Tag: customer portal settings.

How to customize Salesforce Customer portal Tabs

How to customize Salesforce Customer portal Tabs : In our previous Salesforce Tutorials we have learned about How to enable Salesforce customer portal, How to customize customer portal fonts and colors. Here in this salesforce customer portal tutorial we are going to learn about How to customize Salesforce Customer portal Tabs.

Customizing Salesforce Customer portal Tabs means arranging tabs that to be displayed in salesforce customer portal. We can arrange some list of tabs that to be displayed in salesforce customer portal. They are

  1. Answers.
  2. Articles.
  3. Ideas.
  4. Home.
  5. Cases.
  6. Reports.
  7. Solutions.
  8. Web tabs.
  9. Entitlements.
  10. Custom Objects.
  11. Service Contracts.
  12. Chatter Answers.
  13. Documents from the Documents tab.
  14. Salesforce CRM Content Tabs.
  15. Libraries.
  16. Content.
  17. Subscription tabs.
  18. Accounts.
  19. Contacts.

How to customize Salesforce Customer portal Tabs.

Follow the steps given below to customize customer portal tabs.

  • Go to Setup=>Customize=>Customer Portal=>Settings.

salesforce customer portal

  • Select the name of the salesforce customer portal to which you want to customize.

customizing salesforce customer portal tabs

Click on the customer portal name as shown above. Now a new window will be opened as shown below.

customizing salesforce customer portal tabs

  • Click on Customize portal tabs button.

customizing salesforce customer portal tabs

Now we have to choose the tabs from available tabs to selected tabs using add and remove arrows. We can also change the order of the tabs. To change the order of the selected tabs use up and down arrows.Default landing Tab is the tab which displays when users log into our salesforce customer portal.

Successfully we have learned how to customize Salesforce Customer portal Tabs in salesforce.com.

 

Enabling salesforce customer portal login and Settings

Enabling salesforce customer portal login and Settings  : In Salesforce customer portal enabling customer portal login is the second step. Salesforce users who are working with customer portal has to enable customer portal login page, customer portal settings. In this salesforce tutorial we learn about salesforce customer portal login page examples.

Why should we enable salesforce customer portal login ?

Salesforce customer portal login settings are made to set different default settings, email notification settings, look and feel settings, self registration settings.

Enabling salesforce customer portal login and Settings

In the process of Enabling customer portal login and Settings we have two types of settings they are.

  1. Portal Settings.
  2. Share Group Settings.

Enabling salesforce customer portal login

Portal Settings.

In portal Settings we will make different settings and configuration in the following.

  • Portal default settings.
  • Email notification settings.
  • Look and feel settings.
  • Self registration settings.

By Enabling salesforce customer portal login and Settings the following are the settings that we make.

Portal Settings.

  • Enter name.
  • Description.
  • Make sure to check login enabled check box.
  • Add administrator by clicking on lookup window.
  • Leave portal default settings as it is.

Email notification settings.

  • Enter your email Address.
  • Enter your name.
  • Select any email template from the lookup window.
  • Select new password template from the lookup window.
  • Select lost password template.
  • Select comment template.

Look and Feel

In look and feel section we have to add footers, headers and login messages that are displayed to users.

Self Registration Settings.

This section enables us to allow existing contacts to register automatically to access customer portal in  salesforce.

  • Select Self registration enabled check box to activate.
  • New user from Url : This makes us to allow web-to-lead, web-to-case forms for self registration.
  • Registration Error Template : This is the email that will be sent to user whose registration is failed through web-to-lead, web-to-case forms.

Finally click on Save button.