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Set Up an Experience Site for Facility Admins to Update Bed Availability
Emails sent to care facility admins contain links that redirect them to your Experience site, where they can update the available bed count in their facilities.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud |
| User Permissions Needed | |
|---|---|
| To use Crisis Support Center Management objects in an Experience Cloud site: | Crisis Support Center Management for Experience Cloud permission set |
| To use Digital Experiences: | OmniStudio User permission set |
Enable Digital Experiences to build Experience Cloud sites.
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Build your Experience site.
- From Setup, under Digital Experiences, click All Sites.
- Click New.
- Select a template or build your own site.
- Enter a name and URL for your site and click Create.
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Show care facility bed records in your site using navigation menus.
- On the Workspaces page, click Builder.
- In the Builder toolbar, click the dropdown next to the page name. Select the page where you want to add the navigation menus or create a page.
- Click Settings, then Navigation.
- Click the Default Navigation dropdown, and then click Edit.
- Click Add Menu Item.
- Enter a name for your menu item, and from the Type dropdown, select Salesforce Object.
- Select Care Facility Bed as the Object Type.
- Select your Default List View and click Save Menu.
- To make your customizations available to site members, in the Builder toolbar, click Publish.
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Add profiles that can access your site.
- On the Workspaces page, click Administration, then Members.
- Add the appropriate profiles to Selected Profiles.
- Add Crisis Support Center Management for Experience Cloud to Selected Permission Sets.
- Click Save.
- On the Administration panel, click Settings and Activate your site.
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