Login to Experience as User in New Tab

This SFDX project provides a solution to override the standard "Login to Experience as User" action on the Contact object to open the user's experience in a new browser tab. A small QOL improvement that delivers a solution for an open IdeaExchange Idea with a whopping 1,600 points.

This component intelligently handles contacts that are members of multiple Experience Cloud sites.

• If the contact's user is a member of only one active site, it will log them in directly in a new tab.
• If the contact's user is a member of multiple active sites, a modal window will appear, allowing you to select which site you wish to log in to.

Components

• ExperienceLoginController: An Apex class that retrieves the login URL or a list of available Experience Cloud sites for a user associated with a Contact.
• loginToExperienceAsUser: A Lightning Web Component that serves as a screen action, conditionally showing a site selection screen or immediately opening the login URL.
• Contact.Login_to_Experience_as_User: A Quick Action on the Contact object that invokes the LWC.

Pre-deployment Steps

This solution assumes that the standard Contact object has a relationship to the User object. The Apex code looks for a User record where the ContactId field matches the Contact record. This is a standard relationship in Salesforce.

Deployment

1. Authorize a Salesforce Org: If you haven't already, authorize your target Salesforce org:

   sfdx auth:web:login --setalias my-dev-org

2. Deploy the project: Deploy the components to your authorized org:

   sfdx project deploy start --target-org my-dev-org

Post-deployment Steps

1. Create a Quick Action to the Contact Page Layout:

   • Go to Setup > Object Manager > Contact > Buttons, Links, Actions.
   • Select New Action.
   • Set Action Type to Lightning Web Component
   • Select the c:loginToExperienceAsUser component from the drop down.
   • Give your Action a Label and Name.
   • Next, go to Page Layouts.
   • Select the page layout you want to modify (e.g., "Contact Layout").
   • In the palette, select Mobile & Lightning Actions.
   • Drag the your newly created action from the palette and place it in the "Salesforce Mobile and Lightning Experience Actions" section.
   • Click Save.

2. Remove the Standard Action (Optional):

   • While editing the page layout, you can remove the original "Login to Experience as User" action to avoid confusion.

Now, when you view a Contact record with an associated Experience Cloud user, you will see the "Login to Experience (New Tab)" action. Clicking it will open the Experience Cloud site in a new tab.