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There are a number of ways you can optimize your business processes using a CRM portal. You have opted for Salesforce as scalability and security are amongst your top priorities. You have invested heavily in deployment and integration of Salesforce through secure servers already. CRMJetty Salesforce WordPress Customer Portal plugin bridges WordPress and Salesforce to build a customer portal. The solution gets hosted on your secure servers. We have also added a number of enhanced functionalities to manage specific use cases to ensure the management of the portal and the portal users is easier for the Admin. Based on the default modules of the Salesforce, we have also taken the liberty to provide readily available features for your end users, too.
Why Choose Salesforce WordPress Customer Portal?
It is one of the most secure and efficient methods to build a CRM portal for your customers, suppliers, partners, affiliates, even for your employees, and other stakeholders.
CRMJetty developed Salesforce WordPress Customer Portal takes the functionality of your product to the next level. We leverage the basic Salesforce features and fine tune their use cases through the customer portal.
Our WordPress based Salesforce Customer Portal reduces your operational costs by expediting the process and eliminating manual tasks with automation.
WordPress is an online, open source and features rich CMS which allows you to customize your portal page layouts, translate your portal into multiple languages and give a unique look/feel to your portal.
Features for Salesforce & WordPress Backend
Role-Based Accessibility
Salesforce WordPress Customer Portal has built-in functionality to enable the CRM Admin to keep the complete control over who has access to what. Just like you have the functionality in the CRM, you require to manage the role based functionality for different user-groups. Our solution ensures it can be done without needing to write any scripts or have any manual effort.
Using this feature, the Admin would be able to assign specific user-groups to the portal users at an individual level. Once the rights for these user-groups are defined, the Admin only needs to assign these groups to the portal users to limit the access to specific modules. These permitted group users can view, edit, create and delete that specific module in the portal as per the rights shared.
Frontend Features for End Users
Secure Sign-in
Salesforce Customer Portal for WordPress provides you with a safe and secure portal that proceeds your customers with a well-protected sign in.
For new users, the portal allows direct sign-up feature, where new users can provide inputs and start accessing portal. Salesforce WordPress Customer Portal verifies the credentials provided by the new users if it already exists in the system. If no such user exists in the system, then a new user will be created in Salesforce Contacts module.
Knowledge Base Articles
Publish Knowledge Base Articles
SalesPort Knowledge Base Add-on provides you the list of knowledge base articles. Select the article which you want to publish and click on “Publish Article” option.
Access Knowledge Base Article
SalesPort provides you functionality to access knowledge base articles from portal. You just need to publish those articles from salesforce and it will be visible in portal.
Why Salesforce WordPress Customer Portal is the Right Choice for You?
Salesforce WordPress Customer Portal manages your customer interaction in the easiest way. A single login can simplify all your customer relationship practices.
Handle your customer engagement the way you want. Customize the portal and its optimize its abilities to empower your customers to manage their workflow.
Get rid of emails and calls with self-assistive portal supported by Salesforce.
Data security is extremely critical to any business. Especially, when it comes to CRM data, we are talking about critical information pertaining to your business. Salesforce WordPress Customer Portal is not like other plugins. It does not store or fetch any data to our DB. It simply enables Salesforce WordPress Integration. The data is secure on your servers and WordPress provides the interface to the end users with secure access. And, everything is hosted on your servers. The role of Salesforce Customer Portal for WordPress plugin does not add any vulnerabilities whatsoever on your CRM data.
FAQs
General FAQs
What is customer portal and how is it useful?
Customer Portal is similar to a Self-Service portal in which they provide an online support channel for customers by allowing them to resolve their queries without contacting a customer service representative. Customer portal enhances the customer relationships by providing them with the information around the clock.
What if I want to install on more than one domain or development server?
On single domain purchase, we allow one live and one development domain. If you would like to use the portal on more than two domains with a single installation, then you need to purchase it for additional domains.
What should I do if I have different CRM installations?
If you are likely to use the extension on domains with separate installation, then you need to purchase another copy of the portal.
Do you provide a live demo (on Skype)?
Yes, you can get a personalized live demonstration from our experts in your time zone and according to your convenience. Click Here for a free demo. We look forward to hear from you.
Can I transfer the license to another domain after I purchase it? If yes, are there any charges for the transfer?
Yes, you can transfer the license. And no, there are no charges for the transfer.
