Registration (3:30 min)
Completion requirements
01 Getting Started
This tutorial covers the Registration step when configuring Smart V.
Ensure you have watched the previous videos to learn how to configure Login, Condition, Authentication, and Profile.
Ensure you have watched the previous videos to learn how to configure Login, Condition, Authentication, and Profile.
02 Registration
You can choose to include or exclude a registration page. The Registration page will allow users to register their details if their login credentials do not currently exist.
If you do not require a registration page, you can click Next and skip this step.
1. Enable the Include a Registration Page toggle switch.
2. Using the radio buttons you can choose between a Standard or Custom Registration page.
The registration button will push this information to Salesforce as a new record. If you want to set up a custom action flow, simply enable the Use Custom Logic toggle switch and select the gear icon.
If you do not require a registration page, you can click Next and skip this step.
1. Enable the Include a Registration Page toggle switch.
2. Using the radio buttons you can choose between a Standard or Custom Registration page.
- The custom page option allows you to select a page from your project and configure how it opens.
- The standard page option allows you to add fields to a template.
The registration button will push this information to Salesforce as a new record. If you want to set up a custom action flow, simply enable the Use Custom Logic toggle switch and select the gear icon.