USER MANUAL TABLE OF CONTENTS€¦ · • You can manage your CRM records from portal and even add...

USER MANUAL

SalesPort – Salesforce

Customer Portal for

WordPress (Lightning

Mode)

Version: 3.1.0

WordPress Compatibility:

WordPress: 4.0 to 5.0

Salesforce Compatibility:

Professional (API Should be enabled), Enterprise,

Unlimited, Developer, Performance

TABLE OF CONTENTS

Introduction .................................................... 1

Benefits of Customer Portal ........................... 1

Prerequisites ................................................... 1

Installation....................................................... 2

Salesforce App Installation ............................ 2

Salesforce Lightning....................................... 2

WordPress Manual Plug-in installation .......... 5

Plug-in Configuration ...................................... 7

Create a Connected App ................................ 7

SalesPort Lightning App ............................... 12

Role Management ....................................... 12

Portal Layout Settings .................................. 18

Email Notification ........................................ 22

Other Configurations ................................... 23

WordPress Configuration Settings ............... 32

Front Side Instructions ................................. 36

Contact Us ..................................................... 47

USER MANUAL: Salesforce Customer Portal for WordPress

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Introduction

Salesforce Customer Portal for WordPress lets WordPress website owners add a customer portal in their

website with Salesforce as the backend framework and WordPress as the front-end interface. With this

portal, your customers will be able to log into their accounts and create support or complaint cases that

they want to be addressed, manage CRM records, get personalized dashboard and many more.

Through the cases module of your Salesforce system, you will be able to get details of all the open cases

and address them as per their priority.

Benefits of Customer Portal

• With a CRM integrated portal, you can provide better customer experience by quickly following up

and resolving on all open cases and support requests.

• As the customers place their own request, there are less chances of ambiguity and

miscommunication.

• You can manage your CRM records from portal and even add attachments for those records.

• Our Portal integrates your existing Salesforce with WordPress systems. So, you don’t have to invest

in additional software or technology infrastructure in creating a support portal for your customers.

Prerequisites

Following points must be followed before starting Installation:

• You should login as an Administrator in Salesforce.

• You must have a valid License Key Provided by AppJetty.

• Check your WordPress site has compatibility with Customer Portal.

• Your WordPress site must have an SSL Certificate.

• You should be able to login as an admin in your WordPress site.

• You must create a connected app in Salesforce side.

• You should also authenticate the connected app on the WordPress end.

• Supported Salesforce Editions: Enterprise, Unlimited, Developer, Performance, Professional (API

should be enabled.

https://appexchange.salesforce.com/results?filter=EE

https://appexchange.salesforce.com/results?filter=UE

https://appexchange.salesforce.com/results?filter=DE

https://appexchange.salesforce.com/results?filter=PP


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Installation

Salesforce App Installation

• You can install Customer Portal in the Salesforce through following modes:

▪ Salesforce Classic

▪ Salesforce Lightning

• To install the app using the Salesforce Lightning mode, switch to Salesforce Lightning mode.

• To switch the mode, navigate to Admin -> Switch on Salesforce Lightning Experience

Salesforce Lightning

• To install the app, navigate to Salesforce AppExchange, Open this 'https://appexchange.salesforce.com/' in browser.

• Go to search bar and search 'Sales port' and open it, if you don't find open this https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EGye2UAD.

• Select 'Get It Now' option.

• Login to AppExchange, using your Salesforce credentials.

• Now select 'Install in production'.

• Go through terms and conditions and click 'Confirm and Install'.

https://appexchange.salesforce.com/

https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EGye2UAD


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• Now Select ‘Install for Admins Only’ and click on ‘Install’ button.

• After the installation is complete, you will get a notification. To complete the installation, click on

the ‘Done’ button.


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• By clicking on ‘Done’ button, you will be redirected to the Installed Packages page and installed

app will be listed in the ‘Install Package’ table.


