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 start 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 Create a Self-Registration Flow and click Launch. You also use the playground when it's time to complete the hands-on challenge.

Register Users in a 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 steps. And most importantly, Ursa Major Solar 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

Start by enabling digital experiences in your org.

1. From Setup, in the Quick Find box, search for Digital Experiences and select Settings.
   
2. Select the Enable Digital Experiences checkbox.
   

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.

3. Click Save, then OK. If you see a dialog asking to open a Salesforce page in a new tab, click Open.
   

Create a Customer Portal

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

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. In Setup, click your profile image.
   
2. Click your name at the top of the dialog. In your Trailhead Playground, your name may be Admin User.
   
3. On the profile page, click User Detail.
   
4. Click Edit, and assign yourself any Role you’d like. (Go for CEO… why not?)
   
5. Click Save.
   

Resources

• Trailhead: Create a Self-Registration Flow for an Experience Cloud Site
• Salesforce Help: Enable Digital Experiences