Configuring Self-Service Wizards for Communities
Use Salesforce Communities for your Self-Service Wizards to require authentication for customers and external users when they execute run-time wizards. This section provides instructions for Creating a Community portal for licensed Community users to access Self-Service Wizards.
In Spring 2013, Salesforce introduced Communities, which replaced the Customer and Partner portals. Communities combined the functionality of customer and partner portals with a way to allow customers and employees to collaborate in the same space. Using Communities to provide Self-Service Wizards, you can provide the same functionality but give your Wizard experience a completely unique look and feel. When you create a Community, you are still creating a Force.com site, but the site is wrapped in the Community, providing authentication options, branding, collaboration and other benefits. The most important consideration to use Communities over Customer/Partner portals is that Customer/Partner portals are no longer available for new Salesforce organizations .
For more information on Salesforce Communities, refer to Salesforce documentation on Getting Started With Communities .
The following pages and sections provide instructions for enabling Self-Service Wizards by creating a new community and assigning members to the Community. While you can create communities for both customers and partners, the instructions provided use customer members as an example. The process for partners is almost identical, but differs slightly. Where the process differs the documentation will provide guidance.
