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AJ-ITIAJ-ITI 

Customer Portal for New Paying Customers

I have been tasked with creating a customer portal where customers would come to their portal and register themselves as new users, and pay a fee (because they are registering to bid with a state agency). Then, they will be able to return to review their information and make updates, etc. Sounds pretty simple, but I have never created a customer portal, nor have I integrated a payment solution with SF.

 

Since the customers would be creating themselves as new users and making a payment, do I need a solution like Cloudcraze by EDL or could I go with something as simple as a link to PayPal? I'm not sure how customers create themselves as users - is that pretty standard in the customer portal or is this something I'd need to worry about?  Thanks in advance for your help and ideas!