How to Configure GoldFinch Customer Portal

This guide walks through how to create and configure a GoldFinch Customer Portal using Salesforce Digital Experience (Experience Cloud).

Enable Digital Experience

Navigate to:

Setup → Digital Experience → Settings

Enable Digital Experiences in the org.

Make sure these options are enabled:

Create the Customer Portal Site

Navigate to:

Setup → All Sites → New

Select the Customer Account Portal template.

Enter the following:

• Site Name: Customer Portal
• URL: /GF

Click Create.

After the site is created, open Builder.

Remove Default Components

The default template includes standard components that should be removed before adding GoldFinch portal components.

For each component:

• Click the component
• Click the Delete (Trash) icon

Repeat until the page is cleared.

Configure the Home Page Layout

Click the Settings icon.

Update the Home page layout to:

3 Column - 1:1:1 Ratio

Click Change.

Add GoldFinch Portal Components

Click the Components (Lightning Bolt) icon on the left side.

Here you can see all the CP components that we have to add to the portal.

Add the following components to the Home page using drag-and-drop:

Create Additional Portal Pages

Click the Home tab, then click New Page.

Select:

• Standard Page
• New Blank Page
• Layout: 1 Full-Width Column

Click Next.

Create Portal Pages and Add Components

Create a new page and name the page: CP Customer Detail

Hit Create.

Now, add the Customer component to the content block of the page

Component: “CP Customer Portal Customer”

Following the same steps as above, create all the following pages using the 1 Full-Width Column layout.

For each page, drag the specified component into the Content section.

Add Custom CSS

Click the Theme (Pencil) icon on the left side.

Then:

• Click the dropdown menu
• Select Edit CSS
• Enable Use Override
  

Add the following CSS:

.cSearchContainer {
display: none;
}

.slds-is-active {
background: #F2B84B !important;
color: white !important;
text-decoration: none !important;
}

.dashboardHeader{
display: none !important;
}

.forceCommunityTabLayout .slds-tabs_default__nav .slds-tabs_default__item:after{
background-color: #F2B84B !important;
}

.forceCommunityTabLayout .slds-tabs_default__nav .slds-tabs_default__item.slds-is-active{
background: white !important;
color: black !important;
}

.slds-accordion__summary{
background-color: #F2B84B !important;
}

.slds-accordion__summary-heading,
.slds-accordion__summary-heading:hover{
color: white;
font-weight: bold;
}

Click Save.

Add Company Logo

Click the Theme (Pencil) icon.

Select Images and upload the company logo.

After configuration is complete, click Publish.

Create the Portal User

Create an Account record for the customer.

Example:

• Account Name: Portal User

Create a Contact related to the Account.

Open the Contact and click: Enable Customer User

Complete the required User details and assign the appropriate Profile.

Click Save.

Assign the appropriate Customer Portal permission set to the user.

Example:

• CP Customer Portal Permission Set

Grant Site Access

Add both:

• Community Login User Profile
• CP Permission Set

to the Customer Portal site access configuration.

Then click Save.

Article How-to-Create-a-Customer-Portal  ·  Last updated May 20, 2026 · GoldFinch ERP Help Center