Portal Users are simply Contacts already in Salesforce.com that you chose to have access to the Self Service Portal. Once you enable the Self Service Portal in your Salesforce instance, you will see a new button at the top of the Contact’s record (see screen shot below). Once you click that button, there are just…
Once you click save you should be back to Setup > App Setup > Customize > Self-Service > Self-Service Portal > Settings Now let’s go through the options available on this page. In the section labeled “Portal Page Sections” you are able to add branding (such as your company logo) to the Header and Footer…
So let’s get started. Go to Setup > App Setup > Customize > Self-Service > Self-Service Portal > Settings On the page that displays, you will see three buttons at the top. Let’s start with “Self-Service Setup.” As you can see there are a lot of options to configure. Let’s start at the top. In…
NOTE: Starting with Spring ’12, the Self-Service portal isn’t available for new organizations. Existing organizations continue to have access to the Self-Service portal. What exactly is a Self-Service Portal (or SSP)? A Self-Service Portal is an authenticated website (requiring a Username and Password) to provide your constituents the ability to create and view Cases in your Salesforce.com instance as…
There are many “How To” or “Step-by-Step” tutorials spread throughout ShellBlack.com. This page simply consolidates these instructional pieces into one place. Hopefully these tutorials will help you explore some native areas of Salesforce.com that you may not have had an opportunity to check out – many of which are covered in the Salesforce.com Administrator Exam…
Web-to-Lead is a cool often overlooked native feature in Salesforce. It simply allows a way for you to create a Lead record in Salesforce from a form you publish on your website. You’ve seen the concept before on websites across the web – fill in some quick information such as First Name, Last Name, Company…
Go the extra mile – tweak the configuration for better Usability I’m a big stickler on configuring and training end users to use all the time savers that are available in Salesforce.com. Features like mail merge, email templates, Views, report links, Connect for Microsoft Outlook, etc. Teach them all the usability shortcuts available in Salesforce…
I recently had an email exchange with a Dallas User Group member who needed help getting her HTML emails to work. I find that most people get caught up on getting the images to render in the email. It takes a little bit of extra setup, but it’s not too hard. Here is the process….
At a Salesforce User’s Group meeting I heard a story about an Administrator that was brought in to manage a Salesforce.com org after the implementation was completed. What made this particular case interesting was that the partner that did the implementation created a lot of customization to replace many native functions – such as a…
Try to complete the majority of the setup and configuration on your Custom Object before creating your reporting. Frequently you will need to create custom Report Types to facilitate all the reporting requirements for your Custom Objects. The number of custom Report Types you might need to create will be dictated by the number of…