3B Knowledge

3B Portals & Mobile App

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Intro

Introducing 3B Portals – a groundbreaking platform that seamlessly integrates with Salesforce, designed to revolutionize the way our 3B Onboarding customers create interactive portals, dynamic web pages, and robust web applications. With an intuitive drag-and-drop interface, users can craft engaging online experiences effortlessly. What sets 3B Portals apart is its unparalleled flexibility and capability to function offline, thanks to intelligent page caching within IndexedDB. We've raised the bar on authentication, offering advanced security measures for your peace of mind. Moreover, we've curated an extensive library of over 100 standard components to streamline your development process. But that's not all – our customers can also harness the power of popular JavaScript frameworks like React, Vue, Angular, and even go with vanilla JavaScript to create custom components, ensuring limitless possibilities for innovation and customization. In this article, we delve deep into the features and functionalities that make 3B Portals a game-changer in the world of Salesforce-based web development.

Initial Setup

3B Portals is available in 3B Onboarding version 3.4+. Make sure that you are running the latest version of 3B Onboarding before following this guide.

Permissions

Make sure that the Guest Site/Guest Community has the appropriate permissions. Since 3B Portals runs by default using a Guest User Profile, you need to grant access to the following resources to your running Guest Profile:

  • VisualForce Pages: b3o.Portal, b3o.FlowEmbeddedComponent
  • Apex Classes: b3o.GlobalRemotingRouter
  • Any component specific Object/Field level permissions (check the 3B Onboarding Portal Components documentation)
  • If you are embedding the portal in an iFrame outside of Salesforce, make sure to configure your CORS whitelist

Running and Embedding Portals

3B Portals pages can run in the following modes:

  • Embedded externally, on a customer's website or server
  • Served from an external unauthenticated Guest User (e.g. Site, Community)
  • Embedded internally in authenticated communities and digital experiences

3B Portals pages CANNOT run for internal users.

Embedding Considerations

When embedding 3B Portals, here are some considerations to have in mind:

Authenticated communities and digital experiences

  • When embedded in authenticated communities and digital experiences, we will automatically identify the logged in user. Make sure to implement a login, registration and password reset handlers in the Digital Experience set up.
  • Web app mode is not supported. Digital Experiences block some native browser APIs, so you will not be able to use the generated pages and portals as web apps
  • Offline support is not available
  • XSS rules need to be relaxed

Served externally

  • When 3B Portals pages are served externally, we do not have control over the customer's website and server security. Please implement your own security mechanisms to prevent XSS, CORS and DDOS protections
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