--- schema_version: "1" id: f8bf3ca492976de7e14151640a3e841024d5bee5737e36db96153e7c761289ba title: Configure the Enterprise Self-Service Portal (Managed Package) collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_configure_the_enterprise_self-service_portal_.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_configure_the_enterprise_self-service_portal_.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 7ebf4863ead6f7c219ea2e0671f3a057eadfcbd31f5893ac2a6ee0f1a5d2b419 description: Set up the Enterprise Self-Service (ESS) portal based on your business requirements. products: - Communications release: "264" --- # Configure the Enterprise Self-Service Portal (Managed Package) Set up the Enterprise Self-Service (ESS) portal based on your business requirements. ![Managed Package Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/communications/images/media_package_icon.png) _This feature is part of the Communications Cloud managed package._ ## Before You Begin The Enterprise Self-Service Portal is built using Salesforce Experience Cloud and Omnistudio. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png) Note If you don't have an Experience Cloud and Omnistudio expert on staff, considering working with a Salesforce implementation partner with an Experience Cloud Consultant certification. Learn more about working with Experience Cloud: - [Plan and Prepare for Your Experience Cloud Implementation](https://help.salesforce.com/s/articleView?id=experience.exp_cloud_plan.htm&type=5&language=en_US) - [Plan a Mobile Strategy for Your Site](https://help.salesforce.com/s/articleView?id=experience.exp_cloud_plan_mobile.htm&type=5&language=en_US) - [Create a Branded Mobile App for Your Experience Cloud Site Using Mobile Publisher](https://help.salesforce.com/s/articleView?id=experience.networks_mobile_publisher.htm&type=5&language=en_US) - [Lightning Design System Styling Hooks](https://www.lightningdesignsystem.com/platforms/lightning/styling-hooks/#site-main-content) - [Lightning Design System Design Tokens](https://www.lightningdesignsystem.com/design-tokens/#site-main-content) ## Set Up Enterprise Self-Service Portal To configure the Self-Service portal in your org, follow these instructions: - **[Create a Public Group and Add Enterprise Self-Service Portal Users](https://help.salesforce.com/s/articleView?id=ind.comms_configure_the_enterprise_self-service_portal_.htm&release=264.0.0&type=5)** As your first step to configure the portal, create a public group, and add your Enterprise Self-Service portal users to it. - **[Assign User Profile and User License to your Enterprise Self-Service Portal Users](https://help.salesforce.com/s/articleView?id=ind.comms_configure_the_enterprise_self-service_portal_.htm&release=264.0.0&type=5)** User profiles define how users access objects and data and what they can do within the Enterprise Self-Service (ESS) portal. When you create ESS users, you must assign a profile to each one. A user license determines the baseline of features that the user can access. Every user in the ESS portal must have exactly one user license. - **[Deploy Sample Permission Sets and Permission Set Groups to Configure the Enterprise Self-Service Portal](https://help.salesforce.com/s/articleView?id=ind.comms_configure_the_enterprise_self-service_portal_.htm&release=264.0.0&type=5)** Permission sets are a collection of settings and permissions that give users access to various tools and functions. Permission Set Groups streamline permissions assignment and management. - **[Assign Permission Set Licenses to Enterprise Self-Service Portal Users](https://help.salesforce.com/s/articleView?id=ind.comms_configure_the_enterprise_self-service_portal_.htm&release=264.0.0&type=5)** You must assign a permission set license to a user before you can assign certain permissions. Permission set licenses provide users incremental access to features that aren't included in their user licenses. Users can be assigned any number of permission set licenses. - **[Make the Login Page Public](https://help.salesforce.com/s/articleView?id=ind.comms_configure_the_enterprise_self-service_portal_.htm&release=264.0.0&type=5)** Use Experience Builder to grant site users access to view the Enterprise Self-Service Login page. - **[Assign Permission Sets to Enterprise Self-Service Portal Users](https://help.salesforce.com/s/articleView?id=ind.comms_configure_the_enterprise_self-service_portal_.htm&release=264.0.0&type=5)** Assign permission sets to Enterprise Self-Service (ESS) portal users to give them access to ESS features and functionalities. - **[Assign