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Set Up Your Self-Service Portal
Self-Service provides an online support channel for your customers, allowing them to resolve their inquiries without contacting a customer service rep.
Required Editions
| View supported editions |
| User Permissions Needed | |
|---|---|
| To use Self-Service Jump Start: | Manage Self-Service Portal |
| 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.
Setting up your Self-Service portal is simple. Choose from two setup options:
- Jump Start—Gets you up and running quickly; see Self-Service Jump Start.
- Self-Service Setup—Complete setup that allows you more customization.
The setup consists of:
See Preparation for Setting Up Your Portal to learn more about implementing Self-Service.
- 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. - Enable Self-Service Features and Settings
Customize Self-Service by enabling features and settings. - Customize Your Self-Service Look and Feel
Customize the design of the Self-Service portal. - 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. - Customize Your Self-Service Pages
Customize features and settings in the Self-Service Portal. - Use the Portals Tab
The Portals Tab is where you set up an online support channel for your Self-Service customers - allowing them to resolve their inquiries without contacting a customer service representative. - Manage Self-Service Users
Manage your Self-Service user information from a single place and make changes to more than one user at a time. - Portal Health Check
Portal health check reports provide information on security-related portal settings to improve portal security.
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