You can install Customer Portal in the Salesforce through following modes:

– Salesforce Classic

– Salesforce Lightning

Salesforce Classic

To install the Customer Portal using the Salesforce Classic mode, switch to Salesforce Classic mode.

To switch the mode, navigate to Admin -> Switch on Salesforce Classic.

Salesforce Lightning

To install the app using the Salesforce Lightning mode, switch to Salesforce Lightning mode.

To switch the mode, navigate to Admin -> Switch on Salesforce Lightning Experience.

Select ‘Install for Admins Only’ and click on the ‘Upgrade’ button.

After the upgrade is completed you will be notified through a notification. And to complete the upgrade process click on “Done” to finish the upgradation process.

By clicking on the ‘Done’ button, you will be redirected to the Installed Packages page. And installed Customer Portal will be listed in the ‘Installed Packages’ table

Login to your WordPress site from wp-admin and navigate to the Plugins module. Here you can see the Add New Button. Click on ‘Add New’ button which will redirect you to Add Plugins Page.

Click on ‘Upload Plugin’ button. Browse the ‘sf-customer-portal’ zip and Install the Plugin.

Go to Installed Plugins screen. Here, you can see the Salesforce Customer Portal plugin was successfully installed. But still, it’s Inactive.

Click on ‘Activate’ to activate this newly installed plugin.

If you’re creating a connected app to integrate an external application with your Salesforce API, configure the connected app with OAuth authorization settings.

Please follow the below steps to create a “Connected App” for Salesforce Classic & Lightning modes.

To create a new connected app, click on ‘Setup’ On clicking ‘Setup’ button you will be redirected to the setup page.

From setup page navigate to Build -> Create -> Apps. On clicking ‘Apps’ link you will be redirected to the Apps page.

Now navigate to ‘Connected Apps’ section from Apps page and click on ‘New’

By clicking on ‘New’ button you will be navigated to the New Connected App page. Fill up the following details on this page:

-> Connected App Name: Enter the name of the connected app.

-> API Name: Enter the name of API.

-> Contact Email: Enter the contact email address.

-> Enable OAuth Settings: Check the checkbox to enable the OAuth settings.

After checking the checkbox, you will be presented with the following mandatory fields:

-> Callback URL: Set ‘https://login.salesforce.com/services/oauth2/token’ callback URL.

-> Selected OAuth Scopes: Set ‘Access and manage your data API’ by selecting the field and clicking on the ‘Add’ icon.

After providing the details, click on the ‘Save’ button to create the connected app. By clicking on the ‘Save’ button you will be redirected to the below screen.

Click on the ‘Continue’ button and you will be provided with the details of the newly created connected app.

To manage the connected app, click on the ‘Manage’ button.

On Clicking the‘ Manage’ button, you will be redirected to the Connected App Detail page.

From this page click on the ‘Edit Policies’ button to edit the policies for the connected app.

By clicking on the ‘Edit Policies’ button, you will be redirected to the Connected App Edit page. From this page, edit the IP restrictions by selecting the ‘Relax IP Restrictions’ option from the ‘IP Restrictions’ dropdown list.

To save the changes, click on ‘Save’

To create a new connected app, click on ‘Setup’ On clicking ‘Setup’ button you will be redirected to the setup page.

From setup page navigate to Apps -> Apps Manager.

By clicking on the ‘App Manager’ link you will be redirected to the App Manager page.

Now click on ‘New Connected App’.

By clicking on the ‘New Connected App’ button you will be redirected to the New Connected App page. Fill up the following fields:

-> Connected App Name: Enter the name of the connected app.

-> API Name: Enter the name of API.

-> Contact Email: Enter the contact email address.

-> Enable OAuth Settings: Check the checkbox to enable the OAuth settings.

After checking the checkbox, you will get with following mandatory fields:

-> Callback URL: Set ‘https://login.salesforce.com/services/oauth2/token’ callback URL.

-> Selected OAuth Scopes: Set ‘Access and manage your data API’ by selecting the field and clicking on the ‘Add’ icon

After providing the details, click on the ‘Save’ button to create the connected app. By clicking on the ‘Save’ button, you will be redirected to the below screen.

Click on the ‘Continue’ button you will be provided with the details of the newly created connected app.

To manage the connected app, click on ‘Manage’ button.

On Clicking the‘ Manage’ button you will be redirected to the Connected App Detail page.

From this page, click on the ‘Edit Policies’ button to edit the policies for the connected app.

By clicking on the ‘Edit Policies’ button, you will be redirected to the Connected App Edit page. From this page edit the IP restrictions by selecting the ‘Relax IP Restrictions’ option from the ‘IP Restrictions’ dropdown list.

To save the changes, click on ‘Save’

SalesPort classic app tab will contain all configurations and settings related to SalesPort – Salesforce Customer Portal for WordPress.

Please follow the below steps for Salesforce Classic & Lightning modes.

For accessing the Classic app, click on “App Menu” and select the “SalesPort” tab.

You will get contacts, layout settings, portal settings, and customer portal roles tab.

For accessing the Lightning app, click on “App Launcher” and select “SalesPort”.

You will get contacts, layout settings, portal settings and customer portal roles tab.

The Salesforce customer portal provides the feature to enable the default object and the custom object as well from the Salesforce CRM.

The customer portal provides features to enable/disable the Salesforce Objects from the ‘Object Configuration’.

To enable any object, select it under the ‘Disabled Objects’ and click on the right side icon > to enable in the customer portal and to disable any object, select the enabled object and click on the left side icon <.

Note: Attachments are used for uploading files of bigger sizes like images and videos Whereas one can use the file to upload the content-related files.

You can manage the orders under the Enable Objects by selecting the object that you want to move up or down by clicking on the up-down arrow, respectively.

You will also get the Custom objects to enable into the customer portal if any.

The customer portal provides features to enable/disable the Salesforce Objects from the ‘Object Configuration’.

To enable any object, select it under the ‘Disabled Objects’ and click on the right side icon > to enable in the customer portal and to disable any object, select the enabled object and click on the left side icon <.

Note: Attachments are used for uploading files of bigger sizes like images and videos Whereas one can use the file to upload the content-related files.

You can manage the orders under the Enable Objects by selecting the object that you want to move up or down by clicking on the up-down arrow, respectively.

You will also get the Custom objects to enable into the customer portal if any.

The Salesforce customer portal provides features to manage Salesforce Object’s accessibility for their WordPress portal users.

You can decide access to which object should be provided to which customer by role management.

For role settings, click on the ‘All Tabs’ icon and you will be redirected to the All Tabs screen. Now click on ‘Customer Portal Roles’.

Now for adding a new role, click on “New”.

Fill in the required details and click on the “Save” button to add a new role.

– Role Name: Insert the role name.  

– Relationship Type: There are two types of relationships 1) Contact-Based Relationship and 2) Account-Based Relationship. Portal will run on any of these relationships which is selected at the CRM side.

– Description: Set the description for the better understanding. 

– Owner: In this field you see the owner.

– Is Primary?: Checkmark this option to make this role default for the new users. 

Note: By default, there will be one primary role defined which is assigned to newly created user, you can define any role as “Primary Role”.

Once the role is added, open the role and assign contact to that role by clicking on “New Contact”.\

Note: By default, there will be one primary role defined which is assigned to a newly created user, you can define any role as “Primary Role”.

