1. Overview
This document outlines the Portal’s redirection rules and provides explanations to assist in debugging your implementation.
2.SmartLink Auto-Evaluation Matrix
When configuring a SmartLink—a feature designed to automatically log users into the Portal—options are available to configure associated activities and opportunities. Once an activity or opportunity is configured within the SmartLink and subsequently triggered via automation, the relevant activity ID or opportunity ID is integrated into the SmartLink’s URL.
Although this table specifically illustrates activity-based SmartLinks, the principles apply similarly to opportunity-based and combined activity-and-opportunity integrations.
Example: Activity-Based SmartLink
|
Case
|
Activity Defined
|
ActivityId Passed
|
Same Actvity Type
|
URL Has ActivityId
|
Valid Link
|
Outcome
|
|
A
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Configured SmartLink target
|
|
B
|
Yes
|
Yes
|
No
|
No
|
No
|
Home Page
|
|
C
|
No
|
No
|
No
|
Yes
|
No
|
Home Page
|
|
D
|
No
|
Yes
|
No
|
Yes
|
Yes
|
Configured SmartLink target
|
2.1 SmartLink Failure Routing
If a SmartLink fails for any reason, such as expiration, the user will be redirected to the Portal’s Home Page.
|
Scenario
|
Trigger
|
Outcome
|
|
SmartLink failure
|
SmartLink cannot be validated/resolved
|
Home Page
|
3. Duplicate Activity
If duplicate activity handling is configured within the forms (under Portal Settings), this section outlines how the system behaves when a duplicate is detected. Essentially, the system attempts to redirect to the flow configured in the Login or Signup form.
|
Step
|
Check
|
If True
|
If False
|
|
1
|
Any page with login action exists (by hierarchy)
|
Go to first page with login action
|
Home Page
|
|
2
|
Login action type = Link Page
|
Configured Link Page, likely dashboard
|
Home Page
|
|
3
|
Login action type = Rule-Based
|
Execute rules
|
Home Page
|
|
4
|
Any rule outputs “Link Page”
|
To Configured Link Page, likely dashboard
|
Home Page
|
4. Mismatch / Unauthorized — Routing
If a user attempts to access the Portal using a Lead, Activity, or Opportunity ID not associated with their account, they will be logged out and redirected to the Home Page.
|
Scenario
|
Trigger
|
Outcome
|
|
Activity–Lead mismatch
|
Activity does not belong to the referenced Lead
|
Logout → Home Page
|
|
Unauthorized entity usage
|
Using another user’s Lead/Activity/Opportunity Id
|
Logout → Home Page
|
