Practical Guide to Salesforce Experience Cloud: Building, Enhancing, and Managing a Digital Experience with Salesforce

✍ Scribed by Philip Weinmeister

• Publisher: Apress
• Year: 2022
• Tongue: English
• Leaves: 412
• Edition: 2nd ed.
• Category: Library

✦ Synopsis

Whether you are brand new to the world of digital experiences on the Salesforce platform or you are looking to take your Experience Cloud (previously "Community Cloud") knowledge to the next level, this detailed guide will help you build and manage a Salesforce site by leveraging the declarative power of the platform with clicks, not code.
Each Salesforce site/community is a part of a widespread ecosystem, with thousands of sites and millions of users active today on Experience Cloud. Through valuable social and business tools, this online platform enables companies to empower and equip their customers, partners, and employees in new, powerful ways.
Author Philip Weinmeister, Salesforce MVP and the only recipient of the “Community Cloud MVP” Trailblazer award from Salesforce, leads you through the ins and outs of Salesforce Experience Cloud and provides you with an array of best practices to deliver top-notch business portals on the Salesforce platform.
This completely revised edition updates all content to reflect the new "experience-centric" branding and a slew of platform updates from the last few years (including screenshots, terminology, features, etc.). Net new content includes Salesforce CMS, the Experience Cloud Consultant certification exam, and Mobile Publisher, among other topics.
The book takes you through the entire process: from planning and designing a site to configuration/build, setup, and administration, all the way to deployment. Detailed explanations are provided for key components, templates, and features such as Experience Builder, Audience Targeting, Lightning Bolts, and much more.
What You Will Learn

• Plan and design a site using Experience Cloud
• Conceptualize how employees, partners, and customers use and benefit from Salesforce sites
• Use Experience Builder and Lightning components within an Experience Builder template
• Apply topics and knowledge articles to a site to increase value and adoption
• Build and display rich content within a site using Salesforce CMS
• Create dynamic and personalized user experiences with audience targeting
• Build, export, and import unique templates with the Lightning Bolt solution framework
• Provide site data for members or site managers

Who This Book Is ForSalesforce administrators, developers, functional architects, business analysts, and site/community managers.

