Build a Digital Experience

Use the Onboarding Wizard to Set Up a Digital Experience (Community)

1. Navigate to the FormBuilder Rx tab and click the Start with FormBuilder Rx Wizard button.
   
   
2. You'll be redirected to the Onboarding Wizard to select an environment type.
   
   
   Tip:

   After completing each step in the wizard, the left side panel will indicate your progress.
3. Select Digital Experience (Community) and Next.
   
   
4. Create a new community by selecting Create New from the dropdown list. (You can also choose an existing community to create a new environment for it.)
   
   
5. After selecting Create New, you'll be redirected to choose a Digital Experience. Click FormBuilder Rx for Lightning.
   
   
6. Enter a name for the community and click the Create button.
   
   You'll see a loading screen while the community is being created.
   
   
7. After that, return to the Onboarding Wizard (it may be open in a previous tab) and click the Refresh button. The new community will appear in the dropdown list.
   
   
8. Select the community you just created and click Next.
   
   
9. On this screen, you'll choose a profile for the community. Select Create New from the dropdown (you can also pick an existing profile).
   
   
10. Create New will take you to a screen to clone an existing profile. Select a profile to clone and enter a name for it. Click Save.
    
    
11. This will step you forward to select branding for the environment.
    
    
12. On the Select Branding screen, scroll down in the Select Theme dropdown list to the Create New option. (You can also choose an existing theme or template.) After you make a selection the Next button will become clickable.
    
    
13. After clicking Next, the below popup appears on the screen. Use a FormBuilder Rx out-of-the-box template or build your own. Your selection will automatically launch the New Template popup.
    
    
14. Fill in the details in the New Template popup and Save.
    
    You'll see a confirmation message and can close the tab/window.
    
    
15. Return to the Onboarding Wizard (it may be open in a previous tab) and click Refresh. Select the newly created theme from the dropdown list.
    
    
16. On the next screen you'll create a new page for the environment. Enter a name for the page and click Next.
    
    
17. Select a primary data set for the page. First, choose a Salesforce object from the dropdown (e.g., Contact) and enter a name for the data set. Then, check the boxes for the fields you want to display.
    
    
    Note:

    This is just a simple page setup. You can set up field order, rendering and record display criteria by clicking the Go to Advance Page Setup button, which is available on the Page Preview screen (see the final steps, below).
18. Click Next to go to the Page Preview screen.
    
    
19. The Page Preview button launches the end user version of the page in a new tab or window.
    
    
20. Clicking Go to Advance Page Setup on the Page Preview screen will open the Page Builder configuration page, where you can continue configuring pages for your community.