Permission Set Groups to Enterprise Self-Service Portal Users](https://help.salesforce.com/s/articleView?id=ind.comms_configure_the_enterprise_self-service_portal_.htm&release=264.0.0&type=5)** The ESMSelfServiceCommunityUser permission set group streamlines permissions assignment and management for Enterprise Self-Service portal users. This group contains the ESM SelfService Community User permission set. Assign this permission set group to users with the Customer Community Plus Login User profile. - **[Configure Sharing Rules for Enterprise Self-Service Portal Users](https://help.salesforce.com/s/articleView?id=ind.comms_configure_the_enterprise_self-service_portal_.htm&release=264.0.0&type=5)** Configure the sharing rules to ensure that users have access to the correct records via the Self-Service portal. - **[Configure Price Book Settings for the Enterprise Self-Service Portal](https://help.salesforce.com/s/articleView?id=ind.comms_configure_the_enterprise_self-service_portal_.htm&release=264.0.0&type=5)** Configure the price book to enable Industries CPQ to fetch price list entries and to share the price book with your ESS public group. - **[Update your Enterprise Self-Service Portal Community URL](https://help.salesforce.com/s/articleView?id=ind.comms_configure_the_enterprise_self-service_portal_.htm&release=264.0.0&type=5)** Update your portal URL in the custom label **CmexSelfServiceCommunityUrl** based on your enterprise’s requirements. This change ensures that your portal order confirmation email points to your portal Order Details page. - **[Update Sender Email Address for Your Enterprise Self-Service Portal](https://help.salesforce.com/s/articleView?id=ind.comms_configure_the_enterprise_self-service_portal_.htm&release=264.0.0&type=5)** Update the email address that your Enterprise Self-Service Portal users receive emails from with a Salesforce-verified email address. ## Create a Public Group and Add Enterprise Self-Service Portal Users As your first step to configure the portal, create a public group, and add your Enterprise Self-Service portal users to it. 1. Create a public group: 1. From Setup, in the Quick Find box, enter Public Groups, and then select **Public Groups**. 2. Click **New**. 3. Enter **Group Name**. 4. Enter other details if necessary. 5. Save your changes. For more information, see [Public Group Considerations](https://help.salesforce.com/s/articleView?id=platform.user_groups_considerations.htm&type=5&language=en_US). 2. Create community users. See [Create Experience Cloud Site Users](https://help.salesforce.com/s/articleView?id=platform.networks_create_external_users.htm&type=5&language=en_US) and [Add Members to Your Experience Cloud Site](https://help.salesforce.com/s/articleView?id=platform.networks_customize_members.htm&type=5&language=en_US) for reference. 3. Add the community users to your public group: 1. From Setup, in the Quick Find box, enter Public Groups, and then select **Public Groups**. 2. Select your public group, and click **Edit**. 3. Under Available Members, select members, and click **Add**. 4. Save your changes. ## Assign User Profile and User License to your Enterprise Self-Service Portal Users User profiles define how users access objects and data and what they can do within the Enterprise Self-Service (ESS) portal. When you create ESS users, you must assign a profile to each one. A user license determines the baseline of features that the user can access. Every user in the ESS portal must have exactly one user license. 1. From Setup, in the Quick Find box, enter Digital Experiences, and then select **Settings** under it. 1. Select the **Enable ExperienceBundle Metadata API** checkbox. 2. Save your changes. 2. From Setup, in the Quick Find box, enter Users, and then select **Users**. 3. Select a user, and click **Edit**. 1. Set **User License** as Customer Community Plus Login. 2. Set **Profile** as Customer Community Plus Login User. 3. Save your changes. ## Deploy Sample Permission Sets and Permission Set Groups to Configure the Enterprise Self-Service Portal Permission sets are a collection of settings and permissions that give users access to various tools and functions. Permission Set Groups streamline permissions assignment and management. Download the Enterprise Self-Service Portal permission sets and permission set groups package from the [Communications Cloud Github repo](https://github.com/salesforce-industries-process-library/communications-cloud). For information on how to deploy the permission sets and permission set groups, see [Deploy Sample