-Service provides an online support channel for your customers – allowing them to resolve their inquiries without contacting a customer service representative.
What are the Salesforce URL?
The My Domain format of the login URL for a production org is MyDomainName . my.salesforce.com . You can also allow users to continue to log in from login.salesforce.com . Many other Salesforce application URLs contain your My Domain name as a subdomain.
How do I edit a portal in Salesforce?
Existing orgs continue to have access to the Self-Service portal. From Setup, enter Self-Service Portal in the Quick Find box, then select Settings. In the Portal Pages list, click Edit next to Home Page. Lists the titles of up to five solutions of your choice on the Home Page.
How do I enable a portal user in Salesforce?
How to Enable Customer PortalFrom 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.Click Edit.More items...•
What is portal subordinates in Salesforce?
Portal Roles and Subordinates. All roles defined for your organization's site or portal. This includes all of the users in the specified role plus all of the users below that role in the site or portal role hierarchy, except for high-volume users.
Who is portal user in Salesforce?
It allows contacts to log in to your Customer Portal to manage customer support. You can associate users who have a Customer Portal Manager Standard license with the Customer Portal User profile or a profile cloned and customized from the Customer Portal User profile.
How do you add a portal user to a test class in Salesforce?
Hi Pranav,Use the below code to assign portal user in test class. ID ProfileID = [ Select id from Profile where name = 'Customer Portal Manager Custom']. id; Account acc = new Account(Name = 'Test Account');
How do I add a portal user to Apex Salesforce?
portal account owner must have a role : Account for which user is being created, It's owner does not have any role assigned....Portal User Creation For Business Account:Create User Role.Create Business Account with above role.Create Contact for Business Account.Create Portal User with ContactId.
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.
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Most customers actually prefer to access information and find answers on their own over waiting on hold. Go figure. Customer Community allows them to perform business actions, and access knowledge articles, integrated from multiple back-end systems.
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