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elgutierelgutier 

Customer Portal + Site Force.com

Hi everyone,

 

I am trying to find some information about how to set up a customer portal and link it to a custom website created for a customer as the current settings deployed for the Customer Portal aren´t as expected.

 

I would highly appreciate your help on this.

 

Thank you.

Navatar_DbSupNavatar_DbSup

Hi,

1. Enable the portal for login using the following steps:

Click Your Name -> Setup -> Customize -> Customer Portal -> Settings, or click Your Name -> Setup -> Customize -> Partners -> Settings.

If you have not enabled your portal, select Enable Customer Portal or Enable Partner Relationship Management and click save.

Click Edit for the portal you want to modify.

Configure the portal as follows:

Select the Login Enabled checkbox.

Select a user for the Administrator field.

Optionally, set the Logout URL. If this is not set, users are taken to the site home page on logout.

Click Save.

2. If you are using a Customer Portal and want to allow self-registration, follow these steps:

Click Your Name -> Setup -> Customize -> Customer Portal -> Settings.

Click Edit for the portal you want to associate with your Force.com site.

Configure the Customer Portal as follows:

Select Self-Registration Enabled.

Select Customer Portal User for both the Default New User License and Default New User Profile fields. Depending on your portal license, you may want to select a different profile for the Default New User Profile field.

Select User for the Default New User Role field.

Click Save.

Note:-

Consider the following when allowing self-registration:

Sites does not support the use of Person Accounts for self registration.

On self-registration through a site:

Validation rules are enforced on user creation.

Validation rules are ignored on contact creation.

3. Associate the site pages with the default portal users:

Click Your Name -> Setup -> Customize -> Customer Portal -> Settings, or click Your Name -> Setup -> Customize -> Partners -> Settings.

Click the name of the portal that you want to associate with your site.

Click the name of each profile associated with your portal users and do the following:

Scroll down to the Enabled Visualforce Page Access section and click Edit.

Add the appropriate public site pages to the Enabled Visualforce Pages list. This allows portal users with that profile to view these pages.

Note:-By default, portal users can see all pages enabled for the associated public site, so you only have to enable the pages that require authentication.

Click Save.

4. Associate your site with the login-enabled portal:

Click Your Name -> Setup -> Develop -> Sites.

Click the site label of the site you want to configure.

Click Login Settings.

Click Edit.

From the Enable Login For drop-down list, select the name of the portal where you want to allow login.

Select the Change Password Page.

Click Save.

For ideas and answers sites, you must make the community visible in the portal and enable the IdeasHome or AnswersHome page for the site. To associate the community with one or more portals:

Click Your Name -> Setup -> Customize -> Ideas -> Communities or Your Name -> Setup -> Customize -> Answers -> Communities.

Click Edit next to the community you want to make public.

From the Portal drop-down list, select the portal to use for this community. You can choose to show the community in all portals.

 

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.