Portals, Self Service etc
- Jodie Miners
Owned by Jodie Miners
Wow, where do you start with Self Service and Portals. So much has changed now, it is difficult to know what is what.
| Feature | You Need | Description | Help Link | Can use if already set up | Available to set up | Replace With |
|---|---|---|---|---|---|---|
| Public Solutions | Show solutions on your website. A really really ugly way of doing it. | https://help.salesforce.com/htviewhelpdoc?id=customize_publicsolutions.htm&siteLang=en_US |  |  | Chatter Answers in Sites Or Knowledge in Sites | |
| Self Service Portal | A way of putting all your self service options out on the web A nice article about Portals http://www.shellblack.com/portals/self-service-portal/ | https://help.salesforce.com/apex/HTViewHelpDoc?id=customize_selfservicejumpstart.htm&language=en_US | | | Chatter Answers in Sites | |
| Customer Portal | A newer version of the Self Service Portal | https://help.salesforce.com/HTViewHelpDoc?id=customer_portal_setting_up.htm&language=en_US | | | Communities | |
| Solutions | Q&A topics for internal and web use | |||||
| Knowledge | Performance Edition (EE additional cost) | A typical knowledge base. Not customer created. But customers can see it on your public website or on your communities. See Knowledge | https://help.salesforce.com/HTViewHelpDoc?id=customer_portal_setting_up.htm&language=en_US | | ||
| Ideas | Professional and up | Allow customers to submit and vote on ideas. Like the Salesforce ideas site. Use on communities or public sites | https://help.salesforce.com/HTViewHelpDoc?id=ideas_about.htm&language=en_US https://na1.salesforce.com/help/pdfs/en/salesforce_ideas_implementation_guide.pdf | | ||
| Answers | Q&A but other members of the community answer. | https://help.salesforce.com/apex/HTViewHelpDoc?id=answers_using.htm&language=en_US | | | Chatter Answers | |
| Chatter Answers | A Q&A but other members of the community answer. | |