---
schema_version: "1"
id: 8881a6be7d583070c94884acb8c731baa7fb14e716e88f81e50073a823aad48a
title: Customize the Enterprise Self-Service Portal (Managed Package)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_customize_the_enterprise_self-service_portal.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_customize_the_enterprise_self-service_portal.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f843dbcbf60892b697d326da6453146754acd9f51c1bd15d1ecb23f8589787b5
description: The Enterprise Self-Service portal is available with default configuration and functionality. Depending on your business requirements, you can customize the portal to suit your needs.
products:
  - Communications
release: "264"
---
# Customize the Enterprise Self-Service Portal (Managed Package)

The Enterprise Self-Service portal is available with default configuration and functionality. Depending on your business requirements, you can customize the portal to suit your needs.

![Managed Package Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/communications/images/media_package_icon.png) _This feature is part of the Communications Cloud managed package._

The Self-Service portal is built in Enterprise Sales Management with Salesforce Experience Cloud and Omnistudio.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png)

Note If you don't have an Experience Cloud and Omnistudio expert on staff, considering working with a Salesforce implementation partner with an Experience Cloud Consultant certification.

To learn more about working with Experience Cloud:

- [Plan and Prepare for Your Experience Cloud Implementation](https://help.salesforce.com/s/articleView?id=experience.exp_cloud_plan.htm&type=5&language=en_US)
- [Plan a Mobile Strategy for Your Site](https://help.salesforce.com/s/articleView?id=experience.exp_cloud_plan_mobile.htm&type=5&language=en_US)
- [Create a Branded Mobile App for Your Experience Cloud Site Using Mobile Publisher](https://help.salesforce.com/s/articleView?id=experience.networks_mobile_publisher.htm&type=5&language=en_US)
- [Lightning Design System Styling Hooks](https://www.lightningdesignsystem.com/platforms/lightning/styling-hooks/#site-main-content)
- [Lightning Design System Design Tokens](https://www.lightningdesignsystem.com/design-tokens/#site-main-content)

The portal user interface is designed using FlexCards. You can easily modify colors, text, and so on, by modifying the FlexCards used in the portal pages. For a complete list of FlexCards and other components we’ve used, download this [YAML file](https://resources.docs.salesforce.com/rel1/doc/en-us/static/misc/EnterpriseSalesManagementComponents_240.0.project.yaml) and this [this XML file](https://resources.docs.salesforce.com/rel1/doc/en-us/static/misc/Enterprise_self_service_community_package.xml).

For more information, see [FlexCards](https://help.salesforce.com/s/articleView?language=en_US&id=sf.os_flexcards.htm&type=5) and [Build and Customize Your Experience Cloud Site](https://help.salesforce.com/s/articleView?id=experience.exp_cloud_build.htm&type=5&language=en_US).

To begin customizing your Enterprise Self-Service Portal, follow these instructions:

- **[Customize the Reset Password Page](https://help.salesforce.com/s/articleView?id=ind.comms_customize_the_enterprise_self-service_portal.htm&release=264.0.0&type=5)**  
    Customize the look and feel of the password reset page by editing the corresponding Visualforce page in Salesforce.
- **[Customize the Company Logo and Name](https://help.salesforce.com/s/articleView?id=ind.comms_customize_the_enterprise_self-service_portal.htm&release=264.0.0&type=5)**  
    Update your company logo and name to match your enterprise’s branding.
- **[Customize the Emails Sent from the Self-Service Portal](https://help.salesforce.com/s/articleView?id=ind.comms_customize_the_enterprise_self-service_portal.htm&release=264.0.0&type=5)**  
    Customize email templates, such as templates for resetting member passwords and confirming member orders.
- **[Customize Sub-Order Actions](https://help.salesforce.com/s/articleView?id=ind.comms_customize_the_enterprise_self-service_portal.htm&release=264.0.0&type=5)**  
    Customize the actions performed on sub-orders based on the sub-order status. Change the default configurations of the sub-order action tabs to suite your business requirements.
- **[Activate Sub-Order Action Tabs](https://help.salesforce.com/s/articleView?id=ind.comms_customize_the_enterprise_self-service_portal.htm&release=264.0.0&type=5)**  
    Activate the sub-order action tabs to cancel, delete, or submit multiple sub-orders simultaneously.
- **[Add Help Text to Product Attributes](https://help.salesforce.com/s/articleView?id=ind.comms_customize_the_enterprise_self-service_portal.htm&release=264.0.0&type=5)**  
    Provide additional information to your users about a product attribute by adding a help text to the product.

## Customize the Reset Password Page

Customize the look and feel of the password reset page by editing the corresponding Visualforce page in Salesforce.

The Enterprise Self-Service portal allows a community user to recover their password if they've forgotten it, by using **Forgot Password** on the portal login page. Users receive a Forgot Password email in their inbox. The link in this email redirects them to a page where they can enter and confirm their new password. To customize this page, modify the corresponding Visualforce page.

1. From Setup, in the Quick Find box, enter Visualforce Pages, and then select **Visualforce Pages**.
2. Select the page named **B2BCMEX\_ESM\_SelfService\_ResetPassword**.
3. Click **Edit**.
4. Configure the page as required.
    
