More about Salesforce Customer Portal

Author - Sahil
12.09.2017
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0 Comments
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How to set logout URL for customer portal:

-> Go to Quick find box and write customer portal settings.
-> Now, open the portal that you want to edit.
-> Click on the edit button:
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-> Enter the URL under the portal default setting→logout URL.

Note: logout url first must be a salesforce logout URL.

How to change the Logo of customer portal:

-> First you need a logo image in Documents object.
-> Open the documents record list view:
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-> Click on the new button.
-> Fill the required details and upload the logo image.
-> Also, select the “Checkbox” with externally available image(logo image needs to be an externally available to customer portal):
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-> Click Save.

Then,

-> Go to Quick find box and write customer portal settings.
-> Now, open the portal that you want to edit.
-> Click on the edit button.
-> Click on the logo lookup under the Look and Feel section.
-> Select the Document with your logo:
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-> Click Save.

How to change the header on the login page of customer portal:

-> Create a HTML file and save it in the Documents.
-> Now, Go to customer portal settings and click on the customer portal that you want to change.
-> Click on the edit button and go to Look and Feel section:
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-> Upload the HTML document in the Login Message field.
-> Click on save button.

Activities in Customer Portal:

→Portal users can’t be assigned to activities.
→ Portal users can view completed tasks and past events marked Visible in Self-Service that are associated with objects they have permission to view.

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