How to Create a Customer Portal

Applies toCustom Configurations

AudienceAll users

Last updatedMay 20, 2026

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:

Component	Section
CP_KPI Item Catalog	Content Footer
CP_KPI Sales Invoices	Content
CP_KPI Sales Orders	Sidebar
CP_KPI Sales Quotes	Sidebar ALT

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.

Page Name	Component
CP Customer Detail	CP Customer Portal Customer
CP Sales Quote List	CP Customer Portal Sales Quote List
CP Sales Quote Page	CP View Sales Quote Record
CP Sales Order Page	CP View Sales Order Record
CP Sales Order List	CP Customer Portal Sales Order List
CP Shopping Cart	CP Customer Shopping Cart
CP Sales Invoice Page	CP View Sales Invoice Record
CP Sales Invoices List	CP Customer Portal Sales Invoice List
CP Whse Shipment Page	CP View Shipment Records
CP Whse Shipments List	CP Customer Portal Shipment List
CP Project Page	CP View Project Page
CP Projects List	CP Customer Portal Project List
CP Item Catalog List	CP Customer Portal Item Catalog
CP Customer Ledger Entries	CP Customer Portal CLI
CP Customer Detail	CP Customer Shopping Cart

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.

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