Configure Business Portal
Configure the business portal to provide information and support for your customers.
Before you begin
Role required: admin
About this task
The Business Portal is a self-service web portals based on the Service Portal application.
The Business Portal supports your business-to-business (B2B) customers.
Use the portals to provide information and support for your customers. The portals provides ready to use features that require minimal setup. These include:
- Header and footer with links for different customer activities.
- Home page provides a summary of essential items to the logged-in user.
- Hierarchical menu to systematically navigate to different portal pages.
- Unified browse experience for knowledge and catalog through taxonomy topics.
- List pages to browse, search, and filter through records of cases, products, orders, and others.
- Record view pages to view key information, related actions, related lists, and quick links of a record.
You can add additional self-service capabilities such as order management by installing the respective plugin.
Note:
The Business Portal Store app is
automatically installed when you install the Customer Service Portal store app (from version 24.0.0 and above). For details, see Activate the Consumer and Customer Service Portals.