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FSC Portal Experience Cloud Site Setup Checklist
The Financial Services Client Portal Experience Builder template is anchored by a home page that provides flow components. The prebuilt components wrap each flow and allow customers to launch the flow. Use this checklist as a guide to perform Experience Cloud site setup tasks, to brand the home page and flows, and to update component properties.
Before You Begin
Gather your branding assets
- High-resolution image of your company logo
- Color scheme (or an image to upload to automatically generate one)
- Image to use as a compact header
- Thumbnail images (385x385 pixels), if you’re using Featured Topics in Salesforce Knowledge.
Configure the internal Salesforce org
- Create a domain for the Financial Services Client Portal. To setup the domain, see Enable Digital Experiences.
- Choose a unique URL that works for your business, because you can’t change it after it’s been set.
- Obtain a license for and enable Salesforce Knowledge.
Launch the Financial Services Client Portal Template
- Under All Sites, click New and select Financial Services Client Portal.
- On the Financial Services Client Portal page, click Get Started.
- On the Enter a Name page, enter a name for your portal and click Create. If you’re creating multiple sites, differentiate the beginning of the site name. Site are truncated in the global header dropdown menu. Users can see up to 32 characters of the name, and names include the status. Make sure that the visible part of the name allows users to distinguish between multiple sites.
- Enter a URL for your site and click Create. This name is appended to the domain that you created when you enabled digital experiences for this org. For example, if your site domain name is UniversalTelco.my.site.com and you’re creating a customer site, you can enter customers to create the unique URL UniversalTelco.my.site.com/customers.
- Specify object-level permissions. For example, add Read access to Accounts, Contacts, Cases, Documents, Problems, and Goals.
Create site users
- Create users. When you create site users manually, assign a community user profile to them and clear the Salesforce 1 checkbox.
Set
Shared Settings to Public Read Only. In Setup for your site, enter Shared Settings and in
the Organization-Wide Defaults table make sure that the User object is set to Public Read
Only for both Default Internal Access and Default External Access.
- Update the CommunityProfileName custom setting with the value Financial Services Client Portal - Community. This value is the name of your site profile. From Setup, enter Custom in the Quick Find box, then select Custom Settings. Click Manage next to CommunityProfileName, and then click New to add the name and the value for the site.
Perform General Configuration Steps in Setup
Perform the following setup tasks from the Digital Experiences node in Setup.
- Manage contributors. Create roles, as needed, for the contributors who create, edit, review, and publish your site. Assign role-based access appropriate to each contributor's purview.
- Assign user permissions. Use permission sets to assign your users licenses to the mortgage feature and document checklist items and to establish borrower access to the site.
- Assign loan officer permissions. Create a permission set to give loan officers access to mortgage and document checklist features.
- Configure field level security. Assign security to control access to sensitive data in the site. Field permissions specify the access (view or edit) level for each field in a record.
- Configure login preferences. Configure the default login, log out, password management, and self-registration options for your site.
- Enable Change Data Capture to receive notification of changes to mortgage records. Prompt notification of changes to financial records can help speed approval of loan applications and support a responsive customer relationship culture. In Setup for your site, enter change data capture, select and shuttle mortgage objects from the Available Entities to the Selected Entities panel, and click Save. Then subscribe to change notifications.
Perform Configuration Steps in Experience Builder
- From Setup, enter Digital Experiences in the Quick Find box, then select All Sites. Click Builder to work with your Financial Services Portal Client site.
- Brand your site. Add your logo and use Experience Builder tools to efficiently apply color and style to your landing page, its menus, and component flow tiles.
- Edit Experience Builder pages. Remove unwanted default pages from the template and create more pages, as needed. To allow access the new pages you create, be sure to update the navigation menu.
- Update component properties. Review and update the properties for the Mortgage Flow Launcher , the Open Loan Application, the Section Summary View, the Loan Officer Information and any other components that you add or use.
- Work with CMS Workspaces to author and configure Salesforce Knowledge topics. The self-guided customer journeys include Salesforce Ask a Question flow, the Create a Case flow, and searchable, sortable FAQs, discussions, and articles.
- Work with Moderation Workspaces to manage pre-configured moderation rules, to enable site members to flag inappropriate contributors and content, and to track and manage flagged site discussions.
- Preview, test, and publish your site. Look at your site in a desktop browser window and on mobile devices. When you’re happy with your changes, click Publish in the toolbar.
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