Note: This feature is available to the following product editions:
- Standard
- Premium
Additionally, this feature utilizes Salesforce Sites functionality, which is available to Enterprise and Unlimited editions of Salesforce.
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.
- From Setup, navigate to:
- Lightning: User Interface | Sites and Domains | Sites.
- Classic: Build | Develop | Sites.
- 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.
- If it is available, select the I have read and accepted the Salesforce Sites Terms of Use checkbox.
- 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.
- If you are not already on that page, from Setup, navigate to:
- Lightning: User Interface | Sites and Domains | Sites.
- Classic: Build | Develop | Sites.
- In the Sites section at the bottom of the page, click New.
- Enter a Site Label (i.e. "TaskRay External Forms").
- The Site Name should automatically generate based on the label that you enter.
- [Optional] Enter a Site Description.
- If necessary, change the Site Contact.
- Select Active Site Home Page by clicking on the lookup icon next to the field. In the window that comes up, select trExternalForm.
- Make sure the Require Secure Connections (HTTPS) and Upgrade all requests to HTTPS checkboxes are checked.
- Click Save.
- On the Site Details page, click Activate.