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. For details, see Activate the Consumer and Customer Service Portals.