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Customer Portal GuideSalesforce, Spring ’22@salesforcedocsLast updated: November 10, 2021

Copyright 2000–2022 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com, inc.,as are other names and marks. Other marks appearing herein may be trademarks of their respective owners.

CONTENTSWhat customer portals can I create with Salesforce? . . . . . . . . . . . . . . . . . . . . . . . . . . 1Set Up Your Customer Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Enable Your Customer Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Considerations for the Convert Portal User Access Wizard . . . . . . . . . . . . . . . . . . . . . . . 6Use the Convert Portal User Access Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Creating Multiple Customer Portals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Enable Customer Portal Login and Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Customize Your Customer Portal Fonts and Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Customer Portal User Licenses and Custom Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Setup Tips and Considerations for Customer Portal Pages . . . . . . . . . . . . . . . . . . . . . . . . . . 18Customize Your Customer Portal Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Enable Answers in the Customer Portal . . . . . . . . . . . .Enable Salesforce CRM Content in the Customer Portal .Enable Entitlement Management in the Customer Portal .Enable Ideas in the Customer Portal . . . . . . . . . . . . . .Enable Salesforce Knowledge in the Customer Portal . . .2525282930Customize Your Customer Portal Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Configuring Multilingual HTML Messages for Customer Portals . . . . . . . . . . . . . . . . . 33Enable Single Sign-On for Portals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34What impact does Communities have on Customer Portal customers? . . . . . . . . . . . . 35About High-Volume Portal Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Give Access to Records Using Sharing Sets . . . . . . . . . . . . . . . . . . . .Grant High-Volume Portal Users Access to Records . . . . . . . . . . . . . . .Grant High-Volume Portal or Community Users Access to User Records .Share Records Owned by High-Volume Portal Users to Salesforce UsersView Sharing Sets for High-Volume Portal Users . . . . . . . . . . . . . . . . .3940424344About Customer Portal User Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Work with Customer Portal Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Configure User Access to the Customer Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Enable the Customer Portal for Contacts and Person AccountsRoles Per Customer Portal Account . . . . . . . . . . . . . . . . . . .Disable and Deactivate Portal Users . . . . . . . . . . . . . . . . . .Disable Customer Accounts . . . . . . . . . . . . . . . . . . . . . . . .52535456

ContentsEdit Customer Portal User Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Reset Customer Portal User Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Delegate Customer Portal User Administration and Portal Super User . . . . . . . . . . . . . . . . . 59Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

WHAT CUSTOMER PORTALS CAN I CREATE WITHSALESFORCE?Salesforce provides three ways to help you manage your customers.Chatter AnswersSalesforce Customer PortalSelf-Service-PortalPurposeProvides customers with a WebCommunity to resolve theirinquiries with other communitymembers or by contacting asupport agentProvides customers with an onlinesupport channel to resolve theirinquiries without contacting asupport agentProvides customers with an onlinesupport channel to resolve theirinquiries without contacting asupport agentUser InterfaceHighly customizable via apoint-and-click editor andVisualforce pages, as well asfunctionality from Salesforcefeatures such as Answers,Customer Portal, LightningPlatform Sites, and SalesforceKnowledgeHighly customizable via apoint-and-click editor, as well asfunctionality similar to Salesforcesuch as permissions, customobjects, sharing rules, and WebtabsCustomizable via a cascading stylesheet (CSS) or point-and-clickeditorSupported RecordTypes Articles Activities Cases Cases Assets Solutions Questions (answers) Cases Documents Solutions Custom objectsQuantityContact Salesforce for moreinformationContact Salesforce for moreinformationOneAdministrator Controls Customize the look and feel of Customize the look and feel of Generate Self-Servicethe communitytheCustomer Portalusernames and passwords Moderate questions andanswers Generate Customer Portalusernames and passwords Generate usernames andpasswords Manage Customer Portal userinformation Manage Customer Portal user Manage Customer Portal usersinformationvia permissions, roles, andsharing rules Manage Customer Portal usersvia permissions, roles, andsharing rules1 Manage Self-Service userinformation

