Salesforce Features
Self-Service Portal
To make the customer’s experience as comfortable as possible, a
company’s customer service portal must match the look and feel of the
company’s corporate Web site and be very easy to use. Today’s busy
service organizations want to provide that environment for their
customers without taxing their scarce resources. Salesforce Service
& Support offers tools to help companies efficiently configure
their portals without any design or programming or IT help.
This feature is available in professional, enterprise, and unlimited edition.
Training and Documentation
- Building a Self-Service Portal (Breeze)
- Self-Service Implementation Guide (PDF)
- Getting the Most from the Self-Service Portal (PDF)
- Using the Self-Service Portal (Word)
Application Quick Links
Feature Details
- Point-and-Click Style Editor: The style editor allows easy configuration of your self-service portal to match your corporate branding without requiring any scripting or programming. Administrators can use the style editor to adjust multiple portal themes including the fonts and colors of text, background, headers, and footers — all using a visual, point-and-click interface. Advanced users can opt to modify the style, font-family: scripts directly through the same interface.
- Suggested Solutions: Leverage suggested solutions to help customers self-close cases by providing the most relevant solution match to their inquiries.
- Knowledge Management: Publish your solutions and knowledge base so customers can search for answers quickly and easily.
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