SalesforcePort Salesforce Customer Portal for WordPress ...€¦ · USER MANUAL: SalesforcePort -...

USER MANUAL

SalesforcePort –

Salesforce Customer

Portal for WordPress

(Classic Mode)

Version: 2.0

WordPress Compatibility:

WordPress: 4.0 to 4.9.5

TABLE OF CONTENTS

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

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

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

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

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

Salesforce Classic ..............................................2

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

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

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

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

Portal Layout Settings .................................... 17

Other Configurations ..................................... 20

WordPress Configuration Settings ................ 25

Front Side Instructions .................................. 28

Contact Us ...................................................... 37

USER MANUAL: SalesforcePort - Salesforce Customer Portal for WordPress

www.appjetty.com 1

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.

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.

• 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 portal has compatibility with Customer Portal.

• Your WordPress portal site must have a SSL Certificate.

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

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 Salesforce through following modes:

▪ Salesforce Classic

▪ Salesforce Lightning

• To install the Customer Portal using the Salesforce Classic mode, switch to Salesforce Classic

mode.

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

Salesforce Classic

• To install the app, navigate to Salesforce appexchange or 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'.

https://appexchange.salesforce.com/

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


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

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

• After the installation is completed you will be notified through a notification. And to complete the

installation click on ‘Done’ to finish the installation process.


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

Customer Portal will be listed in the ‘Installed Packages’ table.


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WordPress Manual Plug-in installation

• Login to your WordPress portal 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 Build -> Create -> Apps. On clicking ‘Apps’ link you will be redirected

to the Apps page.


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• Now navigate to ‘Connected Apps’ section from Apps page and click on ‘New’ button.

• By clicking on ‘New’ button you will be navigated to the New Connected App page. Fill up the

following details in this page:

▪ 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 be presented 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 redirected to the below screen:

• Click on ‘Continue’ button and 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 relaxations by selecting ‘Relax IP Relaxations’ option from the ‘IP

Relaxations’ dropdown list.


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


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Role Management

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

portal users. You can decide access of which module should be provided to which customer by

role management.

• For role settings, click on ‘All Tabs’ icon and you will be redirected to the All Tabs screen. Now

click on ‘Customer Portal Roles’.

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


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• 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 Contact”.

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


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

Assign Role to Contact:

• 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.


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Generate Mass Credentials:

• Generate portal credentials for already created CRM contacts. 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.

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

Assign Email Template:

• When Mass Credentials are generated, 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.


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• Enter Portal URL and Select email template.

• Click on save to set email template.


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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 ‘All Tabs’ icon and you will be redirected to the All Tabs screen. Now

click on ‘Layout Settings’.

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

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

selected module.


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

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

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

populated with the selected fields.


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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.


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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 Build -> Customize -> Contacts -> Page Layouts.

• By clicking on ‘Page Layouts’ link you will be redirected to the Contact Page Layout page.

• Now click on ‘Edit’ button besides ‘Contact Layout’ to edit that layout.


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• On clicking ‘Edit’ button, 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.

• From setup page navigate to Build -> Customize -> Contracts -> Page Layouts.


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• By clicking on ‘Page Layouts’ link you will be redirected to the Contract Page Layout page.

• Now click on ‘Edit’ button besides ‘Contract Layout’ to edit that layout.

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

the changes.


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Set Orders Layout for Salesforce:

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

• From setup page, navigate to Build -> Customize -> Order -> Page Layouts.


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• By clicking on ‘Page Layouts’ link, you will be redirected to the Order Page Layout page.

• Now click on ‘Edit’ button besides ‘Order Layout’ to edit that layout.

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

the changes.


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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 Id: 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 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


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Portal

• To manage portal settings, navigate to ‘Portal’ 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

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

▪ Log in Page: Set Login page

▪ Registration Page: Set Registration page

▪ Profile Page: Set Profile page

▪ Forgot Password Page: Set forgot password page

▪ Manage Page: Set manage page

▪ Standalone Template: Check the Standalone template checkbox for standalone template

▪ Registration Notification Subject: Enter a subject for user registration notification

▪ Registration Notification Body: Enter a message for user registration

▪ Theme Color: Set the theme color


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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.


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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. The credentials will be verified to check whether

any customer has been registered with same username and email address. If any such user does

not exist in the system then a user will be created in Salesforce Contacts module.

• 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.


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Forgot Password:

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

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

you will receive your password on your email.


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Edit Profile:

• Click on the ‘Edit’ button from the menu and view your details.

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

from here.


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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.


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Add Record:

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


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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.


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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.

Attachments:

• To add attachments for any module, go to the detail view of a record and 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.


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Orders:

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

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


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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 feature for Customer Portal, please write to

[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/

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