Sales force Customer Portal
Basic steps for enabling customer portal for an app in sales force
1. Create one Contact (Standard Object) record.
2. Create one customer portal.
3. Create one profile.
4. Assign this newly created profile to the new customer portal.
5. Enable login for customer portal in the app/site.
1 .Creation of a new customer portal [Detailed Steps]
1. If you are creating Customer Portal first time in your Account
Go to SetupAppSetUpExpand Customize Expand Customer Portal Click on Settings
Click on Edit Button Enable Customer Portal Check Box and Click on Save Button…
Click on ContinueClick on Cancel.
2. Now Create New Customer Portal
Click On New ButtonProvide mandatory Fields Details as Name, Description.
And Enable Login Enable Check Box Select Administrator Through Lookup as Organization Owner Click On Save Button.
3. Change Portal Fonts and Colors for Newly Created Customer Portal
Click on Change Portal Fonts and Colors Tab Here we can change Color Themes, Tab Styles, PageStyles, SectionStyles, ListStyles.
4. Customize Portal Tabs for newly Created Customer Portal
Click on Customize Portal Tab Buttons select custom Objects from available Tabs and Click on add Button then those selected Objects Moved to Selected Tabs.
Click on Save Button
5. Now we should give the Permission to display Custom Objects in Customer Portal whatever Custom Objects Selected For Customer Portal
Expand AppSetUpExpand CreateClick on Objects.
Click on Edit link of correspondent Custom Object go to Optional Features Check ‘Available for Customer Portal’ and Click on Save Button.
2 .Creation of a new Profile [Detailed Steps]
1. Create one Profile for Customer Portal User
Go to Admin SetupExpand Manage UsersClick on Profiles.
Click on Clone Action for Customer Portal Manager Custom Profile Enter Name For
New Profile And Click On Save Button..
2. In Profile Detail Page we can give the Profile level Privileges for Standard and Custom Objects, Standard and Custom Object Permissions like Read, Write, Edit and Delete.
Click On Edit Button in Profile Detail PageGive the Permissions and Privileges for
Corresponding Custom Objects And Click on Save Button
3 .Assign this newly created profile to the new customer portal [Detailed Steps]
1. Assign Profile to Newly Created Customer Portal
Go to App SetupExpand Customize Expand Customer PortalClick on Settings.
Click on Newly Created Customer PortalGo to AssignProfile Section Click on Edit Profile ButtonSelect /Check Newly Created Profile And Click on Save Buttom.
4 .Enable Login For Customer Portal In The App/Site[Detailed Steps]
1. Enable Login Option In Site . When we Enable This Option For site , Then Customer Portal Features applied to Site like Color Themes .
Go to AppSetUpExpand Develop AreaClick on Sites.
Click on Site Label Click On Login Settings Button In Site Label Detail Page Click On Edit ButtonSelect Dropdown Value as
Newly Created Customer Portal for ‘Enabling Login for’.-Click On Save Button.
5 .Create Contact Record/Customer Portal User For Accessing Customer Portal [Detailed Steps]
1. Create Contact record with user details . This contact record Converted into CustomerPortal User
And SalesForce User.
Go to Standard Contact Object TabClick on New Button-->Enter those Details with Email(mandatory)Click On Save Button.
2. Now we can Enable Customer Portal User for this Contact Record .
In Contact Detailed Page Click On” Work With Portal” Tab Click On Enable Customer Portal.
3. When we click on Enable Customer Portal option It will converted and Opened Corresponding Contact User/customer Portal User Detail page . Now we can Give Role ,User License and Profile.
Click on Edit Button for User Detail pageChane Role Change User License as Customer Portal Manager Custom Change Profile as Newly created profileAnd Click on Save Button.
4. Now we Go to Check Customer Portal Working or not
Go to Contact Record Detail pageExpand Work With Portal tabClick on Login As Portal User.
***************Now Open the Customer Portal for Corresponding User******************
Portal Login with login Page
Customer Portal login has Two ways
1. By using Contact Record of Customer Portal User as I mentioned above Steps
2. Login_portal.jsp login page (url).
Following Steps are using to customer portal login by Login page:
1. Expand Your NameClick on SetUpexpand AppSetupexpand Customer PortalClick on Settings.
2. Click on Newly created Customer PortalGo to Portal Default Settings
Copy Url as Login url And Paste that url in any Browser address bar.
Like “https://na12.salesforce.com/secur/login_portal.jsp?orgId=00DU0000000HIuc&portalId=060U0000000HPdc”
3. Now it Opens one Login Page , Enter username and passwordClick on
Login Button.
Example : username : test@test.com
Password: salesforce generate password and send to your mail address
Now Customer Portal Open with Corresponding portal user(like Profile level and Object level permissions) .
