Create a Community

Before using FormBuilder Rx to create custom pages, a community must be created and configured. Follow the steps below:

1. Go to Setup > Digital Experiences > Settings.
2. Check the "Enable Digital Experiences" box and Save.
3. Select a domain name and Save.
4. Go back to Setup > Digital Experiences > Settings.
5. Make sure the "Lets customer users access notes and attachments" checkbox is checked, shown below:
   
   
6. Go to Setup > Digital Experiences > All Sites.
7. Click New to create a new community and select the template called FormBuilder Rx for Lightning, like this:
   
   
8. This will advance you to a new screen with template details. Click the Get Started button.
   
   
9. Name your community and enter an optional prefix (you should enter a prefix especially if you foresee having more than one community in the future) then click Create.
   
   
10. After successfully creating the community, its Workspace will open (you'll see a loading screen in the meantime).
11. Select Administration > Members to assign profiles access to the community. Only users with the selected profiles will be able to log in. See Creating a Profile for Community Users to create the profile. Add it (or them — you may have several) here:
    
    
12. Grant the unauthenticated site guest user access to the Login and Registration Visualforce pages.
    1. From Setup, type Sites in the Quick Find box and click the Sites link.
       
       
    2. Click on the Label of the Site that was automatically created by Salesforce for your community. It has the same name as your community. This will open the Site Details page.
       
       
    3. Click the Public Access Settings button on the Site Details page. This will open the Profile for the Site Guest User (the unauthenticated of the community before they log in and become authenticated). This profile needs access to the Login and Registration pages.
       
       
    4. On the Community Profile, scroll to the Visualforce Page Access link and click on it. This will open the Visualforce Page Access settings.
       
       
    5. Click the Edit button and enable the pages called ERx_Forms.Portal_Login and ERx_Forms.Portal_Register (you may need to click through a few pages to find them). Click Save.
       
       
       
       
       
       
13. Now you can configure the Login and Registration pages for the community. Go to Setup > Digital Experiences > All Sites and then click Workspaces next to the name of your community. Then navigate to Administration > Login & Registration, where you will see the page shown below.
    
    
    1. Scroll down to the Login Page Setup section and select Visualforce Page as the Login Page Type. A search field will open. Search for "Portal" and click on Portal_Login to populate the field.
    2. Check Allow customers and partners to self-register.
    3. For Registration Page Type, select "Visualforce Page," search for "Portal," and select Portal_Register.
    4. Assign registering users to the custom profile you created.
    5. Leave the Account field blank.
    6. If you've enabled Person Accounts, also leave Account blank.
14. Go to Administration > Pages. In the dropdown list next to Home Page select Visualforce Page.
    1. Click the magnifying glass, select the page called Homepage, and Save, as shown here:
       
       
    2. To test the community without first creating a custom Homepage, set the community homepage to HomeNavigate2Forms instead. This will give you a homepage that features just a button that will direct the user to the first page in the environment.
15. Select Administration > Settings and click Activate.