1) Create ImBlaze Site

ImBlaze Web Portal > STEP 1

Creating ImBlaze Portal

This step involves verifying the pre-requisites and using the Salesforce Experience Builder tool to create a site. 

1. Enable Digital Experience

Enabling digital experiences is the first step to creating an Experience Cloud site. If your Salesforce instance already has experience  sites, this should already be  enabled for you. If not,  follow the below steps to enable Digital Experience. 

        Steps to enable Digital Experience:

1. Go to Setup.

2. Click on Quick Find box.

3. Type Digital Experiences.

4. Then go to Settings.

5. Check Enable Digital Experiences checkbox. 

6. Click on Save.

2. Setup Settings in Digital Experiences

Verify that the following settings are enabled for Digital Experiences

1. Go to Setup.

2. Click on Quick Find box.

3. Type Digital Experiences.

4. Go to Settings. 

a.  Go to Experience Management Settings section 

1. Check Enable Experience Workspaces checkbox.  

2. Check Enable Display warning for unsupported browsers checkbox.

b. Role and User Settings section  

1. Check Let customer users access notes and attachments checkbox.

5. Click Save

3. Experience Site Setup

This step involves creating the ImBlaze site and configuring the site using the components from the ImBlaze package.  

3.1 Create ImBlaze Experience Site

             Follow below steps to create a new site: 

1. Go to Setup.

2. Click on All Sites

3. Click on New 

4. Choose the Experience Template ‘Build Your Own (Aura)’

5. Click Get Started

6. Enter the site Name and URL.

Note:   It is not mandatory to name the site "ImBlaze". You can give a name of your choice. The URL for the site follows this format: <<Salesforce MyDomain name>>.my.site.com/<<URL Prefix>>. If you don't have an existing site at the base URL, then specifying a URL Prefix isn't compulsory. However, keep in mind that without a URL Prefix, the ImBlaze site will be accessible via the URL <<YourSalesforceOrgMyDomainName>>.my.site.com.  

If you plan to host a business-specific site at the base URL, it might be beneficial to assign a URL Prefix to the ImBlaze site,  along with any other sites that are part of the ImBlaze product suite (Educator site and Mentor site). This could potentially streamline navigation and organization within your domain.

3.3 Configure ImBlaze Page

ImBlaze is developed as a single-page application, providing a fast and responsive interface for users. In this phase, we construct the primary page for ImBlaze, which serves as the core of the entire site.  We integrate a custom ImBlaze component onto this page, which will manage all website interactions, eliminating the need for multiple pages and navigation configurations. 

1. Go to Builder in Workspaces.

2. Click on Builder. 

3. Remove the default "Let's get Started!" Rich Content Editor component by clicking the trash can in the top right of the component in the Home page. 

4. Search for ‘ImBlaze’  in the Components panel to filter ImBlaze custom components

5. Drag the  ‘ImBlaze – Container Page’ component to the ‘Content’ Section.  

Note: Disregard the below error as Salesforce is trying to render the component but the component expects details that are available only at run time.  

6. Drag the  ‘ImBlaze – Header Page’ component to the ‘Content Header’ Section. 

Note - If you see  a pop up with the text component has no properties, you can ignore the message and close the modal. 

3.4 Site Title

Adjust the title of the site to your preference. This is the title that will appear in the browser tab when users visit the ImBlaze site. 

1. Go to Home Page

2. Click on Settings Icon

3. Click on Properties

4. Change the title to  the Home Page that aligns with your org branding. 

3.5 Publish the Site

•  Click Publish

Publishing the site finalizes the structure, layout, and design of the site. At this stage, the site is not ready for end users yet. Permissions for the site, login pages, and ImBlaze specific settings need to be set before it can be activated for end users.