Basic steps for enabling customer portal for an app in sales force
1. Create one Contact (Standard Object) record.
2. Create one customer portal.
3. Create one profile.
4. Assign this newly created profile to the new customer portal.
5. Enable login for customer portal in the app/site.
1 .Creation of a new customer portal [Detailed Steps]
1. If you are creating Customer Portal first time in your Account
Go to SetupAppSetUpExpand Customize Expand Customer Portal Click on Settings
Click on Edit Button Enable Customer Portal Check Box and Click on Save Button…
Click on ContinueClick on Cancel.
2. Now Create New Customer Portal
Click On New ButtonProvide mandatory Fields Details as Name, Description.
And Enable Login Enable Check Box Select Administrator Through Lookup as Organization Owner Click On Save Button.
3. Change Portal Fonts and Colors for Newly Created Customer Portal
Click on Change Portal Fonts and Colors Tab Here we can change Color Themes, Tab Styles, PageStyles, SectionStyles, ListStyles.
4. Customize Portal Tabs for newly Created Customer Portal
Click on Customize Portal Tab Buttons select custom Objects from available Tabs and Click on add Button then those selected Objects Moved to Selected Tabs.
Click on Save Button
5. Now we should give the Permission to display Custom Objects in Customer Portal whatever Custom Objects Selected For Customer Portal
Expand AppSetUpExpand CreateClick on Objects.
Click on Edit link of correspondent Custom Object go to Optional Features Check ‘Available for Customer Portal’ and Click on Save Button.
2 .Creation of a new Profile [Detailed Steps]
1. Create one Profile for Customer Portal User
Go to Admin SetupExpand Manage UsersClick on Profiles.
Click on Clone Action for Customer Portal Manager Custom Profile Enter Name For
New Profile And Click On Save Button..
2. In Profile Detail Page we can give the Profile level Privileges for Standard and Custom Objects, Standard and Custom Object Permissions like Read, Write, Edit and Delete.
Click On Edit Button in Profile Detail PageGive the Permissions and Privileges for
Corresponding Custom Objects And Click on Save Button
3 .Assign this newly created profile to the new customer portal [Detailed Steps]
1. Assign Profile to Newly Created Customer Portal
Go to App SetupExpand Customize Expand Customer PortalClick on Settings.
Click on Newly Created Customer PortalGo to AssignProfile Section Click on Edit Profile ButtonSelect /Check Newly Created Profile And Click on Save Buttom.
4 .Enable Login For Customer Portal In The App/Site[Detailed Steps]
1. Enable Login Option In Site . When we Enable This Option For site , Then Customer Portal Features applied to Site like Color Themes .
Go to AppSetUpExpand Develop AreaClick on Sites.
Click on Site Label Click On Login Settings Button In Site Label Detail Page Click On Edit ButtonSelect Dropdown Value as
Newly Created Customer Portal for ‘Enabling Login for’.-Click On Save Button.
5 .Create Contact Record/Customer Portal User For Accessing Customer Portal [Detailed Steps]
1. Create Contact record with user details . This contact record Converted into CustomerPortal User
And SalesForce User.
Go to Standard Contact Object TabClick on New Button-->Enter those Details with Email(mandatory)Click On Save Button.
2. Now we can Enable Customer Portal User for this Contact Record .
In Contact Detailed Page Click On” Work With Portal” Tab Click On Enable Customer Portal.
3. When we click on Enable Customer Portal option It will converted and Opened Corresponding Contact User/customer Portal User Detail page . Now we can Give Role ,User License and Profile.
Click on Edit Button for User Detail pageChane Role Change User License as Customer Portal Manager Custom Change Profile as Newly created profileAnd Click on Save Button.
4. Now we Go to Check Customer Portal Working or not
Go to Contact Record Detail pageExpand Work With Portal tabClick on Login As Portal User.
***************Now Open the Customer Portal for Corresponding User******************
Portal Login with login Page
Customer Portal login has Two ways
1. By using Contact Record of Customer Portal User as I mentioned above Steps
2. Login_portal.jsp login page (url).
Following Steps are using to customer portal login by Login page:
1. Expand Your NameClick on SetUpexpand AppSetupexpand Customer PortalClick on Settings.
2. Click on Newly created Customer PortalGo to Portal Default Settings
Copy Url as Login url And Paste that url in any Browser address bar.
Like “https://na12.salesforce.com/secur/login_portal.jsp?orgId=00DU0000000HIuc&portalId=060U0000000HPdc”
3. Now it Opens one Login Page , Enter username and passwordClick on
Login Button.
Example : username : test@test.com
Password: salesforce generate password and send to your mail address
Now Customer Portal Open with Corresponding portal user(like Profile level and Object level permissions) .
Thanks for sharing the Great informative article, and Its definitely help us. Kindly Find the best salesforce customer portal, here: salesforce customer portal
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