To manage ‘object access’ for a particular role, navigate to the Role detail page -> Object Access tab.

Note: You can also edit the Default Role of the Customer Portal Role.

Object Access Setting

By clicking on the ‘Object Access’, Object Access Setting will popup.

The standard (default) and custom objects that are enabled in the ‘Object Configuration’ will directly reflect in the Object Access Setting.

From here, enable the Objects by checking the Access option and assign the rights to Create/Edit/Delete as per requirement.

Relationship

If the relationship type is selected as Contact-Based then the Contact relationship is visible on the object access page.

If Relationship Type is selected as Account-Based, then two relationship fields will be visible in the Object Access section. One for the Contact and other for the Account.

Based on the relationship type of the role, the portal users can access data accordingly. In an account-based portal, users can access their own data and their account-related data.

Enable Product 

To enable the Product selection, you must have enabled that object. Once you enable the access, you can enable the ‘Product’ for that object.

You can also enable the ‘Product’ if you want to provide product selection while adding records in the customer portal.

You can also edit the access rights for the custom object if any.

Enable Sub Panel

You can enable the sub-panel in the Edit/Detail pages of any object. To enable the Sub Panel of any object, check the Enable Sub Panel options.

By enabling the Sub Panel for any Object, all the data will be shown in the subpanel which is having a relationship with the current page of the object.

The portal users will get the listing in the sub-panel of the Object having a relationship with the contact The portal users will have Add, Edit, and Delete rights as you have enabled the rights for the object.

Select Sub Panel

Users can simply select the sub-panel checkbox in the Object Access page. After that select the sub panel name in the sub-panel dropdown with a checkbox in the Object Access page.

Admins can also select the multiple sub-panels from the dropdown menu to display in the portal front. After selecting the subpanel access for a specific object, Save the object access data and need to re-login into the portal for reflecting changes into the portal.

Note: Notes, Attachments, and Knowledge Articles will not have Sub Panel access.

After configuring the Object Access click on the “Save” button.

If you have enabled the new Object and enabled the access rights, you will be notified to set the Layout for a newly added Object by saving the setting.

Enable Case Deflection

To enable the ‘Case Deflection’, click on Role Settings.

Check the box under the Case Deflection title to enable it. And then click on Submit to save the setting.

Note: Case deflection will only work if the solutions and cases module is enabled.

Assign Role to Contact

Steps to Set fields in contact layout: Go to Setup -> Object manager -> Contact object -> Page layout -> Contact layout -> Drag and drop (Enable Customer Portal, Username and Customer Portal Role).

Note: Here, you do not need to drag and drop the ‘Password’ field for security purposes. The password generation link button is provided separately in the contact details.

For assigning roles to a particular contact, navigate to the list view, and select any contact.

Fill out information i.e. Username, Portal Role, and Enable Portal and click on save.

You can generate a password link for the password by clicking on the “Send Generate Password Link” button and it will directly send a mail with a set password link. From that link, you can generate a new password.

Note: If you are unable to see the “Send Generate Password Link” button, then navigate to Setup -> Object Manager -> Contact object -> Page Layout -> Customer Layout > Drag and drop “Send Generate Password Link” to custom buttons.

Last Login Details

Admin can view the last login details of the contact by opening it in the “Edit” Mode.On the contact details page you will get the “Last Login Date” field.

For role settings click on the ‘App Launcher icon and you will be redirected to the All Item screen. Now click on ‘Customer Portal Roles’.

Now for adding a new role, click on “New”.

Fill in the required details and click on the “Save” button to add a new role.

– Role Name: Insert the role name.  

– Relationship Type: There are two types of relationships 1) Contact-Based Relationship and 2) Account-Based Relationship. Portal will run on any of these relationships which is selected at the CRM side.

– Description: Set the description for the better understanding. 

– Owner: In this field you see the owner.  

– Is Primary?: Checkmark this option to make this role default for the new users.

Note: By default, there will be one primary role defined which is assigned to newly created user, you can define any role as “Primary Role”.

Once the role is added, open the role and assign contact to that role by clicking on “New”.

To manage module access for a particular role, navigate to Role detail page -> Object Access Tab.

Note: You can also edit the Default Role of the Customer Portal Role.

Object Access Setting

By clicking on the ‘Object Access’, Object Access Setting will appear.

The standard (default) and custom objects that are enabled in the ‘Object Configuration’ will directly reflect in the Object Access Setting.

From here, enable the Objects by checking the Access option and assign the rights to Create/Edit/Delete as per requirement.

Relationship

If the relationship type is selected as Contact-Based then the Contact relationship is visible on the object access page.

If Relationship Type is selected as Account-Based, then two relationship fields will be visible in the Object Access section. One for the Contact and other for the Account.

Based on the relationship type of the role, the portal users can access data accordingly. In an account-based portal, users can access their own data and their account-related data.

Enable Product Selection

To enable the Product selection, you must have enabled that object. Once you enable the access, you can enable the ‘Product’ for that object.

You can also enable the ‘Product’ if you want to provide product selection while adding records in the customer portal.

You can also edit the access rights for the custom object if any.

Enable Sub Panel

You can enable the sub-panel in the Edit/Detail pages of any object. To enable the Sub Panel of any object, check the Enable Sub Panel options.

By enabling the Sub Panel for any Object, all the data will be shown in the subpanel which is having a relationship with the current page of the object.

The portal users will get the listing in the sub-panel of the Object having a relationship with the contact The portal users will have Add, Edit, and Delete rights as you have enabled the rights for the object.

Select Sub Panel 

Users can simply select the sub-panel checkbox in the Object Access page. After that select the sub panel name in the sub-panel dropdown with a checkbox in the Object Access page.

Admins can also select the multiple sub-panels from the dropdown menu to display in the portal front. After selecting the subpanel access for a specific object, Save the object access data and need to re-login into the portal for reflecting changes into the portal.

Note: Notes, Attachments, and Knowledge Articles will not have Sub Panel access.

After configuring the Object Access click on the “Save” button.

If you have enabled the new Object and enabled the access rights, you will be notified to set the Layout for a newly added Object by saving the setting.

Enable Case Deflection

To enable the ‘Case Deflection’, click on Role Settings.

Check the box under the Case Deflection title to enable it. And then click on Submit to save the setting.

Note: Case deflection will only work if the solutions and cases module is enabled.

Assign Role to Contact:

Steps to Set fields in contact layout: Go to Setup -> Object manager -> Contact object -> Page layout -> Contact layout -> Drag and drop (Enable Customer Portal, Username and Customer Portal Role).

Note: Here, you do not need drag and drop the ‘Password’ field for the security purpose. The password generation link button is provided separately in the contact details.

For assigning roles to a specific contact, navigate to the list view, and select any contact.

Fill out information i.e. Username, Portal Role, and Enable Portal and click on save.

You can generate a password link by clicking on the “Send Generate Password Link” button and it will directly send mail with set password link. From that link, you can generate a new password.

Note: If you are unable to see “Send Generate Password Link” button, then navigate to Setup -> Object Manager -> Contact object -> Page Layout -> Contact Layout -> Buttons -> Drag and drop “Send Generate Password Link” button to custom buttons.