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WordPress Manual Plug-in installation

• Login to your WordPress site from wp-admin and navigate to Plugins module. Here you can see the

Add New Button. Click on ‘Add New’ button which will redirect you to Add Plugins Page.

• Click on ‘Upload Plugin’ button. Browse the ‘sf-customer-portal’ zip and Install the Plugin.


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• Go to Installed Plugins screen. Here, you can see Salesforce Customer Portal plugin was successfully

installed. But still it’s Inactive.

• Click on ‘Activate’ to activate this newly installed plugin.


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Plug-in Configuration

Create a Connected App

• To create a new connected app, click on ‘Setup’ button. On clicking ‘Setup’ button you will be

redirected to the setup page.

• From setup page navigate to Apps -> Apps Manager.

• By clicking on ‘App Manager’ link you will be redirected to the App Manager page.

• Now click on ‘New Connected App’ button.


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• By clicking on ‘New Connected App’ button you will be redirected to the New Connected App

page. Fill up the following fields:

▪ Connected App Name: Enter name of the connected app.

▪ API Name: Enter the name of API.

▪ Contact Email: Enter the contact email address.


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• Enable OAuth Settings: Check the checkbox to enable the OAuth settings.

• After checking the checkbox, you will get with following mandatory fields:

▪ Callback URL: Set ‘https://login.salesforce.com/services/oauth2/token’ callback URL.

▪ Selected OAuth Scopes: Set ‘Access and manage your data API’ by selecting the field and

clicking on the ‘Add’ icon.

• After providing the details, click on ‘Save’ button to create the connected app. By clicking on

‘Save’ button, you will be redirected to the below screen:

• Click on ‘Continue’ button you will be provided with the details of the newly created connected

app.

• To manage the connected app, click on ‘Manage’ button.

https://login.salesforce.com/services/oauth2/token


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• On Clicking ‘Manage’ button you will be redirected to the Connected App Detail page.

• From this page, click on ‘Edit Policies’ button to edit the policies for the connected app.

• By clicking on ‘Edit Policies’ button, you will be redirected to the Connected App Edit page. From

this page edit the IP restrictions by selecting ‘Relax IP Restrictions’ option from the ‘IP

Restrictions’ dropdown list.

• To save the changes, click on ‘Save’ button.



SalesPort Lightning App

• SalesPort lightning app tab will contain all configurations and settings related to SalesPort –

Salesforce Customer Portal for WordPress.

• For accessing lightning app, click on “App Launcher” and select “SalesPort” tab.

• You will get contacts, layout settings, portal settings and customer portal roles tab.

Role Management

• Customer portal provides feature to manage Salesforce Module’s accessibility for their WordPress

portal users. You can decide as to which module’s access you wish to provide to which customer

using role management.



• For role settings click on ‘App Launcher’ icon and you will be redirected to the All Item screen.

Now click on ‘Customer Portal Roles’.

• Now for adding new role, click on “New”.

• Fill required details and click on “Save” button to add new role.

• Once the role is added, open the role and assign contact to that role by clicking on “New”.



• To manage module access for particular role, navigate to Role detail page -> Module Access Tab.

• Set access right for modules and click on “save” button.

Note: By default, there will be one primary role defined which is assigned to newly created user, you can

define any role as “Primary Role”.



Assign Role to Contact:

• Steps to Set fields in contact layout: Go to Set up -> Object manager -> Contact object -> Page

layout -> Contact layout -> Drag and drop (Username, password, customer role portal and enable

customer portal).

• For assigning role to particular contact, navigate to list view and select any contact.

• Fill out information i.e. Username, Password, Portal Role and Enable Portal and click on save.

• The role will be assigned to that particular contact.



Generate Mass Credentials:

• Generate portal credentials for already created CRM contacts and convert these contacts to Portal

Users from Salesforce in a single click. An email will be sent to these users with their Portal

credentials.

• To generate mass credentials, navigate to contacts from App Launcher.

