Configure the Enterprise Self-Service Portal (Managed Package)

Create a Public Group and Add Enterprise Self-Service Portal Users

As your first step to configure the portal, create a public group, and add your Enterprise Self-Service portal users to it.

1. Create a public group:
   1. From Setup, in the Quick Find box, enter Public Groups, and then select Public Groups.
   2. Click New.
   3. Enter Group Name.
   4. Enter other details if necessary.
   5. Save your changes.
      For more information, see Public Group Considerations.
2. Create community users.
   See Create Experience Cloud Site Users and Add Members to Your Experience Cloud Site for reference.
3. Add the community users to your public group:
   1. From Setup, in the Quick Find box, enter Public Groups, and then select Public Groups.
   2. Select your public group, and click Edit.
   3. Under Available Members, select members, and click Add.
   4. Save your changes.

Assign User Profile and User License to your Enterprise Self-Service Portal Users

User profiles define how users access objects and data and what they can do within the Enterprise Self-Service (ESS) portal. When you create ESS users, you must assign a profile to each one. A user license determines the baseline of features that the user can access. Every user in the ESS portal must have exactly one user license.

1. From Setup, in the Quick Find box, enter Digital Experiences, and then select Settings under it.
   1. Select the Enable ExperienceBundle Metadata API checkbox.
   2. Save your changes.
2. From Setup, in the Quick Find box, enter Users, and then select Users.
3. Select a user, and click Edit.
   1. Set User License as Customer Community Plus Login.
   2. Set Profile as Customer Community Plus Login User.
   3. Save your changes.

Deploy Sample Permission Sets and Permission Set Groups to Configure the Enterprise Self-Service Portal

Permission sets are a collection of settings and permissions that give users access to various tools and functions. Permission Set Groups streamline permissions assignment and management.

Assign Permission Set Licenses to Enterprise Self-Service Portal Users

You must assign a permission set license to a user before you can assign certain permissions. Permission set licenses provide users incremental access to features that aren't included in their user licenses. Users can be assigned any number of permission set licenses.

1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
2. Select the Customer Community Plus Login User profile.
3. Click View Users.
4. Select a user.
5. In the Permission Set License Assignments related list, click Edit Assignments.
6. Enable the Comms Cloud Plus CC permission set license.
7. Click Save.

Make the Login Page Public

Use Experience Builder to grant site users access to view the Enterprise Self-Service Login page.

1. From Setup, in the Quick Find box, enter All Sites, and then select All Sites.
2. Select your site and click Builder.
3. Click the Settings icon .
4. In the General tab, under Guest User Profile, click your guest user profile link.
5. On the profile page, click View Users.
6. Select your site’s user.
7. In the Permission Set License Assignments related list, click Edit Assignments.
8. Enable the Comms Cloud permission set license.
9. Click Save.
10. In the Permission Set Assignments related list, click Edit Assignments.
11. Select ESM SelfService External User permission set under Available Permission Sets, and then click Add.
12. Click Save.

Assign Permission Sets to Enterprise Self-Service Portal Users

Assign permission sets to Enterprise Self-Service (ESS) portal users to give them access to ESS features and functionalities.

1. From Setup, in the Quick Find box, enter Profiles and then select Profiles.
2. Select Customer Community Plus Login User profile.
3. Click View Users.
4. Select a user.
5. In the Permission Set Assignments related list, click Edit Assignments.
6. Select the Communications Cloud Plus CC Runtime permission set under Available Permission Sets, and then click Add.
7. Click Save.

Assign Permission Set Groups to Enterprise Self-Service Portal Users

The ESMSelfServiceCommunityUser permission set group streamlines permissions assignment and management for Enterprise Self-Service portal users. This group contains the ESM SelfService Community User permission set. Assign this permission set group to users with the Customer Community Plus Login User profile.