What customer portals can I create with Salesforce?User ControlsChatter AnswersSalesforce Customer PortalUsers can click Edit My Settingsafter they sign in to change their: Community usernameUsers can use the Customer Portal NoneWelcome component to changetheir: Community password Portal username Locale Portal password Language Locale Time zone Language Notification settings Time zone Contact information Contact information2Self-Service-Portal

SET UP YOUR CUSTOMER PORTALNote: Starting with Summer ’13, the Customer Portal user license isn’t available for neworgs. You can create a customer portal using the Customer Account Portal Lightning templatein Experience Builder.Existing orgs using Customer Portal licenses may continue to use their licenses.Whether you call it a portal, a help forum, a support site, or something else, an online communityis a great place to connect with customers. Customer Communities have replaced Customer Portalsand are where all the updates and development are happening. If you don’t have a Customer Portallicense, Customer Communities are your only option. If you do have a Customer Portal license, westill encourage you to check out Customer Communities to see what we’ve been up to and how itcan benefit you.A Salesforce Customer Portal provides an online support channel for your customers—allowingthem to resolve their inquiries without contacting a customer service representative. With a CustomerPortal, you can customize and deliver a visually stunning user interface to your customers, and usethe following Salesforce features to help you and your customers succeed:EDITIONSAvailable in: SalesforceClassic (not available in allorgs)Available in: Enterprise,Performance, Unlimited,and Developer EditionsUSER PERMISSIONSTo set up and update theCustomer Portal: Customize Application Determine which pages and fields customers see with page layouts and field-level security Manage customers with profiles, permission sets, 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 Allow customers to participate in Ideas communities. Display and collect data that is unique to your organization with custom objects Display custom s-controls and content from other websites via Web tabs Provide customized reports via the Reports tabNote: High-volume portal users are available for customer portals or communities intended for many thousands to millions ofusers.Setting up your Customer Portal consists of the following steps:1. Enable the Customer Portal.2. Create one or more portals.For each portal:a. Configure the settings and communication templates.You can standardize the communication templates sent to the users of all your Customer Portals by clicking the Set DefaultEmail Templates for All Customer Portals link on the Tools section of the Customer Portal Setup page. For more information,see Creating Multiple Customer Portals on page 8.The Convert Portal User Access wizard automatically displays after the first time you save settings for your first portal, whetherit is the Customer Portal or partner portal. You can use this wizard to help ensure that records and folders owned by Salesforceusers are not shared with portal users.b. Customize the fonts and colors.3

Set Up Your Customer Portalc. Customize the available tabs and tab order.d. Configure portal languages.3. Optionally, if available to your portal user licenses, you can enable Salesforce CRM Content, Ideas, Answers, Entitlement Managementor Salesforce Knowledge as needed.4. Create Customer Portal profiles.For each profile:a. Customize page layouts. See Customize Your Customer Portal Pages.For set up tips and general information about Salesforce Customer Portal pages, see Setup Tips and Considerations for CustomerPortal Pages on page 18.b. Customize list views.Customer Portal users can automatically see any list view with visibility settings marked Visible to all users. Werecommend that you create specific list views on all objects accessible to portal users, and then assign portal users to only thelist views you want them to view.c. Customize search layouts.The search layouts in your Salesforce organization are the same search layouts used in your Customer Portal. Verify that searchlayouts on objects accessible to portal users only include fields you want them to view in search results.5. Set up workflow:a. Set up workflow rules or case assignment rules to automatically assign cases created by portal users to Salesforce users or queuesby using the criteria Current User: User Type contains Customer Portal.For case assignment rules to work on the Customer Portal, select the Select Case Assignment checkbox bydefault checkbox on case page layouts assigned to portal profiles. Portal users cannot view these checkboxes on the CustomerPortal. Note that assignment rules trigger when a case is created and when it is edited. To prevent cases from being automaticallyreassigned when edited by portal users, add a rule entry using the criteria Current User: User Type containsCustomer Portal and select the Do Not Reassign User checkboxb. Create workflow alerts or case auto-response rules to automatically respond to portal users when they create a case on yourportal.6. Configure portal user access.7. Grant high-volume portal users access to objects.8. Optionally, enable single sign-on.9. Enable login on each Customer Portal.10. Add a link on your organization’s website to the portal.Users can navigate to your Customer Portal after you copy the Login URL from your portal’s settings and paste it into the HTMLof your website. For more information, see Enable Customer Portal Login and Settings on page 9.11. Enable contacts to use your portal.Enable Your Customer PortalCreating Multiple Customer PortalsEnable Customer Portal Login and Settings4