• Select contacts and click on “Mass Generate Portal Credentials”.

Note: If you are unable to see “Mass Generate Portal Credentials” list button, then navigate to Set up ->

Object manager -> Contact object -> Search layout -> List view > Drag and drop Mass Generate Portal

Credentials to selected button from available button.

Note: You will get “Mass Credentials” option only if no filter is applied and “All Contacts” view is there.



Assign Email Template:

• When Mass Credentials are generated, user is registered from portal or requested for forgot

password, then email will be sent to portal user with their credentials, for that admin require to

set email template.

• For setting email template navigate Portal Settings.

• Enter Portal URL and Select email template.

• Click on save to set email template.



Portal Layout Settings

• To avail Salesforce modules into your WordPress portal, it is mandatory to set Portal Layouts for

each accessible module. Customer Portal plug-in provides facility to set Portal Layouts for any

module from Salesforce.

• For layout settings, click on ‘App Launcher’ icon and App launcher screen will pop up on the

screen.

• Now click on ‘Layout Settings’ under ‘All Items’ section.



• By clicking on ‘Layout Settings’ link you will be redirected to the Layout Settings screen.

Or

• Click on ‘App Launcher’ icon and App launcher screen will pop up on the screen.

• Select “SalesPort app” from app launcher.

• Navigate to “Layout Settings” option.

• You can select the desired module from ‘Modules’ dropdown list and set the layout for the

selected module.



• Set layouts for Edit view, Detail view and List view. Select the fields from left column and click on

‘Add’ button. After populating the layout, click on ‘Save’ button to save the layout.

• You can also set same edit view layout to detail view by checking the box i.e. “Copy all fields to

detail view”.

• You can rearrange the order of fields by clicking on ‘Up’ and ‘Down’ icons besides the right column

populated with the selected fields.

Note: You cannot set layout for Attachment and Call module.

Sync fields from active page layout:

• Sync fields from active page layout will allow the user to copy fields from default salesforce record

page layout to portal module layout.



• By selecting the checkbox, it will load fields to selected fields list in dropdown. This will be helpful

for users who wants to provide same fields to portal end same as salesforce module record page

fields.

Note: Layout settings page, in selected fields, each field should be accessible or have a read only permission only then it will be visible in front.



Email Notification

• Email notification workflows is directly set when SalesPort package is installed, so portal user and

admin will receive mail notification when any of the following activities are performed.

o Case Created From salesforce: If case is created from salesforce, it will send an email

with basic case details.

o Case Created From portal: If case is created from portal, it will send an email with basic

case details.

o Case status changed from salesforce: If any status of case is changed from salesforce,

it will send an email with basic case details.

o Case status changed from portal: If any status of case is changed from portal, it will

send an email with basic case details.

o Case Comment added from portal: If any case comment is added from portal, it will

send an email with case comment and basic case details.

o Case Comment added from salesforce: If any case comment is added from salesforce,

it will send an email with case comment and basic case details.

o Order Created: If any order is created, it will send an email with basic order details.

• Admin can also change email template. Navigate to App Launcher -> SalesPort -> Portal Settings tab.

• Select appropriate template and click on “Save”.

• Admin can also de-activate email notification.



• For De-activating email notification navigate to setup and search “Workflow Rules” in search bar.

• Click on deactivate button, to deactivate email notification.

Note: By default, all workflow will be activated when package is installed.

Other Configurations

Set Contact Layout for Salesforce:

• To set contact layout, click on ‘Setup’ button and you will be redirected to the Setup page.

• From setup page navigate to Objects & Fields -> Object Manager.



• On clicking ‘Object Manager’ you will be redirected to the Object Manager screen.

• Now Select ‘Contact’ module.

• By clicking on ‘Contact’ module, you will be navigated to the Contact details page. Click on ‘Page

Layouts’ to manage the contact page layout.



• On clicking ‘Page Layout’, you will be presented with the Page Layouts page. Click on ‘Contact

Layout’ to edit the layout.

