5.Salesforce Experience Cloud| Project | Travelers Portal | Configure Portal Users & Case Management

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  • เผยแพร่เมื่อ 21 ม.ค. 2025

ความคิดเห็น • 20

  • @GayathriRadhakrishnan-xl3hn
    @GayathriRadhakrishnan-xl3hn 11 หลายเดือนก่อน

    Very well explained.. Thank you

  • @cheerfulbee02
    @cheerfulbee02 4 หลายเดือนก่อน

    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.

    • @salesforcecafe101
      @salesforcecafe101  4 หลายเดือนก่อน

      @@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

    • @cheerfulbee02
      @cheerfulbee02 4 หลายเดือนก่อน

      @@salesforcecafe101 Thank you, I will connect with you. And yes - the knowledge articles do show up for system admin profile user.

    • @salesforcecafe101
      @salesforcecafe101  4 หลายเดือนก่อน +1

      @@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

  • @factzofficial17200
    @factzofficial17200 ปีที่แล้ว

    Really thanks

  • @LearnerDev-n6s
    @LearnerDev-n6s ปีที่แล้ว

    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.

    • @sapratibhchatterjee2962
      @sapratibhchatterjee2962 10 หลายเดือนก่อน

      Probably the case detail page is missing in your experience builder

  • @luckyrocky2274
    @luckyrocky2274 ปีที่แล้ว

    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

    • @salesforcecafe101
      @salesforcecafe101  ปีที่แล้ว

      Did u figure out the issue or is it still open ? Let me know I will how I can help

    • @luckyrocky2274
      @luckyrocky2274 ปีที่แล้ว

      @@salesforcecafe101 nope. I could'nt figure out the issue. I still need some help on this.

    • @lvJobz4662
      @lvJobz4662 ปีที่แล้ว +1

      Go to the Contact Object and go to layout and make sure it is available to the user (By drag and drop)

    • @13_annamayapandey92
      @13_annamayapandey92 9 หลายเดือนก่อน

      @@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

    • @sailaja-ex9nf
      @sailaja-ex9nf 9 หลายเดือนก่อน

      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

  • @factzofficial17200
    @factzofficial17200 ปีที่แล้ว

    Thanks a lot sir

  • @patnaladurgaprasad7991
    @patnaladurgaprasad7991 ปีที่แล้ว

    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

  • @rahulbhavsar5057
    @rahulbhavsar5057 ปีที่แล้ว

    How can i configure this salesforce site URL with my domain? any suggestions please?

    • @salesforcecafe101
      @salesforcecafe101  ปีที่แล้ว

      U can configure custom domain settings to setup your own domain