1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
2. Select Customer Community Plus Login User profile.
3. Click View Users.
4. Select a user.
5. In the Permission Set Group Assignments related list, click Edit Assignments.
6. Select ESMSelfServiceCommunityUser permission set group under Available Permission Set Groups, and then click Add.
7. Click Save.

Configure Sharing Rules for Enterprise Self-Service Portal Users

Configure the sharing rules to ensure that users have access to the correct records via the Self-Service portal.

1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
2. Scroll down to the Sharing Rules section.
3. Locate an object to create a sharing rule for, such as Account Sharing Rule, then click New.
4. Enter a Rule Name such as Portal User Account Sharing Rule.
5. Select settings as indicated in the Self-Service Portal Sharing Rules table.
6. Repeat these steps for each subsequent sharing rule.

   Self-Service Portal Sharing Rules

   Object	Criteria	Shared With	Access
   User	User: Contact ID NOT EQUAL TO	Mobile Subscription Self Service Portal Site Guest User	Read Only
   OmniScript Saved Session	OmniScript Saved Session: Created By ID NOT EQUAL TO	The public group you’ve configured for your portal users.	Read Only
   Omni UI Card	Omni UI Card: Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Omni User Session	Omni User Session: Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Data Mapper Bulk Data	Data Mapper Bulk Data: Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Vlocity Data Mapper Batch Queue Sharing Rules	Vlocity Data Mapper Batch Queue: Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Vlocity Data Mapper Bundle Sharing Rules	Vlocity Data Mapper Bundle: Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Vlocity Data Mapper Map Item Sharing Rules	Vlocity Data Mapper Map Item: Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Vlocity Data Mapper Object Interface Sharing Rules	Vlocity Data Mapper Object Interface: Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Vlocity Data Mapper Staged Data Sharing Rules	Vlocity Data Mapper Staged Data: Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Vlocity OmniScript Sharing Rules	Vlocity OmniScript: Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Price List	Price List: Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Vlocity Card Sharing Rules	Vlocity Card: Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Account	Account: Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only for Account, opportunity, cases
   Charge Measurement Sharing Rules	Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Pricing Component Sharing Rules	Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Pricing Element Sharing Rules	Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Pricing Plan Sharing Rules	Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Pricing Variable Sharing Rules	Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Vlocity Attribute Assignment Rule Sharing Rules	Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Vlocity Attribute Category Sharing Rules	Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Vlocity Calculation Matrix Sharing Rules	Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Vlocity Calculation Procedure Sharing Rules	Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only
   Vlocity Rule Sharing Rules	Created By ID NOT EQUAL TO	The public group you've configured for your portal users.	Read Only

Configure Price Book Settings for the Enterprise Self-Service Portal

Configure the price book to enable Industries CPQ to fetch price list entries and to share the price book with your ESS public group.

1. Open the App Launcher.
2. Locate and click Price Books.
3. Locate and click Standard Price Book.
4. Ensure that the Is Standard Price Book checkbox is selected. If not, click Edit and select it.
5. Ensure that the Sharing button is visible:
   1. From Setup, in the Quick Find box, enter Sharing Settings and then click Sharing Settings.
   2. Click Edit.
   3. Set the Organization-Wide Sharing Default for the Price Book object to View Only.
   4. Click Save.

Update your Enterprise Self-Service Portal Community URL

Update your portal URL in the custom label CmexSelfServiceCommunityUrl based on your enterprise’s requirements. This change ensures that your portal order confirmation email points to your portal Order Details page.

Update Sender Email Address for Your Enterprise Self-Service Portal

Update the email address that your Enterprise Self-Service Portal users receive emails from with a Salesforce-verified email address.

1. From Setup, in the Quick Find box, enter All Sites, and then select All Sites.
2. Go to the SelfServicePostSale site, and click Workspaces.
3. Select the Administration tile.
4. Select the Emails tab.
5. In the Sender section, enter your Salesforce-verified email address.
6. Save your changes.