Permission Sets and Permission Set Groups](https://help.salesforce.com/s/articleView?id=ind.comms_t_deploy_sample_permission_sets_and_permission_set_groups_243148.htm&language=en_US). ## Assign Permission Set Licenses to Enterprise Self-Service Portal Users You must assign a permission set license to a user before you can assign certain permissions. Permission set licenses provide users incremental access to features that aren't included in their user licenses. Users can be assigned any number of permission set licenses. To learn about the different ways you can assign permission set licenses to users, see [Assign a Permission Set License to a User](https://help.salesforce.com/s/articleView?id=platform.users_permissionset_licenses_assign.htm&type=5&language=en_US). 1. From Setup, in the Quick Find box, enter Profiles, and then select **Profiles**. 2. Select the **Customer Community Plus Login User** profile. 3. Click **View Users**. 4. Select a user. 5. In the Permission Set License Assignments related list, click **Edit Assignments**. 6. Enable the **Comms Cloud Plus CC** permission set license. 7. Click **Save**. ## Make the Login Page Public Use Experience Builder to grant site users access to view the Enterprise Self-Service Login page. 1. From Setup, in the Quick Find box, enter All Sites, and then select **All Sites**. 2. Select your site and click **Builder**. 3. Click the Settings icon ![settings icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/communications/images/ess_240_admin_settings_icon.png). 4. In the General tab, under Guest User Profile, click your guest user profile link. 5. On the profile page, click **View Users**. 6. Select your site’s user. 7. In the Permission Set License Assignments related list, click **Edit Assignments**. 8. Enable the **Comms Cloud** permission set license. 9. Click **Save**. 10. In the Permission Set Assignments related list, click **Edit Assignments**. 11. Select **ESM SelfService External User** permission set under Available Permission Sets, and then click **Add**. 12. Click **Save**. ## Assign Permission Sets to Enterprise Self-Service Portal Users Assign permission sets to Enterprise Self-Service (ESS) portal users to give them access to ESS features and functionalities. 1. From Setup, in the Quick Find box, enter Profiles and then select **Profiles**. 2. Select **Customer Community Plus Login User** profile. 3. Click **View Users**. 4. Select a user. 5. In the Permission Set Assignments related list, click **Edit Assignments**. 6. Select the **Communications Cloud Plus CC Runtime** permission set under Available Permission Sets, and then click **Add**. 7. Click **Save**. ## Assign Permission Set Groups to Enterprise Self-Service Portal Users The ESMSelfServiceCommunityUser permission set group streamlines permissions assignment and management for Enterprise Self-Service portal users. This group contains the ESM SelfService Community User permission set. Assign this permission set group to users with the Customer Community Plus Login User profile. 1. From Setup, in the Quick Find box, enter Profiles, and then select **Profiles**. 2. Select **Customer Community Plus Login User** profile. 3. Click **View Users**. 4. Select a user. 5. In the Permission Set Group Assignments related list, click **Edit Assignments**. 6. Select **ESMSelfServiceCommunityUser** permission set group under Available Permission Set Groups, and then click **Add**. 7. Click **Save**. ## Configure Sharing Rules for Enterprise Self-Service Portal Users Configure the sharing rules to ensure that users have access to the correct records via the Self-Service portal. To ensure correct record access for your portal users, you must create sharing rules for a number of objects that share record access to the portal user Public Group you created in an earlier step. In each case, you'll set the Value of the sharing rule to blank after selecting a Field and Operator. Blank effectively means that the rule shares all records of that object with portal users. Here's a summary of steps for creating these rules. Refer to the table below for details on each sharing rule. 1. From Setup, in the Quick Find box, enter Sharing Settings, and then select **Sharing Settings**. 2. Scroll down to the Sharing Rules section. 3. Locate an object to create a sharing rule for, such as Account Sharing Rule, then click **New**. 4. Enter a **Rule Name** such as Portal User Account Sharing Rule. 5. Select settings as indicated in the Self-Service Portal Sharing Rules table. 