Salesforce Experience Cloud: Customer & Partner Portals

Master Salesforce Experience Cloud through a practical, hands-on implementation project.

This Salesforce Experience Cloud course is designed to help Salesforce Administrators, Developers, Consultants, and Business Analysts learn how to design, build, secure, customize, publish, and manage customer and partner portals in Salesforce.

Previously known as Salesforce Community Cloud, Experience Cloud enables organizations to create connected digital experiences for customers, partners, employees, and other external users while securely exposing Salesforce CRM data and business processes.

Instead of learning features independently, you will work through the major stages of an Experience Cloud implementation and understand how security, users, sharing, pages, content, branding, authentication, and Salesforce data work together.

What you will learn

• Build and configure a Salesforce Experience Cloud site from scratch

• Understand Salesforce Experience Cloud / Community Cloud architecture and use cases

• Configure Customer and Partner Experience Cloud users

• Understand Experience Cloud licenses and external-user access

• Work with Experience Builder, templates, pages, themes, branding, and navigation

• Configure login, registration, authentication, public sites, and authenticated experiences

• Implement the Experience Cloud security model

• Configure Organization-Wide Defaults (OWD) for external users

• Implement Sharing Sets, Sharing Groups, Profiles, Permission Sets, and external sharing

• Add standard and custom Lightning components to Experience Cloud

• Understand how Lightning Components and Lightning Web Components (LWC) can be used in portal solutions

• Configure Salesforce CMS, Topics, and Salesforce Knowledge

• Implement Audience Targeting and personalization

• Create navigation experiences for different types of authenticated users

• Publish, preview, test, and manage an Experience Cloud site

• Understand Customer Portal and Partner Portal implementation scenarios

• Configure dashboards, analytics, and Experience Cloud reporting concepts

• Understand multilingual Experience Cloud implementation

• Learn site administration, moderation, and management concepts

• Work through a real-world Salesforce Experience Cloud implementation project

• Understand important concepts relevant to the Salesforce Certified Experience Cloud Consultant certification

Hands-on Salesforce Experience Cloud implementation

This course goes beyond individual configuration screens.

You will understand how Salesforce Experience Cloud components work together in a practical implementation involving external users, security, customer and partner access, portal pages, Salesforce data, content, authentication, and sharing.

A major focus of the course is the Experience Cloud security model. You will learn how Salesforce controls access for external users using OWD, Sharing Sets, Sharing Groups, Profiles, Permission Sets, and other sharing mechanisms.

You will also explore Experience Builder customization, branding, navigation, Salesforce CMS, Knowledge, Topics, personalization, dashboards, and portal administration.

Who should take this course?

This course is suitable for Salesforce Administrators, Salesforce Developers, Salesforce Consultants, Salesforce Business Analysts, Salesforce Solution Architects, Salesforce Project Managers, and professionals who want hands-on experience implementing Salesforce customer and partner portals.

Basic Salesforce Administration knowledge is helpful, but prior Experience Cloud implementation experience is not required.

By the end of this course

You will have a practical understanding of how to approach a Salesforce Experience Cloud implementation from initial configuration through security, customization, user management, content, and deployment.

You will be better prepared to contribute to real-world Salesforce Experience Cloud projects and understand the major concepts covered in Experience Cloud consulting and certification scenarios.