Create and configure a dedicated user profile with the necessary permissions to access and run flows within the portal.
- Create an Experience Cloud Profile
Define a specific profile for your sales customers by cloning the standard community user template. - Allow the Experience Cloud User to Run Flows
Grant the necessary general user permissions to ensure that the profile can execute the Tariff Comparison logic. - Add New User to Customer Community
Enable a contact as a customer user and assign them the specific community profile you created. - Update Share Settings for External Users
Adjust the Organization-Wide Defaults to provide read-only access to essential energy and utility objects for external users. - Order Access for Community Profile
Update the community profile permissions to allow users to initiate and edit service orders. - Assign Permissions to Customer Community User
Assign the required permission set licenses and permissions to individual users to enable advanced pricing and sales features.