PatronManager Help

All About Enhanced Domains

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All About Enhanced Domains: https://help.pm.leapevent.tech/a/1589372

Enhanced Domains allow all URLs across your org to contain your company-specific My Domain name, including sites like the Public Ticketing Site (PTS) and Donation Forms, while also changing domain suffixes to meet the latest security standards.

In this article, we'll look at:

Ready? Let's get started.

What are enhanced domains?

Enhanced domains ensure that all URLs across your org contain your company-specific My Domain name, including URLs for Salesforce sites like the PTS and Donation Forms, your PatronPortal links, pages within your PatronManager account, and content files that you upload.

Enhanced domains also change the domain suffixes at the end of your URLs (after your "My Domain" name) to meet the latest security standards for browser requirements.  

Additionally, all sandbox URLs will contain the word "sandbox" with enhanced domains, making them easier to identify!

If you're familiar with My Domain, enhanced domains are the next version of the My Domain feature.

Enhanced domains and PatronManager

When you update enhanced domains in PatronManager, there are a few things you'll need to do to ensure that everything goes smoothly.

Limit the number of times you change your domain

Salesforce will automatically redirect from your old domain to your new enhanced domain after you enable it. This means that if a patron bookmarked your Public Ticketing Site in their browser, for example, they'll be automatically redirected to the new URL once you update your enhanced domain. That's great, but there's one important point:

Salesforce will only redirect from the most recent domain to your current domain.

This means that if you realize you have a typo in your domain and change it, anyone clicking on your older links, prior to the most recent one before the change, will not be redirected to your newest URL.

For this reason, we recommend making sure that, for the foreseeable future, you'll stick with whatever you set as your enhanced domain.

Hold on, could you walk me through an example?

Sure thing! For example, let's say the Gotham Arts Center currently has their Enhanced Domain URL set to gothamarts. 

Now, Gotham Arts Center, is changing their name and would like their Enhanced Domain URL to be gothamartscenter.

In other words, currently Gotham Arts Center's PTS, Donation Forms, and Signup Forms all have URLs that start with "gothamarts.my.salesforce-sites.com," but after they update their Enhanced Domain, this will become "gothamartscenter.my.salesforce-sites.com."

With Salesforce's redirect, if someone still tried to use a site that used to go to gothamarts.secure.force.com, they would automatically be redirected to the correct URL at gothamartscenter.my.salesforce-sites.com.

But, if the Gotham Arts Center now decided to update their enhanced domain URLs to use monarchtheatre as their new domain, then anyone who tried to access gothamarts.secure.force.com would not be redirected and would instead receive an error page.

However, if someone tried to access gothamartscenter.my.salesforce-sites.com, they would be automatically redirected to the corresponding new monarchtheatre domain.

When you update enhanced domains, all of your links will change: your login link, your PTS, your Donation Forms, your Signup Forms, PatronPortal login URLs, your Volunteers for Salesforce site, everything.

Because of this, you'll need to be ready to change all links leading to your Salesforce sites after updating enhanced domains.

Some important places to check for links are:

  • Your company website, including the Event Inventory API (if you use it)
  • Email templates, like those in Emma or MailChimp
  • Classic Email Templates, like the ones for your PatronPortal users
  • Bookmarked links in your browser, like the login page link
  • Links in images, like logos or standard button images in your email templates

If you use Access Codes, you may not want to update enhanced domains right after distributing an Access Code link to patrons.

Anticipate some more set up if you use Virtual Events, Barcode Scanning, or Post to Facebook

If you use PatronManager Virtual Events or barcode scanning, or if you encourage patrons to post to Facebook from the confirmation page on your Public Ticketing Site, you'll have a few extra steps after updating enhanced domains to ensure that these features continue to work.

Make sure to give yourself time to do these extra steps, and plan to update enhanced domains at a low-traffic time for both Virtual Events and barcode scanning.

How do I update enhanced domains?

Now that you've read all about enhanced domains, if you'd like to change yours, you can! We'll walk you through step-by-step here.

1. Update enhanced domains

First things first: let's turn it on!

Show me how to do it!
1.1. Go to Setup
Go to Setup
1.2. Find and select My Domain
Go to My Domain
1.3. Click Edit in My Domain Details
Click Edit
1.4. Update your My Domain name

Important! If your organization has set up MFA (Multi-Factor Authentication) or if you use SSO (Single Sign-On) for internal users, changing your My Domain can make these things stop working.

Before you deploy a change to your My Domain, make certain to preserve access for your users and admins.

