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            Create an Experience Cloud Site from the Licenses and Permits Template

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            Create an Experience Cloud Site from the Licenses and Permits Template

            Use a template to create an Experience Cloud site where constituents can apply for licenses and permits, file complaints, view their inspection history, and more.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create, customize, and publish an Experience Cloud site:

            Create and Set Up Experiences

            AND

            View Setup and Configuration
            To customize an Experience Cloud site: Be a member of the site AND Create and Set Up Experiences
            To publish an Experience Cloud site: Be a member of the site AND Create and Set Up Experiences
            To edit app and system permissions in profiles: Manage Profiles and Permission Sets
            To edit object and field permissions in profiles: Manage Profiles and Permission Sets AND Customize Application
            1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
            2. Click New.
            3. Select the Licenses And Permits template, and then click Get Started.
            4. Enter a site name.
            5. Complete the URL. The string you enter is appended to the Experience Cloud site domain that you created when you enabled Digital Experiences. For example, if your site domain is CosvilleGov.my.site.com, and for URL you enter licenses, then your site URL is CosvilleGov.my.site.com/licenses.
            6. Click Create.
            7. Add members to the site.
              1. In the Administration workspace, click Members.
              2. Under Select Profiles, for Search, select Customer.
              3. Move Constituent Portal User to the Selected Profiles list.
              4. Save your changes.
            8. (Optional) Customize the pages for your needs, preview the site, and activate and publish it when you’re ready. See Build and Customize Your Experience Cloud Site.

            Set Up Self-Registration for Your Site

            Configure your Experience Cloud site to create person accounts for visitors who self-register.

            1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
            2. Next to your site name, click Workspaces.
            3. Select Administration and then select Login & Registration.
            4. Under Registration Page Configuration, select Allow customers and partners to self-register.
            5. Select the self-registration page type.
            6. To ensure that Salesforce creates a person account for each self-registering visitor, under Assign users to a profile and account, leave the Account field empty.
            7. Save your changes.

            Assign Permissions to Your Site’s Guest User Profile

            Allow unauthenticated users to access your site to find benefits that they’re eligible for and to file complaints.

            Note
            Note Salesforce offers two ways to work with profiles: the enhanced profile user interface and the original profile user interface. You can switch between the two in Setup. Search for and select User Management Settings, and then turn Enhanced Profile User Interface on or off as needed. These instructions assume you're working with the enhanced profile user interface.
            1. From the All Sites page in Setup, next to your site name, click Builder.
            2. Click Settings icon.
            3. On the General tab, select Guest users can see and interact with the site without logging in.
            4. Under Guest User Profile, click the profile name.
            5. Select System Permissions, and then click Edit.
            6. Select these options.
              • Enables consumers and partners to execute Omniscripts, DRs, Cards through a Community or off platform
              • Grant community users access to LPI features
              • Grant users access to Industries Interaction Calculation features
            7. Save your changes, and then select Object Settings.
            8. Set these permissions.
              Object Access Level
              Accounts Read, Create
              Account Brands Read
              Cases Read
              Contacts Read
              Decision Matrices Read
              Decision Matrix Columns Read
              Decision Matrix Rows Read
              Decision Matrix Versions Read
              Expression Sets Read
              Expression Set Versions Read
              Omni Data Transformations Read
              Omni Data Transformation Items Read
              Omni Processes Read
              Omni Process Compilations Read
              Omni Process Elements Read
              Omni UI Cards Read
              Public Complaints Read, Create
            9. Save your work.
             
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