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Experience User Utilities
Experience user admin work starts on the Contact page. Let's keep it there!
- Business Need
- Admin & Developer Tools
- Requires
- Experience Cloud
Automate and ease common user administration tasks, without leaving Lightning Experience! Add administration buttons and screens to the Contact page in Lightning Experience to show your Support agents details on associated Experience Cloud users.
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Showing 6 of 6 Reviews
Would this work on person account?
I noticed that these options are not currently enabled for the Account object, can we customize it this flows for account object?
Easy to setup and works great!
Utilizing flows to allow customizability makes this easy and clean. Great app!
Easy setup and great info
My users were so excited to have the ability to see basic users without having to navigate into the Setup menu (like they used to be able to with Classic). Bonus to be able to reset a password from the Contact screen. They were really happy with this app's features.
Love this! Anything that saves a few steps is worth it!
We were just getting our customer portal up and running, and heard about this app through the Ohana Slack on Experience Cloud. It's well designed, clear, simple. And I love that it's built on Flows, so that an admin can duplicate and customize! One tip- since many contacts are not external users, and not all internal users have the rights to reset passwords, etc, we created a Custom Permission so that we could reference it to make the component and Dynamic Actions visible based on if the user had it. Made the Custom Permission part of the Permission Set that has the other permissions needed to adiminister external users). Combined that permission set with the permission set needed for this app, into a Permission Set Group, which is what we actually assign to the internal user. (great Salesforce blog post by Jennifer Lee on why Admins should use Custom Permissions: https://admin.salesforce.com/blog/2021/why-you-should-add-custom-permissions-to-your-awesomeadmin-tool-belt) .
This should be standard for any organization with Experience users.
Giving the ability to manage Experience users without having to train internal users how to navigate the set-up menu and user configuration process is super useful in organizations with Experience sites. I love the flexibility of being able to adjust the flows as required. A common use-case is removing the ability to permanently disable an account. I would and do regularly recommend this app.
Joe Morse
Double Star Ranger
Thanks Tobias! Glad you find it useful!
Can Reset Passwords from Mobile App
This solution has allowed us to service our customers much better! The greatest benefit is we can now reset external user's passwords from the Salesforce Mobile App!
Thanks Neeta! Were you referring to Person Accounts? If that's your goal, there is an add-on package that enables support for that: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000GuGt3UAF But if you're looking to do something on the Business Account level, could you talk me through what you want to do here? These flows are extensible, but Salesforce has also done some work in this area.