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Set Up Customer Community User for Salesforce Industries
Perform these tasks to set up the customer community (digital experience) user in Salesforce Industries for document generation. For server-side document generation to work, the execution mode for Integration Procedure must be set to Synchronous. Otherwise, document generation will fail for digital experience users.
- Enable Salesforce Digital Experience for Customer Community User
- Create an Account for Customer Community User
- Create a Customer Community User
- Set Up Customer Community User for Salesforce Industries
- Create a Digital Experience Site for Customer Community User
- Configure Digital Experience Site for Customer Community User
- Set Up Customer Community User for Salesforce Industries
- Assign Permission Sets to a Customer Community User
- Add Vlocity Document Template Library for Customer Community User
- Run Apex Code for Customer Community User
- Set Up Apex Trigger for Customer Community User
Assign License to the Customer Community User
To generate document versions, you must assign the relevant license to the customer community user.
- To assign managed package license to the customer community user:
- In Setup, in the Quick Find box, enter Installed.
- Click Installed Packages.
- Click Manage Licenses next to target package (Example: Vlocity CMT).
- Click Add Users.
- Add the customer community user.
- Click Save.
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To assign permission set license to the customer community user:
- From Setup, in theQuick Find box, enterUsers, and then selectUsers.
- Click the name of the customer community user.
Don't click Edit.
- From the Permission Set Assignments section, click Edit Assignments.
- Assign DocGenInd CME Digital Experience User permission set.
- Click Save.
Deploy Permission Sets for Customer Community User
To grant permissions, create a permission set for customer community users. You can deploy and install sample permission sets and permission set groups. The sample permission sets provide object, class, and Visualforce page access.
- For CME, see Deploy Sample Permission Sets and Permission Set Groups. Also, refer to the DocGen Digital Experience Customer persona details in, CLM and DocGen Sample Permission Sets Reference for CME.
- For HINS, see topic Create CLM and DocGen Sample Permission Sets for HINS in the Post-Install Steps for Contract Lifecycle Management for Vlocity Insurance Spring '22. Also, refer to the DocGen Digital Experience Customer persona details in CLM and DocGen Sample Permission Set Reference for HINS.
Add Omniscripts to the Digital Experience Site for Customer Community User
You can add all the necessary components such as Omniscripts, standard objects tabs for customer community user to be able to generate documents.
Launch LWC Omniscripts in Communities and Lightning Pages using the generated Omniscript Component. To add Omniscripts, see Add an LWC Omniscript to a Lightning or Experience Page.
- Enable Salesforce Digital Experience for Customer Community User
Enable Salesforce Digital Experiences, configure a domain name, and then enable standard external profiles. - Create an Account for Customer Community User
Create an account and associate it with a contact. - Create a Customer Community User
Create a contact and enable it as customer community user. - Create a Digital Experience Site for Customer Community User
Configure a name and a URL for the digital experience site. - Configure Digital Experience Site for Customer Community User
Activate the customer community digital experience site and associate the site to a customer community profile and assign relevant permission sets. - Assign Permission Sets to a Customer Community User
Assign DocGen relevant community permission sets such as DocGenInd Runtime All, DocGenInd DocuSign Runtime All to the user. - Add Vlocity Document Template Library for Customer Community User
To generate document versions, you must add the customer community user as a member to the library. - Run Apex Code for Customer Community User
Run the apex code to enable customer community users to generate documents. Before running the Apex code, you must make a note of the customer community name from the All Sites, and replace the community name place holder in the code. - Set Up Apex Trigger for Customer Community User
To support document generation for customer community users, you must set up an apex trigger. The apex trigger checks for changes when you upload or replace a document in the template or when you create a document template.
