Streamline Self-Registration for Experience Cloud Sites
Offered By: Salesforce via Trailhead
Course Description
Overview
Use flows to capture information during the site self-registration process.
- Use Flow Builder to create a flow to self-register portal users.
- Use Experience Cloud to set up a customer portal that includes a self-registration flow.
Syllabus
- Create a Self-Registration Flow for an Experience Cloud Site
- Set Up Record Variables
- Gather User Information with a Get Records Element
- Add Elements to Request and Save Communication Preferences
- Update Contact Record with Individual Field
- Add Thank You Text
- Self-Registration in a Portal
- Enable Digital Experiences and Create a Customer Portal
- Prep Your Org and Portal for Self-Registration
- Assign the Login Flow and Test It in Your Portal
Tags
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