Working with Multiple Communities

1

Update Existing Digital Experiences

In this step, you'll remove the ability for users to Self-Register in each of your existing Digital Experiences:

1. Navigate to Setup and search for All Sites.
2. Click Workspaces for the Digital Experience to update.
3. Select the Administration tile.
4. Uncheck “Send welcome email”
5. Select Login & Registration
6. In the Registration Page Configuration section, uncheck Allow customers and partners to self-register.

2

Configure Emails

You should create distinct email templates for Welcome, Forgot Password and Changed Password and update them accordingly in your Digital Experiences:

• Create the Welcome Email as your ‘initial contact’ when a student creates an application. This might be what you currently use for your Online Application community.
• The Change Password Email is used when an internal person resets a user's password.
• The Forgot Password Email is used when the student initiates the Forgot Password option from the landing page.

Once you've configured your email templates, select them in the Landing Page community/digital experience:

1. Navigate to Setup and search for All Sites.
2. Click Workspaces for the Landing Page Digital Experience.
3. Select the Administration tile.
4. Select the Emails option.
5. Check the Send Welcome Email checkbox.
6. Update the following with your updated Email Templates:
   • Welcome New Member
   • Forgot Password
   • Change Password

3

Update TX_CommunitiesSelfRegConfirm VF page

In this step, you need to remove code from the TX_CommunitiesSelfRegConfirm Visualforce page:

1. Navigate to Setup and search for Visualforce Pages.
2. Click on TX_CommunitiesSelfRegConfirm.
3. Select the Edit button.
4. Remove the extensions section (extensions="TX_CommunitiesSelfRegConfirmController") from the following line:     

<apex:page showHeader="false" standardStylesheets="false" sidebar="false" expires="0" cache="false" docType="html" controller="TargetX_Base.TX_CommunitiesBase" extensions="TX_CommunitiesSelfRegConfirmController">

5. Save your changes.

1

Create a Landing Page Digital Experience (Community)

This will be the Digital Experience that will be home to a new Portal page. The Portal will include links to your communities based on condition sets.

Item 1: Create New Digital Experience and Configure Site User Permissions 

Item 2: Configure Site User Permissions

Item 3: Configure Organization-Wide Defaults for External Users 

Note: If you have already configured a Community, this should already be configured.

Item 4: Configure Sharing Rules

Item 5: Create a Theme Template

1. Navigate to Setup and search for Visualforce Pages.
2. Click Edit next to the TX_CommunitiesTemplate.

Note: There are two pages with this name; choose the one that does not have a namespace prefix.

3. Click Clone and name the cloned page, matching it to your Experience site.
4. Edit the following lines to reflect your institution name:
   1. "header_school" value (e.g. TargetX University)
   2. "header_school_line_1" value ** (e.g. Image: Brown Hall)
   3. "header_school_line_2" value ** (e.g. Image: Students on Lawn)
   4. "header_program" value (e.g. Online Application)

**See below where these values will appear on your landing page. ALL values should be populated for ADA compliance. Consider adding image alt text to header_school_line_1 and 2.

Any values that you do not want to actually display can be hidden later by using css tags in the Community Theme record. See Hiding TX_CommunitiesTemplate Values for further guidance.

5. Locate the following around line 75: 

<apex:outputLink rendered="{!ISPICKVAL($User.UserType,'Guest')}" value="{!$Page.TX_CommunitiesHome}" styleClass="targetx-header-user">

6. Replace !$Page.TX_CommunitiesHome with the following:

For Experiences using Dynamic Portal:
{!$Site.Prefix}/TX_SiteLogin?startURL=%2FTargetX_Base__Portal

Note: You should maintain the curly brackets that were originally around the replaced text.

7. Click Save.

Item 6: Create a Community Theme 

1. From the App Launcher, search and select the Community Themes tab.
2. Click New.
3. Enter a Theme Name of your choosing (e.g. Appointments, Online Application).
4. Add the following values:
   1. Template Name: insert the custom TX_CommunitiesTemplate record you created in Step 6.  The format should include a “c__” at the beginning of the page name
      (e.g. “c__TX_CommunitiesTemplatePortal”)

Note: There are 2 underscores after the 'c'' in the above examples. 

2. Static Resource update the field to TargetX_App__NewResource

3. Homepage is the name of the Visualforce page that loads after login. Update the field to TargetX_Base__Portal

4. Header Logo is the logo that appears in the top left corner of the screen in Applicant Dashboard and Events. This is the name of the Static Resource that contains the logo. This should be set for all records, regardless of the TargetX product in use. The size of this image is 70 px x 60 px and is a good size for using a shield or institution mascot. See: Creating a Static Resource.
5. Header Text Line 1 is the text that appears in the first line of the Header in Applicant Dashboard and Events. This should be set for all records, regardless of the TargetX product in use. We recommend using the School Name.
6. Header Text Line 2 is the second line of text that appears under the Header. . This should be set for all records, regardless of the TargetX product in use.For example, Application for Admission.
7. Hero Text is the text that displays over the Hero Image.This is not required and is rarely used.
8. Hero Image is the name of the Static Resource that contains the hero image, which is a full width image that displays directly below the header. The size of this image is 1336 px x 260 px; this is a different size than that used on the Sign-In page.  This should be set for all records, regardless of the TargetX product in use.
9. Save your changes.

