Get Magic Link
You can use the new Flow action "3B Get Magic Link" in order to get a unique session key. Simply pass the ContactId in the "Contact Id" parameter in the flow action and the action will return a session key which you can use to append to Portals, My Documents and Sessions.
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Portal Verification & Magic Link Package – Installation and Setup Guide
Links and Additional Details
This Unmanaged Package contains all the components required for user verification and authentication processes in 3B portals. It is designed to streamline secure access using verification codes and magic links. The package includes three main processes:
- Verification Code Process for Portals
- Magic Link Creation
- Portal Verification & Magic Link Processes
- Steps to Install
- What are Unmanaged Packages?
- Verification Code Process for Portals
3B - Verification Code Process for Portals Version 1.1
Use this URL to install the package into any organization:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04td300000868hR
| The package contains the following components | |
| Flow Name | Type |
| 3B - App & Portal Password Reset Platform Event | Record-Triggered Flow |
| 3B - App & Portal Password Reset Verification Code | Platform Event - Triggered Flow |
| Classic Email Templates | |
| 3B - Password Reset Verification Code 2 | |
| Email Alerts | |
| 3B - Password Reset Verification Code | |
- Magic Link Creation
3B - Magic Link Version 1.0
Use this URL to install the package into any organization:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04td300000867Wr
Note 1: Please note that you must have a MyDocuments Page created before installing this process.
Note 2: Please note that if your page is called something other than MyDocuments, the field that will come with the package installation will not work, namely:
Field Name: Portal Session Key URL, this is a formula field
Note 3: Please, after installing the package, remove the Portal Session Key URL and Session Key fields as desired on the Page Layout.
Note 4: Please keep in mind that for the process to work, you need to update something on the contact.
The formula is as follows:
$Setup.b3o__Onboarding_Default_Settings__c.b3o__Site_URL__c & "/b3p__Portal#MyDocuments?sessionKey=" & b3_Session_Key__c & "&userId=" & Id
According to the name of your page, you need to update the formula and more specifically, this part: #MyDocuments, please update with your page name.
| The package contains the following components | |
| Flow Name | Type |
| 3B - Magic Link | Record-Triggered Flow |
| Custom Fields | Field Type |
| Portal Session Key URL | Formula |
| Session Key | Text |
- 3B Portal Verification & Magic Link Processes
3B Portal Verification & Magic Link Processes Version 1.1
Use this URL to install the package into any organization:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04td300000867i9
| The package contains the following components | |
| Flow Name | Type |
| 3B - App & Portal Password Reset Platform Event | Record-Triggered Flow |
| 3B - App & Portal Password Reset Verification Code | Platform Event - Triggered Flow |
| 3B - Magic Link | Record-Triggered Flow |
| Classic Email Templates | |
| 3B - Password Reset Verification Code 2 | |
| Email Alerts | |
| 3B - Password Reset Verification Code | |
| Custom Fields | Field Type |
| Portal Session Key URL | Formula |
| Session Key | Text |
Steps to Install
Testing the Package
1. Install the Package
Install the package using the provided link, just like you would install other 3B Products in Salesforce.
2. Test Components
After installation, test all components to confirm they work correctly in your org.
3. Verify Key Components
Check that all components and configurations function as expected.
4. Customize if Needed
Apply any necessary customizations or adjustments based on your org’s requirements after testing.
Note:
- After installation, all flows will be active by default.
- After installing the package for Verification Code, go to Email Alerts -> 3B - Password Reset Verification Code then click on 'Edit', locate 'From Email Address' and select 'Default Workflow email address'
- All components included in the package are subject to updates after installation.