There are 3 types of Salesforce.com Portals. Customer Portal. Partner Portal.
- Self-Service portal.
- Partner Portal.
- Customer Portal.
What is a customer portal in Salesforce?
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. A Customer Portal provides significantly richer functionality than a Self-Service portal.
What is the difference between partner portal and customer 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.
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What are portal users 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.
What is community portal in Salesforce?
Community Portal is the newest version of the existing portals offered by Salesforce. It is similar to the older version. However, It looks much better in terms of design and interfaces perspective. Salesforce Community Portal helps the organization to build brand community spaces.
Does Salesforce have a customer portal?
Customer Portal is one of three major Salesforce portals designed for the Salesforce community – Self-service Portal, Partner Portal, and Customer Portal.
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.
How many portals are there in Salesforce?
Portals overview in Salesforce :- There are 3 types of Salesforce.com Portals.Self-Service portal.Partner Portal.Customer Portal.
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.
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 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 a portal user?
Portal User means each unique profile for a Person who at any time has used the Services (which profile may be derived from information or a combination of information that may include, but is not limited to, screen name, device identifier and/or MSISDN).
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.
How do you create a portal in Salesforce?
From Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings, or from Setup, enter Partners in the Quick Find box, then select Settings. If you have not enabled your portal, select Enable Customer Portal or Enable Partner Relationship Management and click Save.
What is a portal partner?
What Is a Partner Portal? A partner portal is a web-based site that's a one-stop shop for firms doing business with each other — connecting existing partners is the key. The portal should have the tools that partners need to build revenue, create marketing programs, and educate their teams.
Make every interaction count
Give customers access to resources that help them buy with confidence. Guide them with helpful how-tos, user-generated reviews, images, videos, FAQs, and more.
Go beyond the transaction
Encourage repeat customers with loyalty programs, account portals, and a hub to earn status and redeem rewards. Give customers even more reasons to choose your brand over and over.