is self-service portal available in salesforce

by Roger Borer Published 3 years ago Updated 2 years ago

Note Starting with Spring '12, the Self-Service portal isn't available for new Salesforce orgs. Existing orgs continue to have access to the Self-Service portal.

What are the available portals in Salesforce?

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

More items...

Is Salesforce the best cloud service?

With that, here are the tools you can use to build apps on Lightning Platform:

Salesforce Environments. A secure and isolated development environment for developers and admins to test ideas, accelerate app development, and customize the platform. ...
Heroku. It lets you extend Salesforce by building engaging experiences through custom apps. ...
mySalesforce. ...
myEinstein. ...
Salesforce App Cloud. ...

How do I setup a Salesforce service account?

The Complete Guide to Salesforce User Management

Best practices for user management. Assigning the right profiles, roles, and data access means you will have more flexibility in the future.
Create Logins. ...
Assign accurate profiles to grant object access. ...
Assign accurate roles to grant record access. ...
Determine and grant data access. ...
Keep the momentum going. ...
User Management Case Study. ...

How to access the self service portal?

Open web browser and login to self-service portal. [You can also click on either the Forgot your password? or Account locked down? button]
Click Mobile Access button.
Scan the QR code provided in the pop up to automatically configure the mobile app.

How do I enable a self-service 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.Click Self-Service Setup on the Self-Service Settings page.Click Save to save your Self-Service settings.

What is Salesforce self-service portal?

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 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 you create a self-service portal?

You want to make it as easy as possible for your customers to find your self-service offerings.Create the right self-service content. Your self-service portal is only useful if it has the answers your customers need. ... Keep your knowledge base up-to-date. ... Make your self-service portal easy to navigate and crawlable.

What is self-service in CRM?

Self service CRM is a new concept of Customer Relationship Management to provide the most effective system to the companies to build their customer base. It provides some online tools to the customers to enable them in choosing the things of their choice and get proper support from the company.

How do I create a portal in Salesforce?

After you have enabled the Salesforce Customer Portal, you can create multiple Customer Portals to satisfy the various business needs of your customers. To create more than one Customer Portal: 1. From Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings.

What is service Cloud in Salesforce?

Service Cloud allows you to deliver service to every customer, anytime, anywhere. It is a part of Salesforce's Customer Success Platform, an ecosystem of connected mobile and social tools powered by the cloud.

What is difference between community and portal 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?

– Purpose: Partner portal shows leads and opportunity to partners whereas customer portal is useful for solving issues independently without interacting with representatives. – Audience: Partner portal is useful for channel salespeople or other third-parties, whereas customer portal is for end users.

1. Self Service Portals Reduces Customer Service Costs

They don’t call these portals “self-service” for no reason -- if your customer can find an answer to their problem on their own, that reduces the amount of support needed because the volume of tickets will decrease. And there’s not as much of a need to invest in customer service as your company grows.

2. Self Service Portals Improve Agent Productivity

With fewer calls and support tickets, agents and representatives fielding these inquiries can spend more time with each customer that doesn’t use their self-service portal. With more time allotted to each customer, it’s not just about increased productivity, but the ability to provide better care to each customer call or email.

3. Self Service Portals Teach Customers New Skills

Portals expand clients’ knowledge and skills, and give them the tools they require for solving other similar issues in the future. Portals provide detailed information beyond the basics when delivering answers to commonly-asked questions.

4. Self Service Portals Boosts Site Traffic

The customised knowledge base of the self service portal acts as a useful tool for bringing in more website traffic, and marks a business as an information source and authority in its field or industry. As a result, current or potential clients place trust in the company, increasing the company’s credibility and brand visibility.

5. Self Service Portals Leverage Personalised Information

An intuitive self-service portal saves time and helps clients locate the information that they need more quickly by using information from past problems.

Customer Community Plus

Quickly build connected customer portals, service communities, and help centers.

Included Support

Every license includes two-day response time, our customer support community, interactive webinars, events, guided journeys, and more.

Additional Support

Our Premier and Signature Success plans offer increased support for additional fees, with features like 24/7 support and expert coaching sessions.

What is self service?

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. With that in mind, a self-service solution should be much more than a place where customers try to troubleshoot problems on their own.

Can you create a self service portal with Salesforce?

You can create your own branded self-service sites and portals with Salesforce. With Experience Cloud, 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.

Support and Success Plans