I will work on a new project related to salesforce. Actually what we want to do is to have a salesforce API that contains our database and this API will accept connections from our clients. Once we establish the connection the user will have the access to our database too. Since I dont know anything about salesforce right now, I just wanted to ask you if you have some ideas on how to do that ? Is there any existing API doing that ? or We need to implement our new API for salesforce ?
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Do you mean you wanna a have a customer portal where users come and access your SF data which is exposed to them?– MahmoodCommented Dec 10, 2014 at 10:47
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yeah exactly I meant that.– mehmetozerCommented Dec 10, 2014 at 10:49
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Follow the steps below to set up and configure your organization’s Salesforce Customer Portal.
- Enable Your Customer Portal
- Enabling Customer Portal Login and Settings
- Customize Your Customer Portal Fonts and Colors
- Customize Your Customer Portal Tabs
- Customize Your Customer Portal Pages
- Review Setup Tips and Considerations for Customer Portal Pages
- Customize List Views
- Customize Search Layouts
- Set up Case Assignment Rules
- Create Workflow Alerts
- Configure User Access to the Customer Portal
- Grant High-Volume Portal Users Access to Objects’ Records
- Share Records Owned by High-Volume Portal Users to Salesforce Users
- Enable Your Customer Portal for User Login
- Add the Customer Portal URL to Your Organization’s Website
- Enable Contacts and Person Accounts to Use Your Customer Portal
These steps are mentioned in details in this document, I highly recommend you reading this or or setting up your customer portal article before enabling Customer portal on your organization.
