Loading
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
            Create an Experience Cloud site for Brokers

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            Create an Experience Cloud site for Brokers

            To give brokers a dedicated external site where they can log in and work with quotes, create an Experience Cloud site by using the partner template.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud, Digital Insurance, and Agentforce for Health Cloud add-on licenses
            User Permissions Needed
            To set up an Experience Cloud site:

            Create and Set Up Experiences

            AND

            View Setup and Configuration=
            1. From Setup, enter All Sites in the Quick Find box, and then select All Sites.
            2. Click New.
            3. To create a broker facing site, choose the Partner Central template.
            4. To make the site accessible to the required users, open the site workspace, go to Administration, and then select Members.
            5. To grant site access to internal and partner users, add the relevant profiles, such as System Administrator and DHI Partner User, to the Selected Profiles list.
            6. To make the site available for use, return to the site details page and click Activate.
              To share the site, copy the URL from the All Sites page.
             
            Loading
            Salesforce Help | Article