Set Up Customer and Partner Community for Consumer Sales

Set Up Digital Experiences

Create and activate a Digital Experience site to enable community user access.

1. From Setup, in the Quick Find box, enter Digital Experiences, and then select Settings.
2. Select Allow using standard external profiles for self-registration, user creation, and login.
3. In the Quick Find box, enter Digital Experiences, and then select All Sites.
4. Click New, and then select a template.
5. Enter a site name and URL path.
6. Click Create.
7. Click Open in Experience Builder, and then click Publish.
8. In Experience Builder, click Workspaces, and select Administration.
9. Click Settings.
10. Activate your site.

Create Account, Contact, and Community User

Set up the account hierarchy and enable the community user.

1. Create an account record.
   

   Note For Partner Community users, select the Partner checkbox on the account.
2. Create a contact record associated with the account.

Clone and Configure the Community Profile

Clone and configure the community profile to grant the necessary permissions.

1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
2. Locate Customer Community User, and then click Clone.
   

   Note For Partner Community users, select Partner Community User instead.
3. Enter a name for the new profile, and then save your changes.
4. Click Edit on the cloned profile.
5. Under Administrative Permissions, enable these permissions.
   • API Enabled
   • Context Service Run Time User
   • Manage Revenue Cloud
6. Under General User Permissions, enable Product Configurator.
7. Under Standard Object Permissions, enable the Read, Create, Edit, Delete, and View All permissions for these objects.
   • Orders
   • Revenue Transaction Error Logs
   • Rule Definition
   • Rule Libraries
   • Rule Library Definitions
   • Rule Library Definition Versions
   • Rule Library Versions
8. Save your changes.
9. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
10. Click Workspaces next to your site.
11. Click Administration, and then select Members.
12. Add the cloned profile as a site member profile.

Create and Assign Permission Sets

Create a permission set to grant API and runtime access to community users, and then assign it.

1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
2. Click New.
3. Enter a label, and then select None for User License.
4. Save your changes.
5. Click System Permissions, and then click Edit.
6. Enable these permissions.
   • API Enabled
   • Salesforce Pricing: Run Time User
   • Allow Access to Product Discovery
   • Product Configurator
   • Manage Revenue Cloud
   • View Product Catalog for Customer Community User

     For partners, use View Product Catalog for Partner Community User.

   • View Product Catalog via API for Customer Community User

     For partners, use View Product Catalog via API for Partner Community User.

   • Context Service Run Time User
   • Run Expression Sets
   • Run Decision Matrices
   • Run Decision Tables
7. Save your changes.
8. Assign these permission sets to the community user.
   • The custom permission set that you created
   • Consumer Sales User
   • Product Catalog Management Viewer
   • Salesforce Pricing Run Time User
   • Rule Engine Runtime

Create the Community Portal User

Convert the contact into an active community user, and then assign permission sets.

1. On the contact record, click Enable Customer User.
   

   Note For Partner Community users, click Enable Partner User.
2. On the New User page, enter the email address and username.
   • The User License field auto-populates based on the community type.
   • Select the cloned profile that you created in Clone and Configure the Community Profile.
3. Save your changes.
4. Verify the user's email address using the verification link sent to the provided email.
5. Assign these permission sets to the community user.
   • The custom permission set that you created in Create and Assign Permission Sets
   • Consumer Sales User
   • Product Catalog Management Viewer
   • Salesforce Pricing Run Time User
   • Rule Engine Runtime

Configure Sharing Settings

Configure record sharing so that community users can access product catalog records.