Which method should be used to enable the customers on the portal? OT - ProProfs Discuss
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Which method should be used to enable the customers on the portal? OT - Universal Containers has millions of customers in Salesforce, but only a very small percentage have opened support cases in the past. Recently, Universal Containers has implemented a Service Cloud portal and plans to allow customers to be authenticated users to increase self-service rates.



A. Have agents manually create users when portal access is requested by customers
B. Identify active customers and send them registration instructions via email
C. Create active customers as portal users and send them email notifications
D. Have agents provide customers with portal registration instructions when working a case

This question is part of SFSC
Asked by Ksalava, Last updated: Jan 10, 2020

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2 Answers

John Adney

John Adney

Answered Oct 08, 2017

D. Have agents provide customers with portal registration instructions when working a case

B. Identify active customers and send them registration instructions via email

The request i s 'to allow customer to be authenticated user' not to force customer to be authenticated user, so answer C is wrong because there will be always a number of customer that would like to interact on other channel than the portal

 

ksalava

Ksalava

Answered Oct 08, 2017

Create active customers as portal users and send them email notifications
Have agents provide customers with portal registration instructions when working a case
 

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