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            Set up the Self-Service Portal

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            Set up the Self-Service Portal

            Set up features and review permission set licenses for the Self-Service Portal. Create user profiles and assign required permission sets to user groups. Set access rules in organization-wide-default settings. Set up an Experience Cloud site and collaborate with partners and customers through Digital Experience. Configure the automatic application approval process.

            Required Editions

            Required Editions

            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Energy and Utilities Cloud

            Before you begin, Enable Service Apps.

            • Enable Self-Service Portal Features
              Turn on settings in your org that enable the Self-Service Portal's associated features such as Program and Benefit Management and Outcome Management.
            • Set Up User Profiles for Self-Service Portal
              Set up the System Administrator and Customer profiles for the Self-Service Portal to define the data, objects, and features they can access.
            • Set up Digital Experiences
              Create a Self-Service Portal from an Experience Cloud template. Set up the newly created site and publish it. Then set a contact as a customer to log in to the Experience Cloud.
            • Self-Service Portal Objects and Fields
              To display programs correctly in the Offers and Rebates section of Self-Service Portal, ensure that the fields in these objects are populated correctly.
             
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