• By clicking on ‘Contact Layout’ link, you will be redirected to the Edit view of the Contact Layout.

• Now drag the ‘Username, Password, Customer Portal Role and Enable Portal Checkbox’ field to

the Contact Detail section and click on ‘Save’ button to save the changes.



Set Contracts Layout for Salesforce:

• To set contract layout, click on ‘Setup’ button and you will be redirected to the Setup page.



• Now Select ‘Contract’ module.



• By clicking on ‘Contract’ module, you will be navigated to the Contract details page. Click on ‘Page

Layouts’ to manage the contract page layout.

• On clicking ‘Page Layout’ you will be presented with the Page Layouts page. Click on ‘Contract




• By clicking on ‘Contract Layout’ link you will be redirected to the Edit view of the Contract Layout.

• Now drag the ‘Related Contact’ field to the Contract Detail section and click on ‘Save’ button to

save the changes.

Set Orders Layout for Salesforce:

• To set order layout, click on ‘Setup’ button and you will be redirected to the Setup page.





• Now Select ‘Order’ module.

• By clicking on ‘Order’ module, you will be navigated to the Order details page. Click on ‘Page

Layouts’ to manage the order page layout.



• On clicking ‘Page Layout’, you will be presented with the Page Layouts page. Click on ‘Orders


• By clicking on ‘Order Layout’ link, you will be redirected to the Edit view of the Order Layout.

• Now drag the ‘Related Contact’ field to the Order Detail section and click on ‘Save’ button to save

the changes.



WordPress Configuration Settings

• Go to WordPress admin side and click on ‘Customer Portal’ and configure Salesforce portal setting

options.

License:

• To add the license key, navigate to the ‘License’ section in the Salesforce Customer Portal Settings

page and enter the license key in the ‘License Key’ field.

Authentication:

• To authenticate your Salesforce Customer Portal, fill up the following fields:

▪ Client Key: Enter Connected App consumer’s key

▪ Client Secret: Enter Connected App consumer’s secret key

▪ Username: Enter the Username for Salesforce account

▪ Password: Enter the Password for Salesforce account

▪ Security Token: Enter the Security Token for Salesforce account

▪ Operation Mode: Select operation mode as sandbox or live

Note: If you already have a Security Token enter it or else reset your Security Token.

• To Reset your Security Token, navigate to your personal settings, enter Reset in the Quick Find box, then select Reset My Security Token.

• Click Reset Security Token. The new security token will be sent to the email address in your Salesforce personal settings.

• For More Reference visit this link: https://help.salesforce.com/articleView?id=user_security_token.htm&type=0

https://help.salesforce.com/articleView?id=user_security_token.htm&type=0



General Settings

• To manage portal settings, navigate to ‘General Setting’ section and you will find following fields:

▪ Name: Enter name of your portal

▪ Logo: Upload a logo for your portal

▪ Record per Page: Set number of records to show in list per page

▪ Recent Activities on Dashboard: Select recent activities which you want to represent on dashboard

▪ Top Modules on Dashboard: Select modules which you want to represent on dashboard

Note: Maximum four top modules are allowed. ▪ Charts on Dashboard: Check the box to display charts on dashboard

▪ Enable Registration: Select checkbox to enable registration for portal users

▪ Mobile Menu Title: Add title for mobile menu of your portal



Page and Layout Settings

▪ Log in Page: Set Login page

▪ Registration Page: Set Registration page

▪ Profile Page: Set Profile page

▪ Forgot Password Page: Set forgot password page

▪ Reset Password Page: Set reset password page

▪ Manage Page: Set manage page

▪ Portal Template: Select standalone or full width template

▪ Theme Color: Set the theme color



Front Side Instructions

After completing all configurations at Salesforce and WordPress for Customer Portal, Customer can sign-

up or login to Customer Portal and access Salesforce modules.

Login:

• Directly login to the portal using your portal credentials.



