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License and Permit Site Prerequisites
Before you create a license and permit site from the Experience Cloud site template, complete the prerequisites.
Required Editions
Org Setup
Start by completing some basic configuration tasks.
General Site Setup
Complete the setup tasks that apply to all Experience Cloud sites.
- Review and understand Experience Cloud licenses. See Experience Cloud User Licenses, Industries Object Access by Community License, and Public Sector Solutions Products: User, Feature, and Permission Set Licenses.
- Enable Digital Experiences.
- Set up templates for your welcome email and other communications to site members. See Create an Email Template in Lightning Experience.
- Configure optional Service Cloud features such as embedded chat and Salesforce Knowledge. See Embedded Chat and Create a Knowledge Base with Salesforce Knowledge.
- For additional site setup tasks, see Experience Cloud Site Setup Checklist.
Customize the Customer Community Profile for Site Users
Clone and customize the Customer Community Plus User profile to grant Experience Cloud site users access to required objects and data.
Required Editions
| User Permissions Needed | |
|---|---|
| To create profiles: | Manage Profiles and Permission Sets |
Every Salesforce org includes standard profiles that you can assign to users so that they have access to the features and objects they need to use the site. Clone and customize the profile that constituents use when they log in to your Experience Cloud site so that they have access to features and objects they need to apply for licenses, permits, and benefits.
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.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Next to the Customer Community Plus User profile, click Clone.
- Enter a name for the profile, such as License and Permit Site User, and save your changes.
- Select System Permissions and then click Edit.
-
Select these options.
- Access Activities
- Edit Tasks
- Run Decision Tables
- View Roles and Role Hierarchy
- Save your changes.
- Select App Permissions, and then click Edit.
- Select Run Flows, and then save your changes.
- Select Object Settings, and then click Edit.
-
Set permissions based on your needs, using the table as a guide.
Object Settings for Licensing and Permitting Object Access Level Assessments Read, Create, Edit Assessment Questions Read, Create Assessment Question Responses Read, Create, Edit Assessment Question Sets Read, Create Assessment Question Versions Read, Create Assessment Task Orders Read Care Plan Templates Read Cases Read, Create, Edit Complaint Cases Read, Create, Edit Documents Read Document Checklist Items Read, Create, Edit, Delete Individuals Read Omni Data Transformations Read Omni Data Transformation Items Read Omni Electronic Signature Templates Read Omni Processes Read Omni Process Compilations Read Omni Process Elements Read Omni Process Transient Data Read Omniscript Saved Sessions Read, Create, Edit, Delete Omni UI Cards Read Received Documents Read, Create - Save your changes.
- Select Custom Settings Definitions, and then click Edit.
- Add Benefit Recertification Flow to the Enabled Custom Setting Definitions list.
- Save your changes.
Create Experience Cloud Site Users
To allow constituents to access your Experience Cloud site, enable them as customer users and assign them the Customer Community Plus license and the License and Permit Site User profile.
Required Editions
| User Permissions Needed | |
|---|---|
| To create or edit Customer Community Plus users: | Manage Customer Users |
Ensure that the user who owns a constituent’s person account is assigned a role. If necessary, before you begin, create and assign a role to the user.
- From the App Launcher, find and select Accounts, and then click a constituent’s person account.
-
Click
, and
then select Enable Customer User.
- On the user record page, enter an email address and a unique username in the form of an email address. By default, the username is the same as the email address.
- (Optional) Change the system-generated nickname for the user. The nickname is the user’s display name in an Experience Cloud site.
- For User License, select Customer Community Plus.
- For Profile, select License and Permit Site User.
- Deselect Generate new password and notify user immediately so that the user doesn’t receive a password until you activate your Experience Cloud site.
- Save your changes.
Assign Permissions to Site Users
Required Editions
| User Permissions Needed | |
|---|---|
| To assign permission sets and permission set groups: | View Setup and Configuration AND Assign Permission Sets |
Assign these permission sets to your Experience Cloud site users.
- Decision Explainer Site Permission Set License
- DocGen Runtime for Community Users
- Document Checklist
- Industries Visit
- Licensing, Permitting, and Inspections for Community User
- Omnistudio Experience Cloud User
- Rule Engine Runtime
Alternatively, assign them the Licensing_Permitting_Constituent permission set group. See View and Assign Permission Set Groups in Public Sector.
Configure Sharing Settings for Public Sector
Review and edit the org-wide default sharing settings for the objects that Public Sector uses to determine the level of access that users have to each others’ data.
Required Editions
| User Permissions Needed | |
|---|---|
| To edit org-wide default sharing settings: | Manage Sharing |
- From Setup, in the Quick Find box, enter Security, and then select Sharing Settings.
- Click Edit.
-
Set organization-wide defaults based on your needs, using the table as a guide.
Object Default Internal Access Default External Access Account and Contact Public Read, Write Public Read Only Asset Controlled by Parent Controlled by Parent Activity Controlled by Parent Private Action Plan Public Read, Write Private Action Plan Template Public Read, Write Private Assessment Public Read Only Public Read Only Assessment Envelope Public Read Only Public Read Only Assessment Indicator Definition Public Read, Write Public Read Only Assessment Indicator Value Public Read, Write Public Read Only Assessment Question Public Read Only Public Read Only Assessment Question Assignment Public Read Only Public Read Only Assessment Question Response Public Read Only Public Read Only Assessment Question Set Public Read Only Public Read Only Assessment Task Public Read, Write Public Read Only Assessment Task Definition Public Read, Write Public Read Only Authorization Application Asset Public Read, Write Private Authorization Application Place Public Read, Write Private Business License Public Read Only Public Read Only Business License Application Public Read, Write Private Business Regulatory Authorization Type Dependency Public Read Only Public Read Only Business Type Public Read Only Public Read Only Calculation Procedure Public Read Only Public Read Only Case Public Read, Write, Transfer Public Read Only Course Offering Public Read Only Public Read Only Decision Matrix Public Read Only Public Read Only Document Checklist Item Public Read Only Public Read Only Examination Public Read Only Public Read Only Expression Set Public Read Only Public Read Only Individual Application Public Read, Write Public Read Only Inspection Type Public Read Only Public Read Only Location Public Read Only Public Read Only Omni Assessment Task Public Read, Write Public Read Only Omni DataPack Private Private Omni Data Transformation Public Read Only Public Read Only Omni Electronic Signature Template Public Read Only Public Read Only Omni Process Public Read Only Public Read Only Omni Process Assessment Question Version Public Read, Write Public Read Only Omni Process Transient Data Public Read Only Public Read Only Omniscript Saved Session Public Read Only Public Read Only Omni UI Card Public Read Only Public Read Only Person Education Public Read, Write Private Person Examination Public Read, Write Private Polygon Public Read Only Public Read Only Preliminary Application Reference Public Read, Write Public Read Only Public Complaint Public Read, Write Private Regulatory Authority Public Read Only Public Read Only Regulatory Authorization Type Public Read Only Public Read Only Regulatory Code Violation Public Read, Write Public Read Only Regulatory Transaction Fee Public Read, Write Private Training Course Public Read Only Public Read Only User Public Read Only Public Read Only Violation Type Public Read Only Public Read Only Visit Public Read, Write Public Read Only - Save your changes.
After completing these prerequisites, create the site from the template and customize the pages.
See Also
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