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Showing posts from March, 2023

All You Need to Know about a Customer Self-Service Portal

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A customer self-service portal, as the name suggests, is a website or an application that allows customers to help themselves. Businesses leverage customer portals to help their customers find answers to their common queries and questions easily on their own. Customers may also place orders, raise complaint tickets, track their progress, etc. without any need for human support. It is a win-win situation for both your organization and your customers. Because for you, it takes away the hassle of handling redundant queries and complaints. For customers, it helps solve most of their problems themselves which saves their time and engages them.   Elements and Features to Consider When Building a Customer Portal When you build a customer portal , there are a few elements and features you can not miss!. 1. Online Community When you build your own customer portal, having an online community for your customers is important. This way, you allow them to discuss your products, their featur...

From Feedback to Action: Using Salesforce Experience Cloud to Improve Your Customer Experience

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Salesforce Experience Cloud was born out of wanting a unified platform with features that can enable you to create all that you need for your business, with deep integration with the Salesforce CRM. If set up well, it can yield many different kinds of results that can skyrocket your business and operations. The more sophisticated a tool, the more important it is that you truly get the best of it in terms of knowing its features and benefits.   Features of Salesforce Experience Cloud: If you are looking for a powerful digital platform that comes with various smart tools that can help you achieve your goals, and grow your business, then Salesforce Experience Cloud is for you. Let’s get into the remarkable features it offers that will help you enhance your workspace: Customer 360: Your teams are equipped with a single shared customer view because Experience Cloud sites are built on the Customer 360 concepts. This feature assists you in understanding your customers and their beha...

Onshore vs. Offshore Salesforce Development: How to Hire Developers

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  Any kind of service from experts tends to have layered challenges, but more often than not, the benefits definitely outweigh those. Such is the matter with Salesforce development. Salesforce is a sufficiently complex system to configure and work with. The result of using Salesforce is, of course, phenomenal. Salesforce is, as usual, the #1 CRM used across the world. So as a business, if you are willing to take on the challenge of migrating your systems and workflows to Salesforce tools, you know the reward will be worth it. Now, of course, there is no one way to go about this. There are several Salesforce experts that can help you with your project. But the true question is about compatibility. Who is the perfect developer or team for your project? Here are a few questions you can ask yourself before setting about to look for a team: Do you want to migrate all your business processes to Salesforce at the same time? What is the requirement of your department that this m...

How to Configure Custom Objects to the Salesforce Portal?

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Salesforce as a CRM is exceptional, everyone knows that. But in order to truly harness the power of the CRM, you need to have a portal that can give a window for customers to interact with your business. And within that, a business needs to be able to configure custom objects within the portal to really get the most out of it. For the Salesforce Experience Cloud, the Customer Community license, Customer Community Plus Licence, Partner Community Licence, and Channel Account Licence all allow for 10 custom objects per license. Let’s look at how to configure Custom Objects for the Salesforce customer portal. Try It Yourself: 1. In your Salesforce org, click and select Setup to open Setup. 2. Click the Object Manager tab. If you don’t see it, enter Object Manager in the Quick Find box. 3. On the Object Manager page, click Create | Custom Object. 4. For Label, enter whatever you want to call your custom object. Notice that the Object Name and Record Name fields auto-fill. 5. For Pl...