Add the Portal

You must have completed Enable Experience Cloud above to enable Digital Experiences and establish a Domain Name for the portal.

Add the Portal Structure

This section details how to set up the navigation and structure f the portal within Experience Cloud. Here, you can build out the tabs and pages for external users to see when they log in.

The portal should have a clear and functional layout where they can see relevant tabs, easy navigation, and only access their data.

You can:

  • Create custom navigation items (like jobs, quotes, documents, etc.)

  • Link the menu items to the correct record list views

  • Configure the layout and visibility rules

  1. Click New.

  2. Select the Salesforce Tabs + Visualforce template.

    You may have to scroll on the page to see this template option.

  3. Click Get Started.

  4. In Name, enter a name for the portal.

  5. In URL, "customers".

  6. Click Create.

    A preview of the site displays once the process completes.

  7. Continue with Add Portal Members.

Add Portal Members

This section shows how to add users (who are already created) to the actual Experience Cloud site so they can access the site.

There are differences between this and adding portal users:

Add Portal Users Add Portal Members
(this section)

  • Converts a Contact into a Salesforce user with portal login capability

  • You create a user from a Contact record

  • Add existing users to the portal’s "Membership" list which gives them access to the site

  • Grant access to the Experience Cloud site

Both of the above needs to be done. Even creating the portal users, that user won’t be able to access the portal site unless their profile is added to the site’s membership list.

  1. Select the Administration button under My Workspaces.

    Or, click on the Workspaces tab at the top of the page, then select Administration from the menu.

  2. Select Members.

  3. In Search, select "All".

  4. Add the user profile for portal users to Selected Profiles.

  5. Add the permission set for portal users to Selected Permission Sets.

  6. Click Save.

    Salesforce sends an email confirmation to you once the process completes.

  7. Continue with Select Tabs to Display.

Select Tabs to Display

Here you can choose which tabs are displayed.

  1. Select Administration → Tabs.

  2. Add "Jobs" and "Tickets" to Selected Tabs.

  3. Click Save.

  4. Continue with Customize Portal Appearance.

Customize Portal Appearance

This section has steps to customize the appearance of your portal.

  1. Select Branding.

    Requirements:

    Formats Size

    Header

    .html, .gif, .jpg, .png
    Max Min

    .html

    100 kb

    n/a

    .gif, .jpg, .png

    For images, use the Documents tab.

    n/a

    20 kb

    Footer

    .html
    Max Min

    .html

    100 kb

    n/a

    .gif, .jpg, .png
    For images, use the Documents tab.

    n/a

    20 kb

  2. In Header, select the header to use for portal pages.
    The header you choose replaces the Salesforce logo below the global header.

  3. In Footer, select the footer to use for portal pages.
    The footer you choose replaces the standard Salesforce copyright and privacy footer.

  4. Under Colors, select the color scheme to use for portal pages.

  5. Click Save.

  6. Continue with Customize Portal Login Page.

Customize Portal Login Page

With this section, you can customize the login experience for a external users see when they access the portal.

Customizing the portal’s login page is important in the oilfield service for companies wanting to present a professional, branded customer portal. They can login to review quotes, see ticket or job progress, or download documents.

You can customize the following:

Element Description

Logo

Your or your customer’s logo at the top of the login form.

Background Color
or Image

The look and feel of the page to match your branding.

Header/Footer
Text

A welcome message or links to support/contact info.

Login Message

A custom message for all users.

Footer Links

Link to your main website, help docs, or terms of use.

  1. On the sidebar, select Login & Registration.

  2. In Logo Type, select whether the logo is a file or a URL.

  3. In Logo File, select the previously uploaded logo.

    A preview of the image displays.

  4. Make other entries for the Logo branding as desired for color scheme.

  5. In Footer Text, enter the text to display in the Login page footer.

  6. In Login Page Type, select "Visualforce Page" then select "CommunitiesLogin".

  7. Select the remaining options as necessary.

  8. Click Save.

  9. Continue with Configure Email Settings.

Configure Email Settings

With these section, you can set up and control what emails are sent to portal users.

  1. Select Emails.

  2. Under Sender, select the from name and email address to use for emails to portal users.

  3. Under Chatter Email Branding, select the logo and text to include in the footer of emails to portal users.

  4. Under Email Templates, select Send welcome email and select the email templates to use for emails to portal users.

  5. Click Save.

  6. Continue with Configure Page Settings.

Configure Page Settings

This section explains how to control page-level behavior and visibility settings for the portal pages that customers see and interact with.

  1. Select Pages.

  2. In Home Page, select "Visualforce Page" then select "CommunitiesLanding".

  3. Click Save.

  4. Continue with Point to Force.com.

Point to Force.com

Under Advance Customizations, select Go to Force.com. With the configuration complete, Continue with Test the Portal.

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