Anne Powell shares how she uses screen flows to allow new Experience Cloud portal users to self-register instead of using the standard self-registration component or Apex …
Here are highlights from article Automate This! — Allow New Experience Cloud Portal Users to Self-Register with Flow – Salesforce Admins
1. Why use Flow to automate self-registration for portal users?
– Allows guest users to self-register on Experience Cloud portal
– Saves time and effort for admins
– Provides a quicker and easier way for users to gain access
2. Self-registration using a screen flow
– Can be done with a screen flow or a record-triggered flow
– Main elements of the self-registration flow:
1. Gather user information
2. Check for existing user record
3. Check for available licenses
4. Create unique username and nickname
5. Create account, contact, and user records
– Can be expanded to include additional functionalities
3. Gather user information
– First step in the flow is creating a screen for users to input their information
– Basic information required: first name, last name, and email
– Can be customized to include more complex information gathering
4. Set flow properties
– Flow should be set to run in System Context Without Sharing—Access All Data
– Allows guest users to access necessary objects and fields for record creation
5. Expand functionality
– Can be expanded to include creating campaign member records, requiring specific information input, or including additional members in an account registration.
You can read it here: https://sfdc.blog/KSZwQ
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