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#Flow top up login registration#

Click the name of the new contact you created.In the Search apps or items search box, enter Contacts and then click Contacts.Click the App Launcher icon in the browser window where you’re logged in as the Salesforce admin.Now that you’ve set up a new portal user, jump back into your org as the admin to see that everything you expected to happen has actually happened. You should be taken to the portal’s homepage.

Step through the login registration flow and select all the checkboxes set up in the flow.Ĭomplete the registration process by setting up a password.

You’ll be asked to check your email for a link to complete your account portal registration. Enter an email address that is different from the email address you used to set up your Trailhead Playground, but one that you can still access easily.

When prompted to create a new user, create a user.

Make sure you've done so and published and activated the site. If you don't see the link, you haven't set up self-registration for your site. Click the Not a member? link in the login window.Click Login at the top of the page to continue with testing. You should see the portal’s home page after going incognito.Going incognito ensures that you’re logged out of the portal for testing purposes. Copy your portal’s URL (the one ending in /accountportal) and paste it into an incognito browser window.From Setup, enter All Sites in the Quick Find box and then click All Sites.To do so, you have to: Create a user for the portal, log in as the new user, go through the login flow, and finally check that the right records have been created and updated. Now let’s test the login flow to make sure it works. You should already be on Settings by default, but if not, click Settings.Īctivating a site makes it available to members, and sends a welcome message.Navigate to Administration in Experience Workspaces.In Experience Builder, click Publish, and in the confirmation dialogue, click Publish again, and then click Got It.Navigate to your portal’s Experience Builder ( Setup | Digital Experiences | All Sites | Builder next to the portal).Let’s publish and activate the portal so you can test the flow. You’ve now made your registration flow visible only to folks accessing the portal with the correct profile. Click New and fill out the information for the flow and profile you need.From Setup, enter Login Flows in the Quick Find box and then select Login Flows.Now what? Connect the dots and test out the implementation to see how it works.įirst things first: assigning the login flow you created in the Create a Self-Registration Flow for an Experience Cloud Site project to the profile you just set up. So you created an amazing registration flow and laid the groundwork in your org and portal for it to work. Test your login flow to make sure it creates a new contact and individual record.Assign your flow as the portal’s login flow.After completing this unit, you’ll be able to:

#Flow top up login registration#