The construction of the ImBlaze web portal involves several critical steps. Each step is vital in shaping the functionality, security, and user experience of your portal. Here’s a quick rundown of the process:
The first step in setting up your ImBlaze web portal is creating a Salesforce Experience Site. This is where you will design and build the user interface of your portal using the components already available via the ImBlaze package.
This section guides you through setting up the necessary public access settings for your ImBlaze Site.
We'll also walk you through configuring the portal data sharing settings. These settings control who can see what data within your portal, ensuring that your portal remains secure and that users only have access to the information they need.
Next, you will create custom login pages for the portal using ImBlaze components. These pages provide a secure way for users to authenticate themselves before accessing the portal.
Next, you will establish the profiles that will be utilized by ImBlaze users and grant the necessary permissions to these profiles. This step ensures that users assigned the ImBlaze profile have all the required permissions needed to access and utilize all ImBlaze features effectively.
In this section, you'll manage the portal's membership, welcome emails, and set the favicon to the portal.
In this section, we configure the user data access rules for the portal.
The final step in setting up your ImBlaze web portal is configuring ImBlaze-specific settings. This includes setting default images, custom data, custom preferences, scheduled tasks, and more. These settings will determine the functionality and behavior of your ImBlaze portal.