Posts

Showing posts with the label salesforce self-service portal

What is Salesforce Customer Portal?

Image
Before we start with the Salesforce customer portal, let’s explore all the types of Salesforce portals, their differences, and their use case. Types of Salesforce Portals Salesforce offers three types of portals that have different use cases: - Partner Portal - Self-service Portal - Customer Portal It is crucial that you pick one based on your requirement and which entities you want to manage. If it’s partners, then the partner portal should be your choice. Similarly, to manage customers you can either go with self-service portal or customer portal. Let’s look at the difference between them. Difference between Customer and Partner Portal The key difference here is that a partner portal is useful for when you want to share business-level insights with your partners. Each partner can get only the required data without being able to access all of your organization’s private data. Compared to this, a customer portal works as a platform for your cu...