To create a new page or make changes in predefined pages, Login to the WordPress admin. Navigate to Pages. You will find the predefined pages which you can edit as you want to display in the Customer Portal.
To make changes in any of the default pages, click on any page, you will be navigated to the Edit block page of that page.
Navigate to Pages or Customer Portal -> Manage Pages. You will find some of the predefined portal pages that you can edit as you want to display in the Customer Portal.
You will get the Predefined pages except for the Case Deflection and Knowledge base. You need to add those pages and configure the blocks manually.
Here you will find the Page Type column to identify whether it is a portal page or a general website page.
Filter Portal Pages
You can easily search the portal page as per the page type using Filter Portal Pages option from the Pages.
You can add a new Page by clicking on the Add New By clicking on it, you will navigate to the new page from where you can add the Portal blocks for the customer portal.
To make changes in existing portal pages, click on any page, you will navigate to the ‘Edit block’ page of that portal page.
You can change the Block Style and other relevant options of the added block from the Block tab.
By clicking on the + (Add) icon, you will find the ‘Search for a block’ popup, by scrolling down, you will get the ‘Salesforce Portal’ option to add the different blocks for the Salesforce Customer portal.
While creating a page for the module, you need to select a Page type under the ‘Document’ tab.
You can select the ‘Template’ as per your requirement. For the customer portal, you need to select the CRM Standalone in the Template option.
From the ‘Block’ tab, you can edit the details like Records show at most, styles, and many other options as per the block selection.
Whenever a new custom page is created for Portal Listing, Portal Edit, or Portal Detail page for a specific module, it will automatically redirect to the newly created page. So, you will not need to change your menu URL to a new page URL. It will be managed automatically.
i.e. If you have created an order listing page and there is a counter block or recent activity with the order module, it will redirect the user to the new listing page instead of on the default listing page.