To customize self-registration for Salesforce Experience Cloud (formerly known as Salesforce Community Cloud), you’ll need to follow these general steps:
Enable Self-Registration:
- Log in to your Salesforce org.
- Navigate to Setup > Feature Settings > Digital Experience > Settings.
- Check the box for “Enable Customer User Self-Registration.”
Customize the Self-Registration Page:
- Salesforce Experience Cloud uses a built-in self-registration page. You can customize this page to match your branding and collect relevant information from users.
- Navigate to the Community Builder.
- Click on the “Settings” gear icon.
- Under “Pages,” select “Self-Registration.”
- Customize the components and fields on the self-registration page using the Community Builder’s drag-and-drop interface.
- You can add custom fields, change the layout, and include branding elements to match your organization’s branding guidelines.
Define Self-Registration Settings:
- Determine which user profile the self-registered users should be assigned to.
- Specify if any approval processes are needed before users can access the community.
- Define password policies and other security settings for self-registered users.
Add Validation Rules (if needed):
- You may want to add validation rules to ensure that the information entered during self-registration meets your organization’s criteria.
- Navigate to Setup > Object Manager > User > Validation Rules to create validation rules for the User object.
Test the Self-Registration Process:
- Test the self-registration process from the end-user’s perspective to ensure it functions as expected.
- Make sure that users can register successfully, receive confirmation emails (if configured), and access the community after registration.
Monitor and Iterate:
- Regularly monitor the self-registration process to identify any issues or areas for improvement.
- Gather feedback from users and stakeholders to iterate on the registration experience and make necessary adjustments.
Consider Advanced Customization (Optional):
- If you require more advanced customization beyond what’s possible with the Community Builder, you can leverage Visualforce pages or Lightning components.
- This allows you to create highly customized registration experiences tailored to your organization’s specific requirements.
Summary
By following these steps, you can effectively customize the self-registration process for Salesforce Experience Cloud to meet your organization’s needs and provide a seamless registration experience for users.