6. Repeat these steps for each subsequent sharing rule. Self-Service Portal Sharing Rules | Object | Criteria | Shared With | Access | | --- | --- | --- | --- | | User | User: Contact ID NOT EQUAL TO | Mobile Subscription Self Service Portal Site Guest User | Read Only | | OmniScript Saved Session | OmniScript Saved Session: Created By ID NOT EQUAL TO | The public group you’ve configured for your portal users. | Read Only | | Omni UI Card | Omni UI Card: Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Omni User Session | Omni User Session: Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Data Mapper Bulk Data | Data Mapper Bulk Data: Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Vlocity Data Mapper Batch Queue Sharing Rules | Vlocity Data Mapper Batch Queue: Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Vlocity Data Mapper Bundle Sharing Rules | Vlocity Data Mapper Bundle: Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Vlocity Data Mapper Map Item Sharing Rules | Vlocity Data Mapper Map Item: Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Vlocity Data Mapper Object Interface Sharing Rules | Vlocity Data Mapper Object Interface: Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Vlocity Data Mapper Staged Data Sharing Rules | Vlocity Data Mapper Staged Data: Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Vlocity OmniScript Sharing Rules | Vlocity OmniScript: Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Price List | Price List: Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Vlocity Card Sharing Rules | Vlocity Card: Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Account | Account: Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only for Account, opportunity, cases | | Charge Measurement Sharing Rules | Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Pricing Component Sharing Rules | Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Pricing Element Sharing Rules | Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Pricing Plan Sharing Rules | Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Pricing Variable Sharing Rules | Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Vlocity Attribute Assignment Rule Sharing Rules | Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Vlocity Attribute Category Sharing Rules | Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Vlocity Calculation Matrix Sharing Rules | Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Vlocity Calculation Procedure Sharing Rules | Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | | Vlocity Rule Sharing Rules | Created By ID NOT EQUAL TO | The public group you've configured for your portal users. | Read Only | ## Configure Price Book Settings for the Enterprise Self-Service Portal Configure the price book to enable Industries CPQ to fetch price list entries and to share the price book with your ESS public group. Price books let you create a custom collection of products with associated list prices. Every price list must be associated with a price book in Salesforce. You can associate multiple price lists with the same price book. If you don't have a price book already, you must create one. 1. Open the App Launcher. 2. Locate and click **Price Books**. 3. Locate and click **Standard Price Book**. 4. Ensure that the **Is Standard Price Book** checkbox is selected. If not, click **Edit** and select it. 5. Ensure that the Sharing button is visible: 1. From Setup, in the Quick Find box, enter Sharing Settings and then click **Sharing Settings**. 2. Click **Edit**. 3. Set the Organization-Wide Sharing Default for the Price Book object to **View Only**. 4. Click **Save**. ## Update your Enterprise Self-Service Portal Community URL Update your portal URL in the custom label **CmexSelfServiceCommunityUrl** based on your enterprise’s requirements. This change ensures that your portal order confirmation email points to your portal Order Details page. The URL uses this syntax: `https://Base_URL/PortalName/s/` See [Create and Edit Custom Labels](https://help.salesforce.com/s/articleView?id=platform.cl_edit.htm&type=5&language=en_US) for more information. ## Update Sender Email Address for Your Enterprise Self-Service Portal Update the email address that your Enterprise Self-Service Portal users receive emails from with a Salesforce-verified email address. 1. From Setup, in the Quick Find box, enter All Sites, and then select **All Sites**. 2. Go to the SelfServicePostSale site, and click **Workspaces**. 3. Select the **Administration** tile. 4. Select the **Emails** tab. 5. In the Sender section, enter your Salesforce-verified email address. 6. Save your changes.