Your customers and agents can even interact in the ideas and answers communities.You’ll see loyalty go up while your service costs go down.
Your customers and agents can even interact in the ideas and answers communities.You’ll see loyalty go up while your service costs go down.
Customer Reviews
Consultant in Information Technology and Services
Advanced user of Salesforce Customer PortalIt is very easy to set up a new portal and setting up new users to access the portal.
The Customer Portal is highly customizable and I have been involved with several projects from the development side of the business. We had set up several customers logging into the same portal and adjust the screens and pages necessary for each individual customer. Deploying from the Staging environment to Production takes some time to get used to. You have to make sure that you have above a certain percentage of code that has been tested. Without this being met, you are unable to deploy to production. If there is a nuance between Staging and Production test code, you could have an issue on Deployment night.
Being able to hide and show various tabs based on the users role was tricky to implement. If you have to create something that deviates from the normal Saleforce offering was difficult.
If you require users to log into a system and have the site customized to specific user roles, this product would be good to try and implement your solution with.
We wanted to satisfy several customers accessing single point of entry to be able to provide return products to a customer. By allowing different companies to log into the same portal, Salesforce is able to adjust the look and feel for each customers experience. This being all configurable.