Perform the Initial Setup in Salesforce

IMPORTANT! You must purchase this integration separately from both your Bomgar software and your Salesforce solution. For more information, contact Bomgar sales.

Enable Customer Portal

  1. In the Salesforce interface, click Setup > App Setup > Customize > Customer Portal > Settings.

Customer Portal Setup

  1. Click Edit.
  2. Check the box next to Enable Customer Portal.
  3. Click Save.
    1. This will take you to the Convert Portal User Access Wizard. No actions are required on this screen.
    2. Click Continue.
  4. Click Cancel.

Select Sharing Rules

Verify Chatter Is Enabled

  1. In the Salesforce interface, click Setup > App Setup > Customize > Chatter > Settings.
  2. Verify Chatter is enabled.
    1. If chatter is not enabled, click on Edit and check the box next to Enable.
    2. Click Save.

Verify Sites Are Enabled

  1. In the Salesforce interface, click Setup > Develop > Sites.
  2. Verify that Sites are available.