Challenge:

When using our Self Service, customers can face the challenge of customizing it according to their specific requirements. They need a way to configure various components and elements to create a tailored Self Service experience.

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You can start setting up your Self Service by creating a Digital Experience. Please find the steps right here: 9.1 Create a Portal (Digital Experience)

Flow creation

After the Community is set up you will need to create a flow or you can choose to edit our flow template. You can do this by entering the Setup of your Salesforce org.

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If you do not know Flows well we recommend doing the following trailhead from Salesforce: https://trailhead.salesforce.com/content/learn/modules/flow-basics

Create a new flow and select the type screen flow. You can select a layout type. Choose whatever you prefer.

You can select the existing flow called “Self Service ADvendio Package Flow Version 1”.

Campaign creation

The first step is to add a new screen component to the flow.

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