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Sharelle Harris
How to allow Non Salesforce users to edit data via VF page
I created a VF page to edit two fields on the Quote object. I need to make this page publically visible to customers and allow them to edit the two fields and submit the form.
So far, the page and all fields are showing up publically, but when I try to add an ID to the URL and pull a specific record, I get an "Authorization Required" error message.
The guest profile has access to all fields for the Quote object, so I'm not sure what I'm missing
So far, the page and all fields are showing up publically, but when I try to add an ID to the URL and pull a specific record, I get an "Authorization Required" error message.
The guest profile has access to all fields for the Quote object, so I'm not sure what I'm missing
Share more information about the page and code, are you using standard controller or custom?
Regards,
Soyab
I'm using a standard controller for the Quote object. Theres very minimal coding on the page, just one action to save two fields, one is a text field and the other single select.
Set up a site in Salesforce: Go to Setup > Sites, and create a new site. Assign the appropriate permissions and profiles to the site, including the guest profile you're using.
Create a VF page: You've already created a VF page that you want to make publically accessible.
Add the VF page to the site: In the Site Detail page, click on the Public Access settings. Then, add the VF page to the site by clicking on "New" under "Visualforce Pages."
Publish the site: After adding the VF page to the site, publish the site. You should now have a public URL that you can use to access the VF page.
Test the URL: Open the public URL in a browser and append the ID of the Quote record you want to edit. If everything is set up correctly, you should be able to see the form and edit the two fields.
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