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          Set Up Assessments for an Experience Cloud Site

          Set Up Assessments for an Experience Cloud Site

          Add the assessment component to an Experience Cloud site.

          Required Editions

          Available in: Enterprise and Unlimited Editions with Health Cloud and a Customer Community for Health Cloud or Customer Community Plus for Health Cloud license.
          User Permissions Needed
          To use Experience Cloud for Health Cloud:

          Customer Community for Health Cloud or Customer Community Plus for Health Cloud add-on license

          To use Experience Cloud for Assessments: Assessment Envelope for Community Users permission set

          Digital Experiences must be enabled to complete these steps.

          1. From Setup, enter Digital Experiences in the Quick Find box, then select All Sites.
          2. Click Builder next to an existing site or click New to create a site.
            1. Select the Customer Account Portal Template.
            2. Enter the Name. We suggest Patients.
            3. Enter the URL. We suggest patients.
            4. Click Create.
            5. Click Builder.
          3. In the Builder navigation bar, click the dropdown next to the page name.
          4. Create a page for the assessment component.
            1. Click New Page.
            2. Use a Standard page with a Flexible Layout.
            3. Enter the Page Name. We suggest Assessments.
            4. Enter the URL. We suggest assessments.
            5. Enter the API Name. We suggest Assessments.
              Note
              Note The Builder appends the API name you enter with __c so that your API name uses the appropriate format. For example, if you enter Assessments, the API name for the page is Assessments__c.
          5. On the Assessment page, add the External User Assessments component.
          6. To enable access to MCG assessments, in the properties panel for the External User Assessments component, enter the MCG integration defintion in the External Assessment Integration Definition field.
          7. Publish the Experience site.
          8. Navigate to the Administration Workspace and add profiles and permission sets.
            1. In Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
            2. Select Workspaces next to the assessment’s Experience site.
            3. Click the Administration tile.
            4. Click Members.
            5. Add the System Administrator and Care Coordinator profiles to the Selected Profiles.
            6. Add the Health Cloud Admin, Health Cloud Permission Set License, and Health Cloud Standard permission sets to the Selected Permission Sets.
            7. Save your work.
          9. On the Administration panel, click Settings and Activate the Experience site.
           
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