✦ Table of Contents

Table of Contents
About the Author
About the Technical Reviewer
Acknowledgments
Introduction
Chapter 1: Salesforce Experience Cloud
An Introduction
Collaboration
Process and Data
User Experience
Why Salesforce Experience Cloud?
A Cross-Cloud Approach
Transformation, Innovation, and Progress
Nomenclature
Recap
Chapter 2: Planning and Preparing for Success
Establishing a Vision
Validating the Vision
Key Planning Areas
Experience Audiences
Data Sources and Types
Measuring Success with KPIs
Establishing a Road Map
Establish a Development Lifecycle
Assembling the Ideal Team
Recap
Chapter 3: Experience Cloud Licenses and Member Groups
Experience Cloud User Licensing
License Types
Standard Experience Cloud Licenses
Legacy Experience Cloud Licenses
Standard Salesforce Licenses (Internal)
License Functionality
External Experience Cloud Licenses
Employee License Functionality
License Application
Standard/Internal User Setup
Customer User Setup
Partner User Setup
Associating Users with a Site
Disabling Site Users
License Subtypes: User and Login Licensing
License Management
The Concept of Member Groups
Blending Member Groups Within Sites
Multiple Member Groups Within a Single Experience
One User in Multiple Experiences
Recap
Chapter 4: Experience Cloud Template Types
Template Terminology and Lightning Bolts
Introduction and High-Level Categorization
Overview and Assessment
Salesforce Tabs + Visualforce
Tabs
Visualforce
Experience Builder Templates (Lightning)
Extreme Productivity for Noncoders
WYSIWYG Editor with Drag ‘n’ Drop Control
Salesforce Lightning Design System
Focal Point for New Functionality and Innovation
Impact of Template Selection
Relevant Functions and Features
Accelerated Site Development
Technological Foundation
Flexibility and Extensibility
Experience Builder Template Types
Recap
Chapter 5: Experience Builder
Overview
Getting to Know Experience Builder
Left Sidebar (Tabs)
Components Tab
Theme
Overall Theme (Template)
Colors
Images
Fonts
Theme Settings
Page Structure
Settings
General
Theme
Languages
Navigation
CMS Connect
Advanced
Google Analytics
Head Markup
Components Panel
Performance
Security & Privacy
Clickjack Protection
Content Security Policy (CSP)
Developer
Updates
Top Navigation Bar
Site Menu
Top-Level Site Navigation
My Workspaces
My Experiences
Page Manager
Builder Controls
View Mode
Help
Take a Tour
What’s New
Help & Training
Builder Publication and Modes
Publish
Preview
Recap
Chapter 6: Pages and Components
Lightning Pages
Navigation Menu Bar
Lightning Components
Understanding Components Within Sites
Component Placement
Component Positioning
Component Configuration
Progressive Rendering
A Real-World Example
Headline
Rich Content Editor
Tabs
Tile Menu
Record List
Create Case Form
Review
Recap
Chapter 7: Setup and Administration
Digital Experiences Settings
Initial Setup
Additional Site Settings
Administration
Settings
Preferences
General
Experience Management
Record Ownership
Files
Members
Membership
Site Role Labels
Contributors
Tabs
Branding
Header and Footer
Colors
Login & Registration
Branding Options
Logo
Colors, Right Frame URL, and Footer Text
Login Page Setup
Logout Page URL
Password Pages
Registration
Emails
Sender
Chatter Email Branding
Email Templates
Pages
Reputation Levels
Reputation Points
Rich Publisher Apps
Recap
Chapter 8: Access, Sharing, and Visibility
Site Authentication and Access
Authentication (Private vs. Public)
Site Member Access
Object and Field Access
Record Sharing
Organization-Wide Sharing and External Users
Customer Community vs. Other Site Licenses
Sharing Sets
Overview
Examples
Example 1: Sharing a Custom Object
Example 2: User Visibility Based on Account
Example 3: User Visibility Based on Custom Field
Share Groups
Guest User Access
Recap
Chapter 9: Topics in Experience Cloud
Overview/Purpose of Topics in Sites
Topic Data Model
Topic Presentation/UI
Topic Types
Standard Topics
Navigational Topics
Featured Topics
Other Topic Areas
Internal vs. Site Topics
Unlisted Chatter Groups
Topics and Articles
Management Within Site Builder
Recap
Chapter 10: Knowledge Articles in Experiences
Prerequisites and General Setup
Licensing/Permissions
Lightning Knowledge
Knowledge Administration
Article and Record Types
Data Categories
Articles in Sites
Article Visibility
Articles and Topics
Topics for Articles
Article Management in Sites
Automatic Topic Assignment
Article Display
Articles in Global Search
Recap
Chapter 11: Audience Targeting and Personalization
Overview
Audiences
Profile
Permission
Location
Domain
User Object
Record
Audience
Audience Criteria Logic
Example
Bringing It Together
Audience Targeting Types
Branding Sets
Page Variations
Component Audiences
Navigation Menus
Tile Menus
CMS Collections
Personalization APIs
Other Considerations
Testing
Suitability/Application
Recap
Chapter 12: Experience Builder Templates (Lightning Bolts)
Building a Bolt
Step 1
Step 2
Step 3
Step 4
Bolt Creation in Experience Builder
Bolt Installation
End-to-End Overview
Lightning Bolt Solutions
Recap
Chapter 13: Salesforce CMS
Overview
Basic Concept
Structure
Components
Setup and Configuration
Digital Experiences App
Digital Experiences Tabs
Workspace Setup
Get Started
Step 1: Basic Info
Step 2: Add Channels
Step 3: Add Contributors
Step 4: Set Contributor Access
Step 5: Set Languages
Step 6: Review and Save
Content Creation
Create an Image
Create News
Content Display
CMS Single Item
CMS Collection
CMS Content
CRM Data
Licensing and Costs
Recap
Chapter 14: Experience Cloud Certification
Exam Overview
Exam Value
Exam Approach
Hands-on Experience
Learning Materials
Test-Taking Strategy
Recap
Chapter 15: The Best of the Rest: Additional Experience Cloud Topics
Analytics
Moderation
Deployment
Change Sets
IDEs and the Metadata API
Site.com Export
Packaged Lightning Bolt
Manual Replication
Salesforce Mobile App for Sites
Search
Messages
Notifications
Chatter Streams
Lightning Web Runtime
Microsites
Mobile Publisher
Other Capabilities
Guided Setup
Marketing Cloud
Quip
Einstein for Sites
CMS Connect
Recap
Index