If you’re in the process of establishing a bespoke online community to cater to the diverse requirements of multiple user groups, Salesforce Experience Cloud stands out as the optimal solution.
Formerly recognized as Salesforce Community Cloud, this platform offers the capability to craft a tailored digital community experience, portal, or site that aligns precisely with the unique needs and preferences of each user. Boasting a robust toolkit for personalization, moderation, and analytics, Salesforce Experience Cloud facilitates heightened engagement and the establishment of meaningful relationships.
In keeping with Salesforce’s reputation, this is a no-code product, providing administrators with the empowerment to initiate and manage without the need for extensive coding knowledge. However, navigating the initial setup process may pose challenges for first-time users.
What is experience cloud? Learn more about the versatile ways that you can use Experience Cloud
1. Experience Cloud Overview:
Gain a foundational understanding of Experience Cloud, a platform designed for crafting digital experiences and tailored spaces for employees, customers, and partners. This tool allows for creating sites, portals, and forums with customizable levels ranging from no-code to full programmability.
2. Strategic Planning for Experience Cloud Implementation:
Delve into the strategic aspects of implementing Experience Cloud, a feature-rich platform enabling diverse digital experiences such as portals, help centers, and mobile apps. Emphasize thoughtful planning before jumping into development, considering a combination of features essential for a productive and successful site.
3. Org Configuration for Experience Cloud Sites:
Before initiating your first Experience Cloud site, undertake preparatory tasks within Salesforce Setup to optimize your organization for customer and partner-facing sites. These foundational steps align with setting up sites for various Salesforce clouds, ensuring a seamless integration process.
4. Customization of Experience Cloud Sites:
Utilize preconfigured templates to establish your site and customize it to align with your specific requirements and brand identity.
5. Use-Case Driven Site Creation:
Tailor your Experience Cloud site to specific use cases, whether geared towards self-service functionalities or partner vendor engagement, leveraging the versatility of the platform.
6. Security Measures for Experience Cloud Sites:
Implement robust security measures for your Experience Cloud site, encompassing clickjack protection, user authentication, data encryption, and defenses against malicious resources. Leverage settings and permissions to safeguard both your data and that of your customers.
7. Deployment of Experience Cloud Sites:
Prioritize testing and customization in a sandbox environment before deploying your Experience Cloud site to the production org. Choose between change sets and Metadata API based on factors such as the complexity of changes, comfort with developer tools, and the application lifecycle management (ALM) model in use.
8. Experience Cloud Site Management:
Administer, manage, and moderate your Experience Cloud site efficiently using Experience Workspaces.
9. Reporting in Experience Cloud Sites:
Harness the power of reporting to gain insights into short-term and long-term trends across various aspects of your Experience Cloud site. Leverage preconfigured AppExchange packages for streamlined reporting, and empower your community managers and members with reporting capabilities.
10. Key Considerations for Experience Cloud:
Stay mindful of crucial considerations when creating sites with Experience Cloud, ensuring a holistic approach to design, functionality, and user experience.
Summary
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