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            Associate a Portal with Salesforce Sites

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            Associate a Portal with Salesforce Sites

            Allow your users to register for or log into an associated portal from your site

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Developer, Enterprise, Performance, and Unlimited Editions
            User Permissions Needed
            To create and edit Salesforce Sites:

            Customize Application

            OR

            Create and Set Up Experiences
            Note
            Note Only Customer Portals can be used for self-registration. Partner portals don’t support self-registration.

            The Authenticated Website high-volume portal user license is designed to be used with Salesforce Sites. Because it's designed for high volumes, it can be a cost-effective option to use with Salesforce sites.

            1. Enable the portal for login.
              1. From Setup, in the Quick Find box, enter Customer Portal Settings, and then select Customer Portal Settings. Or from Setup, in the Quick Find box, enter Partners, and then select Settings.
              2. If you have not enabled your portal, select Enable Customer Portal or Enable Partner Relationship Management and click Save.
              3. Click Edit for the portal you want to modify.
              4. Select the Login Enabled checkbox.
              5. Select a user for the Administrator field.
              6. Optionally, set the Logout URL.
                When the Logout URL isn’t set, users are taken to the site home page on logout.
              7. Save your changes.
            2. Optionally, if you use a Customer Portal, you can allow self-registration.
              1. From Setup, in the Quick Find box, enter Customer Portal Settings, and then select Customer Portal Settings.
              2. Click Edit for the portal you want to associate with your Salesforce Site.
              3. Select Self-Registration Enabled.
              4. For both the Default New User License and Default New User Profile fields, select Customer Portal User.
                Depending on your portal license, you may want to select a different profile for the Default New User Profile field.
              5. For the Default New User Role field, select User.
              6. Save your changes.
              Note
              Note Consider the following when allowing self-registration:

              Salesforce Sites doesn’t support the use of Person Accounts for self-registration.

              On self-registration through a site:

              • Validation rules are enforced on user creation.
              • Validation rules are ignored on contact creation.
            3. Associate the site pages with the default portal users.
              1. From Setup, in the Quick Find box, enter Customer Portal Settings, and then select Customer Portal Settings. Or from Setup, in the Quick Find box, enter Partners, and then select Settings.
              2. Click the name of the portal that you want to associate with your site.
              3. Edit each profile associated with your portal users. Scroll down to the Enabled Visualforce Page Access section and click Edit. Then add the appropriate public site pages to the Enabled Visualforce Pages list, and save your changes.
                This step allows portal users with that profile to view these pages.
                Note
                Note By default, portal users can see all pages enabled for the associated public site, so you only have to enable the pages that require authentication.
            4. Associate your site with the login-enabled portal:
              1. From Setup, in the Quick Find box, enter Sites, and then select Sites.
              2. Click the site label of the site you want to configure.
              3. Click Login Settings.
              4. Click Edit.
              5. From the Enable Login For dropdown list, select the name of the portal where you want to allow login.
              6. Select the Change Password Page.
              7. Save your changes.
            5. For sites with Ideas, Answers, Chatter Answers, make the zone visible in the portal and enable the IdeasHome or AnswersHome page for the site.
              1. From Setup, in the Quick Find Box, search for the feature for which you want to make the zone visible, and then click that Setup page.
                • Ideas Zones
                • Chatter Answers Zones
                • Answers Zones
              2. Click Edit next to the zone you want to make public.
              3. From the Portal dropdown list, select the portal to use for this zone.
                You can choose to show the zone in all portals.
              Note
              Note For ideas to work with sites, the organization must have an active portal associated with that zone. Otherwise, users encounter errors.
             
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