Set Up Your Customer PortalEnable Your Customer PortalCustomize Your Customer Portal Fonts and ColorsCustomer Portal User Licenses and Custom ObjectsSetup Tips and Considerations for Customer Portal PagesEnable Your Customer PortalTo enable the Salesforce Customer Portal:USER PERMISSIONS1. From Setup, enter Customer Portal Settings in the Quick Find box, thenselect Customer Portal Settings.2. Click Edit.To enable the CustomerPortal: Customize Application3. Select Enable Customer Portal.4. Click Save.5. Continue setting up the portal.Tips on Enabling the Customer PortalConsider the following when enabling the Customer Portal: After you enable the Customer Portal, you can create multiple Customer Portals to satisfy the various business needs of your customers. These items become available after you enable the Customer Portal:– The High Volume Customer Portal, Authenticated Website, Customer Portal Manager, and Customer Portal User profiles, if youpurchased user licenses for them.– The Enable Customer Portal User and View Customer Portal User buttons on contact and person account records.– The All Customer Portal Users and All Internal Users groups along with the Roles and Internal Subordinates sharing rule category. After you enable a Customer Portal, you cannot disable it. However, you can prevent users from logging into it. See Enable CustomerPortal Login and Settings on page 9.Considerations for the Convert Portal User Access WizardYour Customer Portal and partner portal users appear in the role hierarchy, however, they’re external contacts who don’t need accessto your organization's internal data. When setting up a Customer Portal or partner portal, you can use the Convert Portal User Accesswizard to help ensure that no records or folders are shared with a portal user.Use the Convert Portal User Access Wizard5

Set Up Your Customer PortalConsiderations for the Convert Portal User Access WizardConsiderations for the Convert Portal User Access WizardYour Customer Portal and partner portal users appear in the role hierarchy, however, they’re externalcontacts who don’t need access to your organization's internal data. When setting up a CustomerPortal or partner portal, you can use the Convert Portal User Access wizard to help ensure that norecords or folders are shared with a portal user.Note: Starting with Summer ’13, the Customer Portal user license isn’t available for neworgs. You can create a customer portal using the Customer Account Portal Lightning templatein Experience Builder.Existing orgs using Customer Portal licenses may continue to use their licenses.EDITIONSAvailable in: SalesforceClassic (not available in allorgs)Available in: Enterprise,Performance, Unlimited,and Developer EditionsWhen you first save a Customer Portal or partner portal, Salesforce automatically displays the ConvertPortal User Access wizard.USER PERMISSIONSThe wizard affects the following areas of your Salesforce org:To set sharing rules: Manage SharingSharing RulesThe Convert Portal User Access wizard converts any owner-based or criteria-based sharing rulesthat include the Roles, Internal and Portal Subordinates data set category to include the Rolesand Internal Subordinates data set category instead.The Roles and Internal Subordinates data set category allows you to create sharing rules that include all users in a specified role plusall users in roles below that role, excluding any Customer Portal and partner portal roles.Note: After running the Convert Portal User Access wizard, you must recalculate the sharing rules to apply the changes. Fromthe Setup Quick Find box, enter Sharing Settings. Under Account Sharing Rules, click Recalculate,then click OK.The Roles, Internal and Portal Subordinates data set category is only available in your organization after you create at least onerole in the role hierarchy.The Roles and Internal Subordinates data set category is only available in your organization after you create at least one rolein the role hierarchy and enable a portal.Folder SharingThe Convert Portal User Access wizard also enables you to automatically convert the access levels of any report, dashboard, ordocument folders that are accessible to Roles, Internal and Portal Subordinates to a more restrictive access level: Roles and InternalSubordinates. This helps prevent Customer Portal and partner portal users from accessing folders. Using the wizard is more efficientthan locating various folders in Salesforce and setting their access levels individually.The wizard does not convert folders that are accessible to all users or accessible to public groups. You must manually update theaccess levels on those folders.The wizard doesn’t convert access for the following features or sharing mechanisms, but you can follow these recommendations tomanually secure external users’ access to your org’s data.Manual SharingRemove Roles, Internal and Portal Subordinates from the Share With list of your manual shares, and add Roles and Internal Subordinatesinstead.To identify manual shares that are shared with Roles, Internal and Portal Subordinates, use this SOQL query:Select Id, UserOrGroupId from AccountShare where UserOrGroupId IN (SELECT Id FROM GroupWHERE Type 'RoleAndSubordinates') AND RowCause 'Manual'6

