Prep Your Org and Portal for Self-Registration

Learning Objectives

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

• Add a community profile to your portal’s membership.
• Enable self-registration in a portal.
• Enable guest user access to the Privacy Settings flow.
• Associate self-registered portal members with an account.

Clone the Customer Community Profile and Add It to Your Portal’s Membership

Right after you create your portal, you’re in your portal’s Workspaces interface, which is your one-stop shop for building, setting up, and monitoring your portal. Each tile in Workspaces allows you to manage different aspects of your portal, from branding to monitoring.

Every site and portal needs some members to access it, right? Well, now you can add members to your portal. The first thing you need to do is clone a standard external profile for use in your Customer Account Portal. This is a Salesforce security best practice. Every time you create a new site or portal, make sure you’re using a cloned external profile to give access to it. Each external profile should have security and sharing settings that meet the goals of that specific site or portal.

To clone a profile, follow these steps.

1. From Setup, enter Profiles in the Quick Find box, and select Profiles.
2. Scroll down to the profile you’d like to clone and click Clone in the Action column.
3. Name the profile.
4. Click Save.

After creating the custom profile, you can add it to your portal’s membership.

1. From Setup, enter Digital Experiences in the Quick Find box, and select All Sites.
2. Click Workspaces next to your account portal.
3. Click Administration | Members.
4. Select the profile you want to add to your portal’s membership. (If you don’t see the profile, change the search to All.)
5. Click Add.
6. Click Save.

Now, every time you add anyone to that particular profile, you’re also adding them to the portal’s membership.

Set Up an Account for Self-Registering Customer Users

All Experience Cloud site 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 to set up a business account to associate all our soon-to-be created Ursa Major customer account portal users. 

To set up a new account, use the App Launcher to head to the Accounts app, and then click New. The only required field is the account’s name.

Enable Self-Registration

The next step to ensure a smooth self-registration process is to actually enable self-registration in the Ursa Major portal. Before you enable self-registration, make sure you’ve published your portal so that registration pages are available for setup. Here’s how. 

1. From Setup, enter All Sites in the Quick Find box, and select All Sites.
2. Click Builder next to your site’s name.
3. In Experience Builder, click Publish, and in the confirmation dialogue, click Publish again, and then click Got It.

Follow these steps to enable self-registration for the portal.

1. Navigate to Administration by clickingand then Administration.
2. Select Login & Registration.
3. Under Registration Page Configuration, select the Allow customer and partners to self-register checkbox.
4. For Registration Page Type, select the following values:
   • Experience Builder Page (Note: Only published pages show up in the lookup. Make sure you've published your site.)
   • Register
5. Assign the correct profile and account to registered users.
6. Click Save.

Now give the public access to your community.

1. Click Administration and then to navigate to Experience Builder.
2. Click the Settings wheel ().
3. In the General section, under Public Access, select the Guest users can see and interact with the site without logging in checkbox.
4. Close the General settings area.

Give Guest Users Access to the Privacy Settings Flow

Access to flows can get pretty granular, in that you can grant access to specific flows by specific profiles. Each site that is created in Experience Cloud, and has public access, automatically creates a guest user profile. Guest users are any users on the internet that can access your public site without a login. Even if your users are going to create a login, the first time they access the site they're considered guest users. So in order for folks to be able to access the flow you created in Create a Self-Registration Flow for an Experience Cloud Site, you have to give access to the flow to your site's specific guest user profile.

This is a two step process, which can be done only after you enable public access to the site. 

First, you have to override the flow's default access settings, and then you have to enable flow access to the Privacy Settings flow in the guest user profile. 

1. From Setup, enter flow and then click Flows. 
2. Click the down arrow next to the Privacy Settings flow, and click Edit Access.
3. Select the Override default behavior and restrict access to enabled profiles or permission sets setting.
4. Move the System Administrator and Customer Community User profiles from the Available Profiles column to the Enabled Profiles column.
5. Click Save.

After giving granular access to the flow, you can grant access to the guest user profile. 

1. Navigate to Experience Builder.
2. Click the Settings wheel and then click the guest user profile (it should be named the Customer Account Portal Profile).
3. On the profile page, navigate to the Enabled Flow Access section and click Edit. 
4. Move the Privacy Settings flow from the Available Flows to the Enabled Flows column.
5. Click Save.

Now you've given access to the flow to the site's guest users. 

Add the Individual Field to the Contact Page Layout

One last bit of housekeeping to use the self-registration flow for the portal: adding the Individual field to contact page layouts. The Individual object stores customer preferences for tracking and communication. While the object is enabled by default in all orgs, it must be associated with leads, contacts, or person accounts.

And how do you associate them? By adding the field on the page layout. You’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.

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

Resources

Trailhead Project: Share CRM Data with Your Partners