Configuring the Business Portal

  • Release version: Yokohama
  • Updated July 31, 2025
  • 1 minute to read

    • Admins can configure the Business Portal (sn_b2b_portal) so that customer can browse products and create orders in Sales Customer Relationship Management.

    Configuration overview

    1. Install the following plugins in the given 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
    2. Enable the Business Portal

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

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

      Install the necessary plugins based on the self-service options that you want to offer customers for managing order cases on the Business Portal.