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Customize the Self-Service Portal Home Page
Customize the Self-Service home page to include the features you want users to see when they log in to your Self-Service portal.
Required Editions
| View supported editions |
| User Permissions Needed | |
|---|---|
| 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.
- From Setup, enter Self-Service Portal in the Quick Find box, then select Settings.
- In the Portal Pages list, click Edit next to Home Page.
- Choose the features you want to enable:
-
If you chose to show a message on the page, enter your message in the text box, using the
formatting toolbar to change the size, color, or font.
Feature Description Show Top Solutions List Lists the titles of up to five solutions of your choice on the Home Page. Show My Open Cases Lists the open cases of the Self-Service user who is logged in. Show Message The message that will be displayed at the top of the home page. You can enter a message of up to 32,000 characters including any HTML tags. Select Show HTML to view your page message in HTML. You can’t save any JavaScript as part of your custom code, and can only use certain HTML elements and attributes.
- Optionally, insert merge fields for data that you want to replace dynamically.
- Click Save.
- To see how your Home Page will look, click Preview next to Home Page in the Portal Pages list. If you have customized the Self-Service style sheet, the preview shows your custom styles.
If you checked Show Top Solutions List from the Home page, click Add in the Solutions related list of the Self-Service Settings page to search for and select solutions to display on the Home page. You can only select solutions that have been marked Visible in Self-Service Portal.
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