Steps to setup Self-Service Portal in Salesforce
1. Go to Setup --> Customize --> Self-Service --> Self-Service Portal --> Settings. 2. Enable Self-Service Portal. 3. Setup it using Jump Start or Self-Service Setup. 4. Click “Generate Login ....
Tag: Portals in Salesforce
Self-Service portal in Salesforce
Self-Service provides an online support channel for customers. Self-Service allow customers to resolve their inquiries without contacting a customer service representative. Self-Service is free and very basic, namely Cases and ....
Unable to see Work with Portal button
If an user is not able to view the "Work with Portal" button, then go the user's profile and check the "Manage Partners" checkbox under "Administrative Permissions". After checking this ....
Customer Portal implementation in Salesforce
Step 1: Enable Customer PortalTo enable Customer Portal, follow the below steps 1. Click Your Name > Setup > Customize > Customer Portal > Settings. 2. Click Edit. 3. Select ....