Salesforce WordPress Customer Portal

Salesforce WordPress Customer Portal

Adopt a fully scalable and flexible customer portal solution for Salesforce. An optimized solution for all your business operations and productivity challenges.
Explore the features and take Personalized Demo with our Salesforce Experts!
  • Secure Access to CRM Data
  • Flexible & Scalable as per your business needs
  • Robust Ticket Management
  • Drag and Drop Page Builder
  • Realtime Notifications
  • Access for Unlimited Customers
  • Available with Knowledge Base Add-on
  • Standard & Custom Object Support

We provide flexible portal solutions exclusively for non-profit organizations. Get in touch with us to know more.

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Key Features

Salesforce Customer Portal for WordPress

Our Customer Portal empowers you with a flexible solution that can be scaled easily according to your business needs and also allows you to provide restricted and secure access of CRM data to your customers.

Total Data Security

Salesforce Wordpress Customer Portal uses Standard APIs from Salesforce to get the data out of CRM to display through WordPress without storing the data on the client side thereby eliminating any concerns of data security with WordPress and operations can be effectively managed.

Exclusive Page Builder

Now provide the data the way you want with Gutenberg block editor along with our custom-built Salesforce portal blocks.

salesforce_pagebuilder
  • No Coding Required

    Build pages in a matter of minutes using our easy-to-use blocks. No coding expertise required.

  • Drag and Drop Builder

    Finalize the layout, select the block, drag and drop on the page, preview, and hit publish!

  • Integrated Menu

    Portal menu + WordPress menu = seamless operations for you.

Why Choose Salesforce WordPress Customer Portal?

SalesforceWordPress customer-portal
  • An efficient way to offer Portal services to your customers, partners, affiliates, vendors, volunteers and donors etc.
  • Ideal way to fine tune the business through Salesforce Customer Portal
  • To reduce operational costs and improve productivity
  • To leverage the space for private quotes and personalized or bulk promotions
  • To minimize the delay in resolving critical problems of customers
  • To be able to customize the look and functionality as per the business needs

Frontend Features for End Users

Features for Salesforce & WordPress Backend

Knowledge Base Add-on

Equipped with information helps leverage productivity without repetitive efforts and ultimately leads to less operational cost and more benefits.

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 the “Publish Article” option.

 

Access Knowledge Base Articles

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 the portal.

 

Why Salesforce WordPress Customer Portal is the Right Choice for You?

  • Extend your CRM Advantage to Customers
    Unlike other customer portal options, Salesforce Customer Portal for WordPress is built to extend the functionalities of your CRM. It is integrated with Salesforce and uses WordPress for customer management.
  • Enabling a better customer engagement
    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 optimize its abilities to empower your customers to manage their workflow.
  • Interface for Self-Service
    Get rid of emails and calls with self-assistive portal supported by Salesforce.
  • Customizable : anything anytime!
    As it is integrated with Salesforce, you can customize the features as you require. Or, if you wish to upgrade the front-end of the portal, you can do so using the WordPress admin. So, you can customize as per the industry or any of the unique requirements you may have.
  • Data Security: a priority concern
    Data security is extremely critical to any business. Especially, when dealing with your CRM data, we are talking about your business critical information. Salesforce WordPress Customer Portal is not like other plugins. It does not store or fetch any data to our database. It simply connects your Salesforce with WordPress. The data is secure on your servers and WordPress provides the interface to the end users with secure access.
  • No Hidden Charges & on-time support
    There are no hidden charges in our portal after the initial purchase. We also provide on time support if you ever face issues, or want to add customizations to it.
SalesforceWordPress customer-portal
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.

  • Do you have a refund policy?

    Yes, you can refer our refund policy @https://www.crmjetty.com/refund-policy.htm.

  • 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 having Contact to object, 1 to N relationship.

  • Do I need to provide any additional details to add custom module?

    No. You can enable/disable any object from CRM itself.

  • 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.

Case Studies
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.
  • Not compatible with wordpress.com platform.
Compatibility
v4.0 to 5.5.0 Enterprise, Unlimited, Developer, Performance, Professional (Note: If API is enabled)
Change Log

Change Log

Version 5.1.0 : November 03, 2020
Enhancements
  • Advanced Field Management
  • Advanced Filter support on the portal side
Version 5.0.1 : October 27, 2020
Enhancements
  • Portal compatibility with Person Account
Version 5.0.0 : October 06, 2020
Enhancements
  • Standard & Custom object support with CRUD
  • Custom relationships support
  • Enable Product selection on Opportunity and Order object
  • Minor Bug Fixing
Version 4.0 : August 19, 2020
Enhancements
  • Drag & Drag Exclusive Page Builder
  • Customer Portal Menu Customizer
  • All WordPress Theme Supported
Version 3.3.2 : June 15, 2020
Enhancements
  • Minor Security fixes
Version 3.3.1 : December 03, 2019
Enhancements
  • ReCaptcha support on Portal side
  • Security Upgrades
  • Enabled Log tracking
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)
  • Salesport - Customer Portal for Wordpress

    I highly recommend Salesport - A Customer Portal for Wordpress. It has provide us with a very functional Customer Portal allowing our customers to view order and tracking information and communicate with our Customer service team

    Barry Hill (Posted on 1 November 2020)
    Yes, I Recommend This
  • Great customization work

    CRMJetty's Salesforce portal is a great solution for my business. It has made our workflow smoother. During setup, their team was always accessible and great to work with!

    THOMAS MARTIN (Posted on 30 January 2020)
    Yes, I Recommend This
  • 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