Set Up Your Customer PortalUse the Convert Portal User Access WizardReplace AccountShare with the share object that you are querying.Apex Managed SharingUpdate your Apex code so that it creates shares to the Role and Internal Subordinates group. Because this conversion is a large-scaleoperation, consider using batch Apex.Public GroupsReview public groups that contain Roles, Internal and Portal Subordinates members. Remove these members and replace with Roleand Internal Subordinates as required.To identify public groups that contain Roles, Internal and Portal Subordinates members, use this SOQL query:Select Id, GroupId, UserOrGroupId from GroupMember where GroupId in (SELECT Id FROMGroup WHERE Type 'Regular') AND UserOrGroupId in (SELECT Id FROM GroupWHERE Type 'RoleAndSubordinates')QueuesReview queues that contain Roles, Internal and Portal Subordinates members. Remove these members and replace with Role andInternal Subordinates as required.To identify queues that contain Roles, Internal and Portal Subordinates members, use this SOQL query:Select Id, GroupId, UserOrGroupId from GroupMember where GroupId in (SELECT Id FROMGroup WHERE Type 'Queue') AND UserOrGroupId in (SELECT Id FROM GroupWHERE Type 'RoleAndSubordinates')List ViewsUpdate list views to be shared with Role and Internal Subordinates instead of Roles, Internal and Portal Subordinates.Use the Convert Portal User Access WizardNote: Starting with Summer ’13, the Customer Portal user license isn’t available for neworgs. You can create a customer portal using the Customer Account Portal Lightning templatein Experience Builder.Existing orgs using Customer Portal licenses may continue to use their licenses.When setting up a Customer Portal or partner portal, you can use the Convert Portal User Accesswizard to help ensure that no records or folders are shared with a portal user.To use the wizard:EDITIONSAvailable in: SalesforceClassic (not available in allorgs)Available in: Enterprise,Performance, Unlimited,and Developer Editions1. For the Customer Portal, from Setup, enter Customer Portal Settings in the QuickFind box, then select Customer Portal Settings. For the partner portal, from Setup, enterPartners in the Quick Find box, then select Settings.USER PERMISSIONS2. Click the Convert Portal User Access link.To set sharing rules: Manage Sharing3. Select the checkboxes next to the sharing rules you want to convert to Roles and InternalSubordinates.If there are no sharing rules to convert but you want to convert the access level for folders, proceed to the following step.4. Click Next.5. Select the checkboxes next to the folders whose access levels you want to change to Roles and Internal Subordinates.The wizard does not convert folders that are accessible to all users or accessible to public groups. You must manually update theaccess levels on those folders.7

