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What are the different Portals in Salesforce ?
Posted by Kirandeep on June 25, 2020 at 2:57 PMWhat are the different Portals in Salesforce ?
Rahul kapoor replied 3 years, 8 months ago 6 Members · 5 Replies -
5 Replies
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There are 3 types of Portals:
- Self-Service portal.
- Partner Portal.
- Customer Portal.
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There are 3 types of Salesforce.com Portals. The feature differences are that Partner Portal exposes the Leads and Opportunity objects whereas the Customer Portal does not. Customer Portal is to support for your customers. Partner Portal is to support your Partners.
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There are 3 types of Salesforce portal.
1) Customer Portal
Customer Portal provides customers with an online channel to communicate
with customer executives and solve their issues. They help to
streamline communication and provide easy and fast solutions. Portals
are also helping companies to provide 24/7 support to their customers
regardless of time zones and geographic shortcomings.
2) Partner Portal
Salesforce partner portal
is for your sales and channel partners. They have access to the core
features of Salesforce CRM. The partner portal also provides partners
with leads and customer conversion opportunities.
3) Self-service portal
customers prefer to solve their problems, even the technical ones on
their own. Self-service portals help them by redirecting them to the
right FAQs, blog posts, technical documents, videos, etc. -
A number of portals can be configured on Salesforce. These portals are designed to provide you more visibility into your business and to make accessing the information you need simpler and more obvious. The Salesforce portals are Personal Home Page, My Personal Dashboard, Recent Items, Asset and Attachment Management, Documents and Records Management, Analytics, Business Intelligence, Chatter, Communities, Knowledge, Settings, Setup and Service Cloud. The Salesforce portals also include other custom Apps that you may create, depending upon your Salesforce setup. If you want to know more about Salesforce, you can check out one of the companies offering Salesforce services.
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