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Alternative Sites Setup Pathway
Take the steps in this setup pathway to set up Service Catalog Guest Users in sites alternative to Experience Cloud, such as Salesforce Sites and externally built sites.
Required Editions
| View supported editions. |
Service Catalog supports the use of guest users in Salesforce Sites and sites built outside of Salesforce (external sites). To use these alternative site types with guest users, you must create these.
- A Visualforce page that grants guest users access to your Service Catalog in your alternative site
- A Salesforce Site that exposes your catalog items to guest users in your alternative site
When you complete Step II, a guest user profile is created that you configure to grant Service Catalog access. The steps are the same for both alternative site types. For alternative sites, you must also grant guest users access to catalog items that contain autolaunched and orchestration flows in their fulfillment. See Step I.
Keep in mind that for externally built sites, you must map your site and integrate its data into Salesforce. We recommend that you contact your Salesforce account executive for assistance.
Step 1: Create a Visualforce Page
Provide guest user access to your catalog items in an alternative Service Catalog site with a Visualforce page.
- From Setup, in the Quick Find box, enter and then select Visualforce Pages.
- From the Visualforce Pages Setup page, click New.
- For the Label field, enter a name.
- Enable Available for Lightning Experience, Experience Builder sites, and the mobile app.
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From the Visualforce Markup tab, enter this code in the entry field.
<apex:page showHeader="false" sidebar="false"> <apex:includeLightning /> <div id="item" /> <script> $Lightning.use("runtime_service_servicecatalog:serviceCatalogLightningOut", function() { $Lightning.createComponent("runtime_service_servicecatalog:catalogItem", {itemApiName: 'item_1708593530216_ItemFlow1'}, "item", function(cmp) { console.log("Item runner created"); // do some stuff } ); }); </script> </apex:page> -
Optional: To add support of authenticated users in your alternative site for
Service Catalog, complete steps 1 through 5 and enter this code in the
Visualforce Markup tab.
<html> <script src="SiteURL/lightning/lightning.out.js"></script> <body> <h1>Header</h1> <div id="item"></div> </body> <script> // What needs to be done as well: in your org, add this URL (probably localhost) to CORS var token = "<token, not prefixed by Bearer>" $Lightning.use("runtime_service_servicecatalog:serviceCatalogLightningOut", function() { $Lightning.createComponent("runtime_service_servicecatalog:catalogItem", { itemApiName: "<itemName>", targetCustomerId: “<CustomerId>” }, "item", function(newCmp, status, errorMessage) { if (status === "SUCCESS") { console.log("Component Created Successfully"); } else { console.log("Component not created | " + errorMessage); } } ); },"SiteURL" ,token); </script> </html> - Save your work.
- From the Sites Setup page, select the name of your site.
- From the Site Details page, select Public Access Settings.
- From the profile Setup page for your guest user, in the Apps section, select Flow Access.
- Add your autolaunched and orchestration flows to Enabled Flows.
- Save your work.
Step 2: Create a Salesforce Site
Expose catalog items in your alternative Service Catalog site to guest users with a Salesforce Site.
- From Setup, enter and select Sites.
- From the Sites Setup Page, click New.
- From the Site Label field, in the Site Edit page, enter a name.
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From the Active Site Home Page field, click the search button, and then select the name of
your Visualforce page.
The Visualforce Page Lookup window closes.
-
From the Site Edit page, click Save.
The Site Details page opens for your site.
-
Click Public Access Settings.
The Profile Detail Setup page for your site opens.
- From the Enabled Visualforce Page Access quick action, ensure your Visualforce Page is listed.
-
Click View Users.
The Site Users Setup page opens.
- Click the name of your site guest user.
- Select the Permission set Assignment quick action, and then click Edit Assignments.
- Assign the Guest Access Service Catalog permission set.
- Save your work.
- From Setup, in Sites, under Settings, enable Allow using standard external profiles for self-registration, user creation, and login.
- Save your work.
