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Building our own customer portal
We are looking into building our own customer portal, where our top customers (already provided with login details) will be able to select one of the 2 following options:
- One, where they will update their own details and also see the number of their free passes available to them for the specific Campaign
- Second one, where they will be able to add their colleagues (as many as the have free passes available) and those records would match to our existing Contacts/Accounts + new Opportunity (or completely new records will get created if they won’t exist in SFDC already). They should also be able to modify those records if something changes (attending people, or their details).
I’m new to development, so not sure where will be best to start. Shall I be looking into Sites/Flows or Sites/VF/APEX?
Thank you in advance
- One, where they will update their own details and also see the number of their free passes available to them for the specific Campaign
- Second one, where they will be able to add their colleagues (as many as the have free passes available) and those records would match to our existing Contacts/Accounts + new Opportunity (or completely new records will get created if they won’t exist in SFDC already). They should also be able to modify those records if something changes (attending people, or their details).
I’m new to development, so not sure where will be best to start. Shall I be looking into Sites/Flows or Sites/VF/APEX?
Thank you in advance
Hi,
To buils your own customer portal, you will need to create a Customes community.
Customer community has all the options available that you described in your post.
Here you will need to use some custom objects, validation rules etc.
But to get started, I will suggest you to go through the implementation guide of Community also check for licenses.
http://help.salesforce.com/help/pdfs/en/salesforce_communities_implementation.pdf
Post here if you need any help!
Thanks,
Pratik