Create a Self-Registration Page
- Set up a self-registration page.
- Describe how to gather additional information when users register.
- Describe what happens behind the scenes when users register.
Set Up Self-Registration
- If you closed Experience Workspaces, from Setup, enter Sites in the Quick Find box, select All Sites then click Workspaces next to customers.
- Select Administration, then select Login & Registration.
- Under Registration, select Allow customers and partners to self-register. Notice that the page expands to display the Registration settings populated by the Aloha template.
- For Profile, select Customers.
- For Account, click and enter Customers in the search box. Choose the Customers account.
- Click Save.
It’s as simple as that. You’ve got yourself a registration page. Now you can invite a customer to join your site.
Return to your private (incognito) browser and reload the login page. Notice that the login page now has a “Not a member?” link, which folks can use to self-register.
Register a New Customer
Let’s see what happens when we try to register a new customer.
- From your login page in the private (incognito) browser, click Not a member? and make up a name for your new customer. Use your own email address so that you receive the welcome email.
- From your Salesforce org, click Accounts and then click the Customers account. Your new customer appears under Contacts.
- From Setup, enter Users and select Users. Your new customer appears under Users. Your customer is now a user in your org with access determined by the Customers profile and External Identity user license.
Customize the Login Page with Visualforce Pages
With Visualforce, you can
- Control how the page looks, right down to the pixel level
After you build your own Visualforce page to customize your users’ login experience, you assign the Visualforce page from Login & Registration. Here we assign a Visualforce page called “SiteLogin,” which builds a custom login page.
Several Visualforce pages come out of the box with Salesforce. Plus, developers familiar with Visualforce can create them for you. If you’re curious, you can check out the Visualforce pages that are already in your org—but not now. Let’s finish what we started.
Click Cancel to continue.
What Happens When a Customer Self-Registers to Join Your Site?
- Salesforce creates a User record and Contact with the information that the registrant provides on the self-registration page.
- Salesforce associates the Contact with an Account, in our case, Customers. You created the account earlier as part of setting up your org.
- The User record is assigned the Customers profile, that you cloned from the External Identity User profile earlier in this module.
Congratulations! Customer 360 Identity is up and running in your site.
What’s next? Let’s give your customers the option to sign in from their social account.
- Salesforce Help: Set Up Self-Registration for Your Experience Cloud Site
- Trailhead Module: Get Started with Visualforce
- Guide: Getting Started with the Aloha Community Template for Salesforce Identity
- Salesforce Help: Set Up and Manage Experience Cloud Sites