Learn how to set up self-registration for person accounts in Salesforce Experience Cloud, allowing B2C customers to create their own user accounts seamlessly.
Table of Contents
Question
Universal Containers (UC) has a B2C customer department that uses person accounts to track and manage all B2C customers. UC has set up a B2C site using Salesforce Experience Cloud. The VP of B2C business wants to enable self-registration on the portal so customers can create their own user accounts.
What should the Experience Cloud consultant at UC recommend so that the new users self-registering on the B2C site are captured as person accounts in Salesforce?
A. Create a custom self-registration page and Apex handler that creates a person account for each user self-registering on the portal.
B. Use the standard self-registration configuration under Experience Workspace and leave the default Account field empty.
C. Use the standard self-registration configuration under Experience Workspace that assigns users to a default business account, and then build a trigger on Account to create person accounts for each user.
D. Restrict the Account record type access to Person Account record type only for the Site Guest User, so any account created is by default a person account.
Answer
A. Create a custom self-registration page and Apex handler that creates a person account for each user self-registering on the portal.
Explanation
To ensure that new users self-registering on the B2C site are captured as person accounts in Salesforce, the best approach is to create a custom self-registration page and an Apex handler. The custom Apex handler will be responsible for creating a person account for each user who self-registers on the portal.
Using the standard self-registration configuration under Experience Workspace and leaving the default Account field empty (Option B) will not automatically create person accounts for self-registered users.
Assigning users to a default business account and then building a trigger on Account to create person accounts (Option C) is not an ideal solution, as it requires additional automation and may lead to inconsistencies in data.
Restricting the Account record type access to Person Account record type only for the Site Guest User (Option D) will not guarantee that person accounts are created for self-registered users, as it does not address the actual creation process.
By implementing a custom self-registration page and Apex handler (Option A), the Experience Cloud consultant can ensure that person accounts are created accurately and automatically for each user who self-registers on the B2C site, providing a seamless experience for customers while maintaining data integrity in Salesforce.
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