
Learn the basics of Salesforce Experience Cloud, set up and brand community sites, configure basic components, publish knowledge articles, and drive engagement with audience targeting and leaderboards.
Discover how Salesforce Experience Cloud creates customer portals with no integrations, surfaces Salesforce data and cases on your site, and lets admins tailor sites for support, HR, and partner collaboration.
sign up and create your own salesforce org by completing the form, verifying your account, and setting a password; access the setup page, app launcher, and Lightning Experience.
Explore experience cloud licenses, including customer community and partner community and external apps, and how they grant access to knowledge articles, accounts, and opportunities, with channel partners for collaboration.
Enable digital experiences in experience cloud, register a domain name, and create expedients cloud sites by checking availability, saving, and selecting a site template.
Explore Salesforce templates for digital experiences, including lightning-ready and mobile-ready options across sales, service, commerce, and installed categories, then create a customer service portal and customize in workspace.
Explore how to build and customize a Salesforce Experience Cloud site using workspace, the builder, drag-and-drop lightning components, themes, languages, and publish to live.
Customize the homepage headline and subheading, adjust colors and fonts with the rich content editor, and configure the search component with autocomplete and searchable objects.
Customize your Salesforce community site with theme settings by adjusting action, link, detail, and overlaid text colors, borders, background, and navigation, plus adding images for branding and the login page.
Use branding options in administration to upload a logo, header image, and login page background, so branding appears on the site and login page.
Explore font options and text case controls to customize your Salesforce community layout. Change the primary font and text case across components, headers, and profiles, then publish.
Explore theme settings in Salesforce community experience cloud for beginners to control pages affected, hide header regional navigation and notification icons, and adjust content and navigation options.
Create a Salesforce list view of top products filtered by GC to show general generators, embed a compact product name list on the homepage, and reflect CRM updates automatically.
Create a product catalog page in Salesforce using the product object, display a list view with name, code, and description, and add support and contact buttons to raise cases.
Create a dynamic Salesforce dashboard showing top accounts by won opportunities, building a report on opportunities, rolling up total amounts to accounts, and embedding the dashboard on the site.
Add and customize a navigation menu to access the products page by adding a public products item, selecting the Salesforce product object, and displaying the product list in Experience Builder.
Add a professional image to the homepage using the rich content editor, choosing from the library or uploading a new image and adjusting its size for a polished community page.
Add a support option in the navigation bar using Salesforce's out-of-the-box contact support page, enabling users to submit a case and view their cases in the my cases portal.
Enable public access in general settings and publish to make the Salesforce community site viewable by the general public, accessible via a public URL, and allow user login.
Create a customer forum group in the community and enable unlisted groups for invited members. Customize the page with a banner, group details, and a feed for discussions.
Configure the community search by setting the search component, enabling autocomplete, and selecting searchable objects like discussions, cases, and products; customize the global search layout and publish changes.
Enable lightning knowledge to publish knowledge articles on your Salesforce community, helping customers self-serve with official answers and tutorials.
Create knowledge articles by copying text, presenting a question and answer, and embedding them on the website. Publish and enable customer visibility to add articles to the site.
Organize knowledge articles with topics to structure content, enable navigational and featured topics, and personalize the community experience with topic catalogs and banners.
Create a new standard page in a Salesforce community, using a two-column layout and a standard tabs component to present gold, platinum, and bronze support options with images and hours.
Add a top articles component to the home page to surface trending knowledge articles and let users navigate popular content by category or by top articles.
Create targeted site recommendations using new members in the last 30 days to boost engagement in Salesforce community experience cloud for beginners by configuring channels, images, and links.
Create audience-specific pages in Salesforce Experience Cloud by building a new home page variation, reordering components, and linking pages to audiences based on user country.
Configure login and registration settings in experience builder, including logo and background customization, login page type, forgot password and reset password flows, and self-registration with profile and account assignments.
Launch and activate your Salesforce community by clicking the activate button in administration, sending welcome emails to members, and enabling view, log in, and registration on the expedients cloud site.
Manage your community members by selecting profiles that grant site access, including internal, customer, and partner. Use permission sets for subset access and customize labels, then save to update membership.
Explore Salesforce community experience cloud preferences and settings, including guest access, user visibility, direct messages, content moderation, reputation, knowledge topics, and file upload policies.
Explore how to configure email settings in Salesforce Community Experience Cloud, including from names, branding, and templates for welcome, forgot password, and one-time password notifications.
Configure guest and authenticated user access by editing the guest user profile in site settings, granting read and create access to cases and knowledge articles, and setting category group visibility.
Drive engagement on your community site by using reputation through points and levels, showcase top users on a leaderboard, and customize levels and display options in admin settings.
Introducing the Salesforce Community Experience Cloud
Experience Cloud sites are a great way to share information and collaborate with people who are key to your business processes, such as customers, partners, or employees. Whether you call it a portal, a help forum, a support community, or something else, an Experience Cloud site is a great place to connect with the important people in your life in a new way.
Using Salesforce Experience cloud's easy point-and-click tools you can create branded collaboration spaces.
The course will take you through various basic concepts and possible scenarios to teach you how to create an experience community site from scratch through simple point and click method. The course is for absolute beginners who are looking to expand their knowledge and start their experience cloud journey.
After completing this course, you'll be able to:
Understand Experience cloud and community sites
Understand types of site portals
Experience cloud licenses
Create Experience cloud Site
Customize Experience Cloud community site
Use various components in Experience Cloud site builder
Administer Experience Cloud Community sites
Create knowledge articles and add them on Experience Cloud sites
Experience Cloud Site page customizations
Page Variations and Target Audience
The course is made very concisely keeping in mind that all the basic information regarding salesforce Experience community cloud is covered. The course Salesforce Community Experience Cloud: Getting Started will help in creating sites on the Salesforce platform. This course is not a power-point presentation but a complete hands -on so you can learn by doing. Feel free to connect with me if you have any queries.
Happy Learning!!