Initial Setup

This guide provides step-by-step instructions for installing the Iris Portal

Salesforce Hosted Portal

Create a Digital Experience or a Force.com Site

1. Determine if you need to create a Digital Community

2. Create Digital Community or Force.com Site

3. Navigate to Force.com Site Settings

   1. Assign Permission Set to Guest User

   2. Assign URL Redirect Class

   3. Update Other Fields as specified

4. Navigate to the Portal Url (Incognito Recommended)