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Want to make block level changes? Well, you can configure everything from a field to view style, icon, background color to font color and style. Check out this video and manage your blocks in the column using pagebuilder.
Our Salesforce portal not only allows you to customize the layout by dragging and dropping the components, but also lets you change the style and color of it. From a specific field to the entire page, you can change the color, set styles, organize them, and do a lot more. Watch this video to learn everything about layout design.
We know how important it is to secure the data. Hence, our Salesforce customer portal comes with features like two-factor authentication and recaptcha for double layer of protection. The features help you verify whether the action is performed by an authorized person or not. Here’s the guide to enable it on the portal login page.
Not everyone is a developer but everyone likes designing their own space in their own way. So, our Salesforce customer portal allows you to add portal pages just the way you want. You can configure the layout by selecting from the given options. Watch this video to learn how to create pages using page builder blocks.
Case deflection feature eliminates the need to solve repetitive questions. It lessens the burden on your support team and helps your portal users to search for a query before adding a new case. Check out this video to learn how to enable case deflection.
Go to solutions, create new, and it’s done. The easiest way to help customers is providing them with a solution to their query in a way that others can refer to. Hence, we help you add solutions from the portal, which once published can be viewed by everyone. Watch this video to learn how to add a solution.
Do you want to help your customers help themselves? Provide them with a knowledge base like articles, FAQs, how-to guides, which they can refer to to get the answers. To learn how to add a new knowledge base article, watch this video.
Advanced search allows you to specify additional requirements for search. You can enable specific fields for search for example, search based on shipping city, shipping state, etc. This video explains how to do that and make the precise information available quickly.
Our Salesforce customer portal not only allows you to change layout but also manage fields. You can make the fields visible or hide it for different conditions. For example, hide the Account Site field while selecting the Account Type for reseller. You can do this for every field in the portal. Watch this video and manage the fields accordingly.
A common way to segregate users based on their responsibilities and capabilities is to assign roles. Assigning roles and permissions makes your website more secure. Check out how to create roles and assign them to your users.
Dashboard simplifies the data and helps you see what is right and what needs improvement instantly from one screen. To ensure that you get full control over the data, PortalXpand provides you with a custom dashboard feature. You can use a flexible page builder with dynamic widgets and create a customized dashboard according to your requirements. This video explains how to set up the dashboard.
Our Salesforce customer portal helps you streamline user management by allowing you to create contacts and manage them. You can add different roles, define access rules, and provide users with role based access. Watch this video on how you can create and manage portal users.
Objects in Salesforce help you provide structure to store data. Salesforce provides standard objects like contacts, opportunities, leads, etc. You can enable/disable them or even add custom objects to your Salesforce customer portal. Watch this video to find out how to set up the objects.
With the Salesforce customer portal, you can manage your business operations in a simplified way. From managing contacts to roles and settings, you can do it all. Not only you, but your customers can also handle their orders and invoices. They can go through the knowledge base for resolving queries themselves. Here’s how to start with Salesforce Portal.