Update My Domain Name

If you'd like to change your My Domain name, now's the time to do it! This domain will be visible to your patrons and donors, so you should make sure you're happy with it now.

1.5. Click Save
Save
1.6. Make sure the save succeeded

If you see a message telling you to wait x minutes, remain on the page and wait the required time, then click Save again! Otherwise your changes won't stick.

1.7. Wait at least 15 minutes, then refresh the page to click Deploy New Domain
Click Deploy New Domain

Deploying the new domain will likely log you out, so be ready to log back in!

2. If you use Virtual Events, update them for the new domain

If your organization uses PatronManager's Virtual Events, you'll need to take a step to ensure that your patrons can still access those events.

Let's give them access!
2.1. Go to PatronTicket Settings from the PatronTicket Hub
Go to PatronTicket Settings
2.2. Scroll to the bottom of the page
Scroll to the bottom
2.3. Click Update Domain in Virtual Event Settings
Click Update Domain

You'll receive a message confirming this. Updating the domain for your Virtual Events will take a few minutes, but you can navigate away from this page while the magic happens behind-the-scenes.

Success message

Now the time has come to update all of your links to direct to your new enhanced domain sites! Remember, your login link, PTS, Donation Forms, and Signup Forms will all have different links now.

If you use PatronPortal or Volunteers for Salesforce, those site links will change too.

Here's how to find all your new URLs
For your Public Ticketing Site:
For your Donation Forms:
For PatronManager Signup Forms:
For Remote Sites

You'll also want to check the links in some of your Remote Sites to make sure that they match your new enhanced domain links.

Note that the links for your Remote Sites aren't PatronManager itself, but rather related to third-party apps. If you run into issues updating your Remote Sites, your best bet is to reach out to support for the specific app that's providing an issue.

Show me how to check my Remote Sites!
3.1. If you're not already there, head to Setup
Go to Setup with the Gear icon
3.2. Find and select Remote Site Settings
Use Quick Find to find and select Remote Site Settings
3.3. Take a look at the list to check for Remote Site URLs that have your old URL formats
Check for Remote Site URLs with your old domain

You can check which Remote Site URLs need to be updated using Salesforce's list here.

This is particularly important if you use things like the Declarative Lookup Rollup Summaries (DLRS) tool as installed packages in your account.

3.4. To update a Remote Site URL, click Edit
Click Edit
3.5. Update the Remote Site URL
Update Remote Site URL

Here, you'll reformat the URL to match the new URL format changes from Salesforce listed here. and, if necessary, update your domain.

So, for example, our old Remote Site URL format for this Visualforce page from the DLRS tool was:

https://[Domain Name]--[Package Name].visualforce.com

Based on Salesforce's updated URL formats the new Remote Site URL should be:

https://[Domain Name]--[Package Name].vf.force.com

3.6. Save
Save
3.7. Repeat steps 3.4-3.7 for any other Remote Site URLs that need updating

You can find a list of Remote Site URLs that will need updating from Salesforce here.

We've got a helpful list below of some places to update links.

  • Your company website
  • Marketing email templates, like those in Emma or MailChimp
  • Classic Email Templates, like the Patron Ticket Patron Portal templates that include a link to the Portal login page of your PTS
  • Anywhere you share Access Codes (if applicable)
  • Bookmarked browser links
  • Analytics tools, like Google Analytics or Google Tag Manager

Please note that this list is not exhaustive and you may have your sites linked out in other places too.

Remember: Salesforce will automatically redirect from your old domain to your new enhanced domain for some time after you enable enhanced domains, so there will be a grace period for any saved links.

4. If you do Barcode Scanning, reconfigure your devices

Updating enhanced domains will change the URL for validating tickets. You'll need to reconfigure your devices by scanning the updated QR code in PatronManager so that your scanners know about the new domain. You'll start from step 3 in that linked article to reconfigure your devices.

5. If you'd like patrons to post about their ticket purchases on Facebook, there's one more step to take

If you had this configured in the past, you'll need to re-do it after updating Enhanced Domains. This is also a good opportunity to set it up for the first time.

Frequently Asked Questions (FAQs)

I updated enhanced domains and then got signed out! What gives?

When you update and deploy your new enhanced domain, you'll automatically be signed out. If you sign back in with your usual credentials, you should be good to go!

Why is PatronManager running very slowly after enabling enhanced domains?

If you notice PatronManager running slowly after updating enhanced domains, clear your browser's cache. This will help purge the old links and paths from your browser and speed things up again.

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