Give your customers a private and secure place to access and update their account
information with the Customer Account Portal solution from Experience Cloud. Improve customer
relationships and decrease service costs by allowing customers to see and pay invoices. They can
also update their account information and search your knowledge base for answers to their most
frequently asked questions.
Required Editions
| Available in: both Salesforce Classic and
Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
Customer Account Portal is designed with account management in mind, so you can:
- Give access to customers to create and update vital information in any Salesforce record,
including custom objects. As a result, reduce call center calls for easily resolved issues, like
updating a phone number or address.
- Integrate and expose data and processes from third-party systems, like ERP and ecommerce, via
Salesforce Connect.
- Show customers information that matters the most in their member profile, and let them update
their accounts on the fly.
- Use Salesforce Knowledge to give customers answers to their most pressing questions about
your product and brand.
Customer Account Portal has the same flexibility and extensibility that you’re accustomed to
with other Lightning sites, so you can:
- Build custom pages and use custom branding.
- Expose more CRM objects and data that suit your business needs.
- Use audience targeting by geolocation, and create personalized content for customers by their
geographical location.
