Guest users

This is an optional configuration step and only applies if you intend to use EDQ components on an Experience Cloud website with Public Access enabled, which allows guest users to see and interact with the site without logging in.

Below we detail the instructions for setting up guest user permissions for a fictitious Experience Cloud site called Customer Account Portal so references to this will need to be adjusted for your own site name and profile.

Experience Builder settings

Within the General tab of Settings for Experience Builder you must have Public Access enabled and then click the name of the automatically created Guest User Profile.

Guest User Profile Settings

1. Click Object Settings.

2. Edit the following EDQ objects, setting the Object and Field permissions as indicated before clicking Save:

   Object	Object Permissions	Field Permissions
   EDQ Error Logs	Enable Read and Create	Enable Read Access for all fields
   EDQ Logs	Enable Read and Create	Enable Read Access for all fields
   EDQ Profile Settings	Enable Read only	Enable Read Access for all fields
   EDQ State Settings	Enable Read only	Enable Read Access for all fields
   EDQ TouchPoints	Enable Read only	Enable Read Access for all fields

   Here's an example for the EDQ Error Logs object:

   

3. Return to the Profile Overview and click Apex Class Access.

4. Click Edit at the top of the Apex Class Access table.

5. Select all of the classes beginning with TExperianLEDQ, click Add and then Save.

   

6. Return to the Profile Overview and click Custom Metadata Types.

7. Click Edit at the top of the Custom Metadata Types table.

8. Select all of the Custom Metadata Types beginning with TExperianLEDQ, click Add and then Save.

   

Sharing Settings

1. Go to Setup, then type in Sharing Settings to the Quick Find box and select it.

2. Click Edit at the top of the Organization-Wide Defaults table.

3. For the 5 EDQ objects change the Default External Access selection to Public Read Only and then Save.

   

4. Scroll to the bottom of the Sharing Settings page and you will find Sharing Rules for each of the 5 EDQ objects.

5. For each one click New and configure the rule as follows:

   • Provide a Label of your choosing.
   • The Rule Name will be automatically populated.
   • For Step 2 select the Guest user access, based on criteria option.
   • For Step 3 create a rule that will always pass, such as ID not equal to [any random string], or create a working rule if you wish to restrict access.
   • For Step 4 select the matching Guest User for your Experience Cloud site.
   • Click Save.

   

EDQ Profile Settings

1. Go to App Launcher, then type EDQ Profile Settings in the search box and select it.

2. Click New.

3. Select the particular Guest User Profile for your Experience Cloud site in the look up field.

4. Select Address, Phone and/or Email under Enabled validation.

   

Allowing access to Flows

These steps will be necessary if your Guest User requires access to a Flow containing EDQ components.

1. Go to Setup, then type in Flows to the Quick Find box and select it.

2. Click the down arrow to the very right of your chosen Flow and select Edit Access.

   

3. Click Override default behavior and restrict access to enabled profiles or permission sets and then Save.

4. Return to your Guest User Profile which is accessed via Experience Builder Settings.

   

5. Click Flow Access.

6. Click Edit at the top of the Flow Access table.

7. The flow whose access you just edited will have appeared in the list of Available Flows. Select this, click Add and then Save.

   

8. For Lightning Web Runtime (LWR) sites, return to Experience Builder and click Workspaces, then Administration.

9. Click Preferences and select Allow guest users to access public APIs before clicking Save.