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Quick User Provisioning for Experience Cloud
Enable quick and easy community user provisioning from contacts
A flow template driven from custom metadata which can enable provisioning contacts right from the contact detail page. Declarative setup can be performed using custom metadata, to outline what profile and permission set a user will need.
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Showing 9 of 9 Reviews
Easy To Use and Modify
This flow reduces the many steps to add a user to our community. We were also able to clone the flow and populate a couple of additional fields in the User record that we use in accessing external sites from the community via SSO.
ProfileId Error NOT resolved by giving view all profiles permission
Getting this error when clicking the next button on the user setup screen. This does not happen for Sys Admin profile users. I have provided users with the view all profiles permission based on comments on this page. Error still appears. We received the below errors when attempting to save: ProfileId {"constituentField":null,"duplicateRecordError":null,"errorCode":"REQUIRED_FIELD_MISSING","field":"ProfileId","fieldLabel":"Profile ID","message":"Required fields are missing: [ProfileId]"} According to debug log, the profile id is being populated, but this error occurs. Receiving the error in a sandbox org that is on Winter 23.
Saved Me So Much Time, Thank you
The solution works well and does what it says it does. We did make a few changes to allow for some extra provisioning steps and customization for the user created, but the foundation was there. The flow/process can seem intimidating, but if you work through each step carefully, it makes perfect sense. Again, thank you for allowing us to automate our Community User Creation.
Great start but I am still struggling with errors
As a System Admin, I have had no issues using this flow. However, none of my agents can use it. I tried using the suggestion someone else had of adding the "View All Profiles" permission but it still does not work. If anyone has ideas of what needs to be adjusted - something in the flow itself, or a permission, I would love to know. I have not been able to figure it out yet.
It works fine for system administrator but experiencing profileid missing error for standard users
Hi Team, I have some feedback on this solution. I noticed there is an issue (Required field is missing : ProfileId) with the Standard User while using this flow screen but it works fine as a System Administrator. If you could fix it, it would help other profile users too.
Profile and Perm Set ID
hi, any idea where you find profile ID and perm id? and its good to go after edit?
Hey Nolan, So the profile Id can be found if your in setup and viewing the profile So an example If I goto Setup Profiles Selecting a Profile You can grab the id out of the url /lightning/setup/Profiles/page?address=%2F[ID STARTS HERE] It should start with 00e And be either 15 or 18 digits long. Permission set id can be grabbed the same and starts with 0PS Setup Permission Sets /lightning/setup/PermSets/page?address=%2F[ID Starts Here] However if you wish you can use the API Names in the custom metadata setup Hopefully this helps
Great idea, but I can't select a community name
Select a Community list is blank.
Hey Greg, Apologies just seeing your comment now .. . In order for this to work correctly and show items in the list, you would need to go into setup >Custom Metadata Here you should see Community Setup Click Manage Records here you will need to populate the community names and profiles to map to .. i'll see if I can update the listing with this information
Tremendously Helpful
This is such a painful thing to implement from scratch - this app is immensely helpful, and really quite flexible.
Exactly what I needed
This solution solved many of our internal issues when provisioning for communities, a streamlined process to make provisioning simple and stress free
Figured this out. Users must have either the manage users permission or be set as a delegated admin. Not ideal for the security model we have. Unfortunately we will not be able to use this.