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            Customize Contractor Portal

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            Customize Contractor Portal

            Configure Contractor Portal to provide a quality, branded experience for your customers.

            Contractor Portal is delivered as a website template, built on Experience Cloud. Working with a certified Experience Cloud Consultant can help deliver the best portal experience for your contractors.

            Portal Component Overview

            To get started, here is an overview of the most important components of the Contractor Portal to focus on.

            The Experience Cloud components control the basic look and feel of the Contractor Portal site. See Customize Sites with Experience Builder.

            Some components, such as OmniStudio FlexCards and Lightning Web Components, are hosted by the digital experience site, and are configurable through their respective sections in the org. See the list of components at Bill of Materials for Contractor Portal.

            These Flows are delivered as templates. Clone them and then customize the cloned flows as per your business needs. See Flow Builder.

            Label API Name
            Trigger Application Approval for Contractor euccontractor__ContractorEnrlApproval
            Process Approved Application eucloudprogram__ProcessApplnApproval

            Application and Enrollment Flow Description

            • A contractor selects Enroll on the Program Description page and begins filling out the required fields.

            • Upon application submission, an Individual Application record is created along with Individual Application Item records (if applicable). Uploaded documents, if any, are stored as Notes & Attachments on the Individual Application.

              • In the Contractor Portal: the program FlexCard moves from the Available subtab to the Enrolled subtab with the tag In Review.

              • The Is Submitted By Third Party field is set to TRUE (because the contractor is a Partner User).

            • During the Trigger Application Approval for Contractor (euccontractor__ContractorEnrlApproval) process automation flow, the Individual Application Status is updated from Submitted to In Review and an Approval Request is generated.

            • If the Approval Request is approved, a record is created in Program Enrollment using the Process Approved Application (eucloudprogram__ProcessApplnApproval) Flow, determining the Enrollee Role among other updates. The contractor is now approved to operate in this program. Salesforce then performs these updates:

              • The Enrollee Role is determined by a formula which returns Contractor if Is Submitted By Third Party is TRUE and Submitted By Account Id matches ProgramEnrollment.AccountId.

              • In the Contractor Portal: The In Review tag is removed from the program FlexaCard because the application is approved.

            • If the Approval Request is rejected, then no Program Enrollment record is created. To allow a reapplication, delete the Individual Application Item record(s) associated with the Individual Application.

            Customize Portal Components

            From the Experience Builder, you can customize the portal components such as the background and borders of the header, navigation tabs, links, icons, colors, and user profile dropdown colors.

            Note
            Note To add new programs and edit programs, go to the Programs tab of Program Management Console.
            Note
            Note These components use placeholder URLs. Update to actual URLs
            ComponentOmniStudio FlexCard
            Quick Actions: Upload License

            Quick Actions: Upload Labour

            		EnergyUtiltiesCPQuickActions
            Program Details: Eligible Zip Codes

            Program Details: Approved Energy Star Equipment

            		EnergyUtilitiesCPViewProgramDetailsChildCard
            Available Programs: Eligible Zip Codes

            Available Programs: Approved Vendors

            		EnergyUtilitiesCPAvailableProgramChildCard
            Approved Program Details: Leads tabEnergyUtilitiesCPLeads
            Approved Program Details: Closed tabEnergyUtilitiesCPClosedLeads
            To configure these components, open their respective FlexCards. See OmniStudio FlexCards.
            1. Open the Contractor Portal in Experience Builder.
              1. From Setup, In the Quick Find box, enter All Sites, and then select All Sites.
              2. From the All Sites list, beside the Contractor Portal site, click Builder.
                Contractor Portal opens in Experience Builder.
            2. Select a page.
              For example, to view the Available programs tab, select the Programs page.
            3. To customize the header, click the header component.
              For example, the Stacked Header component contains the sample header image, User Profile menu, and the Overview and Programs navigation tabs.
              1. Under Background & Border colors, select the Image, background colors, and border colors.
              2. Under Links & Icons, select the color details for the navigation tabs.
              3. Under Dropdown Menus, select the color details for the User Profile menu.
            4. Choose the OmniStudio FlexCard that you want to show.
              1. Select a Flexcard component in the site.
              2. In Flexcard Name, select the FlexCard that you want to show.
                To customize a FlexCard, clone a FlexCard and edit its properties. Alternatively, create a FlexCard and publish it to the Digital Experience site. When your cloned or new FlexCard is ready to be consumed by the Digital Experience site, you can select it from Flexcard Name.
            5. Edit tabs in the Tab Layout.
              1. From the Pages menu, click Programs..
                The Programs tab contains two subtabs in the Tab Layout component. The Available subtab shows all programs that are available for enrollment for the contractor. The Enrolled subtab shows the status of submitted applications.
              2. Select the Tab Layout component.
              3. In the Tab Layout menu, click Add.
              4. Click New Tab, and enter a name for the tab.
              5. To add a component to the new tab, click Components, and then drag the component to the new tab region.
                Some components may take a few minutes to load after moving them.
            6. To confirm your changes to the Contractor Portal site, click Publish.
             
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