Loading

Allow Guest Users to Log a Case with Salesforce Experience Cloud

Veröffentlichungsdatum: Apr 14, 2025
Beschreibung

Experience Cloud sites built with templates that allow Guest Users to log Cases must enable 'Guest Access to the Support API' and then add 'NewCase' to the quick actions, or their Guest Users will not be able to log Cases.
 

Lösung


Enable Guest Users to Log Cases

In Salesforce Classic

  1. From Setup, enter Digital Experiences in the Quick Find box, then click on All Sites
  2. Click on Workspaces next to the site in which you want your guest Users to log Cases via 'Contact Support.'
  3. From the Experience Workspaces page, Click on Administration.
  4. Click on Pages.
  5. Click on Go to Force.com.
  6. On the 'Sites Detail' page, click Edit.
  7. Select Guest Access to the Support API.
  8. Add NewCase, or a custom quick action to add Cases, to the 'Selected Quick Actions.'
  9. Click on Save.

In Lightning Experience
  1. Click the gear icon, then click Setup.
  2. Enter Digital Experiences in the Quick Find box, then click on All Sites.
  3. Click Workspaces next to the site in which you want your Guest Users to log Cases via 'Contact Support.'
  4. From the Experience Workspaces page, click on Administration.
  5. Click on Pages.
  6. Click on Go to Force.com.
  7. On the 'Sites Detail' section, click Edit.
  8. Select Guest Access to the Support API.
  9. Add 'NewCase', or a custom quick action to add Cases, to the 'Selected Quick Actions.'
  10. Click on Save.


Notes:

  • You must take these steps in each site you have Guest Users enabled. It isn't global across all sites. 
  • Guest Users can't attach files when creating a Case.
  • The Site Details User Interface section that will allow you to perform this step "Add 'NewCase', or a custom quick action to add Cases, to the 'Selected Quick Actions.'" may be missing. Please log a Salesforce support case requesting to enable required org permission. Please reference Article Number 313406 in your support case. 
  • If you are receiving a message, 'Looks like you don’t have access to create a case. Ask your community manager for access', please review the following to resolve: Error 'Looks like you don’t have access to create a case. Ask your community manager for access.' when you create a case from the 'Contact Support Form'.
  • The Automated Case User (within Support Settings) must have access to the record type and fields on the global action layout for the case creation under Contact Support Form or Create a Case Form.

 

Nummer des Knowledge-Artikels

000381881

 
Laden
Salesforce Help | Article