Last Login Details

Admin can view the last login details of the contact by opening it in the “Edit” Mode.On the contact details page you will get the “Last Login Date” field.

Generate portal credentials for already created CRM contacts. Convert these contacts to portal users from salesforce in a single click. An email will be sent to these users with their Portal credentials.

Please follow the below steps to generate ‘Mass Credentials’ for Salesforce Classic & Lightning modes.

To generate mass credentials, navigate to Contacts. Select contacts and click on “Mass Generate Portal Credentials”.

Note:

-> If you are unable to see the “Mass Generate Portal Credentials” list button, then navigate to Set up -> Object manager -> Contact object -> Search layout -> List view > Drag and drop Mass Generate Portal Credentials to selected button from available button.

-> You will get the “Mass Credentials” option only if no filter is applied and the “All Contacts” view is there.

To generate mass credentials, navigate to contacts from App Launcher.

Select Contacts and click on “Mass Generate Portal Credentials”.

Note:

-> If you are unable to see the “Mass Generate Portal Credentials” list button, then navigate to Set up -> Object manager -> Contact object -> Search layout -> List view > Drag and drop Mass Generate Portal Credentials to selected button from available button.

-> You will get the “Mass Credentials” option only if no filter is applied and the “All Contacts” view is there.

When Mass Credentials are generated, the user is registered from the portal or requested for forgot password, then an email will be sent to the portal user with their credentials, for that admin require to set an email template.

Please follow the below steps to ‘Assign Email Templates’ for Salesforce Classic & Lightning modes.

For setting an email template navigate to Portal Settings.

Enter the Portal URL and Select the email template. Click on the ‘Save’ button to set an email template.

For setting an email template navigate to Portal Settings.

Enter the Portal URL and Select the email template. Click on the Save to set an email template.

To avail Salesforce modules into your WordPress portal, it is mandatory to set Portal Layouts for each accessible module. Customer Portal plug-in provides the facility to set Portal Layouts for any module from Salesforce.

Please follow the below steps to setup ‘Portal Layout’ for Salesforce Classic & Lightning modes.

For layout settings, click on ‘All Tabs’ icon and you will be redirected to the All Tabs screen. Now click on ‘Layout Settings’.

By clicking on the ‘Layout Settings’ link you will be redirected to the Layout Settings screen.

OR

Click on the ‘App Menu’ icon and App Menu screen will open. Select the “SalesPort app” from the app menu.

Now, by clicking on the ‘Layout Settings’, you will navigate to the Layout Settings From here, you can set the portal layout of the object as per user role selection and configure the Fields from the Field Management.

Set Object’s layouts for List view, Edit view, and Detail view. Select the fields from the left column (Available Fields) and click on the right arrow >.

To remove the selected fields from the Selected fields column, select the field and click on the left arrow <.

You can rearrange the order of fields by clicking on ‘Up’ and ‘Down’ Select the fields that you want to rearrange and then click on the ‘Up’ or ‘Down’ icon as you want to rearrange.

You can insert the Title, Description, and relevant Icon for ListView, Edit View, and Detail View individually that will display in the customer portal.

From the Field Management, you can manage the Field’s validations, configure the Field’s value selection, and configure the Picklist & Multi-picklist.

You can set the Layout for the custom object as well.

Note: You cannot set the layout for the Attachment and Call module.

Sync fields from active page layout:

Sync fields from active page layout will allow the user to copy fields from default salesforce record page layout to portal module layout.

By selecting this option, a popup will appear to confirm the sync of the fields from the active page layout.

By clicking on the OK button, it will load fields to the Selected fields list in the dropdown.

This will be helpful for users who want to provide the same fields to portal end the same as salesforce module record page fields.

Copy all fields to detail view:

By ticking the “Copy all fields to detail view” option, all the fields that are selected for the “Edit View”, same fields will be copied and selected for the “Detail View”.

Edit/Detail subpanel section-wise

Salesforce admin can manage the page layout by separating the section and add the relevant fields to divide the information in the customer portal.

You can configure the sections that you want to display the details in the customer portal to the users. Insert the ‘Title’ for the section. i.e., Account Information, Additional Information, Address Information, etc., and manage a row into the section.

– Row configuration in Section

Under the section, you will get the two columns, here you can drag & drop the fields from the left (list of the Fields) to right in the row under the specific section.

By clicking on + (Add Row) button, you can add a new row into the section and drag & drop the relevant fields as per the section.

You can remove the unwanted fields just by clicking on Cancel ‘X’ icon and remove the row as well.

– Section Configuration 

You can manage the page layout section-wise by selecting the fields for the selected object.

By clicking on the section ‘Title’ text, you can edit the title as you want to display it in the customer portal.

Once all the details are added and configure the page layout, click on the Save button.

Field Properties

You can also configure the Field properties from the page layout and manage the details of the Field. Besides the Field name, you will find a setting (gear) By clicking on it, you will get a popup named Field Properties on the screen.

You can edit the ‘Field Label’ and configure the field-related details that you can also configure from the “Field Management” section. The Fields will appear as you have set their properties.

So, it will be easy to modify and configure any Field properties from the page layout. Once the Field Properties are configured, click on the Save button.

Note: Layout settings page, in selected fields, each field should be accessible or have read-only permission only then it will be visible in front.

To avail of Salesforce modules into your WordPress portal, it is mandatory to set Portal Layouts for each accessible module.

Customer Portal plug-in provides the facility to set Portal Layouts for any module from Salesforce.

For layout settings, click on the ‘App Launcher’ icon, and the App launcher screen will pop up on the screen. Now click on ‘Layout Settings’ under ‘All Items’

By clicking on the ‘Layout Settings’ link you will be redirected to the Layout Settings screen.

Click on the ‘App Launcher’ icon and search the Salesport. You will navigate to the Salesport dashboard. After clicking on SalesPort, you will be navigated to the SalesPort dashboard.

Now, by clicking on the ‘Layout Settings’, you will navigate to the Layout Settings page. From here you can set the portal layout of the objects as per user role selection.

You can select the desired role and module from the ‘Select Roles’ and ‘Select Modules’ dropdown list and set the layout for the selected module.

Set Object’s layouts for List view, Edit view, and Detail view. Select the fields from the left column and click on ‘Add’ After populating the layout, click on the ‘Save’ button to save the layout.

You can rearrange the order of fields by clicking on the ‘Up’ and ‘Down’ icons beside the right column populated with the selected fields.

You can set the Layout for the custom object as well.

Note: You cannot set the layout for the Attachment and Call module.

Sync fields from active page layout:

Sync fields from active page layout will allow the user to copy fields from default salesforce record page layout to portal module layout.

By selecting this option, a popup will appear to confirm the sync of the fields from the active page layout.

By clicking on the OK button, it will load fields to the Selected fields list in the dropdown.

This will be helpful for users who want to provide the same fields to portal end the same as salesforce module record page fields.

Copy all fields to detail view:

By ticking the “Copy all fields to detail view” option, the fields will be selected for the detail view as selected for the edit view.

Edit/Detail subpanel section-wise

Salesforce admin can manage the page layout by separating the section and add the relevant fields to divide the information in the customer portal.

You can configure the sections that you want to display the details in the customer portal to the users. Insert the ‘Title’ for the section. i.e., Account Information, Additional Information, Address Information, etc., and manage a row into the section.

