Set Up Digital Experience Sites for Salesforce Contracts

Configure Experience Cloud sites so that external partners and customers can view contract documents, check e-signature status, and access signed contracts.

Salesforce Contracts supports two types of external user access through Digital Experience sites:

Partner Community Users

Partners can generate and manage contract documents, transition contract states, and submit contracts for e-signature through a Digital Experience site.

Customer Community Plus Users

Customers can view shared contract documents, download signed contracts, review documents in Microsoft 365, and check e-signature status through a Digital Experience site.

• Set Up Salesforce Contracts Partner Community User
  Perform these tasks to set up the partner user in Salesforce Contracts.
• Set Up Salesforce Contracts Customer Community Plus User
  Tasks to set up the customer community plus user in Salesforce Contracts.
• FLS Requirements for Contract Document Generation
  Contract document generation reads and writes fields on several objects during hydration, persistence, and locking. Without Field-Level Security (FLS) on the required fields, generation silently fails or produces incomplete documents. After you set up the community user, grant FLS on the user's profile or on a permission set assigned to them.