Configuring the Business Portal

  • Release version: Zurich
  • Updated November 14, 2025
  • 1 minute to read

    • As an admin, you can configure the Business Portal (sn_b2b_portal) so your customers can browse products and create orders in Sales Customer Relationship Management.

    Configuration overview

    1. Install the following applications and features in the specified order using the Application Manager to set up the Business Portal:
      1. Order Management Portal: sn_ord_mgmt_portal
      2. Product Catalog Management Portal: sn_prd_pm_portal
      3. Customer Service Portal: sn_csm_portal
        Note:
        The Business Portal application (sn_b2b_portal) is automatically installed when you install the Customer Service Portal.
      4. UI Components for Customer Portals: sn_ciwf_ui_cmpnt
      5. Sales Cart plugin: sn_sales_cart
      6. Customer Request for Quote plugin: sn_cust_rfq
    2. Enable the Business Portal

      Enable the Business Portal (sn_b2b_portal) so customers can browse products and create orders.

    3. Install Sales Cart

      Provide easy order creation and checkout processes to your customers through the Sales Cart application.

    4. (Optional) Install Customer Request for Quote

      Enable B2B customers to request for quotes (RFQ) from the Business Portal. Installing this application also installs the Request for Quote module in the CSM Configurable Workspace, which enables sales agents to generate quotes from the RFQs.

    5. (Optional) Install apps for self-service order case management

      Install the applications or features that provide the self-service options that you want to offer customers for managing order cases on the Business Portal.

    Additional configurations and customizations

    The following tasks help you further customize and configure the Business Portal to support self-service Sales Customer Relationship Management workflows for B2B customers: