Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Lease Extension Service Process for External Users

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automotive Cloud

            Set Up Lease Extension Service Process for External Users

            Set up the Lease Extension service process for the customer community plus users. Create a user profile, assign the required permissions and set up the Experience Cloud site.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create user profiles: Manage External Users, and Manage Profiles and Permission Sets

            Make sure you have the Customer Community Plus license for Experience Cloud added to your org.

            Create a User Profile

            1. From Setup, enter Profiles in the Quick Find box, then select Profiles.
            2. Clone the Customer Community Plus User profile.
            3. Enter a name and save your changes.
            4. Under General User Permissions, assign these permissions.
              • Run Decision Matrices
              • Run Expression Sets
              • Run Decision Tables
              • Run Flows
            5. Under Standard Object Permissions, give Read, Create, and Edit access for these objects.
              • Case
              • Decision Matrices
              • Documents
              • Document Checklist Items
              • Service Catalog Requests
              • Service Catalog Request Related Items
              • Received Documents
              • Received Document Types
            6. Save your changes.

            Create a Customer

            1. From Action Launcher, search for and select Accounts.
            2. Select a Person Account record that you want to enable as a customer user.
            3. From the dropdown, select Enable Customer User.
            4. On the New User page in Setup, for Profile, select the cloned profile created in the Create a User Profile task.
            5. Under Permission Set Assignments, click Edit Assignments and assign these permission sets to the user.
              • Automotive foundation For Experience Cloud
              • Document Checklist
              • Industry Service Excellence
              • Omnistudio Experience Cloud User
              • Omnistudio User
              • Unified Catalog Community User
              • Vehicle and Asset Finance Foundation for Experience Cloud
            6. Enable sharing settings.
              1. In Setup, search for and select Sharing Settings.
              2. Click Edit.
              3. Enable Sharing of these entities in such a way that the community user is able to access the records created during the case creation process.

                See Sharing Rules.

                • Case
                • Documents
                • Document Checklist Items
                • Service Catalog Requests
                • Received Documents
                • Received Document Types
              4. Enable Sharing of these entities in such a way that the community user is able to access appropriate records.

                See Sharing Rules.

                • Account
                • Contact
                • Decision Matrices
                • Financial Account
                • Product2
                • Omni DataPack
                • Omni Data Transformation
                • Omni Process
                • OmniScript Saved Session
                • Omni UI Card
            7. Save your changes.

            Create an Experience Cloud Site

            1. Create a Digital experience site and assign the customer user profile as a member.
            2. Add the Orchestration Work Guide component to the Case page.
              1. Open a Case record page.
              2. From Setup, click Edit Page.
              3. Drag and drop the Orchestration Work Guide component from the Components panel.
              4. Save and activate your changes.
             
            Loading
            Salesforce Help | Article