– Row configuration in Section

Under the section, you will get the two columns, here you can drag & drop the fields from the left (list of the Fields) to right in the row under the specific section.

By clicking on + (Add Row) button, you can add a new row into the section and drag & drop the relevant fields as per the section.

You can remove the unwanted fields just by clicking on Cancel ‘X’ icon and remove the row as well.

– Section Configuration 

You can manage the page layout section-wise by selecting the fields for the selected object.

By clicking on the section ‘Title’ text, you can edit the title as you want to display it in the customer portal.

Once all the details are added and configure the page layout, click on the Save button.

Field Properties

You can also configure the Field properties from the page layout and manage the details of the Field. Besides the Field name, you will find a setting (gear) By clicking on it, you will get a popup named Field Properties on the screen.

You can edit the ‘Field Label’ and configure the field-related details that you can also configure from the “Field Management” section. The Fields will appear as you have set their properties.

So, it will be easy to modify and configure any Field properties from the page layout. Once the Field Properties are configured, click on the Save button.

You can set the Layout for the custom object as well.

Note: You cannot set layout for the Attachment and Call module.

Sync fields from active page layout:

Sync fields from active page layout will allow the user to copy fields from default salesforce record page layout to portal module layout.

By selecting this option, a popup will appear to confirm the sync of the fields from the active page layout.

By clicking on the OK button, it will load fields to the Selected fields list in the dropdown.

This will be helpful for users who want to provide the same fields to portal end the same as salesforce module record page fields.

Copy all fields to detail view:

By ticking the “Copy all fields to detail view” option, the fields will be selected for the detail view as selected for the edit view.

Edit/Detail subpanel section-wise

Salesforce admin can manage the page layout by separating the section and add the relevant fields to divide the information in the customer portal.

You can configure the sections that you want to display the details in the customer portal to the users. Insert the ‘Title’ for the section. i.e., Account Information, Additional Information, Address Information, etc., and manage a row into the section.

– Row configuration in Section

Under the section, you will get the two columns, here you can drag & drop the fields from the left (list of the Fields) to right in the row under the specific section.

By clicking on + (Add Row) button, you can add a new row into the section and drag & drop the relevant fields as per the section.

You can remove the unwanted fields just by clicking on Cancel ‘X’ icon and remove the row as well.

– Section Configuration 

You can manage the page layout section-wise by selecting the fields for the selected object.

By clicking on the section ‘Title’ text, you can edit the title as you want to display it in the customer portal.

Once all the details are added and configure the page layout, click on the Save button.

Field Properties

You can also configure the Field properties from the page layout and manage the details of the Field. Besides the Field name, you will find a setting (gear) By clicking on it, you will get a popup named Field Properties on the screen.

You can edit the ‘Field Label’ and configure the field-related details that you can also configure from the “Field Management” section. The Fields will appear as you have set their properties.

So, it will be easy to modify and configure any Field properties from the page layout. Once the Field Properties are configured, click on the Save button.

Note: Layout settings page, in selected fields, each field should be accessible or have a read-only permission only then it will be visible in front.

Under the “Portal Layout Settings”, you will find Field Management to configure the Field of the selected object. You can validate the Fields’ values and set up the condition to visible the Fields in the customer portal.

By clicking on Field Management, you can manage and configure the fields of the selected Object.

Here you will get three sub-menus under “Field Management Settings”: (Screenshot-1)

– General Management                 

– Conditional Management

– Picklist Management

– General Management

Under the “General Management”, you can manage the Fields related to all the general details and text captions that will be displayed in the customer portal. (Screenshot-2)

– Field Name: You will get the list of the fields as per the selection of the Object under the Portal Layout Settings.

– Field Label: Insert the desired ‘label’ of the field so portal users can easily recognize the fields.

– Help Tip: Insert a short/instructive message regarding the Field.

– Validation message: Insert custom validation messages for the Field to give the mandatory instruction.

– Placeholder: You can insert a custom Placeholder for any field to display what to insert in the specific field. This placeholder will be applicable only for text fields.

– Required: If any Field is mandatory from the portal side, tick the ‘Required’ option. The portal users will get it as a mandatory field.

– Read Only: If you want to provide a field that should not be editable for the portal user but just want to display there, tick the ‘Read Only’ option.

– Searchable: Portal users can filter the records as per the search option. If you want to add the field in the search option in the portal, select that field as ‘Searchable’.

 Conditional Management

Under the “Conditional Management” for the fields, you can set the condition to make the visibility of the field on the customer portal side. You can configure the Field Visibility and Conditional Field by defining the hide/show for other fields. (Screenshot-3)

Ex. If Field B depends upon Field A and you want to display the “Field B” based on the selection of the ”Field A”, you can define this conditional visibility for the fields under Advance Field Management.

Under the Conditional Management, by clicking on the + (Add New Statement), you can configure the Field Visibility by setting the conditional field’s value. Conditional Field Management will work as follows:

Select Field for visibility:

You must select the field for visibility to perform and manage the other conditional field. You will get the fields in the visibility list as per the selection of the Object. (Screenshot-4)

1. The Field for that you want to set the visibility in the customer portal. Either ‘Visible’ or ‘Hide’.  (Screenshot-5)

2.Select Default Visibility: (Screenshot-5)

You need to select the ‘default visibility’ for that field. Define what activity (visible/hide) you want to perform when the customer selects the visibility field.
i.e., If you select the visible here, the selected field is visible to the customer in the customer portal. But, If you have selected hidden here, by default the selected field will be hidden.

3.Condition match: (Screenshot-5)

You can define the hide/show for the selected field as per the ‘conditional field’. Based on the Conditional Field, the default field visibility will change.

Conditional Field: Select the Field on which you want to perform the field visibility (hide/show). (Screenshot-6)

Case-1 When the “Default Field Visibility” is selected as Visible, if the “Conditional Field” is matched, the default field visibility will be changed to “hidden” and the selected Field will be hidden in the portal. In this case, if the portal user selects the Field which is the “Conditional Field”, the selected field for visibility will be hidden from the portal page. (Screenshot-7)

Case-2 But when the “Default Field Visibility” is selected as Hidden, if the “Conditional Field” is matched, the default field visibility will be changed to “visible”, and the selected Field will be displayed in the portal. In this case, if the portal user selects the Field that is the “Conditional Field”, the selected Field for visibility will be displayed from the portal page. (Screenshot-8)

Multi-Select Matching Category: You can select the condition to match from here. (Screenshot-9)

If you want to set the condition to match any of the values, select the “Any” option. e., OR condition.
If you want to match multiple exact options, select the “ALL” option. i.e., AND condition.

Conditional Field Option: Select the values on which the conditions should match.

After configuring the Conditional Management, click on the Save button to apply the changes.

You can add more field visibility conditions by clicking on the + (Add New Statement) button to provide the conditional field visibility for other Fields.

If any Field visibility management is no longer in use, you can remove it by clicking on the ‘delete’ icon. (Screenshot-10)

Picklist Management

Under the “Picklist Management”, you can manage and configure the Portal Visible Picklist, Default Picklist and Multi-picklist selection for the Fields to provide the picklist options on the portal side.

The Picklist Management is a dynamic picklist selection configuration for the Fields of the selected Object. You can enable the specific Field’s options to allow the customers to select from the customer portal.

