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Trailhead

Streamline Self-Registration for Experience Cloud Sites

Salesforce via Trailhead

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Overview

Use flows to capture information during the site self-registration process.
  • Use Flow Builder to create a flow to self-register portal users.
  • Use Experience Cloud to set up a customer portal that includes a self-registration flow.

Syllabus

  • Create a Self-Registration Flow for an Experience Cloud Site
    • Set Up Record Variables
    • Gather User Information with a Get Records Element
    • Add Elements to Request and Save Communication Preferences
    • Update Contact Record with Individual Field
    • Add Thank You Text
  • Self-Registration in a Portal
    • Enable Digital Experiences and Create a Customer Portal
    • Prep Your Org and Portal for Self-Registration
    • Assign the Login Flow and Test It in Your Portal

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