Let Visitors Sign Up for Your Community by Email or Phone

Make it easy for customers to join your community. Instead of requiring a username and password to register, let them join by entering their email address or phone number. Configurable self-registration simplifies the sign-up process. It allows you to register users quickly and with minimal information. After the user is created, you can build the user’s profile progressively when logging in later. For example, you can collect more user information based on context or the type of interaction.

Where: This feature is available in all communities accessed through Lightning Experience, Salesforce Classic, and all versions of the Salesforce app. Communities are available in Enterprise, Performance, Unlimited, and Developer editions.

Who: External Identity and Communities admins can let visitors register with their email address or phone number. To verify identities via text message, you purchase a license for Identity Verification Credits, which allows your org a predetermined number of SMS messages for identity verification. For exact limits, contact your Salesforce account rep.

Note

Note

SMS wasn’t designed to support confidentiality of messages using encryption. In addition, an SMS verification code can be displayed on a locked device. As a result, an attacker could capture SMS content by intercepting text messages in transit or get access to a user’s device. Generally, these attacks are specifically targeted and not as prone as password violations, but they can put your community at risk. When choosing your authentication technology, it’s important to consider the data and business process that you want to protect, especially when deploying a single factor of authentication.

How: You set up the self-registration page on the Community Workspaces Login & Registration page. First, select Configurable Self-Reg Page (1). Then choose which fields to display on the sign-up form (2). After you save your registration settings, Salesforce generates the configurable self-registration handler, in this case, AutocreatedConfigSelfReg1532475901849 (3).

Configurable Self-Reg Setup page

The Configurable Self-Reg page generates a sign-up form that prompts users to register with the registration fields that you selected.

Sign up page generated by Configurable Self-Reg type
Note

Note

When you select Configurable Self-Reg Page as the registration page type, you can’t select Community Builder Page for the login page type. Likewise, if you select Community Builder Page as the self-registration page type, you must select Community Builder Page as the login page type.

You can edit the generated Configurable Self-Reg handler in Apex to further customize self-registration. For example, you can add custom logic to ensure that the email or phone number are unique to the external user. You can modify user creation to eliminate the need for associating contacts with accounts. The handler is located in Setup under Apex Classes. Its name begins with AutocreatedConfigSelf-Reg, such as AutocreatedConfigSelf-Reg1532705701849.

Note

Note

Registered community users require API access permission to log in to communities using the Salesforce app. To give permission, you update the External Identity profile. From the Setup Profiles page, clone the External Identity profile, and select API Enabled.