Set Up Your Customer PortalCreating Multiple Customer PortalsA particular folder may display on multiple rows in the wizard. This is because the wizard displays a row for each Role, Internal andPortal Subordinates category to which a folder is shared.6. Click Next.7. Click Save to apply your selected changes.Creating Multiple Customer PortalsAfter you have enabled the Salesforce Customer Portal, you can create multiple Customer Portalsto satisfy the various business needs of your customers.EDITIONSTo create more than one Customer Portal:Available in: SalesforceClassic (not available in allorgs)1. From Setup, enter Customer Portal Settings in the Quick Find box, thenselect Customer Portal Settings.2. Click New.3. Follow the same steps used to set up your organization's first Customer Portal. See Set Up YourCustomer Portal on page 3.Available in: Enterprise,Performance, Unlimited,and Developer EditionsUSER PERMISSIONSImplementation Tips Portal users can only log into Customer Portals assigned to their profile. To assign a profile toa Customer Portal, select the name of a portal from the Customer Portal Setup page, click EditProfiles in the Assigned Profiles section, and select the Active checkbox next to the profileyou want to assign to the portal.To create multiple CustomerPortals: Customize ApplicationA portal user can access all the Customer Portals assigned to his or her profile with one username and password.You can view the number of active users associated with each profile assigned to a Customer Portal by creating a custom summaryreport and adding Profile to your report columns. The settings on the following items apply to both your organization and your Customer Portals:– List views– Search layouts– Case assignment rules– Workflow alertsBest Practices Because you can uniquely customize the fonts, colors, email templates, and login message of each Customer Portal you create, youcan build a Customer Portal for each product and customer service level supported by your organization. For example, if yourorganization provides gold, silver, and bronze levels of customer support, then you could create a unique Customer Portal for each. You can standardize the communication templates sent to the users of all your Customer Portals by clicking the Set Default EmailTemplates for All Customer Portals link on the Tools section of the Customer Portal Setup page. These settings determine theemail templates to use when sending email notifications, such as a new case comment or a reset password, to portal users whoseprofiles are associated with more than one Customer Portal.By default, sample templates are automatically selected for you in the New User Template, New Password Template,and Lost Password Template lookup fields. However, sample templates are not selected for you in the New Comment8

Set Up Your Customer PortalEnable Customer Portal Login and SettingsTemplate and Change Owner to Portal User Template lookup fields. Unless you select templates for thesefields, users whose profiles are associated with more than one Customer Portal will not receive email notifications when newcomments are added to their cases or when they become the new owner of a record in the Customer Portal. Email templates mustbe marked as Available for Use to be sent to portal users.Tip: Because the default email templates are sent to users of multiple Customer Portals, we recommend that you createdefault email templates that do not contain portal-specific branding. You cannot delete a Customer Portal, but you can prevent users from logging into a portal by deselecting the Login Enabledcheckbox. For more information, see Enable Customer Portal Login and Settings on page 9. You can create multiple Customer Portals that display different tabs for users with the same profile, as long as the profile has accessto each object displayed on a tab. For more information, see Customizing Your Customer Portal Tabs on page 23.Enable Customer Portal Login and Settings1. From Setup, enter Customer Portal Settings in the Quick Find box, thenselect Customer Portal Settings.EDITIONS2. Click Edit next to the name of the Salesforce Customer Portal you want to customize.Available in: SalesforceClassic (not available in allorgs)3. Set the following options:SettingDescriptionNameName of the Customer Portal as displayed onthe portal's detail and edit pages, as well asthe Customer Portal Setup page. The name ofthe Customer Portal is not displayed on portalpages, but it does display in the browser titlebar.DescriptionA description of the Customer Portal asdisplayed on the portal's detail and edit pages.The description of the Customer Portal is notdisplayed in the portal.Login EnabledAllows users to log in to the Customer Portal.We recommend that you do not select thischeckbox until you have completed the stepsdescribed in Setting Up Your Customer Portal.Note: Users must be able to log in tothe Customer Portal, be within theiruser profile’s restricted IP range, andbe within designated Login Hours inorder to be able to reset theirpasswords.AdministratorClick the lookup icon () to choose adefault administrator for your Customer Portal.All email notifications regarding users who9Available in: Enterprise,Performance, Unlimited,and Developer EditionsUSER PERMISSIONSTo enable login and settingsfor the Customer Portal: Customize Application

