5.Salesforce Experience Cloud| Project | Travelers Portal | Configure Portal Users & Case Management
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- เผยแพร่เมื่อ 28 ก.ย. 2024
- @salesforcecafe101
5.Salesforce Experience Cloud | Live Project | Travelers Portal | Configure Portal Users & Case Management
Welcome to @salesforcecafe2907! Here you'll find a collection of informative videos all about Salesforce Experience Cloud.
Whether you're a business owner, marketer, or Salesforce administrator, you'll find useful tips and tricks, best practices, and demonstrations of Experience Cloud features that will help you streamline your processes and create better experiences for your customers.
From designing compelling customer experiences to setting up and configuring Experience Cloud to meet your unique business needs, these videos are designed to help you become an expert in Salesforce Experience Cloud.
So, whether you're new to Experience Cloud or looking to enhance your skills and knowledge, there is something for you. Thank you for watching!
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Hi, When I click on contact support it does not create a case it shows "Look like you don't have access to create a case ask your community manager for access "
But I have given all access.
Can you please help here?
I created the same but using help center tempate. I get "JavaScript;void(0)" error when I click on Cases navigation tab. Similar error, when I try to view my case that I created using case creation form.
Probably the case detail page is missing in your experience builder
How can i configure this salesforce site URL with my domain? any suggestions please?
U can configure custom domain settings to setup your own domain
Bro
When i clicking on contact support it is not creating case its showing " look like you dont have access to create case .ask your community manager for access "
But i given all access
Have u checked the profile for case object access?
@@salesforcecafe101 ya bro I checked
I really enjoyed watching these videos and learning from it. The lesson is structured very well and your tone and pace is perfect for these videos. Using these videos, I was able to create a new Exp Site with access for portal Users over one weekend. The only issue is that the knowledge articles do not show up for customers. I have checked profile permissions for Knowledge articles, sharing settings and have also added data categories but no luck. Can you help me figure out the issue please? It would help if you add your email address or LinkedIn profile details to your channel description.
@@cheerfulbee02 ..May I know if the knowledge articles show up in the community portal when logged in with sys admin profile user ?
Here is my LinkedIn link
www.linkedin.com/in/rajesh-prabhu-balakrishnan
@@salesforcecafe101 Thank you, I will connect with you. And yes - the knowledge articles do show up for system admin profile user.
@@cheerfulbee02 Sure, if it works for sys admin profile, I m certain that the problem is access related to community profile.. we can sort it out
Very well explained.. Thank you
Hi, my org is not showing Enable Customer User option in the contacts page and so I am not able to convert the contact to user. Please help
Did u figure out the issue or is it still open ? Let me know I will how I can help
@@salesforcecafe101 nope. I could'nt figure out the issue. I still need some help on this.
Go to the Contact Object and go to layout and make sure it is available to the user (By drag and drop)
@@luckyrocky2274 Go to Page Layout for Contacts, then in mobile and lightening action drag and drop the customer user, save , then refresh the page in the related list section , you will see it
add "Enable Customer User" under Mobile and Lightning Actions not under buttons in the page layout
Also try enabling Allow using standard external profiles for self-registration, user creation, and login in Digital experience settings in setup
Setup-> Digital experience->settings ->Under Role and user settings -> enable --Allow using standard external profiles for self-registration, user creation, and login
Thanks a lot sir
Really thanks