Portal Visible Picklist

You will get the picklist options (values) of the Field under the ‘Portal Visible Picklist’ column. You can display the picklist options on the customer portal side by selecting the required options of the Field. (Screenshot-11)

By clicking on clear all options, the selection will be removed. If you have not selected any option from the picklist, all the options will be displayed in the customer portal to the portal users.

Default Picklist

You can select a single picklist option from the dropdown to display by default pre-selected in the customer portal for that Field. You will select only the single picklist option of the Field.  (Screenshot-11)

You can also enable only the specific picklist options in the “Portal Visible Picklist”. If you have selected the specific picklist options, you will get only those options in the Default Picklist dropdown list. (Screenshot-12)

If you have not selected any Default Picklist or selected as — None —, the customers will not get any value by default pre-selected on the customer portal side. They need to select the required picklist option of that Field manually. (Screenshot-13)

After configuring the Picklist options, click on the Save button to apply the changes.

Multi Picklist

Some of the CRM Fields have Multi Picklist options that provide multi-selection options to the portal users.

You can also select the picklist options in the Portal Visible Picklist and “Default Picklist”. (Screenshot-14)

By using ‘Multi Picklist’ selection, you can define the limits of the selection from the Picklist option to allow the customers to select the multiple Fields options for the customer portal. (Screenshot-15)

i.e., If there are 3 options in the picklist but you want to allow a maximum of 2 options out of 3 options, the portal users can select up to 2 options in the portal. The customers cannot select more than 2 picklist options.

You can customize and provide the Multi-Pick list options of the Field as you have configured here. After configuring the Picklist options, click on the Save button to apply the changes. (Screenshot-16)

By clicking on Field Management, you can manage and configure the fields of the selected Object.

Here you will get three sub-menus under “Field Management Settings”: (Screenshot-1)

– General Management                   

– Conditional Management

– Picklist Management

– General Management

Under the “General Management”, you can manage the Fields related to all the general details and text captions that will be displayed in the customer portal. (Screenshot-2)

– Field Name: You will get the list of the fields as per the selection of the Object under the Portal Layout Settings.

– Field Label: Insert the desired ‘label’ of the field so portal users can easily recognize the fields.

– Help Tip: Insert a short/instructive message regarding the Field.

– Validation message: Insert custom validation messages for the Field to give the mandatory instruction.

– Placeholder: You can insert a custom Placeholder for any field to display what to insert in the specific field. This placeholder will be applicable only for text fields.

– Required: If any Field is mandatory from the portal side, tick the ‘Required’ option. The portal users will get it as a mandatory field.

– Read Only: If you want to provide a field that should not be editable for the portal user but just want to display there, tick the ‘Read Only’ option.

– Searchable: Portal users can filter the records as per the search option. If you want to add the field in the search option in the portal, select that field as ‘Searchable’.

Conditional Management

Under the “Conditional Management” for the fields, you can set the condition to make the visibility of the field on the customer portal side. You can configure the Field Visibility and Conditional Field by defining the hide/show for other fields. (Screenshot-3)

Ex. If Field B depends upon Field A and you want to display the “Field B” based on the selection of the ”Field A”, you can define this conditional visibility for the fields under Advance Field Management.

Under the Conditional Management, by clicking on the + (Add New Statement), you can configure the Field Visibility by setting the conditional field’s value. Conditional Field Management will work as follows:

Select Field for visibility:

You must select the field for visibility to perform and manage the other conditional field. You will get the fields in the visibility list as per the selection of the Object. (Screenshot-4)

1. The Field for that you want to set the visibility in the customer portal. Either ‘Visible’ or ‘Hide’.  (Screenshot-5)

2.Select Default Visibility: (Screenshot-5)

You need to select the ‘default visibility’ for that field. Define what activity (visible/hide) you want to perform when the customer selects the visibility field.

i.e., If you select the visible here, the selected field is visible to the customer in the customer portal. But, If you have selected hidden here, by default the selected field will be hidden.

3.Condition match: (Screenshot-5)

You can define the hide/show for the selected field as per the ‘conditional field’. Based on the Conditional Field, the default field visibility will change.

Conditional Field: Select the Field on which you want to perform the field visibility (hide/show). (Screenshot-6)

Case-1 When the “Default Field Visibility” is selected as Visible, if the “Conditional Field” is matched, the default field visibility will be changed to “hidden” and the selected Field will be hidden in the portal. In this case, if the portal user selects the Field which is the “Conditional Field”, the selected field for visibility will be hidden from the portal page. (Screenshot-7)

Case-2 But when the “Default Field Visibility” is selected as Hidden, if the “Conditional Field” is matched, the default field visibility will be changed to “visible”, and the selected Field will be displayed in the portal. In this case, if the portal user selects the Field that is the “Conditional Field”, the selected Field for visibility will be displayed from the portal page. (Screenshot-8)

Multi-Select Matching Category: You can select the condition to match from here. (Screenshot-9)

If you want to set the condition to match any of the values, select the “Any” option. e., OR condition.

If you want to match multiple exact options, select the “ALL” option. i.e., AND condition.

Conditional Field Option: Select the values on which the conditions should match.

After configuring the Conditional Management, click on the Save button to apply the changes.

You can add more field visibility conditions by clicking on the + (Add New Statement) button to provide the conditional field visibility for other Fields.

If any Field visibility management is no longer in use, you can remove it by clicking on the ‘delete’ icon. (Screenshot-10)

Picklist Management

Under the “Picklist Management”, you can manage and configure the Portal Visible Picklist, Default Picklist and Multi-picklist selection for the Fields to provide the picklist options on the portal side.

The Picklist Management is a dynamic picklist selection configuration for the Fields of the selected Object. You can enable the specific Field’s options to allow the customers to select from the customer portal.

Portal Visible Picklist

You will get the picklist options (values) of the Field under the ‘Portal Visible Picklist’ column. You can display the picklist options on the customer portal side by selecting the required options of the Field.

By clicking on clear all options, the selection will be removed. If you have not selected any option from the picklist, all the options will be displayed in the customer portal to the portal users.

Default Picklist

You can select a single picklist option from the dropdown to display by default pre-selected in the customer portal for that Field. You will select only the single picklist option of the Field.  (Screenshot-11)

You can also enable only the specific picklist options in the “Portal Visible Picklist”. If you have selected the specific picklist options, you will get only those options in the Default Picklist dropdown list. (Screenshot-12)

If you have not selected any Default Picklist or selected as — None —, the customers will not get any value by default pre-selected on the customer portal side. They need to select the required picklist option of that Field manually. (Screenshot-13)

After configuring the Picklist options, click on the Save button to apply the changes.

Multi Picklist

Some of the CRM Fields have Multi Picklist options that provide multi-selection options to the portal users.

You can also select the picklist options in the Portal Visible Picklist and “Default Picklist”. (Screenshot-14)

By using ‘Multi Picklist’ selection, you can define the limits of the selection from the Picklist option to allow the customers to select the multiple Fields options for the customer portal. (Screenshot-15)

i.e., If there are 3 options in the picklist but you want to allow a maximum of 2 options out of 3 options, the portal users can select up to 2 options in the portal. The customers cannot select more than 2 picklist options.

