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The Customer Account Portal Template
The Customer Account Portal template improves customer relationships and decreases service costs. The template provides features that make it easy for customers to see and pay invoices, update their account information, and search your knowledge base for answers.
Included Features
- Experience Builder pages and components
- Tile menu, for a visual navigation experience
- Global search with a customizable list of searchable objects
- Dashboards and reports
- Customizable branding and design
- Rich, responsive look and feel across multiple devices
Advanced Features That You Can Configure
- Audience targeting—Deliver custom content to partners by geography, tier, or other criteria.
- Lightning components—Check out the full list of compatible Lightning components that you can use to build out your site.
Included Pages
The Customer Account Portal includes the following pages.
- Home
- Account Management
- Article Detail
- Contact Us
- Create Record
- Dashboard
- Error
- Feed Detail
- File
- Flow
- Generic record pages
- Login
- Messages
- My Account
- Question Detail
- Quip Docs Related List
- Report
- Report Builder
- Resources
- Search
- Top Articles
- Topic Catalog
- Topic Detail
- User
- User Settings

