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Set Up Your Experience Cloud Site for Clients
Create a client portal that helps clients stay on track and continue making progress on their goals.
Ready to get started? Let's create your site and set up user access.
- Manage the Client Site Permissions
Make your site visible to others by adjusting permission sets and Apex class access. - Create the Client Site
Create an Experience Cloud Site for your clients. - Set Up User Access to Your Client Site
Create sharing rules and use sharing sets to grant users the appropriate access to data on your client site. - Modify the Action Items and Action Item Template Objects
In order for the components to work correctly, make sure the Action Items object includes two specific actions as well as the status picker, and that the Action Items and Action Item Template page layouts include the description field.
Manage the Client Site Permissions
Make your site visible to others by adjusting permission sets and Apex class access.
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Clone the Case Management: View permission set. Name the clone Site Client: View.
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Remove casemanagement from the Enabled Apps list.
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Go back to the overview and click Apex Class Access.
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Click Edit and add MyTeamController and MyTeamServices to the enabled classes.
Create the Client Site
Create an Experience Cloud Site for your clients.
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From Setup, enter Digital Experiences in the Quick Find box, and then click All Sites. If you haven't set up an Experience Cloud site before, click Settings instead.
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Select Enable Digital Experiences.
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Enter a domain name and click Check Availability to make sure it's not already in use. We suggest that you use something recognizable to your users, such as your organization name.
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Check the domain name's availability. You may need to try variations of the name until you find one that's unique.
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Click New.
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Select the Build Your Own (Aura) template.
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Click Get Started.
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Enter a name for your site.
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Optionally, add a suffix for your site URL.
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Click Create.
Set Up User Access to Your Client Site
Create sharing rules and use sharing sets to grant users the appropriate access to data on your client site.
In order to make sure the case management components are visible to the people you want to see them, you need to set up access using sharing rules or sharing sets. You can achieve this a number of ways and be sure to consider the unique needs of your organization, but here's an example of how we would set up permissions for a client using Case plans.
| Component | Description | Sharing Setup |
|---|---|---|
| CM: Case Plan | Displays the Goals and Action Items related to a Case Plan. | Sharing can be done using sharing sets. For example, you could share the Case Plan based on the Contact associated to the Case Plan. Fields the user will require read access on will depend on the fields in the related field sets |
| CM: Case Plan Progress | Displays the progress made on each Case Plan. | Sharing can be done using sharing sets. For example, you could share the Case Plan based on the Contact associated to the Case Plan. Suggested fields with read access:
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| CM: Action Items | Displays upcoming and overdue action items (due in 7 days or less). | Sharing controlled by Case Plan. Suggested fields with read access:
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| CM: Action Item Status Picker | Displays the status options the client can set the record to. | Suggested fields with read/write access:
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| CM: My Team | Displays information about the owners of the contacts case plan and program engagement records. | Sharing can be done with Sharing Settings. |
Check out Create Sharing Rules for more info on sharing rules and sharing sets.
Modify the Action Items and Action Item Template Objects
In order for the components to work correctly, make sure the Action Items object includes two specific actions as well as the status picker, and that the Action Items and Action Item Template page layouts include the description field.
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In Setup, click the Object Manager tab.
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Click Action Item.
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Select Page Layouts, then click Action Item Layout.
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In the Fields panel, drag Description into your layout.
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If you installed a version of Case Management earlier than 1.30, drag Status into the Action Item layout as well.
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In the top panel, click Mobile & Lightning Actions.
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In the description of the Salesforce Mobile and Lightning Experience Actions section, click the linked text to override the predefined actions.
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From the top panel, drag the Post and File actions to the Salesforce Mobile and Lightning Experience Actions section.
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Save your changes.
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Enter Objects and Fields in the Quick Find box, and then click Object Manager.
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Click Action Item Template.
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Select Page Layouts and then click Action Item Template Layout.
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In the Fields panel, drag Description to your layout.
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Save your changes.
