Self-Service portal in Salesforce

Self-Service provides an online support channel for customers.

Self-Service allow customers to resolve their inquiries without contacting a customer service representative.

Self-Service is free and very basic, namely Cases and Solutions with an un-customizable UI.

The Self-Sevice portal is divided into the following major sections:

Self-Service Preparation:
Make sure your organization is ready for a Self-Service portal.

Self-Service Setup:
Configure your organization to allow your customers to use Self-Service.

Self-Service Reporting:
Use Self-Service reporting features to make the most of your Self-Service portal.


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