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 can complete 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 Build a Self-Registration Login Flow and click Launch. You also use the playground when it's time to complete the hands-on challenge.
Ursa Major Wants to Easily Register Users in Its 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 easy steps. And most importantly, Ursa 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
Let’s start by enabling digital experiences in your org.
- From Setup, enter
Digital Experiencesin the Quick Find box, then select Settings. - Select the Enable Digital Experiences checkbox.
- Enter a unique domain name.
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.
- Click Check Availability to make sure that the domain is available.
- Click Save, then OK. If you see a dialog asking to open a Salesforce page in a new tab, click Open.
Let’s Create a Customer Portal
Once you enable digital experiences in your org, you can create a site from Digital Experiences | All Sites | New. The guided prompts in Experience Builder make it easy to create all types of different sites, but if you want a refresher, take a look at the “Create a Customer Account Portal” step in the Personalize Experience Cloud Sites with Audience Targeting project.
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.
- Click your Chatter image (or Astro, if you haven’t gotten around to changing it).
- Click your name at the top of the dialog.
- Click User Detail.
- Click Edit, and assign yourself any Role you’d like (go for CEO… why not?).
- Click Save.