Prepare Your Org for Customer 360 Identity

Learning Objectives

After completing this module, you’ll be able to:
  • Configure a custom profile and role for Customer 360 Identity.
  • Assign the Customer 360 Identity role to a user.
  • Create an account to store your Customer 360 Identity users’ information.

Let's Get Going

The first step to debuting Customer 360 Identity is to set the stage. Here’s what it takes.
  • A subdomain created with the My Domain Identity product.
  • A cloned Customer 360 Identity profile and role.
  • A user assigned to the Customer 360 Identity role.
  • An account.

My Domain Is Already On in Your Trailhead Playground

By default, My Domain is already turned on in every Trailhead Playground. Don’t attempt to turn on My Domain, or change its settings, in your Trailhead Playground. Changing the My Domain settings can lock you out of your playground org.

My Domain name highlighted in a Trailhead Playground URL

In your production org, My Domain lets you create a subdomain unique to your organization. If your org’s login URL contains your Salesforce instance, such as https://na17.salesforce.com, deploying a My Domain replaces it with your company-specific login URL, such as https://mydomainname.my.salesforce.com.

My Domain is required to create custom Lightning components and set up single sign-on (SSO) in an org. It’s so important that all production, Developer Edition, and trial orgs created in Winter ’21 org later get a My Domain by default. To learn how to activate My Domain in your production org, see the User Authentication module. To learn more about My Domain and your Trailhead Playground, check out this knowledge article

Set Up a Simple Org

To demo Customer 360 Identity, let’s set up a simple org for customers to access. Customer 360 Identity requires a user profile with an External Identity license, a role, and an account to contain your customers’ information. It also requires a site, which is covered in the next unit.

Set Up a Profile for Your Customers

A profile is a collection of settings and permissions that determine what users can access after logging in to Salesforce. Use settings to specify what users can see, such as the types of records. Use permissions to manage what users can do, such as what apps they can access.

Salesforce includes a default profile with an External Identity license. You clone this profile and name it Customers. Later on, when visitors register for your site, they’re assigned the Customers profile.

To set up your own version of the profile, first clone the External Identity User profile.

  1. From Setup, enter Profiles in the Quick Find box, then select Profiles.
  2. Next to External Identity User, select Clone.
  3. Name the profile Customers, and click Save.

For now, let’s keep the defaults.

Add a Role

You create a customer site in the next unit. But first, you must create a role for the person who manages the site. So let’s set up a Customer Manager role and add it to the role hierarchy.

  1. From Setup, enter Role in the Quick Find box, then select Roles.
  2. From the dropdown list, select Product-based Sample, then select Set Up Roles. It’s at the bottom of the page.
  3. Under CEO, click Add Role.
  4. For the role label, enter Customer Manager.
  5. Click Save.

Assign the Role to a User

  1. From Setup, enter Users in the Quick Find box, then select Users.
  2. Next to your username, click Edit.
  3. Under Role, select Customer Manager.
  4. Click Save.

Create an Account

  1. From the App Launcher (App Launcher icon), find and select Accounts.
  2. Click New.
  3. Name the account Customers, and click Save.

Resources

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