Salesforce Community Self-Registration
Seasoned technical writer giving you top Salesforce Tips.
How to Register Users on a Website
There are two ways you can register users on your website. The first is using a web builder or a content management system, these should come with a built-in feature to register users – for example, WordPress provides a customizable built-in user registration form. The second is to code your Salesforce registration form, which gives you more flexibility when it comes to the appearance and functionality of your form.
Salesforce Registration
When it comes to registering each user manually it can be a long and arduous task, so why not enable self-registration so customers and partners can register themselves without any intervention needed on your part? Streamlining the user registration process can make it more convenient for users as they can register themselves without waiting for a Salesforce administrator.
If you feel you might end up with users having access that shouldn’t, you can restrict the self-registration so only specific users can complete this process. Implement a verification process to ensure users register with a valid email and use that as a trigger for an automated registration process. Keep reading to find out how to enable customers to complete your site’s registration on their own.
Set-up/Registration Steps
Follow these steps to enable self-registration in a Salesforce Experience Cloud:
1. Navigate to Setup > Sites > All Sites.
2. Select the site that you want to enable the self-register option.
3. Click Workspaces > Administration > Login & Registration.
4. Click Allow Customers and Partners to Self-Register (found under Registration Page Configuration) and Save.
The self-register page will automatically include a basic set of input fields to capture details such as name, password, and email address. You can customize this page and choose which fields you want to use to capture user details. Once you have configured your page you can click Publish. Users will now be able to self-register by clicking the Not a Member. option located on the login page.
The User Registration Process
The user registration process is how a user creates an account for a website or service. The Salesforce online registration process should involve capturing details from your user name and verifying those details.
Registration Process Steps
The user registration process can be divided into the following steps:
1. The user visits your application or website and selects the Register option.
2. The registration window opens and the user enters their information.
3. The user submits the form.
4. The app or website verifies the user information.
5. If the information passes verification, a user profile is created.
6. A confirmation email is sent to the user.
7. The user clicks on the link provided in the certification email to confirm their details and activate their account.
Once the registration process is completed, the user can log in using their credentials and start using the service.
Connect Registration Page
The Connect Registration Page allows users to create an account for Salesforce Connect via a web page. The web page will ask for user details like name, email, and password. It can be used to request additional information from the user such as company name and job title.
You can customize the registration page to meet the needs of your organization by changing the styling of the page or including additional fields to capture the information you require.
After the user submits the registration form they will be sent a verification email with a link to activate their account. After their account has been verified and activated, they can log into Salesforce Connect and use the service.
Tips for creating a Registration Page
We’ve listed some tips for you to keep in mind when creating a user-friendly self-registration page.
Registration Page Example
This simple registration form is coded for HTML and asks for user details such as name, email address, and password.
HTML<html> <head> <title>Registration Page</title> </head> <body> <h1>Registration Page</h1> <form action="/register" method="post"> <input type="text" name="name" placeholder="Your name"> <input type="email" name="email" placeholder="Your email address"> <input type="password" name="password" placeholder="Your password"> <input type="submit" value="Register"> </form> </body> </html>
Using Titan to Create a Registration Portal
If coding your registration page seems daunting why not try a third-party app that requires no code? Titan offers an easy-to-use drag-and-drop interface which means you don’t need any coding knowledge to create a customized self-registration portal. You can create and define complex systems of logic based on conditional outcomes that ensure each user that registers is verified.
Offering full integration with Salesforce Experience Cloud and other products with a live push and pull of data, you can ensure that your data is always up to date to ensure a seamless experience for users. Still not sure if this app is for you. Why not try the free trial of Titan and start creating an easy-to-use self-registration portal?
What is self-registration in Salesforce?
If multiple users need to register as part of the same organization, you can enable self-sign-up to associate the users with a business account.
How do I self-register in Salesforce?
1. Navigate to set up.
2. Type Enter Digital Experiences in the Quick Find box.
3. Click All Sites.
4. Click Workspaces for your site and select Administration.
5. Select Login and Registration.
6. Click Allow customers and partners to self-register.
How do I get started with communities in Salesforce?
To enable communities in Salesforce, navigate to the set up > build> customize> communities and select settings. Enable the communities check box, type in your domain name, and save it.
How much does Salesforce community cost?
Packages start at $25 per user per month and require a minimum of 20 users. You can choose between two editions; Customer Community and Partner Community.
Available on the AppExchange
It’s time to discover Salesforce’s best-kept secret and dominate the market with a powerful drag-and-drop Salesforce self-registration portal digital tool. Propel your business to new levels and succeed with automated processes using absolutely no code.
Contact us today through one of our social media channels below.
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