Enable Experience Cloud in FieldFX Customer Self-Service

When the module is correctly set up, org customers can log into a branded portal and view job-related information such as tickets, quotes, and invoices. The process requires Salesforce admin access and FieldFX configuration knowledge.

You must enable Experience Cloud before setting up the FieldFX portal.
In 2021, Salesforce rebranded Communities to Experience Cloud and now refers to an instance of a community as a site.

Prerequisites:

  • License for the FieldFX Customer Self-Service Module

  • Customer Contacts records should be properly related to their accounts

  • FieldFX must be installed and Experience Cloud licenses assigned

  1. Go to https://login.salesforce.com.

  2. Log in as a user who has the System Administrator user profile.

  3. From Setup, enter Digital Experiences in the Quick Find box, then select Digital Experiences → Settings.

  4. Complete the following:

    1. Select Enable Digital Experiences.

    2. In Domain Name, enter a domain name to use for the portal.

    3. Click Check Availability.

      If the domain name is unavailable, repeat the prior two steps until you find an available domain name.

    4. Click Save.

    5. Click OK.

  5. Continue with Grant Permission to Manage Portal.

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