    For example, to change the color of the Set my password button, change the `background`:
    
    ```html
    <apex:commandButton action="{!changePassword}" style="float:right;margin-left: auto; margin-right: 0;color: white;background: #f65974;width: 13rem;padding: 1em;border-radius: 2rem;"
    ```

## Customize the Company Logo and Name

Update your company logo and name to match your enterprise’s branding.

1. Customize the company logo in the portal by updating its static resource:
    1. From Setup, in the Quick Find box, enter Static Resources, and then select **Static Resources**.
    2. Update the static resource **SelfService\_CompanyLogo.resource**. For information about editing static resources, see [Viewing and Editing Static Resources.](https://help.salesforce.com/s/articleView?id=platform.pages_static_resources_edit.htm&type=5&language=en_US)
2. Customize the company name by updating its custom label:
    1. From Setup, in the Quick Find box, enter Custom Labels, and then select **Custom Labels**.
    2. Update the custom label **CMEXSelfServiceCompanyName**. For information about editing custom labels, see [Create and Edit Custom Labels](https://help.salesforce.com/s/articleView?id=platform.cl_edit.htm&type=5&language=en_US).

## Customize the Emails Sent from the Self-Service Portal

Customize email templates, such as templates for resetting member passwords and confirming member orders.

See [Manage Your Site Email Notifications](https://help.salesforce.com/s/articleView?id=experience.networks_manage_email_notifications.htm&type=5&language=en_US) for reference.

## Customize Sub-Order Actions

Customize the actions performed on sub-orders based on the sub-order status. Change the default configurations of the sub-order action tabs to suite your business requirements.

1. From the App Launcher, find and select **Omnistudio Integration Procedures**.
2. From the list of Integration Procedures, find and select **b2bExpress\_subOrderConfigData**.
3. In Integration Procedure Designer, select the **metaData** action in the Structure section.
4. In the properties section, enter the desired customization. Enterprise Sales Management supports the cancel, delete, and submit actions.
    
    Here's the configuration that's available to you, by default:
    
    ```
    
    "cancel": "In Progress, Submitted",
    "delete": "Ready To Submit, canceled, Queued, Discarded",
    "submit": "Ready To Submit"
    ```
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png)
    
    Note The action keys are case-sensitive. The values corresponding to each action key in the default configuration, is the order status and must be separated by a comma.
    
    In addition, you can the modify the page size and add columns using the below fields:
    
    - pageSize: Set the default number of records to display on page load. Default value is 15.
    - columnMap: Is an array of objects, which you can use to add columns to the table.
        
        Example:
        
        ```json
        
        {
        "label": "Service Account", // Column label
        "fieldName": "abc_242__DefaultServiceAccountId__r.Name", // Valid order object field name
        "sortable": true // Enable sorting. Accepts a boolean value of true or false.
        },
        {
        "fieldName": "Id", // URL Value needed for redirection
        "label": "Order Number",
        "sortable": true,
        "type": "url",
        "typeAttributes": {
        "label": {
        "fieldName": "OrderNumber" // Display cell value
        },
        "target": "_self"
        }
        },
        {
        "fieldName": "Account.Id", // URL Value needed for redirection
        "label": "Account Name",
        "sortable": true,
        "type": "url",
        "typeAttributes": {
        "label": {
        "fieldName": "Account.Name" // Display cell value
        },
        "target": "_self"
        }
        }
        ```
        
        For more information on column map see, [https://developer.salesforce.com/docs/component-library/bundle/lightning-datatable/documentation](https://developer.salesforce.com/docs/component-library/bundle/lightning-datatable/documentation)
5. Save your changes and activate the Integration Procedure.

## Activate Sub-Order Action Tabs

Activate the sub-order action tabs to cancel, delete, or submit multiple sub-orders simultaneously.

1. From the object manager settings for the Order object, go to **Lightning Record Pages**.
2. Click **Default Order (Enterprise Sales Management) Record Page**, and then click **Edit**.
3. From the top-right, click **Activation**.
4. On the Activation window, select **APP, RECORD TYPE, AND PROFILES**.
5. Click **Add Assignments**.
6. On the Select Apps window, select the **Sales** Lightning App.
7. Click **Next**, and then click **Next**.
8. On the Select Record Types window, select all the record types, and then click **Next**.
9. On the Select Profiles window, select the profile you want to access the sub-orders tab, and then click **Next**.
10. Save your changes.
    
    You can enable custom notifications for the actions on the sub-orders. To enable the bulk notifications, navigate to Setup, find and select **Custom Notification**. In the Custom Notification page, enter a name for the notification, and enter the API name as BulkNotification. Enable both desktop and mobile notifications.

## Add Help Text to Product Attributes

Provide additional information to your users about a product attribute by adding a help text to the product.

1. From the App Launcher, find and select **Vlocity Product Designer**.
2. From the list of products, find and click the desired product.
3. In the Product Details section, click the attribute.
4. Enter the help text in the description field.
5. Save the changes.