In New Flow screen, select Alt + Template. Select the Program Enrollment flow type, and click Next. The elements for a basic enrollment and consent flow appear in the builder.
Full Answer
How do I create a new page in Visualforce?
If you do not have Visualforce development mode enabled, you can also create a new page from Setup by entering Visualforce Pages in the Quick Find box, then selecting Visualforce Pages, and then clicking New.
How do I welcome a new customer to my Salesforce account?
Use your own email address so that you receive the welcome email. From your Salesforce org, click Accounts and then click the Customers account. Your new customer appears under Contacts. From Setup, enter Users and select Users.
How do I implement self-registration in Salesforce?
Implement self-registration for these use cases. If multiple users want to register as part of an organization, you can configure self-registration to associate them with a business account in Salesforce. When these users visit your site login page, they can self-register by entering their information, such as their name and email address.
Do you have Visualforce pages in your Salesforce Org?
Several Visualforce pages come out of the box with Salesforce. Plus, developers familiar with Visualforce can create them for you. If you’re curious, you can check out the Visualforce pages that are already in your org—but not now. Let’s finish what we started. Click Cancel to continue. What Happens When a Customer Self-Registers to Join Your Site?
How do I create a registration page in Salesforce?
Register a New Customer From your Salesforce org, click Accounts and then click the Customers account. Your new customer appears under Contacts. From Setup, enter Users and select Users. Your new customer appears under Users.
What is join process in Salesforce?
When a user self-registers to join your site: Salesforce creates a user record with the information provided on the self-registration page. The user is assigned the profile that you specified when you set up self-registration.
How do I create a login page in Salesforce lightning?
Click Go to Force.com. Click Public Access Settings. Under Enabled Visualforce Page Access, click Edit. Select the Visualforce pages you created, add them to Enabled Visualforce Pages, and save your changes.
How many ways can you create users in Salesforce?
You can quickly add up to 10 users at a time to your organization. Your Salesforce edition determines the maximum number of users that you can add.
Set Up Self-Registration
In the previous unit, you created a login page so that your customers can log in to your Customer 360 Identity site. But how do they get in the first time? How do you add a Register option to your login page? Good news: You’ve already done most of the work.
Customize the Login Page with Visualforce Pages
You’ve created a login page and added self-registration using default Experience Builder pages. Simple, right? Experience Builder pages give you a quick, general-purpose solution to creating login pages. But it’s not the only option.
What Happens When a Customer Self-Registers to Join Your Site?
When a customer self-registers to join a site, Salesforce does a couple of things behind the scenes.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Create a Process in Process Builder
Create a process, give it a name and API name, and define the process type.
Select the Object and process trigger, and define the criteria
To find changes which originate in Salesforce you use the LearnUpon API Call Logs object. The criteria are a 200 status code, and a users Call Type in the call logs. The conditions are AND, requiring the data to meet both conditions.
Set the process action, aka what happens when data meets all the criteria
In the process builder, select Add action to define the action that happens when the criteria are met.