June 12, 2013

Steps to setup Self-Service Portal in Salesforce

1. Go to Setup --> Customize --> Self-Service --> Self-Service Portal --> Settings.

2. Enable Self-Service Portal.

3. Setup it using Jump Start or Self-Service Setup.

4. Click “Generate Login HTML” button.

5. Copy the generated HTML and create a HTML page and click “Finished” button.

6. Create a Contact and click “Enable Self-Service” to receive the login credentials to login into Self-Service Portal.

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