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            Host a Preference Form on an Experience Cloud Site

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            Host a Preference Form on an Experience Cloud Site

            Publish your Preference Manager form on an Experience Cloud site to give end users access to the form.

            Required Editions

            User Permissions Needed
            To customize an Experience Cloud site:
            • Be a member of the site AND Create and Set Up Experiences OR
            • Be a member of the site AND an experience admin, publisher, or builder in that site
            To publish an Experience Cloud site:
            • Be a member of the site AND Create and Set Up Experiences OR
            • Be a member of the site AND an experience admin or publisher in that site
            1. If you don’t already have one, create an Experience Cloud site using a Help Center, Customer Account Portal, or Customer Service template. For instructions, see Create an Experience Cloud Site.
            2. Go to the page on your site where you want to host the preference form, or create a page.
            3. From the page where you want to host the preference form, click the lightning icon to open the Components panel.
            4. Find the Preference Manager component, and then drag it onto an editable area of the page.
              Image shows where to find the Preference Center component in Experience Builder
            5. Click the Preference Manager component to edit, and give it a name.
            6. To give logged-in Experience Cloud users access to the form:
              1. From Setup, in the Object Manager, create a lookup relationship from the User object to the Individual record. Consent information is stored in the Individual record.
              2. In Experience Builder, click the Settings icon, and deselect the Public Access checkbox.
              3. From the Builder workspace, deselect the Allow access tokens checkbox.
                Image shows the checkbox to allow access tokens
            7. To give Experience Cloud users access to the form without logging in:
              1. In Experience Builder, click the Settings icon, and select the Public Access checkbox.
              2. From the Builder workspace, select the Allow access tokens checkbox.
              3. Create an access token. For instructions on how to create an access token, see Create Preference Form Access Tokens.
              4. Append the access token to the Experience site URL that you send to your users. For example, https://myexperiencesite.force.com/mysitename/s/pctoken=[token string].
            8. Link your preference form so that it appears in the Preference Manager component of your site.
              1. In another browser window, from the Preference Manager dashboard, select the Forms tab.
              2. In the API Name column of the table, copy the full API name of the form that you want to host on your site.
            9. Activate and publish your site. You receive an email with a link to access your site.
             
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