Learn how to extend Salesforce’s standard Group Enrollment process to also create
portal users. This involves customizing the enrollment flow and setting up a batch job so census
members enrolled in a group also get portal user accounts.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise,
and Unlimited Editions of Digital Insurance with Digital Insurance
Product Admin Add On, Digital Insurance Group Benefits AddOn, Digital Insurance Group
Enrollment AddOn,Digital Insurance Group Benefits Customer Community AddOn, and Digital
Insurance Group Benefits Partner Community AddOn licenses
Configure the Batch Job to Create Portal Users The out-of-the-box Group Enrollment batch job references the Group Enrollment flow that’s shipped out of the box and can’t be modified. Perform this task to ensure the batch job uses the flow that’s customized to create portal users.
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