Use the Portals Tab

The Portals Tab is where you set up an online support channel for your Self-Service customers - allowing them to resolve their inquiries without contacting a customer service representative.

Required Editions

View supported editions

User Permissions Needed
To set up the Self-Service portal:	Manage Self-Service Portal
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.

Click the Portals tab displays the portals home page. From there, you can:

• View your customer Self-Service portal home page.
• Click on your Self-Service portal pages to see how your customers will interact with them.
• Under Reports, click any report name to jump to that report.
• Select any of the links under Tools to access utilities for managing your Self-Service portal and Self-Service users.