You can customize and provide the Multi-Picklist options of the Field as you have configured here. After configuring the Picklist options, click on the Save button to apply the changes. (Screenshot-16)

If you want to provide access to the portal only to people/customers who are approved by admin, then navigate to WordPress Admin Panel -> Customer Portal Settings page.

Tick the checkbox next to User Approval flow to enable the approval process flow for customer registration.

Now, whenever a portal user registers from the portal, they will be added to the Contacts module in CRM with pending status.

You can apply an advance filter on the contact’s list view and get the list of Unapproved Portal Users.

To approve pending contacts, select contacts from the filtered contacts list view and click on the action’s dropdown.

Now select the ‘Approve Portal User’ option from button list actions.

This will convert pending CRM Contacts to portal users and a list of imported contacts will be displayed.

If verification flow is enabled, the user will need to verify their account then only they can proceed further for login.

You can also select an email template for approval and email verification emails.

After this approval process, it will also send an email to portal users notifying that they are approved and can access the portal.

Note: Once the contact is approved, you cannot change the approval status of that contact.

Instead of mass contacts approval, you can also navigate to the detailed view of any contacts and approve them by changing the approval status from the portal user information tab.

If verification flow is enabled, the user will need to verify their account then only they can proceed further for login.

You can also select an email template for approval and email verification emails.

Navigate to SalesPort app, from top right corner app dropdown menu -> portal settings tab and you can select approval template and email verification template.

To enable ‘Approval Status’ and ‘Is verify’ field in layout for email verification, go to Setup -> Object Manager Tab -> Contact -> Page Layout -> Contact Layout.

Now drag and drop “Is Verify” and “Approval Status” to contact layout and save it.

Email notification workflows are directly set when the SalesPort package is installed, so portal user and admin will receive a mail notification when any of the following activities are performed.

-> Case Created From salesforce: If the case is created from salesforce, it will send an email with basic case details.

-> Case Created From portal: If the case is created from the portal, it will send an email with basic case details.

-> Case status changed from salesforce: If any status of the case is changed from salesforce, it will send an email with basic case details.

-> Case status changed from portal: If any status of the case is changed from the portal, it will send an email with basic case details.

-> Case Comment added from portal: If any case comment is added from the portal, it will send an email with case comment and basic case details.

-> Case Comment added from salesforce: If any case comment is added from salesforce, it will send an email with case comment and basic case details.

-> Order Created: If an order is created, it will send an email with basic order details.

Admin can also change the email template. Navigate to App Launcher -> SalesPort -> Portal Settings tab.

Select the appropriate template and click on “Save”.

Admin can also de-activate email notification.

For De-activating email notification navigate to Setup and search ‘Workflow Rules’ in the search bar.

Click on the ‘Deactivate’ option, to deactivate email notification.

Note: By default, all workflow will be activated when the package is installed.

From setup page navigate to Build -> Customize -> Contacts -> Page Layouts.

By clicking on the ‘Page Layouts’ link, you will be redirected to the Contact Page Layout page.

Now click on the ‘Edit’ button beside ‘Contact Layout’ to edit that layout.

On clicking the ‘Edit’ button, you will be redirected to the Edit View of the Contact Layout.

Now drag the ‘Username, Password, Customer Portal Role and Enable Portal Checkbox’ field to the Contact Detail section and click on the ‘Save’ button to save the changes.

From setup page navigate to Objects & Fields -> Object Manager.

On clicking ‘Object Manager’ you will be redirected to the Object Manager screen.

Select ‘Contact’.

By clicking on the ‘Contact’ module, you will be navigated to the Contact details page.

Click on ‘Page Layouts’ to manage the contact page layout.

On clicking ‘Page Layout’, you will be presented with the Page Layouts page. Click on ‘Contact Layout’ to edit the layout.

By clicking on the ‘Contact Layout’ link, you will be redirected to the Edit view of the Contact Layout.

From setup page navigate to Build -> Customize -> Contracts -> Page Layouts.

By clicking on the ‘Page Layouts’ link you will be redirected to the Contract Page Layout page.

Now click on the ‘Edit’ button beside ‘Contract Layout’ to edit that layout.

Drag the ‘Related Contact’ field to the Contract Detail section and click on the ‘Save’ button to save the changes.

To set the contract layout, click on the ‘Setup’ button and you will be redirected to the Setup page.

From setup page navigate to Objects & Fields -> Object Manager.

On clicking ‘Object Manager’ you will be redirected to the Object Manager screen.

Now Select ‘Contract’.

By clicking on the ‘Contract’ module, you will be navigated to the Contract details page. Click on ‘Page Layouts’ to manage the contract page layout.

By clicking on the ‘Contract Layout’ link you will be redirected to the Edit view of the Contract Layout.

Now drag the ‘Related Contact’ field to the Contract Detail section and click on the ‘Save’ button to save the changes.

To set the order layout, click on the ‘Setup’ button and you will be redirected to the Setup page.

From setup page, navigate to Build -> Customize -> Order -> Page Layouts.

By clicking on the ‘Page Layouts’ link, you will be redirected to the Order Page Layout page.

Now click on the ‘Edit’ button beside ‘Order Layout’ to edit that layout.

Now drag the ‘Related Contact’ field to the Order Detail section and click on the ‘Save’ button to save the changes.

From setup page navigate to Objects & Fields -> Object Manager.

On clicking ‘Object Manager’ you will be redirected to the Object Manager screen.

By clicking on the ‘Order’ module, you will be navigated to the Order details page. Click on ‘Page Layouts’ to manage the order page layout.

On clicking ‘Page Layout’, you will be presented with the Page Layouts page. Click on ‘Orders Layout’ to edit the layout.

By clicking on the ‘Order Layout’ link, you will be redirected to the Edit view of the Order Layout.

Now drag the ‘Related Contact’ field to the Order Detail section and click on the ‘Save’ button to save the changes.

Once you have installed the Salesforce Customer Portal plug-in, navigate to the ‘Customer Portal’ menu and click on ‘Setting’ to configure the Salesforce Customer Portal setting.

You can navigate to the ‘Manage Pages’ from here and you can manage the ‘Menu locations’ to display in the portal.

– License:

To add the license key, navigate to the ‘License’ section in the Salesforce Customer Portal Settings page, and enter the license key in the ‘License Key’ field.

– Authentication Methods: user needs to select the method available from OAuth 2.0 Username-Password Flow and OAuth 2.0 JWT Bearer Flow.

To authenticate your Salesforce Customer Portal, fill up the following fields based on the authentication method: 

OAuth 2.0 Username-Password Flow 

– Consumer Key: Enter Connected App consumer’s key.

– Consumer Secret: Enter Connected App consumer’s secret key.

– Username: Enter the Username for Salesforce account.

– Password: Enter the Password for Salesforce account.

– Security Token: Enter the Security Token for Salesforce account.

– Operation Mode: Select operation mode as sandbox or live.

– OAuth 2.0 JWT Bearer Flow

– Consumer Key: Enter Connected App consumer’s key.

– Username: Enter the Username for Salesforce account.

– Private Key: Enter the Private Key for the Salesforce account.

– Public Key: Enter the Public Key for the Salesforce account.

– Operation Mode: Select operation mode as sandbox or live.

Notes:

If you already have a Security Token enter it or else reset your Security Token.

