Self-Service Wizard Steps Overview
To properly set up Self-Service Wizards using Communities, perform the following steps:
- Enable Communities in your org and choose a domain.
- Create a Community for Self-Service Wizards.
- Create/Modify User Profile(s) to be used in the Community.
- Add custom object permissions to Wizard-related objects.
- Add field-level security privileges for Wizard-related objects.
- Create Contacts and Enable as Customer or Partner Users.
- Add Members to the Community.
- Add Wizard tab to the Community.
- Activate the Community.
