528
edits
Set up Guest User Access: Difference between revisions
Jump to navigation
Jump to search
Set up Guest User Access (view source)
Revision as of 02:29, 24 October 2022
, 02:29, 24 October 2022no edit summary
(Created page with "Category:3B Docs Category:3B Forms Category:3B Onboarding If you wish to share forms externally with non-salesforce users, you will need to set up a Site or Digital Experience with guest user access. ===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 us...") |
No edit summary |
||
| Line 3: | Line 3: | ||
[[Category:3B Onboarding]] | [[Category:3B Onboarding]] | ||
== Intro == | |||
This guide provides generic instructions for setting up a new site/community, however depending on which 3B products you use, you may need to adjust the implementation. Reach out to our support team if you need any help. | |||
== 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. | [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. | ||
=== Create a new Site === | |||
[[File:New Site Setup.png|thumb|Default, basic settings for creating a new Salesforce 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: | [[File:New Site Setup.png|thumb|Default, basic settings for creating a new Salesforce 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. | *Register your Salesforce Sites domain, if you have not yet done so. | ||
| Line 16: | Line 19: | ||
*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 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. | *To open a site in a browser, click the site's URL. | ||
'''Important:''' If you are planning on embedding forms 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 | '''Important:''' If you are planning on embedding forms, documents and visualforce pages 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 pages 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: | 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. | *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. | *Follow the instructions "'''Set Up App with Site/Digital Experience for Guests Access'''" in this article. | ||
== Set Up Digital Experience (Experience Cloud Site) == | |||
=== 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]. | 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]. | ||
| Line 32: | Line 38: | ||
#Click '''Save''', and then click '''OK'''. | #Click '''Save''', and then click '''OK'''. | ||
Digital experiences are now enabled for your org, and you can create your site for customers and partners. | Digital experiences are now enabled for your org, and you can create your site for customers and partners. | ||
=== 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.[[File:Digital Experience Guest Setup.png|thumb|In Builder, Under Guest User Profile, click the profile name - this will take you to the Guest User Profile]] | 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.[[File:Digital Experience Guest Setup.png|thumb|In Builder, Under Guest User Profile, click the profile name - this will take you to the Guest User Profile]] | ||
#To create a site, from Setup, enter <kbd>Digital Experiences</kbd> in the Quick Find box, select All Sites, and then click New. The creation wizard opens with several templates for you to choose from. | #To create a site, from Setup, enter <kbd>Digital Experiences</kbd> in the Quick Find box, select All Sites, and then click New. The creation wizard opens with several templates for you to choose from. | ||
| Line 39: | Line 47: | ||
#Read the template description and key features, and click Get Started. | #Read the template description and key features, and click Get Started. | ||
#Enter a name. | #Enter a name. | ||
#For URL, enter the name of your site. If you are dedicating the site to 3B Forms, you might want to choose the endpoint to be named "documents", "contracts", "customers", "onboarding", "forms" or something similar. For the purposes of this article, we will use the endpoint "documents". This name is appended to the domain that you created when you enabled digital experiences for this org. For example, if your domain name is <samp>UniversalTelco.my.site.com</samp> and you’re creating a customer community, you can enter <kbd>customers</kbd> to create the unique URL <samp>UniversalTelco.my.site.com/documents</samp>. NOTE You can create one site that doesn’t have a custom URL. You can change your site name and URL after the site is activated, but users aren’t redirected to the new URL. So be sure to inform your members before changing the name or URL. | #For URL, enter the name of your site. If you are dedicating the site to 3B Forms, 3B Docs or 3B Onboarding, you might want to choose the endpoint to be named "documents", "contracts", "customers", "onboarding", "forms" or something similar. For the purposes of this article, we will use the endpoint "documents". This name is appended to the domain that you created when you enabled digital experiences for this org. For example, if your domain name is <samp>UniversalTelco.my.site.com</samp> and you’re creating a customer community, you can enter <kbd>customers</kbd> to create the unique URL <samp>UniversalTelco.my.site.com/documents</samp>. NOTE You can create one site that doesn’t have a custom URL. You can change your site name and URL after the site is activated, but users aren’t redirected to the new URL. So be sure to inform your members before changing the name or URL. | ||
