Streamline Self-Registration in Salesforce Experience Cloud: A Step-by-Step Guide

 

🚀 Introduction

Salesforce Experience Cloud empowers organizations to create branded digital experiences for customers, partners, and employees. One powerful feature is self-registration, which allows users to sign up directly on your site—no manual admin work required.

In this guide, we’ll walk through how to enable and customize self-registration for your Experience Cloud site, including best practices and configuration options.

🧠 What Is Self-Registration in Salesforce?

Self-registration lets users create their own accounts on your Experience Cloud site. Depending on your business model, you can configure it for:

• Business Accounts (B2B): Users register as contacts under a company account

• Person Accounts (B2C): Users register as individuals

Salesforce automatically creates a User record and a Contact, and associates it with the appropriate account type.

⚙️ How to Enable Self-Registration

Step 1: Enable the Feature

1. Go to Setup → Feature Settings → Digital Experiences → Settings

2. Check Enable Customer User Self-Registration

Step 2: Access Experience Workspaces

1. From Setup, search for All Sites

2. Click Workspaces next to your site name

3. Go to Administration → Login & Registration

Step 3: Choose Your Registration Page Type

You can select from:

• Default Page: Basic layout, customizable with Visualforce

• Experience Builder Page: Drag-and-drop customization

• Visualforce Page: Full control with custom code

• Configurable Self-Reg Page: Flexible setup with field mapping

🎨 Customizing the Registration Page

If you want more control:

• Use Experience Builder to add branding, custom fields, and layout tweaks

• Modify the Self-Registration Apex Controller for advanced logic

• Disable standard Aura/LWR components if building a fully custom flow

For advanced use cases, consider installing the Customizable Self-Registration Component from Salesforce Labs on AppExchange.

🔐 Best Practices for Secure Self-Registration

• Limit access for newly registered users using Profiles and Permission Sets

• Avoid exposing sensitive objects or records

• Use CAPTCHA or email verification to prevent spam

• Monitor for duplicate records, especially with Person Accounts

📌 Conclusion

Self-registration in Salesforce Experience Cloud is a powerful tool to streamline onboarding and reduce admin overhead. Whether you're running a B2B portal or a consumer-facing site, configuring it properly ensures a smooth and secure user experience.

Ready to implement it? Start with the and explore the customization options to make your site truly yours.