Create Portal Content
The Portal content type is used to add items that are only applicable to portal sites, such as a login form and a change password form. Each content template is used to add a specific function to a portal site.
Available subscriptions
The Available Subscriptions content template inserts a list of publications that the user can subscribe to. Managing email publications is outside the scope of this user guide.
Change password form
The Change Password Form content template inserts a form that allows a portal user to change his or her password. The fields for the form are standardized.
You can set a default start page for the change password form, which is where the user is redirected after the password is changed.
To set a default start page for a change password form
- In the content editor, click in the Default Start Page box.
- In the Select Link dialog, choose the page that you want to designate as the default start page.
Email preferences
The Email Preferences content template is used to insert a list of the email publications and notifications that a user subscribes to and give the user the ability to unsubscribe. It is used in conjunction with the Email Preferences Link content template.
Email Preferences Link
The Email Preferences Link content template is used to insert an unsubscribe link into an email publication or notification. It directs the user to an email preferences page. This content template is used in conjunction with the Email Preferences content template.
Email Verification
The Email Verification content template is used to insert a mechanism on a page to verify a user’s email address when they subscribe to an email publication or notification. It works in conjunction with the Email Verification Link content template.
Email Verification Link
The Email Verification Link content template is used to insert a link in an email that a user can click on to verify his or her email address. It works in conjunction with the Email Verification content template.
Forgot Password Form
The Forgot Password Form content template inserts a form that allows portal users to retrieve a lost password. The form includes a standard field to submit a user name.
You can set a confirmation page for the forgot password form. This can be any page, but we recommend creating a page that contains text that verifies that the forgot password form has been submitted.
To set a confirmation page for a forgot password form
- In the content editor, click in the Confirmation Page box.
- In the Select Link dialog, choose the page that you want to designate as the confirmation page.
Login Form
The Login Form content template inserts a form that allows users to log in to a portal site. It can also link pages designed to retrieve a lost password or register for the site, although these are not mandatory. The form includes standard fields to enter a user name and password.
There are three pages that can be associated with a login form in the content editor. These are described in the following table.
Login Form properties | |
|---|---|
Field in content editor | Use to |
Default Start Page | Set the page that the user is directed to after signing in. |
Forgot Password Form | Set the page that the user goes to when they click the Forgot Your Password link. If this is not set, the link appears as part of the login form. |
Self Registration Page | Set the page that the user goes to when they click the New User link. If this is not set, the link appears as part of the login form. |
Login Status
The Login Status content template inserts content relevant to the user’s login status. For example, it can provide a link to log in to or log out of a portal depending on the user’s current login status.
From the content editor, you can set properties for the login status form. These properties are described in the following table.
Login Status properties | |
|---|---|
Field in content editor | Use to |
My Profile Page | Include a My Profile link in the login status when the user is signed in. |
Login Page | Include a Login link to the login page in the login status when the user is not signed in. This property is not applicable if Inline Login is selected. |
Inline Login | Have a login form rendered in a pop-up box on the current page when the user clicks Login in the login status. This property is not applicable if a Login Page is selected. |
Default Start Page | Set the page that the user is directed to after a successful login from an inline login form. This property is only applicable if Inline Login is selected. |
Forgot Password Page | Set the page the user is directed to when they click the forgot password link from an inline login form. This property is only applicable if Inline Login is selected. |
Self Registration Page | Set the page the user is directed to when they click the new member link from an inline login form. This property is only applicable if Inline Login is selected. |
Show Welcome Label | Include “Welcome” before the user’s name in the login status. |
Show Back to Portal Link | Include a Back to Portal link in the login status if the user is signed in and currently viewing a publicly accessible page. |
My Profile
The My Profile content template is used to create a user profile page that allows users to:
- Unsubscribe, suspend, or resume a subscription to an email publication.
- Remove, suspend, or resume an email notification.
- Go to your change password page, change user details page, or available subscriptions list page.
In the content editor, you can associate your change password page, change user details page, and available subscriptions list page with a content item using the My Profile content template.
Most of the features of the My Profile content template relate to email publications and notifications, which are outside the scope of this user guide.
Registration Form
The Registration Form content template inserts a form that allows new users to register for your portal site. The form includes standard fields to enter a name, nickname, and email address.
In the content editor, you can set properties for the registration form.
These properties are described in the following table.
Registration Form properties | |
|---|---|
Field in content editor | Use to |
New User Default Account | Set the Salesforce account that new users are added to by default. Next to New User Default Account, click Select. Enter the full or partial name of the account in the Name box, and then click Search. Click to select the account name, and then click Select. |
Confirmation Page | Set the page that users are directed to after they submit the registration form. This is typically a page specifically created to confirm that the registration form has been submitted. |