Set Up Your Customer PortalEnable Customer Portal Login and SettingsSettingDescriptionself-register for your Customer Portal will be sent to this Salesforceuser.Notifications include information about registration errors andany other issues self-registering customers may experience, suchas inadvertently entering duplicate email addresses, creatingduplicate contact records, and exceeding your organization'suser license limit.When choosing an administrator for your Customer Portal, youcan only select users that have the “Edit Self-Service Users”permission. Furthermore, you cannot deactivate a user selectedas a portal administrator.Portal Default SettingsSettingDescriptionLogin URLThe URL of the Web page that displays when users log in to yourCustomer Portal.You can click this URL to log in to your portal and interact withit.Insert this URL into your website so users can access the loginpage to your Customer Portal.The login URL of each Customer Portal you create contains aunique identifier, such as portalId 060D00000000Q1F. Theunique identifier determines the specific portal a user can access.If a user accesses a login URL that does not contain a uniqueidentifier, they are automatically directed to the login URL of thefirst Customer Portal you created. Note that portal users can onlylog into a Customer Portal via the portal's login page and notthrough the Salesforce login page.Logout URLThe URL of the Web page that displays when users log out ofthe Customer Portal–for example, “http://www.acme.com.” If alogout URL is not specified, portal users return to the login pagewhen they log out.Top-Level Category for PortalThe top-level category accessible by customers in the CustomerPortal. Customers can view all solutions marked Visible inSelf-Service Portal in this category and itssubcategories.This field is available only if you have enabled solution browsing.Allows users to close cases in the Customer Portal directly fromsuggested solutions. For example, when a user views a suggestedEnable Self-Close Case from SuggestedSolutions10

Set Up Your Customer PortalEnable Customer Portal Login and SettingsPortal Default SettingsSettingDescriptionsolution that helps them solve a case, he or she can click Yes,please close my case if this setting is enabled.Allows users to view confirmation messages after they completean action in the Customer Portal. For example, after a user createsa case in your Customer Portal, he or she views the message“Case has been submitted” if this setting has been enabled.Show Action ConfirmationConfirmation messages may help users clearly understand actionsthey have completed in your Customer Portal.Specifies the language that portal HTML messages are displayedin when custom language portal HTML messages are notconfigured. This setting is only available for organizations thathave multiple languages enabled.HTML Messages Default LanguageEmail Notification SettingsSettingDescriptionFrom Email AddressThe email address from which all Customer Portal communicationtemplates are sent—for example, “support@acme.com.”Salesforce sends the emails automatically, but they appear toportal users as if they were sent from this email address. If a portaluser responds to a communication template, the response issent to this address.From Email NameThe name associated with the “From” Email Address—forexample, “Acme Customer Support.”New User TemplateThe email template used to send a username and initial passwordto all newly enabled and self-registering Customer Portal users.By default, a sample template is automatically selected for you.You can also create your own template or modify the sample.Be sure to mark the template as Available for Use.New Password TemplateThe email template used to send a new password to existingCustomer Portal users when you reset their passwords. By default,a sample template is automatically selected for you. You can alsocreate your own template or modify the sample. Be sure to markthe template as Available for Use.Lost Password TemplateThe email template used to send a new password to existingCustomer Portal users when they reset their own passwords byclicking Forgot your password? on the login page of theCustomer Portal. By default, a sample template is automaticallyselected for you. You can also create your own template or11

Set Up Your Customer PortalEnable Customer Portal Login and SettingsEmail Notification SettingsSettingDescriptionmodify the sample. Be sure to mark the template asAvailable for Use.New Comment TemplateThe email template used to send a notificat

Jul 21, 2021 · 8. Optionally, enable single sign-on. 9. Enable login on each Customer Portal. 10. Add a link on your organization’s website to the portal. Users can navigate to your Customer Portal after you copy the Login URL from your portal’s settings and paste it into the HTML of your website.

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