Update basic site settings like your site URL, site name, members, login options, and general preferences in the Administration tile of Experience Workspaces.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
You can customize your site at any time, but if you plan to make major changes, we recommend deactivating the site first.
- Open Experience Workspaces.
- Click Administration, then select what you want to
customize.
- Add Members to Your Experience Cloud Site
- Add Tabs to Your Salesforce Tabs + Visualforce Site
- Brand Your Salesforce Tabs + Visualforce Site
- Customize Login, Self-Registration, and Password Management for Your Experience Cloud Site
- Customize Email Sent from Experience Cloud Sites
- Override Default Pages in Your Salesforce Tabs + Visualforce Site
- Configure Settings in Your Administration Workspace
- Update Your Experience Cloud Site’s Name, Status, and Description
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To share the site with stakeholders while it's still in Preview, copy the URL
displayed on the Administration | Administration page.
By sharing your site in Preview, you can get useful feedback to incorporate before going live. Also, by having early members post, comment, and share records, your site appears active when members log in to the site for the first time.
Note You must add users as members of the site before you can share the site URL.
After you finish customizing your site, activate the site to make it available to members. If you enable welcome emails when you activate, a welcome email is sent to all members. If users are new portal users, their welcome email includes their username and password.
- Brand Your Salesforce Tabs + Visualforce Site
If you’re using the Salesforce Tabs + Visualforce template, you can customize the look and feel of your site in Experience Workspaces. You can add your own logo, colors, and copyright so that your site matches your company's branding and is instantly recognizable to your site members. - Enable the Global Header for Salesforce Tabs + Visualforce Sites
In Salesforce Tabs + Visualforce site and Salesforce Classic, the global header lets you switch between your sites and your Salesforce org. - Choose a Landing Tab
If you are using the Salesforce Tabs + Visualforce template, you can select a landing tab for your site. - Enable Leads for Visualforce Sites
If you are using the Salesforce Tabs + Visualforce template, enable leads for partner users in your Experience Cloud site so that they can access and create leads in your sites.