Salesforce Customer Portal Implementation Guide
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If you need more information about the implementation guide, you can read the Table of Contents below.
Customer Portal Implementation
Customer Portal Preparation
Customer Portal Setup
Enabling Your Customer Portal
Enable Customer Portal Login and Settings
Customize Your Customer Portal Fonts and Colors
Customizing Your Customer Portal Tabs
Customize Your Customer Portal Pages
Setup Tips and Considerations for Customer Portal Pages
Customizing List Views
Customizing Search Layouts
Setting Case Assignment Rules
Creating Workflow Rules
Configuring User Access to the Customer Portal
About HighVolume Portal Users
Granting HighVolume Portal Users Access to Records
Sharing Records Owned by HighVolume Portal Users to Salesforce Users
Enabling Your Customer Portal for User Login
Adding the Customer Portal URL to Your Organizations Website
Setting Up Customer Portal Users
About Customer Portal User Management
Configuring User Access to the Customer Portal
Enable the Customer Portal for Contacts and Person Accounts
Delegating Customer Portal User Administration and Portal Super User
Enabling Salesforce CRM Content in the Customer Portal
Customer Portal Reporting
Creating Multiple Customer Portals
Index
