Customize features and settings in the Self-Service Portal.
Required Editions
| View supported editions |
| User Permissions Needed | |
|---|---|
| To modify Self-Service pages: |
Manage Self-Service Portal AND Customize Application |
Note Starting with Spring '12, the Self-Service portal isn't available for new
Salesforce orgs. Existing orgs continue to have access to the Self-Service portal.
- From Setup, enter Self-Service Portal in the Quick Find box, then select Settings.
- Make the necessary enhancements to any Self-Service pages. See the following for more information:
Note You cannot create multiple versions of the same Self-Service portal page. However,
you can customize each Self-Service page.
- Prepare to Set Up Your Portal
Before you set up your portal, build your public solutions, determine which information to show and collect, and designate your portal's location. - Customize the Self-Service Style Sheet
Select a predefined color theme, or download a sample Self-Service color theme so you can customize it. - Customize the Self-Service Portal Login Page
Customize the Self-Service login page to specify what users see when they’re prompted to sign in to your portal. - Customize the Self-Service Portal Home Page
Customize the Self-Service home page to include the features you want users to see when they log in to your Self-Service portal. - Enable the Solutions Page
You can enable the Self-Service Solutions Page from the Self-Service Portal Pages related list. - Customize the Self-Service Portal Log a Case Page
The Log a Case Page on the Self-Service portal lets users submit new cases to your customer support team. Customize the page by creating a page message, adding merge fields, and choosing the case fields you want to include. - Customize the View Cases Page
You can enable and customize the View Cases Page from the Self-Service Portal Pages related list. - Customize the Suggested Solutions Page
You can enable and customize the Suggested Solutions Page from the Self-Service Portal Pages related list. - Create Your Custom Page Header and Footer Sections
Apply your company’s branding to every page in your Self-Service portal by customizing your page headers and footers. Your portal page headers and footers can contain a company logo, your company messaging, or your company’s colors. - Supported HTML Elements and Attributes for Self-Service Portal Customization
Use HTML to customize the page message on your Self-Service portal pages. - Self-Service Page Attributes
You can modify certain Self-Service attributes with the point-and-click editor. - Generate Login HTML
After enabling and customizing your Self-Service portal, generate the URL or HTML code where users will log in to your Self-Service portal.