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            Build a Guest Referral Site

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            3. Health

            Build a Guest Referral Site

            Build an online space for guest users to submit referrals and control public access by using a guest user profile.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To set up an Experience Cloud site:

            Create and Set Up Experiences

            AND

            View Setup and Configuration

            If you already have an Experience Cloud site for guest users, you can set it up to accept referrals. Use the same site settings, reCAPTCHA verification, and Create Referral OmniScript as for a new guest referral site.

            1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
            2. Click New, select the Build Your Own (Aura) template, and then click Get Started.
              The Aura template includes an Omniscript component you can drag to the canvas and configure. The Build Your Own (LWR) template doesn’t include this component.
            3. Enter the name of the site and the URL.
              Copy or make a note of the URL. You need it later when you sign up for reCAPTCHA.
            4. Click Create.
            5. From Workspaces, click Builder to open the Experience Builder.
            6. Select Settings to open the General Settings.
              1. Enable Public Access so that guest users can interact with the site without logging in. A Guest Referral Site guest user profile and guest user are created. You can see the new profile in the General Settings.
              2. Click the Guest Referral Profile to configure the guest user profile. The profile details page opens in your org.
              3. In Record Type Settings, next to Accounts, click Edit.
              4. Move Person Account from the Available Record Types list to the Selected Record Types list.
              5. For Default Record Type, select Person Account.
              6. Click Save.
              7. Click Edit.
              8. In Standard Object Permissions, next to Accounts, select Read and Create.
              9. Next to Code Sets, select Read.
              10. Click Save.
            7. Go back to the Settings in Builder, and select the Security & Privacy settings.
              1. For Clickjack Protection Level, select Allow framing by the same origin only if it is not already selected.
              2. For Security Level, select Relaxed CSP: Permit Access to Inline Scripts and Allowed Hosts, and then click Allow at the prompt.
              3. To add Google as a trusted site, click + Add Trusted Site. For Name, enter Google. For URL, enter https://www.google.com. Make sure Active is selected, and then click Add Site.
              4. To add gstatic as a trusted site, click + Add Trusted Site. For Name, enter gstatic. For URL, enter https://www.gstatic.com. Make sure Active is selected, and then click Add Site.
            8. Go back to Workspaces and open the Administration workspace, and then from the Settings page, click Activate and click OK.

            See Also

             
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            Salesforce Help | Article