Set Up Self-Registration for Your Community | Salesforce
Set Up Self-Registration for Your Community
Enable self-registration to allow unlicensed guest users to join your community. You can choose to save them as contacts under a business account or create a person account for each self-registering user.
Available in: Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create, customize, or activate a community:
“Create and Set Up Communities”
Is a member of the community whose Community Management page they’re trying to access.
When you enable self-registration, these Visualforce pages and Apex controllers are associated with your community.
CommunitiesSelfReg page and CommunitiesSelfRegController—Provide the form for partners or customers so they can register with your community. You can modify the CommunitiesSelfRegController Apex controller to change the default self-registration process, but it is no longer required starting with the Spring ’15 release.
Apex customizations for the self-registration process take precedence over the defaults specified in Community Management. In organizations created prior to the Spring ’15 release, existing Apex customizations for self-registration remain in effect as before.
CommunitiesSelfRegConfirm page and CommunitiesSelfRegConfirmController—If a user doesn’t create a password during self-registration—either because they left the password field blank or your organization customized the self-registration form to omit the password field—this page confirms that a password reset email has been sent. Users landing on this page can’t log in until they reset their password.
The default self-registration pages and controllers are shared by all of your organization’s communities. If you enable self-registration for multiple communities, you must further customize the self-registration experience to direct users to different pages, assign different profiles or permission sets for different communities, and so on.
Renaming or deleting the default self-registration page can cause problems with the default self-registration flow.
Access Community Management in one of the following ways.
From the community:
In Salesforce Tabs + Visualforce communities, click in the global header.
In Community Builder-based communities, use the drop-down menu next to your name and click Community Management.
From Setup, enter All Communities in the Quick Find box, then select All Communities and click the Manage link next to a community.
From Community Builder, in the header, use the drop-down menu next to the name of your template and click Community Management.
Click AdministrationLogin & Registration.
In the Registration section, select Allow external users to self-register.
Optionally, choose a custom self-registration page for your community. Select the page type (Community Builder or Visualforce), enter the name of the page in the search field, and click . In the search results window, click the name of the page to select it. To revert to the default self-registration page (CommunitiesSelfReg), select Default Page.
Community Builder pages must be published, else they aren’t included in the page lookup search results. Remember to modify the self-registration CommunitiesSelfRegController and CommunitiesSelfRegConfirmController Apex controllers if you use a custom page.
Select the default Profile to assign to self-registering users.
You can only select portal profiles that are associated with the community. If a profile is selected as the default for users who self-register, and you remove it from the community, the self-registration Profile is automatically reset to None.
Select the business Account that you want to assign self-registering users to.
Ensure that the account you use is enabled as a partner. To do so, go to the account, click Manage External Account, then click Enable as Partner.
After you set up self-registration, a Not a member? link directs external users to the self-registration page from the login page. When a user self-registers to join your community:
Salesforce creates a new user record with the information they provide on the self-registration page.
The user is assigned the profile you specified when you set up self-registration.
The user is associated with a business account or a person account, depending on how you set it up.
Customer Community Plus and Partner Community licenses require user records to be associated with a role in your organization. If you don’t specify a role in the default self-registration profile, Salesforce assigns them the Worker role.
Keep in mind that each time a user self-registers, they consume one of your Communities licenses. When setting up your self-registration page, be sure to add some criteria to ensure that the right people are signing up. Additionally, to prevent unauthorized form submissions, we recommend using a security mechanism, such as CAPTCHA or a hidden field, on your self-registration page.