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Customizing Your Self-Service Fonts and Colors
You can customize the fonts and colors of the Self-Service portal to reflect your company’s branding.
Required Editions
| View supported editions |
| User Permissions Needed | |
|---|---|
| To set up the Self-Service portal: | Manage Self-Service Portal |
| To modify Self-Service pages: | Manage Self-Service Portal AND Customize Application |
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.
Your portal’s fonts and colors are specified in a portal “color theme.” Select a predefined color theme and customize it using a point-and-click editor.
- From Setup, enter Fonts and Colors in the Quick Find box, then select Fonts and Colors. Salesforce offers predefined themes that you can customize. Click Preview to view any theme.
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Select the color theme you want to customize. From the color theme page, you can:
- Click the Reset to Default link to remove all customizations from a theme.
- Click the Back to All Themes link to return to the list of color themes.
- Click Preview Theme Name to view the theme you are customizing.
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Choose a portal page to customize. Color themes are customized page-by-page with some page
elements being shared by multiple pages. From the portal page, you can:
- Click See Examples to see all of the elements that you can customize.
- Click Clear next to an element to remove customizations.
- Click Preview Theme Name to view the theme you are customizing.
- Click the Back to All Pages link to return to the list of all portal pages.
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Click Edit next to the visual element you want to customize. Some
elements are visible only on the selected portal page, and some are shared across multiple
portal pages. Changes you make to shared elements affect all pages.
Depending on the visual element, you can customize attributes using a point-and-click editor or a custom style sheet editor which lets you modify the cascading style sheets (CSS) directly. Choose the click here link to switch between the two. If you are using the point-and-click editor, select the Show advanced attributes box to access the click here link. We recommend that only users familiar with cascading style sheets (CSS) define them.
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Edit the visual element as desired. If you are using the point-and-click editor:
- Click Edit next to a basic or advanced attribute. If you do not see the advanced attributes, select the Show advanced attributes box.
- In the popup window, change the attribute as needed.
- Click OK to confirm your changes in the popup window.
If you are using the custom style sheet editor, enter valid CSS code.
For a list of all the page attributes you can edit, see Self-Service Page Attributes.
- Click Save to save all changes to the visual element and its attributes. Customizations are not visible to your Self-Service users until you set the color theme as active.
- Repeat these steps to customize all visual elements and their attributes as necessary.
- Return to the list of color themes by clicking the Back to All Pages link and then the Back to All Themes link.
- Click Set Active Theme.
- Select the theme to activate for your portal, live and in real-time. Your organization can only have one active theme.
- Click Save.
Since changes to an active theme take effect immediately, we recommend that you fully customize a theme before activating it so as not to disturb your customers.
See Also
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