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Outbound Funds Module Managed Package
目次
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          Configure Self-Registration

          Configure Self-Registration

          Set up self-registration if you want guest users to be able to register for an account on your portal.

          Assign the Profile

          1. Click Setup, then click Setup.

          2. Enter Digital Experiences in the Quick Find box, then click All Sites.

          3. Click Workspaces for your site.

          4. Click Administration.

          5. Select Members.

          6. Click Search, then select All.

          7. Save your work.

          Enable Self-Registration

          Turn on self-registration in the Experience Cloud Administration workspace for your portal portal.

          1. Click Setup, then click Setup.

          2. Enter Digital Experiences in the Quick Find box, then click All Sites.

          3. Click Workspaces for your site.

          4. Click Administration.

          5. Click Login & Registration.

          6. Select Allow customers and partners to self-register.

          Assign Users to Account

          If you use Person Accounts, skip this section.

          1. Click Searchto open Account search.

          2. Click Go! and select the Account.

          3. Save your work.

          See Enable Person Accounts.

           
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          Salesforce Help | Article