Sign Up:

• Customer can sign-up to the Portal by clicking on ‘Sign Up Now!’ link on the Login Page. Clicking on

this link will redirect customer to the sign-up page.

• A new user can directly sign-up from the Portal.

Note: Already existing customers on both sides (WordPress and Salesforce) won’t get the access for

Customer Portal automatically on installation.

• On Sign up, it will check if any customer is registered with same username and email address? If no

such user exists in the system, then it will create a record in the Salesforce Contacts module. After

successful registration user will be redirected to the login page. Now user can login to portal with

their Username and Password.



Forgot Password:

• Portal user can retrieve their login password using the ‘Forgot Password’ Option. Click on ‘Forgot

Password’ option and enter your email address. Now, click on ‘Submit’ button and you will receive

access token in your email to reset your password.

Edit Profile:

• Select “My Profile” to view your details.

• On clicking ‘Edit’ button you will be redirected to the Profile page and you can edit your details from

here.



• You can also change your existing password and create the new one. Just you need to add old

password, new password and confirm password.



Portal Dashboard:

• Quickly access any module from navigation drawer. WordPress admin can set the accessibility to

recently added records for portal users. Accordingly, those modules with their recent records will

be displayed on the dashboard.

• It will also display charts for cases and order module to view their status.

• You can also search globally from the portal or can select module from drop down to search from

any specific module.

List View:

• Navigate to any module and you will be able to see the list of records of that module. You can search

a record from the list view, delete it or update it along with its details.

• You can also add a new case. To add a new case, click on the ‘Add’ button.



Add Record:

• Add a new record in the case module from the portal and it will get reflected in Salesforce.



Detail Page:

• Click on the ‘View’ button from the List View and view the details of a record. You can edit that

record or delete it from the detail view.



Case Comments:

• To add comments for a case, go to the detail view of a case and enter comments in the ‘Case

Comments’ text field. Click on ‘Save’ button to save the comments.

Add Attachments:

• To add attachments for case module, go to the detail view of a record or if you want relate

attachment to logged in contact, then navigate to attachments from module list

• Upload the file for attachment by clicking on ‘Choose File’ button, you can also enter the description

for the attachment in ‘Description’ text field.

• Now click on ‘Upload’ button to upload the attachment along with its description.



Solutions:

• Solution module in portal helps portal user to get probable solution before generating any case.

• When portal user faces any queries or issues they will navigate to add case option.

• They can add queries or issues in search solution box. If there is any appropriate solution related to

that case, then solution will get listed.

• If no solution is found related to portal users queries or issues or they didn’t find which they are

looking for then they can add case by clicking on “Add Case” button.

• Once the case is added and if admin adds any solution related to that case then portal user can view

those solutions. Navigate to Case Listing -> Actions -> Solutions.



• You will be navigated to detail view where solutions list will be available for that specific case.

Note: There can be multiple solution added to one specific case.



Orders:

• View Orders added by admin from Salesforce side in Portal.

• Product items related to that specific order will be listed.



Contact Us

We simplify your business, offer unique business solution in digital web and IT landscapes.

Customization: If you would like to customize or discuss about additional features for your Customer Portal, please

write to us on [email protected]

Live Chat

• Get instant support with our Live Chat.

• Visit our product page at: https://www.appjetty.com/salesforce-wordpress-customer-portal.htm and click on the Live Chat button for instant support.

Tickets

• Raise tickets for your specific question!

• Send an email to [email protected] or

you can login to your account @

www.appjetty.com and click on My Support

Tickets on your account dashboard, to get

answers to your specific questions.

mailto:[email protected]

https://www.appjetty.com/salesforce-wordpress-customer-portal.htm

https://www.appjetty.com/salesforce-wordpress-customer-portal.htm

mailto:[email protected]

https://www.appjetty.com/

USER MANUAL TABLE OF CONTENTS€¦ · • You can manage your CRM records from portal and even add...

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