How to reset Security Token?

-> To Reset your Security Token, navigate to your personal settings, enter Reset in the Quick Find box, then select Reset My Security Token.

-> Click Reset Security Token. The new security token will be sent to the email address in your Salesforce personal settings.

-> For More Reference visit this link.

To generate the private & public key follow the below link: 

https://docs.crmjetty.com/knowledgebase/how-to-generate-private-public-key-for-authentication/

Navigate to the General tab by clicking on Customer Portal à Here you will find some of the options for “Salesforce Customer Portal”:

-> Name: Insert the relevant name of the Portal.

-> Enable Multilanguage: Enable Portal in multilanguage.

-> Portal Language: Select the active language(s) to display to the portal users.

-> Default Portal Language: Select the default language for the portal to display when the users access the login page.

Note: Portal Multi-language supports explained individually.

-> Logo: Select the logo image from the local drive.

-> Enable Registration: Select the checkbox to enable registration for portal users.

-> Enable Email Verification: If enabled, users need to verify their email addresses before using the portal.

-> Enable User Approval: This will enable user approval flow from CRM. registered users will not be able to use the portal until you approve the same from CRM.

-> Two-Step Authentication: If enabled it will allow users to access the interface only after adding valid OTP (received in email).

-> Mobile Menu Title: Add a title for the mobile menu of your portal.

-> Custom CSS: Insert the CSS code if any.

-> Standalone Footer Text: This will display in the footer in the standalone template.

Enable Password settings by selecting the ‘Enable’ checkbox.

-> Maximum Invalid Login Attempts: It limits invalid login attempts.

-> Lockout Effective Period:  To prevent unauthorized users who are trying to log in continuously using incorrect passwords.

There are two types of templates provided: “Default Template” and “Standalone Template”.

-> Default Template: It is the default page template that includes the WordPress header, WordPress footer, and WordPress content area.

-> CRM Standalone Template: It is the page template with a custom header, portal custom footer, and content part.

Note: When the plugin is activated then portal pages are set as the “Standalone Template” by default.

-> Theme Color: Please select the color using a color picker tool to set the color in the Customer portal.

The reCaptcha protects your website/web portal against spam and other types of automated abuse.

– reCaptcha Site Key (public key): It is used to render the reCAPTCHA within a page.

– reCaptcha Secret Key (Private key): It is used for performing server-side validation.

Note: You can get the reCaptcha Site key & Secret key from here.

You will get the Customer Portal Menu to display the menu when the user login into the customer portal. You can change the following settings for the Menu:

-> Menu Location: Select the menu location from the dropdown list which are available in the Theme. The original menu will be updated with the portal menu.

-> Menu Selection: Select the custom portal menu name which you have created from the WordPress menu section. (Appearances→ Menus).

When the plugin authenticates successfully with CRM, then by default, all layouts of an accessible object will be synced to the WordPress side.

You can also sync specific object layouts. This feature will reduce the heavy load on the sync process when there is a long data of object in CRM.

So, if you have updated only the “Case” layout in the CRM side, then you can sync only the “Case” object in WordPress by selecting the Case object from the checkbox.

Navigate to Appearances → Menus to manage the navigation of menus and order of menu as you prefer.

Select the Pages you want to add to the Menu under the Menu structure.

You can also add the Custom Link to the Menu.

Select and add the Salesforce Portal modules/submodules for the customer portal option. Select the modules and by clicking on the Add to Menu button the selected modules will be added on the right side under the Menu structure.

Under the Menu structure, you can manage the menu & its submenu by dragging up-down any menu to change the order of the inserted menu.

From here, you will get the Custom Object, if you have enabled from the CRM.

After changes, click on the Save Menu button to save all the Menu item changes.

If Product is enabled for any object like Order and Opportunity, then you can add the Product object on the portal side.

Note: if any new object is enabled/disable from the CRM side, you can add to the menu manually.

OR

Follow these steps:

1. Delete the whole customer portal menu.

2. Navigate to the Customer Portal settings, Just click the Save Changes

3. New Customer portal menu will be created in the Menu tab.

4. Navigate to Customer Portal Settings > Menu.

5. Select the Menu (Customer Portal Menu) and Menu Location and Save the changes.

• After managing the menu, click on the Save Menu button. Now you can reorder the menu as per your requirement.

After managing the menu, click on the Save Menu button.

To track logs, click on the “Manage Logs” subtab in the Customer Portal tab.

The option is given to enable/disable the Logs. After enabling the Logs, Log Console window will be displayed. Here you get an option to “Clear Logs”.

Once you have inserted the license key and successfully done the authentication on the Salesforce side, you will get the Gutenberg editor in WordPress that will enable the Page builder blocks to customize the customer portal pages.

Using the Gutenberg editor, customize the pages and their layouts in just a matter of minutes. It has a library of pre-built elements to customize the basic components such as text and images, button text labels, and many others.

There are major 13-predefined Portal blocks provided particularly for Salesforce Portal:

-> Login

-> Forget Password

-> Reset Password

-> Registration Block

-> Counter Block

-> Chart Block

-> Recent Activity Block

-> List Block

-> Detail Block

-> Manage Block (Add-Edit)

-> Case Deflection

-> Portal Knowledgebase

-> Edit Profile Block

-> Global Search

-> Content Block

Directly login to the portal using your portal credentials.

If two-step authentication is enabled, then portal users will receive an OTP in email. Enter valid OTP and it will allow portal users to access interface.

Note: OTP is valid for 30 minutes. If not used, then the portal user needs to resend OTP and get a new OTP.

Sign Up:

Customers can sign-up to the Portal by clicking on the ‘Sign Up Now!’ link on the Login Page.

Clicking on this link will redirect the customer to the sign-up page. A new user can directly sign-up from the Portal.

Note: Already existing customers on both sides (WordPress and Salesforce) won’t get the access for Customer Portal automatically on installation.

While Sign up, it will check if any customer is registered with the same username and email address. If no such user exists in the system, then it will create a record in the Salesforce Contacts module.

After successful registration, the user will be redirected to the login page. Thereafter, users can log in to portal with their Username and Password.

Forgot Password:

Portal user can retrieve their login password using the ‘Forgot Password’. They just need to click on the ‘Forgot Password’ option and enter your email address.

Now, click on the ‘Submit’ button and you will receive access token in your email to reset your password.

Portal users can log in by selecting a language and access the portal in their regional language.

Once they select the language, all portal pages including the Login page will be translated into the selected language.

User can view and update own profile details by navigating to the ‘Account name’ -> My Profile.

The user will be redirected to the ‘Profile’ page and they can edit your details from here.

Here the user will get the Profile details fields as per the block configuration from the WordPress side in Profile page.

You can also change your existing password and create the new one. Just you need to add an old password, new password, and confirm password.

Here the user will get the portal layout as per the selection in the ‘Layout settings’ and ‘Menu Location’ from the WordPress side.

If the CRM Standalone layout is selected from the WordPress Customer Portal settings, the user will get the CRM layout.

Here the user will get the Dashboard view as per the block configuration and Page settings. Here the Counters and Charts are displayed as per the configuration in the Counters & Charts block.

The WordPress admin can also display the menu Horizontally & Vertically as per the Menu location.

Quickly access any module from the navigation drawer. WordPress admin can set the accessibility to recently added records for portal users.

