Allow Visitors to Join 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 mobile app. Communities are available in Enterprise, Performance, Unlimited, and Developer editions.

How: Enable configurable self-registration on the Login & Registration page of the Administration Workspace. Choose the Configurable Self-Reg Page registration type, which generates a self-registration handler that you extend in Apex. You can locate the handler from the Setup Apex Classes page. Its name begins with AutocreatedConfigSelfReg.