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Self-Service Jump Start

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Self-Service Jump Start

Get your Self-Service portal running quickly using the Jump Start button. It automates the setup process by choosing some default settings for you.

Required Editions

View supported editions
User Permissions Needed
To use Self-Service Jump Start: Manage Self-Service Portal
Note
Note Starting with Spring '12, the Self-Service portal isn't available for new Salesforce orgs. Existing orgs continue to have access to the Self-Service portal.
Note
Note You can’t save any JavaScript as part of your custom code, and can only use certain HTML elements and attributes.
  1. From Setup, enter Self-Service Portal in the Quick Find box, select Settings, then click Jump Start.
  2. Review the process and click Continue.
  3. Choose a color theme.
  4. Edit the default settings as needed and click Save.
  5. Test your Self-Service portal by:
    1. Clicking Generate to retrieve a test username and password.
    2. Clicking Access Self-Service Portal to preview your pages.
    3. Optionally, click Invite to notify other users how to log in and preview your pages.
  6. Enable your Self-Service portal by copying the link provided in the Enable Self-Service... section to an appropriate place on your website.
  7. Click Done when finished.
  8. Enable your customers to use your Self-Service portal. See Managing Self-Service Users.
Tip
Tip To change your settings, see Enable Self-Service Features and Settings. The Self-Service Jump Start automatically enables the Enable Self-Service button on contact detail pages.

See Also

 
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