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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...

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...

  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...

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...

What do you do to make your business stand apart from the crowd? I am assuming the answer is: evolving the business constantly with the latest technologies and new strategies, right? So, then you might have heard about the portal for sure! It is popular for being a one-stop solution for all business needs like automating manual work, providing security features, helping everyone to stay on the same page, etc. Yes, having a web portal for your business is a solution for all your business miseries! But there are questions to answer like: What type of web portal do you need? What should be the cost of a web portal for your business? What are the benefits of a web portal? And many more. For that, we have this article! It answers all the questions you might have about the web portal. So, without any further delay, let’s get started from the basics: What is a Portal? When I was figuring out what a web portal is, I often misunderstood it with websites, but they are not the same! Y...

    The demand for Salesforce is as high as ever, and this has increased the Salesforce developer demand. Salesforce remains the number one CRM choice for companies across the globe, and this means that compared to other CRMs, the Salesforce market share is also higher. The Salesforce developer demand is high, but not every requirement is the same, and nor are all developer roles. What you need for your company defines the type of developer you hire and how you hire them. This article is a guide on what to look for when hiring a Salesforce developer and how to hire the right one for your company. Who is a Salesforce developer? A Salesforce developer is an entity that develops steady and dynamic applications. They use Salesforce platforms to swiftly and efficiently develop and deploy these applications to the cloud without worrying about hardware. Salesforce developers can use the platform, or GIT, to effectively build and deploy code to run the ...

Any organization that uses a website should want to have certain user input to know their needs better. The easiest—not to mention consensual—way to do this is via forms. With a form, you can ask for information like contact details, the visit’s purpose, their needs, etc.   Let’s first see how to create this form in the PowerApps portal: Create a form Sign in to Power Apps. On the left navigation pane, expand Data, and then select Tables. Select a table, such as the Account table, and then select the Forms area. Select Add form, and then select one of the following Main form The primary form type for interaction by users with record data. The contents of the new form are filled using the existing main form definition. If multiple main forms exist, the form at the top of the list in the form order for your app is used to fill the new form. Learn more about the main forms. Quick Create Form Learn more about quick create forms Quick view form Learn more about quick view forms On com...