View Salesforce Community Customer Journeys

Customer journeys on Salesforce Communities can be viewed after inserting the sU_AuthCustomer component on a case page. When a Profile has edit-access to the Case Object, all the Assigned Users in the Profile can view customer journeys. This article explains how to give edit-access to the Case Object to a Profile and then insert the sU_AuthCustomer component on a case page.

Give a Profile Edit-Access to Case Object

  1. Go to Profiles from the Quick Find Box and open a profile.
  2. Scroll down to find Field-Level Security and View the Case field.
  3. Click Edit.
  4. Give SearchUnify Session ID edit access to profile that covers support reps and Save your settings.

Now the profile's assigned users can view case journeys.

Turn on Journey Component

  1. Open a case page and click Edit Page.
  2. Look up "visualforce" from Components and drag it to the where the customer journey will be displayed.
  3. From the Visualforce Page Name dropdown, select sU_AuthCustomer and click Save.

Last updatedTuesday, February 6, 2024

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