Accordingly, those modules with their recent records will be displayed on the dashboard.

You can also search globally from the portal or can select modules from the drop-down to search from any specific module.

Note: If the WordPress admin has selected the Default (full width) template, the header and footer will be displayed of the Theme.

The user will get the Listing view, Add/Edit view and Details view of any records as per the module wise fields and the user wise role selection from the Salesforce side and as per the block content editing from the WordPress side.

By navigating to any object, the user will be able to see the list of records of that object.

Here the user will get the Listing as per the configuration from the Salesforce CRM side and the WordPress admin side.

The template (layout) will display as per the selection of the Customer Portal Layout settings.

Here the list view layout is displayed as per the style selection and records at most selection in the block settings on the Portal List page from WordPress.

The portal user can add a new case. To add a new case, click on the ‘Add’ button.

The portal user can filter and search the cases from the list view.

If on the CRM side, “Contact-based Relationship” is selected, then portal Will load the data and store the based on the contact relationship. 

If on the CRM side, “Account-based Relationship” is selected then portal will load and store the data based on the Account relationship of logged-in contact.

1. User can also able to filter the My Records and All Records for any object for account-based data.
2. It will display the view for My Records and All Records. Example: My Cases/All Cases, My Events/All Events etc.

The user can filter and search the records from the list view of any object.

By clicking on the ‘Advanced Filter’ icon, the Advance Filter will pop up on the screen.

From here you can insert the details in the fields and search the required records.

Add a new record or edit the existing record in any object from the portal and it will get reflected in Salesforce.

If the Add/Edit/Delete accessible rights are provided from the CRM side in the user role wise, the user can add/edit/delete the record of that object.

The portal users will get the Add/Edit page “look and feel” as per the configuration in the “Block settings” from the WordPress -> Manage Page blocks.

The portal user will get the ‘place holder’, ‘validation’, ‘help tip’, and ‘Read Only’ fields as per the configuration in the Layout Settings -> Field Management Settings from Salesforce CRM. The portal users will get some fields as mandatory that are selected as “Required” in Field Management Settings.

The portal users will get the Validation message which is added from the Field Management Settingsà General Management.

From the CRM side, if you have managed the page layout of any object ‘section wise’ for the edit/detail page, the portal users will edit the details section-wise from the customer portal.

Note: Once you configured the object’s page layout (edit/detail) section-wise, you also need to sync the layouts from the WordPress admin side from the “Customer Portal Settings à Authentication”, only then the portal users will get the section-wise page layout of any object.

You can Show/Hide the fields to portal users based on the condition match that is set and configured in the “Conditional Management” for the fields. (Portal Layout Settings -> Field Management)

When the portal user selects a Field, which is set as Conditional Field, the Field which is selected in “Visibility Field” will appear in add/edit of any objects.

Here, the “Status” field is selected as Conditional Fields and the New option is selected in the “Conditional Field Option”, by clicking on it, the portal users will get the Case Type which is set as a Visibility Field in the Field Management -> Conditional Management from the Salesforce CRM.

You can allow the maximum no. of the option selected from the Multi Picklist options as per the configuration in the “Picklist Management” of the Fields (Field Management -> Picklist Management).

If the user portal crosses the limits during the option selection, they will get the notification of maximum selection.

From the list of objects, by clicking on any record, the user will view the details of that record. If the editing rights are provided, the User can edit that record or delete it from the detail view.

From the CRM side, if you have managed the page layout of any object ‘section wise’ for the detail page layout, the portal users will get the details section-wise as they access the specific page detail.

Here, the detailed layout will be displayed as per the configuration in the “Detail” block from the page builder.

Note: Once you configured the object’s page layout (edit/detail) section-wise, you also need to sync the layouts from the WordPress admin side from the “Customer Portal Settings -> Authentication”, only then the portal users will get the section-wise page layout of any object.

From the CRM side, if you have enabled the Sub Panel for the objects, the portal users will get the Sub Panel access for a specific object.

The portal users will get the listing records of the related object as per the relationship with that object and along with the contact Object will be shown into the subpanel list.

Sub-panel will be visible as per the configurations from the Customer Portal Roles.

If you have enabled the Add/Edit/Delete rights, the portal users can access under the Sub Panel as well.

Under the Cases module, the User can add the case related to the query. First, the user can search the solution regarding the query. Add the new Case if there’s no solution and attach the files if required.

To add attachments for case module, go to the detail view of a record or if you want to relate attachment to logged in contact, then navigate to attachments from the module list.

Upload the file for attachment by clicking on the ‘Choose File’ button, you can also enter the description for the attachment in the ‘Description’ text field.

Now click on the ‘Upload’ button to upload the attachment along with its description.

You can also preview the uploaded attachments either from a detail view or list view.

The solution module in the portal helps the portal users to get a probable solution before generating any case.

When the portal user faces any queries or issues, they will navigate to add a case option.

They can add queries or issues in search solution boxes if they want to or they can also directly add a case. If they have searched and there is any appropriate solution related to that query, then the solution will get listed.

The users will also get a counter of likes or dislikes of the solutions. Moreover, a user also likes or dislikes them if the solution is to find them useful.

If no solution is found related to portal users queries or issues or they didn’t find which they are looking for then they can add case by clicking on the “Add Case” button.

Once the case is added and if admin adds any solution related to that case then the portal user can view those solutions. Navigate to Case Listing -> Actions -> Solutions.

Note: Here default solution object of salesforce is being used. For adding a solution and relating it to any case you need to navigate to Classic View -> All Tabs -> solution.

To add comments for a case, go to the detail view of a case and enter comments in the ‘Case Comments’ text field. Click on the ‘Save’ button to save the comments.

To add comments for a case, go to the detail view of a case and enter comments in the ‘Case Comments’ text field. Click on the ‘Save’ button to save the comments.

Portal users will get the Closed & Reopen buttons to update the status of the Cases. By clicking on any status, the portal user can check the Closed case or Reopen the closed case as per need.

If the portal users click on the “Close” button, the case will be closed, and the Re-Open button will appear there. The portal user will not be able to edit the closed cases further.

But if the portal users click on “Re-Open”, the case can be edited again.

After enabling the Product menu, it will be visible on the portal. Under this menu, you can select the Price List and products. After selection, the portal user will get the “Create” button. After clicking on the button users will be able to select the object for which they want to create the product. 

If Product is enabled for any object like Order and Opportunity, then you can add the Product object into the menu on the portal side.

After object selection, users will be redirected to the order details page. Here they have to fill the product details. 

If the ‘Orders’ object is enabled from the CRM, the customer can access and get the added orders list.

If the ‘Product’ selection is also enabled, at the time of adding/editing the Orders, the user will get the product selection sub gird.

The product list will be fetched based on the selection of ‘Price List’.

Similarly, the customers will get the Opportunity object and the Product selection in the sub-grid if you have enabled from the Object Access Setting on the CRM side.

If you have enabled the Knowledge base module from the Salesforce CRM side by configuring the Layouts and configuring the Knowledge base page block from WordPress as well, the user will get the Knowledge base articles/blogs/instructions in the customer portal.

If you have added any custom object in CRM with accessible rights and setting the ‘Portal Layouts’ for that object, the user will get that object in the customer portal.