Portal
      Back to home
      1. Feature Knowledge Base
      2. MSR | Mysolution Recruitment
      3. Portal

      Displaying and editing account and personal data in an Experience Cloud Portal

      Clients using the Experience Cloud portal can now display and edit account and personal data through this feature. MSR-795 | Feb 2025

      Who is this relevant for?

      Clients using the Experience Cloud portal. Experience Cloud portal users can now play a more active role in keeping their data up to date in the system.

      How it works in a nutshell

      Salesforce uses field sets, allowing you to create a targeted collection of fields per object that you want to display on the Experience Cloud portal.

      Screenshot 2025-01-16 at 16.19.34


      You can create your own field sets. By default, a field is not editable and has the status "Read-only." A field can only be made editable by changing its field property to "Required."

       Screenshot 2025-01-16 at 16.20.59
      Screenshot 2025-01-16 at 16.22.27 
       

      Tip: A small field set reduces required input

      To avoid overwhelming users with too many mandatory fields, it’s best to keep a section (field set) with required fields limited to a small set of related fields.


      After creating and saving the field set and fields, you can use the API name of the field set to display it on the Experience Cloud portal.

      In our example, you will need this field:

      ed57d6a4-bfae-43e1-91a0-96af4cadaedc


      In the Experience Cloud Builder, you will now see two new components available for use:

      2853a08f-c49b-4cc4-83a7-fec7d2f3eac9
       
      For each component, you can define which field sets to include. You can list multiple field sets separated by a comma, and the Experience Cloud portal will display all fields from those field sets.

      aa96a269-8ed4-4eb8-948d-01ce8a93e9f1
      EC-portal-view

      As mentioned, for fields that can be edited, entering a value is mandatory.


      EC-portal-edit
       

      Set-up

      To use this feature, you need an Experience Cloud portal setup and must add and configure the components as described above in your Experience Cloud portal.

      The profile of the Experience Cloud portal user must have access to the following Apex class: DigitalExpFieldsetPublicController.

      You can add this via Apex Classes > Security in the Experience Cloud profile:


      Screenshot 2025-01-16 at 16.40.05


      Additionally, the profile requires read and edit permissions for all object fields (Account and Contact).