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Quick User Provisioning for Experience Cloud

By Salesforce Labs

Enable quick and easy community user provisioning from contacts

Free  

Never requires payment

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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.

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
Setup requires: A community created A Custom Metadata record created under community setup. -Including the Profile Name/Profile Id -Community Name to be seen by end user.

App Details

Version
Community User Provisioning/Spring 20 - Revision 1.3.0
Listed On
08/27/2019
Latest Release
01/09/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 2
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/16/2019

Additional Details

Flow - Community User Provisioning Setup =================== Once the package is installed You will then need to navigate to Setup >Custom Metadata >Community Setup Manage Records You will then need to create a record for each community you wish to be displayed Label - Generic Label for your custom metadata record Community Setup Name - Community name (Can be found in setup> communities) Community Profile Name/Id- Either the profile name or id for provisioning to specified community Permission Set Name/Id - Either the permission set name or id for provisioning to community If you require further customization of flow screens Check out the github https://github.com/SalesforceLabs/Quick-Community-User-Provisioning

Need help?

Salesforce Labs

San Francisco, CA, USA

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