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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Search for information using Business Portal

Use the search feature on the business portal header and home page to find information about a question or an issue.

Before you begin

Role required: sn_customerservice.customer, sn_customerservice.customer_admin, sn_customerservice.partner, or sn_customerservice.partner_admin

About this task

The portal has a search feature that you can use to search for information across several repositories. You can use the search feature on the home page or on the business portal header.

Procedure

  1. Navigate to the business portal.

  2. Enter a search term into the Search field.

  3. Select the search icon.

    A list of articles related to the search term is displayed.

  4. Select a link to view an article.

Related topics

Search the knowledge base on Business Portal

View common questions (FAQs) on Business Portal

Search the knowledge base on Business Portal

Use the business portal to search the knowledge base or view a list of popular knowledge base articles.

Before you begin

Role required: sn_customerservice.customer, sn_customerservice.customer_admin, sn_customerservice.partner, or sn_customerservice.partner_admin

About this task

The business portal includes a link to the knowledge base that you can use to search for information, read and rate articles, and submit feedback. Under this link, the portal displays a list of popular knowledge base articles. If the information that you need isn’t included in this list, you can search the knowledge base for the desired information.

Procedure

  1. Navigate to the business portal.

  2. Select Resources > Knowledge.

    The knowledge page displays a separate category for each of the products purchased by this customer. It also displays lists of articles by:

    • Featured content
    • Most useful
    • Most viewed
    • Do one of the following,
Click a product to display more specific informationDisplays a list of categories on the left and articles on the right. Select a category to drill down even further.
Click a link from one of the listsDisplays the article.
Type a topic in the Search field and press the Enter keyDisplays a list of related articles. Select a link to display the desired article.

Related topics

Search for information using Business Portal

Deflect cases with knowledge content