Customer Onboarding Feedback Flow - Site Setup

Register Salesforce Site Domain [Admin]

The first step to set up Salesforce Sites is to register a Salesforce domain. If you have already done this, you can skip to the next section of this article.

1. From Setup, navigate to:
• Lightning: User Interface | Sites and Domains | Sites.
• Classic: Build | Develop | Sites.
2. In the box at the bottom of the page, enter a domain name and click on Check Availability. If it is not available, enter a new domain name.
3. If it is available, select the I have read and accepted the Salesforce Sites Terms of Use checkbox.
4. Click Register My Salesforce Site Domain.

Create New Salesforce Site [Admin]

After your domain is deployed, the next thing that you need to do is create a new site for hosting the Customer Onboarding Feedback Flow.

1. If you are not already on that page, from Setup, navigate to:
• Lightning: User Interface | Sites and Domains | Sites.
• Classic: Build | Develop | Sites.
2. In the Sites section at the bottom of the page, click New.
3. Enter a Site Label (i.e. "TaskRay External Forms").
4. The Site Name should automatically generate based on the label that you enter.
5. [Optional] Enter a Site Description.
6. If necessary, change the Site Contact.
7. Select Active Site Home Page by clicking on the lookup icon next to the field. In the window that comes up, select trExternalForm.
8. Make sure the Require Secure Connections (HTTPS) and Upgrade all requests to HTTPS checkboxes are checked.
9. Click Save.
10. On the Site Details page, click Activate.