Customer Portal & Self-Registration [How-to]

Posted December 14th, 2010 in Certified Advanced Administrator, Certified Consultant, Tips & Tricks by John Coppedge

Configuring customer portal can be somewhat confusing the first time around.  Here are a few basic guidelines to get you going in the right direction:

  • For each object that you expose in a portal, the sharing model must be private (unless you want to expose all records of that object to your portal).
  • Use sharing rules to recreate the sharing model for All Internal Users.
    Example rule creation for accounts:
    image
  • In order to expose an object and/or tab to the customer portal the following must be true:
    • The tab in question must be supported by the customer portal.  From the article “Why can’t I see my tab in the Customer Portal?”:

        Even though all objects are displayed in the Customer Portal setup, only the following can display as tabs in your Customer Portal:
        Home
        Cases
        Solutions
        Web tabs
        Documents
        Custom objects

    • When exposing a custom object, make sure to check ‘Available for Customer Portal’ on the object properties:
      image
    • Ensure that the customer portal profile(s) have access to the object:
      • Object Tab Setting: Default On

      • Standard Object Permissions: Object Read (minimum)

      • Field-level security on the object

    • Make sure profile(s) are assigned the correct page layout

    • Create the customer portal:

      • Ensure ‘Login Enabled’ is checked

      • Click Customize Portal Tabs (top) and choose tabs to expose (all of the above must be configured before tabs are exposed)
        image

      • Click Edit Profiles button (bottom) and assign profile(s) access to login to the portal
        image

    • Add/verify portal management buttons on the account and contact page layouts
      image

 

Self-registration will allow existing contacts within your Salesforce org to sign up for portal access.    To enable:

  • Enable self-registration on the portal itself
  • Give contacts ability to self-register
    • The field ‘Allow Customer Portal Self-Registration’ determines if a contact can self-register.  By default, this field is not checked.  First, enable visibility:
      • Grant the Visible permission to ‘Allow Customer Portal Self-Registration’ for portal administration profiles
        image
      • Add the ‘Allow Customer Portal Self-Registration’ field to the appropriate contact page layouts
    • Update all contacts to grant self-registration capability (this can now be accomplished through data loader as well)
  • Contacts should now be able to self-register through the portal login page
    • Note:  The email address provided on the self-registration page must match the email address on the contact record exactly (it IS case sensitive!).

Salesforce.com Certification Maintenance Fees Explained [FAQ]

There seems to be quite a bit of confusion surround the maintenance fees for certified professionals.  I was having a hard time understanding the fee schedule myself, so I asked for clarification.  Here’s what I learned:

You will be charged $100 per year per certification track you maintain.  Maintenance fees start one year (or 3 releases) after your first achieved certification within that track.  There are 2 tracks:

Administrator (entails Administrator, Advanced Administrator, and Consultant)

Developer (entails Developer, Advanced Developer)

In short, the maximum amount you will be charged per year is $200 for certification maintenance, although each track may be billed at different periods.

Hope this clarifies for those with any remaining questions.  Cheers,

John

Salesforce Ideas Breakdown

Posted December 1st, 2009 in Certified Advanced Administrator, Certified Consultant by John Coppedge

It’s Not About Technology, It’s About Ideas

image The Ideas platform provides a method to collect feedback from end users, consumers, and other influencers of a product or service.  The goal of ideas is to create a collaboration platform to prioritize requests and highlight delivery of past requests.

Examples of this platform in action:
http://ideas.salesforce.com
http://www.mystarbucksidea.com/

You could use this platform in any number of ways; here are a few examples:

  • A suggestion box for your company
  • Prioritize software feature requests from your end users
  • Use customer/partner portals to collect and prioritize product feedback from outside of your company

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Salesforce.com Content Breakdown

Posted November 30th, 2009 in Certified Advanced Administrator, Certified Consultant by John Coppedge

 

Here is a great introduction video to Content.  From here, I want to focus on how to administer Content and address challenges you’ll face in your implementation.

 

Content is split between a number of different moving pieces:

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