Customize the Enterprise Self-Service Portal (Managed Package)

Customize the Reset Password Page

Customize the look and feel of the password reset page by editing the corresponding Visualforce page in Salesforce.

1. From Setup, in the Quick Find box, enter Visualforce Pages, and then select Visualforce Pages.
2. Select the page named B2BCMEX_ESM_SelfService_ResetPassword.
3. Click Edit.
4. Configure the page as required.
   For example, to change the color of the Set my password button, change the background:

   <apex:commandButton action="{!changePassword}" style="float:right;margin-left: auto; margin-right: 0;color: white;background: #f65974;width: 13rem;padding: 1em;border-radius: 2rem;"

Customize the Company Logo and Name

Update your company logo and name to match your enterprise’s branding.

1. Customize the company logo in the portal by updating its static resource:
   1. From Setup, in the Quick Find box, enter Static Resources, and then select Static Resources.
   2. Update the static resource SelfService_CompanyLogo.resource. For information about editing static resources, see Viewing and Editing Static Resources.
2. Customize the company name by updating its custom label:
   1. From Setup, in the Quick Find box, enter Custom Labels, and then select Custom Labels.
   2. Update the custom label CMEXSelfServiceCompanyName. For information about editing custom labels, see Create and Edit Custom Labels.

Customize the Emails Sent from the Self-Service Portal

Customize email templates, such as templates for resetting member passwords and confirming member orders.

Customize Sub-Order Actions

Customize the actions performed on sub-orders based on the sub-order status. Change the default configurations of the sub-order action tabs to suite your business requirements.

1. From the App Launcher, find and select Omnistudio Integration Procedures.
2. From the list of Integration Procedures, find and select b2bExpress_subOrderConfigData.
3. In Integration Procedure Designer, select the metaData action in the Structure section.
4. In the properties section, enter the desired customization. Enterprise Sales Management supports the cancel, delete, and submit actions.
   Here's the configuration that's available to you, by default:

   
   "cancel": "In Progress, Submitted",
   "delete": "Ready To Submit, canceled, Queued, Discarded",
   "submit": "Ready To Submit"

   

   Note The action keys are case-sensitive. The values corresponding to each action key in the default configuration, is the order status and must be separated by a comma.
   In addition, you can the modify the page size and add columns using the below fields:

   • pageSize: Set the default number of records to display on page load. Default value is 15.
   • columnMap: Is an array of objects, which you can use to add columns to the table.

     Example:

     
     {
     "label": "Service Account", // Column label
     "fieldName": "abc_242__DefaultServiceAccountId__r.Name", // Valid order object field name
     "sortable": true // Enable sorting. Accepts a boolean value of true or false.
     },
     {
     "fieldName": "Id", // URL Value needed for redirection
     "label": "Order Number",
     "sortable": true,
     "type": "url",
     "typeAttributes": {
     "label": {
     "fieldName": "OrderNumber" // Display cell value
     },
     "target": "_self"
     }
     },
     {
     "fieldName": "Account.Id", // URL Value needed for redirection
     "label": "Account Name",
     "sortable": true,
     "type": "url",
     "typeAttributes": {
     "label": {
     "fieldName": "Account.Name" // Display cell value
     },
     "target": "_self"
     }
     }
     

     For more information on column map see, https://developer.salesforce.com/docs/component-library/bundle/lightning-datatable/documentation

5. Save your changes and activate the Integration Procedure.

Activate Sub-Order Action Tabs

Activate the sub-order action tabs to cancel, delete, or submit multiple sub-orders simultaneously.

1. From the object manager settings for the Order object, go to Lightning Record Pages.
2. Click Default Order (Enterprise Sales Management) Record Page, and then click Edit.
3. From the top-right, click Activation.
4. On the Activation window, select APP, RECORD TYPE, AND PROFILES.
5. Click Add Assignments.
6. On the Select Apps window, select the Sales Lightning App.
7. Click Next, and then click Next.
8. On the Select Record Types window, select all the record types, and then click Next.
9. On the Select Profiles window, select the profile you want to access the sub-orders tab, and then click Next.
10. Save your changes.

    You can enable custom notifications for the actions on the sub-orders. To enable the bulk notifications, navigate to Setup, find and select Custom Notification. In the Custom Notification page, enter a name for the notification, and enter the API name as BulkNotification. Enable both desktop and mobile notifications.

Add Help Text to Product Attributes

Provide additional information to your users about a product attribute by adding a help text to the product.

1. From the App Launcher, find and select Vlocity Product Designer.
2. From the list of products, find and click the desired product.
3. In the Product Details section, click the attribute.
4. Enter the help text in the description field.
5. Save the changes.