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
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SalesforcePort Salesforce Customer Portal for WordPress ...€¦ · USER MANUAL: SalesforcePort - Salesforce Customer Portal for WordPress 20 Other Configurations Set Contact Layout
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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