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Extend Salesforce with Clicks, Not Code
Set Up Salesforce Sites

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Set Up Salesforce Sites

Enable Salesforce Sites and create public websites and applications that are directly integrated with your Salesforce org—without requiring users to log in with a username and password.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Developer, Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To create and edit Salesforce Sites: Customize Application
To edit public access settings for Salesforce Sites: Manage Users
  1. From Setup, in the Quick Find box, enter Sites, and then select Sites.
  2. Enable Salesforce Sites.
  3. Create and configure your site.
  4. Develop and use Visualforce pages for your site, use or hide standard pages, and customize or replace out-of-box error pages. Associate these pages with your site.
  5. Choose a site template. Use the lookup field to find a template that you developed, or use the provided template. The site template provides the page layout and style sheet for your site and overrides any formatting inherited from the associated portal.
  6. Enable a portal for login or self-registration, then associate it with your site.
  7. Optionally, modify public access settings.
  8. When you’re ready to make your site public, click Activate on the Site Details page. You can also activate your site from the Site Edit and Sites pages.

After you have set up a site, you can:

  • Run reports and dashboards on your site.
  • Create workflow rules that trigger email alerts when site-related criteria are met.

See Also

 
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