Recommended Best Practice: Each Digital Experience should have a DISTINCT Community Theme.

Item 7: Configure 'Related Sites' 

Item 8: Assign Custom TX_CommunitiesTemplate to Guest Site User

Item 9: Set up the Guest User Time Zone

Item 10: Restrict Standard Salesforce Access 

Item 11: Digital Experience Administration Configuration

1. Navigate to Setup and search for Digital Experiences and then All Sites.
2. Click Manage or Workspaces next to the Experience to be configured.
3. Click on the Administration tile.
   Make sure to Save at the bottom of each page.
   1. Preferences
      1. Uncheck “Show nicknames”
      2. Update the Default Owner to the client CRM Administrator
   2. Branding
      1. Header: TXStandardPageStopper (If you cannot locate this document, refer to Downloading the TXStandardPageStopper for instructions to create it.)
   3. Email

Note: Sender Email Address will default to the email of the user who created the community. Work with the client during implementation to update the email address to the appropriate value such as an org wide email address for admissions, advising, etc.

4. Uncheck “Send welcome email”
5. Update Forgot Password: TargetX Communities: New Member Welcome Email
6. Update Change Password: TargetX Communities: Change Password Email
7. Members (only complete this after you have unchecked the welcome email above)
   1. In Select Profiles, update the Search value to Customer
   2. Move the Customer Community User (TargetX) profile to the Selected Profiles box DO NOT REMOVE THE SYSTEM ADMINISTRATOR PROFILE

8. Login & Registration
   1. Branding Options
      1. Update the Salesforce logo with your institution’s logo (Administration > Login & Registration > Logo Type/Logo File)
      2. Update the background and login button colors (Administration > Login & Registration > Background/Login Button)

9. Login Page Setup
   1. Login Page Type: Visualforce Page | TX_CommunitiesLogin
10. Password Pages
    1. Forgot Password: Visualforce Page | TX_ForgotPassword
    2. Reset Password: Visualforce Page | TX_ChangePassword
11. Registration Page Configuration
    1. Check “Allow customers and partners to self-register” if this community can create new Contact records. 
    2. Registration Page Type: Visualforce Page | TX_CommunitiesSelfReg
    3. Profile: Customer Community User (TargetX)
    4. Account: Community User Account (If you cannot locate this account, refer to Creating the Community User Account for instructions to create it.)
12. Pages
    1. Home Page: Visualforce Page | TX_CommunitiesLanding

2

Create a new Portal for the Landing Page 

In this step, you'll create a Portal that will function as the 'Landing Page' for your Digital Experiences. You can make this as simple or as detailed as you wish. Include links to each community and define various sections for your other digital experiences. For details on creating the Portal, see Creating a Portal.

In the example below, each section has a defined Condition Set that determines what a user will see:

• No Decision Yet displays for any user whose Application Decision does not equal Accepted. The Online Application link directs the user to the Online Application community.
• Admitted Student Portal displays for any user where Application Decision equals Accepted. The Online Application link directs the user to the Online Application community, where they can review their application or decision information. The Admitted Student Portal links to a Portal with new student information, links to necessary forms, etc.
• Default has no condition sets defined and will display to any users that don't meet the other criteria. These links direct the user to different Applications your institution offers.

3

Update Existing Digital Experiences

In this step, you'll remove the ability for users to Self Register in each of your existing Digital Experiences:

1. Navigate to Setup and search for All Sites.
2. Click Workspaces for the Digital Experience to update.
3. Select the Administration tile.
4. Uncheck “Send welcome email”
5. Select Login & Registration
6. In the Registration Page Configuration section, uncheck Allow customers and partners to self-register:

4

Configure Emails

You should create distinct email templates for Welcome, Forgot Password and Changed Password and update them accordingly in your Digital Experiences:

5

Update TX_CommunitiesSelfRegConfirm VF page

In this step, you need to remove code from the TX_CommunitiesSelfRegConfirm Visualforce page:

1. Navigate to Setup and search for Visualforce Pages.
2. Click on TX_CommunitiesSelfRegConfirm.
3. Select the Edit button.
4. Remove the extensions section (extensions="TX_CommunitiesSelfRegConfirmController") from the following line:     

<apex:page showHeader="false" standardStylesheets="false" sidebar="false" expires="0" cache="false" docType="html" controller="TargetX_Base.TX_CommunitiesBase" extensions="TX_CommunitiesSelfRegConfirmController">

5. Save your changes.

6

Activate the Landing Page Digital Experience

1. Navigate to Setup and search for All Sites.
2. Click Workspaces for the Landing Page Digital Experience.
3. Select the Administration tile.
4. Select Settings and click the Activate button.

7

Test the Landing Page

• Log in as a student based on the various condition sets you configured and verify access to the Landing page and available Digital Experiences.
• Create a new user from the landing page and verify emails are received as expected.