Customer Self-Service Portal and Partner Community

Customer Self-Service Portal

A customer self-service portal is a branded website that allows customers to access information, perform tasks, and find solutions to their queries or issues without requiring direct assistance from a service agent. Typically, these portals are authenticated, meaning customers need to log in. 

Key features may include:

  • Account management tools: Customers can view and manage their account information, update personal details, and track transaction history.
  • Knowledge base: FAQs, tutorials, and knowledge base articles enable customers to find answers to common questions and troubleshoot issues.
  • Task management: Enable your customers to complete tasks on their own, like applying for a credit card, submitting a loan application, or monitoring the status of a support ticket.

Salesforce Partner Community

The Salesforce Partner Community is a portal built and maintained specifically for Salesforce partners. It’s where partners manage their business, learn best practices, and engage or collaborate with Salesforce employees in a secure environment.

Partner Community is full of resources for learning how to make the most of your partnership with Salesforce. You can find useful articles, webinars, and events that give you ideas for your business. You can also get to know other Salesforce partners and Salesforce employees who work with partners.