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Configure Self-Registration for a B2B Store

When you enable self-registration, customers can create their own account and then log in to your store using that account instead of browsing as a guest.

Required Editions

If you configure your Salesforce org by using the Commerce Setup Assistant and enable Person Accounts, self-registration is automatically enabled when you create a store. There's no need to manually enable self-registration if it’s already enabled.

These steps describe how to enable self-registration if you want to do so manually.

  1. Before configuring self-registration, add the Self-Registration component and publish the initial draft of your store.
    Publishing your store doesn’t make it available to shoppers. The store isn’t available to shoppers until you activate it.
    1. In the navigation sidebar, select a store from the Store dropdown.
    2. Select Website Design, and then click Experience Builder.
    3. On your store’s Register page, add the Self-Registration component.
    4. In the upper-right corner of the Experience Builder page, click Publish.
      You receive an email when the store is published.
  2. Set up a site membership.
    1. Click Setup at the top of the page, and then select Setup.
    2. In the Quick Find box, enter Digital Experiences, and select All Sites.
    3. Next to your site, click Workspaces.
    4. Select Administration | Members.
    5. From the search list, select All.
    6. From the list of available profiles, select the customer profiles that you want to add, and click Add.
    7. Click Save.
  3. Configure and enable self-registration.
    1. In the navigation sidebar, select a store from the Store dropdown.
    2. Go to Settings | Store, and select Buyer Access.
    3. Go to Self Registration | Profile and select which customer profiles can self-register.
    4. (Optional) To set permissions, select a permission set group.
    5. Select an account record type.
      If you haven’t enabled person accounts, you can select only the business account record type or any child record type of a business account. See Create a Buyer for a B2B Store from a Person Account.
    6. (Optional) Select the default buyer groups.
      You can assign self-registering guests to up to 20 account-based buyer groups.
      If no default buyer group is selected, self-registering users won’t be automatically added to any group. You can manually assign them to a buyer group later.
    7. Turn on self-registration.
    8. Save your changes.
Example
Example
Example of Self-Registration section

See Also