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Configure Your Org for Utility Self Service Portal
Configure your org for Utility Self Service Portal. After you complete this configuration, you can download and deploy the Utility Self Service Portal components.
Before You Begin:
If you haven't already done so, install the Salesforce Industries Communications, Media, and Energy managed package on your target org and complete the Post-Install steps for CME.
To configure your org for Utility Self Service Portal, perform these steps in sequence:
Create Customer Community User Profiles for Utility Self Service Portal
Create a customer community user profile that your customers use to access the features of Utility Self Service Portal.
Before You Begin
Follow the steps in Create an Experience Cloud Site to set up a sample digital experience site on your Target Org. In the site settings, set the Name to Self Service Portal, and URL to service.
- To go to the Setup Home page, click the gear icon labeled Setup and then click Setup.
- In Quick Find, enter Profiles and then under Users click Profiles.
- On the Profiles page, click New Profile.
- New profiles are created based on an existing user profile. In Existing Profile, select Customer Community User.
- In Profile Name enter Energy Self Service Customer Community User. This is the profile that you assign to customers.
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Click Save.
The Profile details page displays all the permissions of the new profile. While you can edit the Customer Community User profile on this page, it is recommended that you retain all the default settings. Modifying the permissions of this profile could result in customers being unable to complete certain workflows.
Enable Account Contact Relationship
A contact can be associated with multiple accounts. Enabling the Account Contact Relationship access mapping allows sales agents to track the relationships between the customers and businesses they work with.
- Go to Setup.
- In the Quick Find box, search Account and select Account Settings.
- Click Edit.
- Select Allow users to relate a contact to multiple accounts, and click Save.
Enable Program Benefits
To access and use program management capabilities, turn on Program and Benefit Management Settings.
- Go to Setup.
- In the Quick Find box, search for and open Program and Benefit Management Settings.
- Turn on Create and manage your programs, benefits, and goals.
Review Organization Wide Default Sharing Settings
Review the Organization-Wide-Defaults (OWD) to ensure that guest users are able to access the Utility Self Service Portal.
Some organizations choose to control object access globally using org-wide default settings. Refer to this table for suggested access settings for Utility Self Service Portal objects.
These are suggestions only—your organization may have different security model requirements. Check with your system administrator or implementation partner for help and advice about sharing settings.
For more information about OWD settings, see Organization Wide Sharing Defaults.
- To go to the Setup Home page, click the gear icon labeled Setup and then click Setup.
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In the Quick Find box, search for Sharing Settings. Set the sharing defaults:
Object
Default External Access
Account and Contract
Public Read Only
Premises
Public Read Only
Attribute Assignments
Public Read/Write
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Additionally, for orgs using Omnistudio for Vlocity, set these sharing defaults:
Object
Default External Access
Vlocity Action
Public Read Only
Vlocity Attribute Category
Public Read/Write
Vlocity Omniscript
Public Read Only
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Additionally, for orgs using Standard Omnistudio Content, set these sharing defaults:
Object
Default Internal Access
Default External Access
Omni Process
Public Read Only
Public Read Only
Contact
Public Read/Write
Private
Vlocity Attribute Category
Public Read/Write
Public Read/Write
Asset
Controlled by Parent
Controlled by Parent
Assign Admin Permissions
Assign the Program and Benefit Management Access to the system administrator user to use the application approval datapack.
- From Setup, in the Quick Find Box, enter Users, and then select Users.
- Click the user assigned to the System Administrator profile.
- In Permission Set Assignments, click Edit Assignments.
- From Available Permission Sets, move the Program and Benefit Management Access permission set to Enabled Permission Sets.
- Save your changes.
