Salesforce Accredited Professional Certification Public-Sector-Solutions Question # 5 Topic 1 Discussion

In Salesforce Public Sector Solutions, particularly when dealing with the Grants Management and Experience Cloud, controlling user registration is crucial. To ensure that users cannot self-register and instead are manually registered by the Public Sector Organization, the following steps should be taken:

Disable Self-Registration:

Navigate to Setup > Digital Experiences > All Sites.

Select the relevant Experience Cloud site.

Under Administration > Login & Registration, ensure that self-registration is disabled.

Manual User Registration:

Go to Setup > Object Manager > Contact > Page Layouts.

Select the appropriate page layout(s) where you want to add the manual registration action.

Add the 'Enable Customer User' quick action to the page layout. This action allows administrators to manually create user records from contacts.

By updating the contact page layouts to include the 'Enable Customer User' action, administrators can manually control which contacts are enabled as users for the Experience Cloud site. This method is straightforward and aligns with standard Salesforce practices for managing user access in Experience Cloud.

References:

Salesforce Help: Experience Cloud Sites Login and Registration

Salesforce Help: Enable Customer User

Salesforce Grants Management Documentation