---
schema_version: "1"
id: 395d20bb159a86ac862fe9ff53c583d25d4157d8fb6c04d2d7ff9147eba9c396
title: Create a Customer Account Portal—Setup Tasks
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/networks_customer_account_portal_setup_tasks.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.networks_customer_account_portal_setup_tasks.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2db81ad6c5216ca736fa7dea5cbaca67c5e6ed56e267455c00f2aaf59f70c546
description: Review this high-level list of tasks and considerations for prepping and setting up your portal.
products:
  - Experiences
release: "264"
---
# Create a Customer Account Portal—Setup Tasks

Review this high-level list of tasks and considerations for prepping and setting up your portal.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:18.281535648994517%">
        <col style="width:30.712979890310788%">
        <col style="width:19.74405850091408%">
        <col style="width:31.26142595978062%">
      </colgroup>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Planning</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.networks_customer_account_portal_strategy.htm&amp;release=264.0.0&amp;type=5" title="The type of customer account portal you create depends on your business needs and what you want to accomplish. For example, an insurance company has a different strategy from a clothing retailer.">What’s Your Customer Account Portal Strategy?</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.networks_customer_account_licenses.htm&amp;release=264.0.0&amp;type=5" title="Buy customer licenses to enable customer-specific functionality in your org. Customer licenses are required to give access to the Customer Account Portal and set up customer users.">Extend Salesforce to Customers with the Correct Licenses</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.rss_limitations.htm&amp;release=264.0.0&amp;type=5" title="Be aware of the limitations that apply to Experience Builder sites such as Customer Service and Partner Central.">Experience Builder Site Limitations</a>
              </li>

              <li>
                <a href="https://salesforce.vidyard.com/watch/5kixavmXPC372dCZ37Z2dv" target="_blank">Communities and
                  Community Users in Your Salesforce Org</a>
              </li>

            </ul>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">Prep Your Salesforce Org for a Customer
            Portal</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=platform.networks_create_external_users.htm&amp;type=5&amp;language=en_US" target="_blank">Create Experience
                  Cloud Site Users</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=platform.networks_customer_super_user_access.htm&amp;type=5&amp;language=en_US" target="_blank">Super User
                  Access</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=platform.networks_DPUA.htm&amp;type=5&amp;language=en_US" target="_blank">Delegated
                  Administration</a>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Set Up a Customer Account Portal</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li>
                <a href="https://help.salesforce.com/articleView?id=networks_org_wide_settings.htm&amp;language=en_US" target="_blank">Update Org-Wide Settings</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.networks_creating.htm&amp;release=264.0.0&amp;type=5" title="Create an Experience Cloud site using a wizard that helps you choose a template that meets your business needs.">Create an Experience Cloud Site</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.exp_cloud_build_crm_data.htm&amp;release=264.0.0&amp;type=5" title="To help your users, customers, and partners accomplish more, share Salesforce CRM data on your Experience Builder site. Aura and LWR sites have different tools for displaying CRM data.">Add Salesforce CRM Data to LWR or
                  Aura Sites</a>
              </li>

            </ul>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">Advanced Features</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li>
                <a href="https://help.salesforce.com/articleView?id=networks_moderation_overview.htm&amp;language=en_US" target="_blank">Community Moderation</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.networks_dashboards.htm&amp;release=264.0.0&amp;type=5" title="When you invest in creating a site, community, or portal, you want to measure your investment’s performance and gain insights on how you can improve your site’s engagement. Having site web analytics and data with reports and dashboards at your fingertips can help you iterate your site’s direction. Use Salesforce and third-party analytics tools to stay up to date on your site’s engagement numbers. Some reporting capabilities require add-on licenses.">Configure Dashboards to Monitor Your
                  Site</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.community_builder_page_visibilty_overview.htm&amp;release=264.0.0&amp;type=5" title="Keep your users engaged by offering personalized, relevant content that’s customized for a particular audience. To create an audience, you assemble a set of criteria that defines a user segment. You can then tailor a single site to meet the needs of multiple user segments. For example, you can present the same site with a different look and feel for each audience or show different pages, components, or data to different audiences.">Create Pages and Groups Targeted at
                  Specific Audiences</a>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Site Design</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.community_designer_overview.htm&amp;release=264.0.0&amp;type=5" title="Experience Builder lets you easily style your site, create and customize pages, add drag-and-drop components, and deliver personalized experiences to different audiences. Choose a template to quickly start your site, and then style the pages to match your company’s branding.">Customize Your Experience Builder
                  Site</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.community_builder_manage_pages_overview.htm&amp;release=264.0.0&amp;type=5" title="The Pages and Page Action menus centralize all your page-related needs, from page creation to audience criteria-based page visibility and everything in between.">Customize Experience Builder Site
                  Pages and Components</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.rss_setup_nav_menu.htm&amp;release=264.0.0&amp;type=5" title="The Navigation Menu component extends your site’s navigation beyond navigational topics. Navigation menu items can include Salesforce objects, topics, pages in your site, URLs to external sites, and menu labels. Menu labels are parent headings under which you can nest other menu items. You can also enable the App Launcher to make it easy for members to switch between their sites and their Salesforce org.">Customize Site
                  Navigation</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.rss_component_reference_table.htm&amp;release=264.0.0&amp;type=5" title="Aura site templates, such as Customer Service and Partner Central, are each composed of pages, which in turn are made up of customizable components. Consult this table to find out which Aura template each component can be used in, and when the component became available.">Which Components Can I Use with
                  Customer Account Portal?</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.community_builder_theme.htm&amp;release=264.0.0&amp;type=5" title="Theme layouts and theme layout components combine to give you granular control of the appearance and structure of each page in your site. Customize the layout’s header and footer to match your company’s style. Configure theme layout properties. Or use a custom search bar and user profile menu. Then use theme layouts to assign theme layout components to individual pages allowing you to quickly change layouts from one central location. Whether you’re a consulting partner or an ISV, or you simply want to revamp your own site, custom theme layouts make it easy to rebrand.">Custom Theme Layouts</a>
              </li>

            </ul>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">Reporting</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.networks_reporting_intro.htm&amp;release=264.0.0&amp;type=5" title="Use reporting to see short-term and long-term trends in various areas of your Experience Cloud site. The preconfigured AppExchange package makes reporting a snap for community managers. You can also give the power of reporting to your members.">Experience Cloud site
                  reports</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.networks_reporting.htm&amp;release=264.0.0&amp;type=5" title="Create custom reports to track usage, moderation, and other activity in your Experience Cloud site.">Custom Reports</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.networks_reporting_external_users_report_mgmt.htm&amp;release=264.0.0&amp;type=5" title="Partner and customer users can create, delete, and edit reports in their own personal folder or, with sufficient permission, in a privately shared folder. Grant partner and customer users permissions to create and edit reports through their profiles or permission sets. After you grant the required permissions, partners and customers can use the drag-and-drop Report Builder tool.">Report Management for
                  Partners</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.networks_reporting_dashboards_package.htm&amp;release=264.0.0&amp;type=5" title="The Salesforce Communities Management packages give community managers an essential starter set of dashboards and reports to keep tabs on activity and engagement directly in Experience Workspaces.">AppExchange Reporting Packages for
                  Experience Cloud Sites</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/articleView?id=networks_g_a_introduction.htm&amp;language=en_US" target="_blank">Google Analytics™</a>
              </li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table>