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Enabling Profile View

The extension allows users to modify their account and contact information.

Setting up the profile page involves the following tasks:

Assigning Profile Page

You must add the ONBSE1.Profile Visualforce page to your site to expose the account statement display.

  1. Open the Site Details of your site.

    Type Sites in the Quick Find box, or navigate to User Interface > Sites and Domains > Sites. In the Sites list, click the label of the site to open its details.

  2. In the Site Visualforce Pages section, click Edit.

  3. Add the ONBSE1.Profile page.
  4. Click Save.

Configuring Visible Fields

The page shows all contact and account fields that are configured using the custom setting Profile.

Field Possible Values Description
Name string A unique name for the record, corresponds to the Profile page component.
Sequence positive integer A number that defines the display order of the Profile page components.
Source Account
Contact
Label		 The source object: either the account or contact from the current session or a custom label.
Fieldname any account or contact field
any custom label		 The field made accessible on the Profile page.
Must be enabled in the Public Access Settings.
The following field types are supported: text, picklist, checkbox. All other types are rendered as text fields.
Required (checkbox) true
false		 Used to mark a field as required even if it is not required on the database level.
Read only (checkbox) true
false		 Used to disallow modifying the field, showing it for information only.
Rendered (controlling field) Account.Criteria__c
Contact.Criteria__c		 Used to mark a field as to be rendered only if the criteria field on the account or contact returns true.
The criteria field must be a checkbox or formula field to return a boolean value.
The criteria field must be given access as described in Configuring Field-Level Security.

Create a Profile record for each field to be visible on the profile page.

  1. In Setup, open Custom Settings.

    In Salesforce Lightning, navigate to Custom Code > Custom Settings.

    In Salesforce Classic, navigate to Develop > Custom Settings.

  2. Click Manage in the row of Profile.

  3. Click New.

  4. Specify the information as necessary.

    For details, see Profile.

  5. Click Save.

Info

Fields may require a value. If they are empty and the profile is therefore considered incomplete, the user is always redirected to the Profile Edit page until all required information is provided.

Once the profile is complete, the user is redirected to the page defined in the global setting Redirect after profile complete.

Overwriting Field Labels

You use records of the custom setting Field Label to overwrite the field labels of updatable fields. Labels that are not overwritten show the default label, which is also visible in Salesforce.

Field Description
Name A unique name for the record.
Object Name The name of the target object, like Account or Contact.
Field Name The API name of the target field, like BillingStreet or ONB2__TaxNumber__c.
Label The text to use to override the original label.

Create a Field Label record for each field label to be overwritten.

  1. In Setup, open Custom Settings.

    In Salesforce Lightning, navigate to Custom Code > Custom Settings.

    In Salesforce Classic, navigate to Develop > Custom Settings.

  2. Click Manage in the row of Field Label.

  3. Click New.
  4. Specify the information as necessary.
  5. Click Save.
Multi-Language Configuration

If you use multiple languages, you can define additional fields using the Field Label custom setting that hold language-specific translations for labels:

Field Name Data Type Description
de Text (255) German translation
en Text (255) English translation
en_GB Text (255) British English translation
fr Text (255) French translation

Make sure to provide a field and translation for each activated language. If there is no language-specific field or content, the system uses the content of the Label field.

Adjusting Profile Page Labels

The Visualforce pages packaged with the JustOn Self-Service Extension make use of custom labels. The custom labels can contain up to 1000 characters and can include HTML markup.

You can overwrite the custom labels to adjust them to the needs of your business use cases.

The account statement page uses the following custom labels:

  • Profile
  • ProfileTeaser
  • Edit
  • Save
  • Cancel
  • ProfileFinePrint

Note

To modify custom labels, you must enable the Translation Workbench. For details, see Enable and Disable the Translation Workbench in the Salesforce Help.

  1. In Setup, open the Custom Labels list.

    In Salesforce Lightning, navigate to User Interface > Custom Labels.

    In Salesforce Classic, navigate to Create > Custom Labels.

  2. Click the name of the label you want to modify.

    To better find the relevant labels, create a filter for the namespace ONBSE1.

  3. Click New Local Translations/Overrides.

  4. Select the target language and specify the text as required.

  5. Click Save.

    For help about modifying custom labels, see Create and Edit Custom Labels in the Salesforce Help.

Info

Set the locale in the global settings in order to select the intended translation.