#Click Create. The site is created in Preview status. Now you’re ready to build and customize or manage and moderate your site. | #Click Create. The site is created in Preview status. Now you’re ready to build and customize or manage and moderate your site. | ||
=== Manage Salesforce digital experience permissions === | |||
For Experience Builder sites, access the guest user profile from Experience Builder. | 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. | #In Salesforce Setup, enter <kbd>digital experiences</kbd> in the Quick Find box and select All Sites. | ||
| Line 56: | Line 65: | ||
#Click the button "Public Access Settings" to view or edit the security settings, including permissions, page layouts, and more. | #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. | #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=== | |||
=== 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. | 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. | ||
In order to run the application in a Guest User mode, you would need to grant access to the Guest User profile | In order to run the application in a Guest User mode, you would need to grant access to the Guest User profile to the APEX classes and Visualforce Pages that the application uses. | ||
=====Guest Access to Apex Classes | |||
==== 3B Forms ==== | |||
Guest Access to Apex Classes | |||
*b3f.FormAttachmentWebService | *b3f.FormAttachmentWebService | ||
=====Guest Access to Visualforce Pages===== | Guest Access to Visualforce Pages | ||
* | *b3f.FormComplete.page | ||
Please note that you may need to make additional adjustments to the Guest User profile if the specific version you are installing requires it. | |||
==== 3B Docs ==== | |||
Guest Access to Apex Classes | |||
*b3d.GlobalRemotingInterface | |||
Guest Access to Visualforce Pages | |||
*b3d.GeneratedDocument.page | |||
*b3d.Document.page | |||
==== 3B Onboarding ==== | |||
Guest Access to Apex Classes | |||
*b3d.GlobalRemotingInterface | |||
Guest Access to Visualforce Pages | |||
*depends on the implementation | |||
Please note that you may need to make additional adjustments to the Guest User profile if the specific version of the app that you are installing requires it. | |||
== Configure a Custom Domain for Your Experience Cloud Site == | |||
You can use your own domain name with Sites/Digital Experiences so you can brand the experience to your liking. This means you can change the URL of publicly accessible resources from say https://my.domain.salesforce.com/documents to https://yourwebsite.com/documents. Follow the instructions below or refer to the documentation provided by Salesforce. | |||
You can use your own domain name with Sites/Digital Experiences so you can brand the experience to your liking. This means you can change the URL of publicly | |||
#From Setup, enter <kbd>Domains</kbd> in the Quick Find box, then select Domains. | #From Setup, enter <kbd>Domains</kbd> in the Quick Find box, then select Domains. | ||
#Click Add a Domain. | #Click Add a Domain. | ||
| Line 83: | Line 109: | ||
*Domain names added in Summer ’13 or later point to the location for setting up HTTPS in a custom domain. | *Domain names added in Summer ’13 or later point to the location for setting up HTTPS in a custom domain. | ||
*Domain names added in Winter ’14 or later use a CNAME that points to the FQDN followed by your org’s 18-character ID and <samp>.live.siteforce.com</samp>. For example, if your domain name is <samp>www.example.com</samp> and your 18-character org ID is <samp>00dxx0000001ggxeay</samp>, its CNAME target is <samp>www.example.com.00dxx0000001ggxeay.live.siteforce.com</samp>. | *Domain names added in Winter ’14 or later use a CNAME that points to the FQDN followed by your org’s 18-character ID and <samp>.live.siteforce.com</samp>. For example, if your domain name is <samp>www.example.com</samp> and your 18-character org ID is <samp>00dxx0000001ggxeay</samp>, its CNAME target is <samp>www.example.com.00dxx0000001ggxeay.live.siteforce.com</samp>. | ||