Migrating from Onboarding Portals to the new Portals & Mobile Apps package

Intro

3B Onboarding version 4.16 deprecates the old Portals. This is required as part of our re-branding restructure. Please install 3B Portals & Mobile Apps v 1.6 first.

Important

Note that from version 4.16+, we plan on removing all onboarding portal-related objects, fields and thus portals will stop working. Please follow the guide below to migrate existing clients using the existing onboarding portal.

Instructions

Step 1. Install 3B Portals v1.6

Step 2. Upgrade onboarding to 4.16

Step 3. Re-crete the Web Portal and Page records from the Onboarding app to the new Portals app

Step 4. Manually open the old portal builder and copy the HTML from the builder

Step 5. Open the builder in the corresponding page in the new Portals app and paste the HTML copied from Step 4. You might need to make adjustments to properties.

Step 6. Grant the new visualforce page “b3o__P.page” access to the public site used for accessing portals

Step 7. Update all email templates, and references to the old b3o__Portal page. Remove access to the page on the public site used for hosting portals.

Step 8. Go to the new Portals app, go to a Page and edit the page via the App Builder. Click on the publisher component and update the “Portal Page” property in the app builder to point to “b3o__P” (this should be automatically done for you after upgrading to Onboarding 4.16+)

Step 9. Edit the Page record's LRP and go to the Build tab, edit the Visualforce page from "PageBuilder" to "Page Builder".

The reason 3B Onboarding needs to use the b3o__P instead of b3p__Page and the "Page Builder" page instead of the "PageBuilder" is because 3B Onboarding v4.16 delivers these custom pages in order to allow the 3B Components to operate correctly. Without these settings, you cannot build a working portal in a Salesforce environment that already has 3B Onboarding installed. These instructions are not required if you are only using 3B Portals & Mobile Apps as a standalone solution.