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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.
Note To keep things clear in the age of AI agents, we’re now referring to
the humans who use Service Cloud as “service reps” rather than “agents”. We wish we could
snap our fingers to update this language everywhere, but you can expect to see the original
use of “agent” in a few places until we replace it, including in the app itself.
- 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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