Depending on your organization and requirements you may have different profiles on the Available Profiles list.ĭrag the InCountry Admin permission set to the Selected Permission Sets list.Īdding Partner User Actions to the Account and Contact Page Layouts in Lightning Experience In the Members section, drag the External Apps User profile to Selected Profiles. On the My Workspaces list, select Administration to finish the setup of your workspace. The wizard with different template options opens.įor example, select the Salesforce Tabs + Visualforce template.Īfter that, you will automatically transition to your site that is shown in the Preview status. The streamlined Experience Workspace centralizes site moderation, building, and administration.įrom Setup, click Digital Experiences, then select Settings.Ĭlick New. From Setup, click User Interfaces, then click Sites and Domains and select Domains.Ĭheck the Allow using standard external profiles for self-registration, user creation, and login box. You can designate a custom domain by entering it on the Domain Management page. If enhanced domains are not enabled in your Salesforce org, select a domain name, and click Check Availability to make sure that it is not occupied. It includes your domain name in the format for production orgs. If enhanced domains are enabled in your Salesforce org, your digital experiences domain is shown. On the Settings page, check the Enable Digital Experiences box. The enabling of digital experiences is the first step to create an Experience Cloud site whenever you create a new community, portal, help center, or website.įrom Setup, click Feature Settings, then click Digital Experiences, and select Settings. On the list with permission sets, locate the Manage External Users permission and check the box to enable this permission. Prerequisitesīefore enabling digital experiences, creating portal and customer accounts you need to do the following steps:įrom Setup, click Users, then select your user with the profile of the System Administrator type.įrom Setup, click Users, then select Permission Sets. Setting up an Experience Cloud site includes a series of settings that you need to define in Salesforce and on the site itself from enabling digital experiences to setting up user profiles for membership and designing your site. This functionality is supported in the legacy package and in the three-model package.ĭepending on your needs and project requirements, you may need to integrate Salesforce Experience Cloud with the InCountry platform.
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