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Salesforce Experience Cloud Setup Guide

Author: Ashwini H

Pre Requisites: 

To ensure a successful implementation process, there are a few steps that should be completed before enabling digital experiences, creating portals, and customer accounts:

Step 1: Create a New Community

The profile is created to assign a partner community to access the Experience site.

  • From Setup go to profiles and choose Gold Partner User.
  • Clone the profile and give a name. For eg, name it My Gold Partner User.

Step 2: Enabling Digital Experiences

To initiate the process of building an Experience Cloud site, the first step involves enabling digital experiences by creating a New Community, Portal, Help Center, or Website.

  • To access the Settings for Digital Experiences, navigate to the Setup menu, then click on Feature Settings, and finally choose Digital Experiences.
  • On the Settings page, check the Enable Digital Experiences box and click Save.
  • Navigate to the Settings page and mark the checkbox labeled as “Allow using standard external profiles for self-registration, user creation, and log in.”
  • Click Save.

Step 3: Setting up Experience Workspaces

  • In Setup, click on Digital Experiences, then select Settings.
  • On the Settings page, click All Sites.
  • Click New. The Wizard will open with different templates.
  • For example, select the Customer Account Portal template.
  • Click Get Started.
  • Enter the page name and click Create.
  • Following that, your site will automatically transition to what is shown in the Preview status.
  • Under My Workspaces list, select Administration to complete the setup of your Workspace.
  • In the settings section, Click Activate to activate your site.
  • In the Members section, drag the My Gold Partner User profile to the Selected Profiles. You might have different profiles on the Available Profiles list depending on your organization and requirements.
  • Click Save.

Step 4: Publish the site:

  • Go to All Sites under Digital Experience.
  • Click on Builder under the domain of your site and build your component. 
  • After Building the site, click on Publish.

Step 5: Creating Roles

To make a user access experience cloud, Role has to be enabled or a partner account cannot be enabled.

  • Go to Setup and Click on Roles.
  • Assign the user under the role according to the requirement.

Step 6: Adding Partner User Actions to the Account and Contact Page Layouts in Lightning Experience

Account Layout:

  • From Setup, select Object Manager.
  • Select Account.
  • Inside the Account Object, click on Page Layouts, and select Account Layout.
  • Go to the page layout editor and click on the Mobile & Lightning Actions. 
  • Add Enable as Partner, Disable Partner Account, and Disable Customer Account buttons by dragging and dropping into the mobile and lightning action sections.
  • Click Quick Save.

Contact Layout:

  • From Setup, select Object Manager.
  • Select Contact.
  • Similarly, in the Contact object, click on Page Layouts, then select Account Layout.
  • Open the page layout editor and then click on the Mobile & Lightning Actions section.
  • Add the Enable as Partner User and Enable Login as Experience user buttons by dragging and dropping them into the mobile and lightning action section.
  • Click Quick Save.

Step 7: Enabling Partner User and logging in to the workspace

  • Go to Accounts.
  • Select All Accounts (list view).
  • Select an account record that is associated with its corresponding contact.
  • Expand the dropdown menu to view a list of all quick actions that are available for the page.
  • Click Enable as Partner.
  • When prompted with the confirmation dialog, choose the option “Enable As Partner.”

Once you have enabled the Partner User option for the Account record, you can proceed to activate this action for the associated Contact record by selecting the same button on the Contact detail page.

  • Then, you will be directed to the page for creating a new user. 
  • Make sure the profile is selected to what was given under Members in the experience cloud site Administration Workspace.
  • Click Save.
  • Go to the same contact and click on the Login as Experience site user button. You will be redirected to the experience cloud site.

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