Can CRMJetty customize the portal according to my needs?
Of course! This is what we’re good at! Please get in touch with us at support@crmjetty.com to discuss your specific needs. We would be delighted to hear you.
Do you provide installation for the plugin?
Yes, we do provide free installation service.
Is there any limit to grant access to Portal Users?
No. There is no user restriction for granting portal access.
Does your portal store any data on CMS server?
No. Our product does not store or fetch any kind of data on CMS server. It is secure on your CRM server and our solution just provides interface to the end users with secure access.
Technical FAQs
Does it support custom modules of CRM?
Yes, it supports custom modules of CRM by with additional efforts. To know more in detail please contact our support team on Skype at support.biztech.
Do I need to provide any additional details to add custom module?
Yes. You need to provide the FTP and site admin details for both the frameworks (CRM and CMS) along with the list of modules that you want to enable for the portal.
What are the details required to make a connection with CRM?
You just need your CRM instance URL, CRM admin username and CRM admin password to make a connection. For further details, you can review our user manual guide.
Does it only support HTTPS?
Yes. As per Salesforce Standards, your Portal must have a valid SSL.
Points To Note
Points To Note
In order for the Salesforce WordPress Customer Portal to be installed accurately, and work as per the described functionality, below requirements must be met.
You should be able to login as an Administrator in CRM/CMS (WordPress) for installation.
Check that your Salesforce & WordPress Instance is compatible for Portal.
You must have a valid License Key Provided by CRMJetty.
Your WordPress portal site must have an SSL Certificate.
If you are installing Portal then make sure that no older version of the plugin is already installed on Salesforce or WordPress. If there is any then you should uninstall that plugin first.
v4.0 to v5.2.2Enterprise, Unlimited, Developer, Performance, Professional (Note: If API is enabled)
Change Log
Change Log
Version 3.3.0 : August 13, 2019
Enhancements
Implemented two factor authentication in Login
UI/UX Enhancements
Version 3.2.0 : April 15, 2019
Enhancements
Group wise layout setting in CRM.
Email verification and user approval flow.
Case deflection.
Like or dislike solution options.
Attachment with add case.
Version 3.1.0 : December 10, 2018
Enhancements
API Calls optimizations
Dynamic Layout Setting for Registration
Bug Fixing
Version 3.0.0 : October 11, 2018
Enhancements
Dashboard support in portal with recent activities and charts
Addon Support for Knowledgebase articles
Calls module Support
Attachments Support
Email notification to customers and CRM users for activities
Customizable Profile layout in CRM
Case Solutions Integration
Version 2.1.0 : June 22, 2018
Enhancements
Ability to connect live and Sandbox Account in Wordpress admin
Ability to disable/enable Portal registration to Wordpress admin
PHP-7 Support
Security Bug Fixing
Version 2.0.0 : December 26, 2017
Enhancements
Dynamic access rights for portal user for each module (view/add/update/delete)
Ability to provide portal access to already created CRM contacts from CRM
Contract and Order module support to portal users
Ability to search globally from all modules in portal
Version 1.0.0 : June 17, 2017
SalesforcePort – Salesforce Customer Portal for WordPress is Released.
Customer Reviews
Customer Reviews
(5/5)
Recommended
SalesPort Customer Portal by AppJetty is highly recommended for anyone wanting to integrate WordPress and Salesforce beyond web-to-lead forms. I have been using SalesPort since September 2018 and find it to be a real gift for anyone seeking substantive WordPress/Salesforce integration without custom development. This is exactly what you want if you intend for customers to use the Portal without investing in a dedicated support team. In summary, SalesPort and AppJetty are essential to my ongoing WordPress/Salesforce integration efforts.
Dale Smith
(Posted on 17 February 2019)
Yes, I Recommend This
Amazing Customization & User-friendly Tool
We used BizTech's self-service portal for Salesforce to replace the outdated version that is part of classic Salesforce. My organization has a unique use in Salesforce and needed customization to make the portal function for us. Biztech was very accommodating to our requests for customization and worked with us to smooth out the process. BizTech was great for us to work with and the product is easy to use and functions well.
Scott A Precourt
(Posted on 17 February 2019)
Yes, I Recommend This
v4.0 to v5.2.2Enterprise, Unlimited, Developer, Performance, Professional (Note: If API is enabled)
