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Streamline Self-Registration for Experience Cloud Sites

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Free Online Course: Streamline Self-Registration for Experience Cloud Sites provided by Trailhead is a comprehensive online course, which lasts for 2-3 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
2-3 hours worth of material
Self Paced
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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