Experience Cloud User Profile Updates
Only Available for 'Membership Plus' license. If license is not added in the merchant facility, then site users will get a toast message error, and buttons won't be visible to them.
1. Introduction
A new Lightning web component (LWC) is introduced, and it can be added in both Aura and LWR communities. The view in this component allows the community user to update the details on both their user and membership contact record. The name of the LWC is 'Payments2Us Profile Details' and works for salesforce experience sites only.
2. Setup in Experience Site
Go to Setup -> All Sites -> Open builder of the experience site.
- Click on the lightning icon (components tab) from the left bar
- Search for 'Payments2Us Profile Details' in the search bar.
- Drag and drop the component at a suitable location.
If you see any error toast messages after dropping the component in the builder. Ignore it.
3. Fields Selection in the View
Fields displayed in the profile details view is coming form 'Membership Profile Updates' fieldset in the contact object. Fields added in the mentioned fieldset will be displayed on the profile details view.
4. Permissions To Be Updated
In order for this view to work perfectly for the experience site user, following permission need to be updated:
- Experience site user profile should have the permission to 'Read' and 'Update' on contact object/
- Experience site user should have the permission to update the contact record.
- If the organization-wide default external access to your account/contact is Public Read Write then the user will have the access to update their membership contact.
- If it is private or Read then you have to create a sharing set in order to give 'write' access on the site user's contact. Sample sharing set:
5. Configuration and Styling
Besides changing the field to displayed , button label, header and toast messages can also be customised. Also styling, font, colors can also be updated.For details please refer to Experience Cloud Membership Components Styling article.
