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Prep Your Org for a Login Registration Flow

Prioritize Data Protection and Privacy

One of the most important priorities for Ursa Major is letting customers control their data privacy settings. This is so important that the company’s CEO has asked Maria to put data privacy settings front and center in the customer self-registration process.

Maria’s research takes her to Salesforce’s Individual object, which includes fields for storing data privacy preferences in data privacy records. Although data privacy records let Ursa Major track and store certain data privacy preferences, it’s up to the company itself to determine how to honor those preferences.

To enable the Individual object in Salesforce, Maria has to enable the Make data protection details available in records setting. Let’s see how Maria does this.

  1. Navigate to Salesforce Setup.
  2. From Setup, enter Data Protection and Privacy in the Quick Find box, and then select Data Protection and Privacy.
  3. Click Edit and select Make data protection details available in records.
  4. Click Save.

In order for the Individual record to actually have any meaning, it has to be associated with leads, contacts, or person accounts. And how do you associate them? By adding the field on the page layout. We’ll be tracking portal customers with contact records in this project, so let’s add the Individual field to the Contact page layout.

  1. From Setup, click the Object Manager tab.
  2. Click Contact.
  3. Click Page Layouts | Contact Layout.
  4. Drag the Individual field to the Contact Information section of the page layout.
  5. Click Save.
Since the name “individual” doesn’t exactly scream “data protection” within Ursa Major, Maria decides to change the field name to Privacy Settings.
  1. From Setup, click the Home tab.
  2. Enter Rename Tabs and Labels in the Quick Find box, and then select Rename Tabs and Labels.
  3. Click Edit next to Individuals.
  4. Enter Privacy Setting for the Singular label and Privacy Settings for Plural.
  5. Deselect the Starts with vowel sound checkbox.
  6. Click Save.

    Now that Maria has enabled data protection options in her org, she has a host of privacy settings she can track within Salesforce.

    The next step is prepping the portal for self-registration.

Set Up an Account for Customer Users and Enable Self-Registration

As mentioned in the Share CRM Data with Your Partners project, all community and portal users created in a Salesforce org have to be associated with an account, whether they’re business accounts or person accounts. We don’t have person accounts enabled in our Trailhead playground, so we need a business account to associate all our soon-to-be created Ursa Major customer account portal users. Let’s call this account the Registrants account.

  1. Click the App Launcher icon (App Launcher in the Salesforce app ), then select Accounts.
  2. Click New.
  3. For the Account Name, enter Registrants.
  4. Click Save.
The next step to ensure a smooth self-registration process is to actually enable self-registration in the Ursa Major portal.
  1. Navigate to Salesforce Setup.
  2. Enter All Communities in the Quick Find box, then click All Communities.
  3. Click Builder next to the name of your community.
  4. Click Publish and then Publish again.
    Note

    Note

    You’re only publishing the portal at this point to make the registration pages available for self-registration setup.

  5. Navigate to Administration by clicking Community Builder navigation and then Administration.
  6. Select Login & Registration.
  7. Under Registration Page Configuration, select the Allow external users to self-register checkbox.
  8. Under Registration Page Type, select the following values
    • Community Builder Page
    • Register
  9. Under Assign users to profile and account, select the following values
    • Profile: Customer Community User
    • Account: Registrants
  10. Click Save.
Now give the public access to your community.
  1. Click Administration and then the Builder icon Community Builder icon to navigate to Community Builder.
  2. Click the Settings icon Settings wheel in Community Builder.
  3. In General Settings, under Public Access, select the Public can access the community checkbox.
  4. Close the General Settings area.

And voila! You’ve done the prep work that allows you to create a registration and data privacy settings flow for your customers.

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