Set Up Self-Service Portal for Multiplay Subscription Management (Managed Package)

Follow these steps to set up and configure the MSM self-service portal.

1. Provide the OmniStudio access to guest users to login to the community portal. See Create an OmniStudio Permission Set for Digital Experience Guest Users.
2. Update these metadata values for the customer community user VPL Metadata Config name:
   1. From Setup, in the Quick Find box, enter Custom Metadata Types, and then select Custom Metadata Types.
   2. Beside VPL Metadata Config, click Manage Records.
   3. Beside the CustomerCommunityUser VPL Metadata Config Name column, click Edit.
   4. Add the Mobile Subscription Self Service Customer profile ID in the Label field.
      

      Note

      To get the profile ID, find the Mobile Subscription Self Service Customer profile in setup and copy the ID from the address bar.

3. Create Audience for logged-in home page:
   1. From Setup, in the Quick Find box, enter All Sites, and then select All Sites.
   2. Beside Mobile Subscription Self Service Portal, click Builder.
   3. Click the dropdown beside the gear icon of Home bar.
   4. Click the 3 dots beside Home and click Page Settings.
   5. Click the Page Variations tab.
   6. Beside LoggedInHomePage, click the dropdown and then click Assign.
   7. Click New Audience.
   8. Enter these details:

      • Audience: LoggedInCustomer.

      • Audience Criteria: Audience matches when = All conditions are met, Type = Profile, Operator = Equals, Value = Mobile Subscription Self Service Customer.

      • Click Save and Assign.

   9. Click Publish at the top-right corner on the community page.
4. Clear custom labels cache:
   1. From Setup, open Salesforce Classic view.
   2. Click the All tabs plus button and then select Vlocity Cards.
   3. Click Cache settings.
   4. Select the Custom Labels checkbox and click Clear. This step is a prerequisite before opening the community URL.
5. Launch the community URL from setup:
   1. From Setup, in the Quick Find box, enter All Sites, and then select All Sites.
   2. Click the Mobile Subscription Self Service Portal URL.
6. Troubleshoot community URL launch issue. If the community URL isn’t launching and showing 500 internal server error, follow these steps:
   1. From Setup, in the Quick Find box, enter All Sites, and then select All Sites.
   2. Beside Mobile Subscription Self Service Portal, click Workspaces.
   3. Click Administration and then click Pages.
   4. Click the Go to Site.com Studio link.
   5. Click Trash Can.
   6. If there’s anything present in the trash can, click Restore.
   7. Publish the community and relaunch the community URL.
7. Resolving the community page custom labels. If on the community landing page or on any other page, custom labels aren’t resolved or if you see texts starting with b2ccmex, then perform these steps:
   1. Do step 4 again in the target org.
   2. Follow these steps to clear any entry inside session storage:

      • On the community login page, right-click anywhere on the browser.

      • Click Inspect.

      • Click the double arrow icon and then select Application.

      • Click Session Storage.

      • Click the clear icon to clear any entry inside each session storage.

   3. Reload the page again or open the URL in an incognito window.
8. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
9. Click Mobile Subscription Management Customer Perm Set.
10. Click Custom Metadata Types.
11. Click Edit and add VPL Metadata Config if not already added.
12. Troubleshooting tip: In the community portal if the flexcards are not loading properly or the old UI is rendering even after making changes in flexcard, follow these steps.
    1. From Setup, in the Quick Find box, enter Session Settings, and then select Session Settings.
    2. Under Caching, deselect Enable secure and persistent browser caching to improve performance.
    3. Save your changes.