1

I would like to allow existing contacts without customer portal access enabled to self activate themselves using a form. As contacts dont have passwords set, would it be possible also set their password at the same time or atleast have a 'reset password' email sent to them.

How can I implement such a feature? Does the self registration function create new contacts or simply updates the existing ones? My requirements are that the contact must already exist within SF.

2 Answers 2

1

I recommend you download Getting Started with Communities. See the section in the PDF titled "Setting Up Self-Registration for External Users". You must customize the CommunitiesSelfRegController and optionally, the CommunitiesSelfReg page. You must specify in the default controller which account the self-registration process should assign users to. You can also specify a profile, but it will override the default selected when enabling self-registration.

You begin the process by:

  1. From Setup, click Customize > Communities > Manage Communities.
  2. Click Edit next to your community, then click Login Page.
  3. Select Allow external users to self-register to enable self-registration for your community.

Then continue following the instructions in the PDF.

2
  • Isn't Communities something different all together? Commented Jul 8, 2014 at 9:51
  • No, communities are like enhanced portals or portals on steroids. If you don't already have existing portal licenses, only new community licenses are available. If you're building a new portal using existing licenses, I recommend you build a community instead (your licenses will allow you to do either). You get built-in chatter, branding and other feature enhancements for free. Self Registration for a portal works the same as for a community, but is accessed via a different menu. Apologies for the oversight.
    – crmprogdev
    Commented Jul 8, 2014 at 13:00
-1

The user should have a role and should have "Create and Customize Communities" permission to activate contact for community so, so I don't think a contact without having the permission can enable it.

2
  • If my comment was wrong then please provide right thing, which helps me.
    – D-Horse
    Commented Jul 7, 2014 at 13:03
  • 1
    see my answer above
    – crmprogdev
    Commented Jul 7, 2014 at 13:16

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .