Installing 3B Docs: Difference between revisions

Installing 3B Docs (view source)

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Bureaucrats, Interface administrators, Administrators

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 === Set Up Salesforce Site ===
 [https://help.salesforce.com/s/articleView?id=sf.sites_overview.htm&type=5 Salesforce Sites] enables you to create public websites and applications that are directly integrated with your Salesforce organization—without requiring users to log in with a username and password. You can publicly expose any information stored in your organization through a branded URL of your choice.
+[[File:New Site Setup.png|thumb|Default, basic settings for creating a new Salesforce Site]]
+==== Create a new Site ====
+To get started using Salesforce Sites, from Setup, enter <kbd>Sites</kbd> in the <samp>Quick Find</samp> box, then select Sites. From this page, you can:
+* Register your Salesforce Sites domain, if you have not yet done so.
+* View all sites hosted on your Salesforce Sites domain.
+* To create a site, click New.
+* To change an existing site, click Edit.
+* To change the active status of your site, click Activate or Deactivate. WARNING Be careful not to expose any information that you do not want to make public.
+* To view the site’s details, click the site's label.
+* To set a default owner of records created by guest users, select Assign new records created by Salesforce Sites guest users to a default owner.
+* To open a site in a browser, click the site's URL.
+'''Important:''' If you are planning on embedding documents on your own website or otherwise use them within an iFrame, you will need to set the "Clickjack Protection Level" to "Allow framing by any page", otherwise the documents will not render.
+==== Manage Site permissions ====
+Once you have created your site, you can configure it on the Site Details page. To access this page, from Setup, enter <kbd>Sites</kbd> in the <samp>Quick Find</samp> box, then select Sites, and then in the Sites list, click the site name. You can do the following:
+* Click the button "Public Access Settings" to view or edit the security settings, including permissions, page layouts, and more.
+* Follow the instructions "'''Set Up App with Site/Digital Experience for Guests Access'''" in this article.
 === Set Up Digital Experience (Experience Cloud Site) ===
-==== 1. Enable Salesforce digital experiences for your org ====
+==== Enable Salesforce digital experiences for your org ====
 Before you create an Experience Cloud site for your customers and partners, [https://help.salesforce.com/s/articleView?id=sf.external_identity_enable_salesforce_communities.htm&type=5 enable Salesforce digital experiences for your org].
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 Digital experiences are now enabled for your org, and you can create your site for customers and partners.
-==== 2. Set up Salesforce digital experience site ====
+==== Set up Salesforce digital experience site ====
 To see the number of sites you can create for your org, from Setup, enter <kbd>Digital Experiences</kbd> in the Quick Find box, and select Sites. The maximum number of sites appears at the top of the page.
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 # Click Create. The site is created in Preview status. Now you’re ready to build and customize or manage and moderate your site.
-=== Set Up Site/Digital Experience For Guests Access ===
+==== Manage Salesforce digital experience permissions ====
-Now that you have set up a Site/Digital Experience, you will need to grant the "guest user" (default user assigned to people interacting with the site) with the correct permissions to access the application.
+For Experience Builder sites, access the guest user profile from Experience Builder.
+# In Salesforce Setup, enter <kbd>digital experiences</kbd> in the Quick Find box and select All Sites.
+# Next to the site that you want to access, click Builder.
+# In Experience Builder, click on the cog gear icon and select General.
+# Under Guest User Profile, click the profile name.
+# Click Edit.
+# Follow the instructions "'''Set Up App with Site/Digital Experience for Guests Access'''" in this article.
+# Click Save.
+For Salesforce Tabs + Visualforce sites, access the guest user profile from Experience Workspaces.
+# In Salesforce Setup, enter <kbd>digital experiences</kbd> in the Quick Find box and select All Sites.
+# Next to the site that you want to access, click Workspaces.
+# Select Administration | Pages | Go to Force.com.
+# Click the button "Public Access Settings" to view or edit the security settings, including permissions, page layouts, and more.
+# Follow the instructions "'''Set Up App with Site/Digital Experience for Guests Access'''" in this article.
+=== Set Up App with Site/Digital Experience for Guests Access ===
+Now that you have set up a Site/Digital Experience, you will need to grant the "guest user" (default user assigned to people interacting with the site) with the correct permissions to access and use the application.
+...
 == Upgrading ==
 We regularly push upgrades to our customers, however if you wish to manually upgrade your instance to a specific version, follow the "Install from Link" instructions.