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Sales Basics
Enable Self-Service for Contacts and Person Accounts

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Enable Self-Service for Contacts and Person Accounts

To provide access to your Self-Service portal, enable Self-Service for a customer’s contact or person account record. A Self-Service user can view cases in the Self-Service portal only if they’re associated with the user’s account record.

Required Editions

Available in: Salesforce Classic
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To enable Self-Service users: Edit Self-Service Users
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.
  1. From the contact or person account detail page, click Enable Self-Service.
  2. Verify the general information and locale settings, and enter any missing information. The customer’s Self-Service Username defaults to the customer’s Email.
  3. To enable the customer as a Self-Service super user, select the Super User checkbox. Super users can view case information, add comments, and upload attachments for all cases that anyone in their company submits.
  4. To email a Self-Service username and password to the customer, select Generate new password and notify user immediately.
  5. Click Save.
 
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