Member Portal Personal Snapshot: Enablement and Configuration

The Personal Snapshot page is provided using Dynamic Grid implementations combined with Dynamic Grid Actions and Salesforce Flows. This allows for customization of the user experience while taking advantage of the powerful features of Member Portal. The page is available by default when using the Member Portal Starter Template but must be enabled.

Member Portal

Personal Snapshot is available as the “Home Page” in Member Portal

Enabling and Disabling the Page

1. Remove any custom CSS that is hiding the Home link in the navigation menu (part of standard setup steps)

2. Update the sites home page

   1. Setup > All Sites > Workspaces > Administration > Pages > home Page

      1. Set type to “Experience Builder Page” and value to “Main”

      2. 

To disable the page, reverse the above steps and set the Home Page to Visualforce

Profile Information Banner

By default, the Profile Information Banner provides visibility into the current Accounts Name, Title, Phone, Email and City/State. Clicking “Edit Profile” will launch the Manage Account Information screen flow, which provide more visibility into an Account’s information including Billing and Shipping addresses as well as a way to upload a new profile image. If additional demographic fields are needed, the screen flow can be easily updated to collect and display those fields.

The Edit Profile button is provided using Dynamic Grid Actions, and the labels and locations can be easily updated by editing the associated Custom Metadata Type record: Setup > Custom Metadata Types > Dynamic Grid Actions > “Edit Profile”.

See Dynamic Grid Actions: Enablement and Configuration for more information

The Profile Information Banner Dynamic Grid is composed of the following Metadata records:

My Affiliations

My Affiliations gives users a view of their current and past affiliations and allows them to create a new one or end an existing on. Clicking “Manage Affiliation” will launch the “Manage Affiliation” screen flow.

The Manage Affiliation button is provided using Dynamic Grid Actions, and the labels and locations can be easily updated by editing the associated Custom Metadata Type record: Setup > Custom Metadata Types > Dynamic Grid Actions > “Manage Affiliation”.

See Dynamic Grid Actions: Enablement and Configuration for more information

The My Affiliations Dynamic Grid is composed of the following Metadata records:

To allow users to create a new Affiliation, please install the https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMYinUAH. This will be placed on the My Affiliations tab above the Dynamic Grid component and configured to trigger the “Manage Affiliation” flow.

Flow Name: Manage_Affiliation

Button Label: Create New Affiliation

Button Alignment: Left

My Registrations

My Registrations gives users a view of their upcoming event registrations and allows them to View more information. Clicking “Manage Registration” will direct the user to the Community Hub ViewRegistration page.

The button is provided using Dynamic Grid Actions, and the labels and locations can be easily updated by editing the associated Custom Metadata Type record: Setup > Custom Metadata Types > Dynamic Grid Actions > “Manage Registration”.

See Dynamic Grid Actions: Enablement and Configuration for more information

The My Registrations Dynamic Grid is composed of the following Metadata records:

Account Management Screen Flow

The Account Management screen flow allows users to review and update key details about their account that go beyond basic profile information. Clicking "Edit Account" launches the Account Management screen flow, which guides users through reviewing and updating core account attributes such as email, phone number and addresses.

The Edit Account button is provided using Dynamic Grid Actions, and the labels and locations can be easily updated by editing the associated Custom Metadata Type record: Setup > Custom Metadata Types > Dynamic Grid Actions > "Edit Account".

See Dynamic Grid Actions: Enablement and Configuration for more information

Builders can easily update the fields displayed and updated by editing the screen flow.

Learn more about Salesforce Flows Here: https://trailhead.salesforce.com/content/learn/trails/build-flows-with-flow-builder

Navigate to Setup > Process Automation > Flows and select “Account Information Management”. From here, you can edit the “Account Information” screen (Item #1) to add, remove or reorder displayed fields.

Note: If you update the displayed fields in the “Account Information” screen, ensure that you also update the “Update The Account” (Item #2) node to include those changes. Failure to add new fields to the update node will result in changes not saving to the Account record.