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Virtual Calls
Create a Profile for Virtual Calls Self-Service Users

Create a Profile for Virtual Calls Self-Service Users

Create a profile for your Experience Cloud site users to schedule video visits.

  1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
  2. Click Clone next to the Customer Community Plus User.
    For the Customer Community User, clone the Customer Community User Profile.
  3. Enter a name for the profile and click Save.
  4. Edit the cloned profile.
  5. In the Administrative Permissions section, select Manage Health Cloud and verify Select Files from Salesforce and Share Files with People in Experience Cloud Sites are selected.
    These options aren’t available to the Customer Community User Profile.
  6. In the General User Permissions section, select View Content in Portals.
    This option isn’t available to the Customer Community User Profile.
  7. Grant the user the following Standard Object Permissions.

Object Name Basic Access
Accounts Read, Create
Appointment Reasons Read
Appointment Reason Engagement Channel Types Read
Appointment Topic Time Slots Read
Cases Read, Create, Edit
Contacts Read
Documents Read
Document Checklist Items Read
Engagement Channel Types Read
Omni Data Transformations Read
Omni Data Transformation Items Read
Omni Electronic Signature Templates Read
Omni Processes Read
Omni Process Compilations Read
Omni Process Elements Read
Omni Process Transient Data Read
OmniScript Saved Sessions Read
Omni UI Cards Read
Operating Hours Read
Service Appointments Read, Create, Edit
Service Resources Read
Service Territories Read
Solutions Read
Work Types Read
Work Type Groups Read

  1. For Custom Object Permissions, grant the user Read access to Data Mapper Bulk Data.
  2. Save your changes.
  3. In the Field-Level Security section for the cloned profile, ensure that all fields for the objects listed in the preceding table have Read Access. For the Time Slot object, also assign Edit Access.
    This option isn’t available to the Customer Community User Profile.
  4. In the Enabled Apex Class Access section for the cloned profile, click Edit and add all Available Apex Classes to the Enabled Apex Classes list.
  5. Save your changes.
  6. Navigate to the Administration Workspace for your Experience Clud site and add the cloned profile.
    1. In Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
    2. Select Workspaces next to the patient’s Experience Cloud site.
    3. Click the Administration tile.
    4. Click Members.
    5. Under Select Profiles, select All or Customers in the Search field, and then add the cloned profile and the System Administrator profile to the Selected Profiles list.
    6. Save your changes.
 
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