Skip to main content
Join us at TDX in San Francisco or on Salesforce+ on March 5-6 for the Developer Conference for the AI Agent Era. Register now.

Enable Digital Experiences and Create a Customer Portal

Learning Objectives

After completing this unit, you’ll be able to:

  • Enable digital experiences in an org.
  • Create a customer portal.

Before You Start

Before you can complete this module, make sure that you complete the Create a Self-Registration Flow for an Experience Cloud Site project. To pass the challenges in this module, you need to build the flow in that project first. 

Ready to try out the steps in this module? In the Hands-on Challenge section, select the Trailhead Playground that you used for Build a Self-Registration Login Flow and click Launch. You also use the playground when it's time to complete the hands-on challenge.

Ursa Major Wants to Easily Register Users in Its Customer Account Portal

Ursa Major Solar, Inc., is a Southwest-based supplier of solar components and systems. It’s gone from being a local player to a regional one, and it recently opened a second sales and distribution center in a neighboring state. Competitively priced solar components are its bread and butter, but turnkey solar solutions are the fastest growing (and most profitable) part of its business.

As it’s expanding, the service team is quickly realizing that they need to set up a customer account portal for all Ursa Major customers. 

The company wants a customer account portal so customers can quickly search knowledge articles, create cases, and update personal information such as addresses and phone numbers. The company also wants an easy registration flow so customers can sign up for the portal in a few easy steps. And most importantly, Ursa wants to respect its customers’ privacy by capturing their privacy preferences during the self-registration process.

In this module, you learn how to set up a customer portal for Ursa Major Solar and how to add the registration flow with privacy preferences that you created in Create a Self-Registration Flow for an Experience Cloud Site.

Enable Digital Experiences

Let’s start by enabling digital experiences in your org.

  1. From Setup, enter Digital Experiences in the Quick Find box, then select Settings.
  2. Select the Enable Digital Experiences checkbox.
  3. Enter a unique domain name.

Note: Keep in mind that you can’t change your Lightning Platform domain name after you enable digital experiences. If you set up more than one site, you can append the site name to the URL to differentiate between them.

  1. Click Check Availability to make sure that the domain is available.
  2. Click Save, then OK. If you see a dialog asking to open a Salesforce page in a new tab, click Open.

Let’s Create a Customer Portal

Once you enable digital experiences in your org, you can create a site from Digital Experiences | All Sites | New. The guided prompts in Experience Builder make it easy to create all types of different sites, but if you want a refresher, take a look at the “Create a Customer Account Portal” step in the Personalize Experience Cloud Sites with Audience Targeting project.

Next, assign your own user (in your Trailhead Playground) a role. You’re adding a role because user creation that happens later on in the module depends on the admin being assigned a role in the org.

  1. Click your Chatter image (or Astro, if you haven’t gotten around to changing it).
  2. Click your name at the top of the dialog.
  3. Click User Detail.
  4. Click Edit, and assign yourself any Role you’d like (go for CEO… why not?).
  5. Click Save.

Resources

Hands-on Challenge

+500 points

Get Ready

You’ll be completing this unit in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

Your Challenge

Enable Digital Experiences in the Org, and Create a Simple Customer Portal
Let’s create a simple site that you can use to test your login flow.
  • Use the Trailhead Playground that you used for the Create a Self-Registration Flow for an Experience Cloud Site project
  • Enable digital experiences in the org and register a unique domain name
  • Create a new portal:
    • Template: Customer Account Portal
    • Name: Customer Account Portal
    • URL: add accountportal to the end of the URL so that the final URL is https://[domain name].force.com/accountportal.
  • Assign yourself the CEO role in the org
Share your Trailhead feedback over on Salesforce Help.

We'd love to hear about your experience with Trailhead - you can now access the new feedback form anytime from the Salesforce Help site.

Learn More Continue to Share Feedback