About Salesforce-Customer Portal

Introduction

 

Salesforce-PortalXpand is a Salesforce Customer Portal that enables businesses to manage their operations. For the admin(s), it simplifies the management of Objects and customers. For customers, it simplifies the access to the relevant data as per their actions and roles specified by the admin.

 

Benefits of Customized Customer Portal

 

  • Seamless synchronization between Salesforce and portal
  • Lower operational costs with all the Objects managed centrally
  • Configure and Select the Design Layouts (style) are provided for the widgets
  • Flexible page builder with easy-to-use drag and drop dynamic widgets
  • Create a Menu to customize the menu for the customer portal
  • Role-based access for enhanced and streamlined user management
  • Two-factor authentications

 

Prerequisites

Following points must be followed before starting Installation.

 

  • You should log in as an Administrator in Salesforce CRM.
  • Check that your Salesforce CRM instance is compatible with PortalXpand.
  • You will require a Product License Key to activate the Plugin. To obtain the License Key just drop us a mail at [email protected] along with your Domain Name.