EasyCRM
A customer portal for Salesforce. Customers sign in to a branded site and work with the records shared with them — accounts, contacts, activities, files, reports and dashboards — without needing a Salesforce licence of their own.
Everything the portal shows is decided by its own permission model: per-user object permissions, field access, record sharing, and company scoping on top. A portal user sees what an administrator has given them and nothing else.
Documentation
| Section | What it covers |
|---|---|
| API Integration | Reading portal data from another system, and the usage screen that reports on it |
More sections are added as they are written. Each lives in this repo under docs/, so the
documentation ships with the code it describes.
About these pages
Every page shows when it was last changed and has an Edit button that opens the source file on GitHub. If something here is wrong or out of date, the fix is a pull request against this repo — not a message to whoever maintains the site.