Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Trailhead

Customize your Experience Cloud Site

Salesforce via Trailhead

Go to class Write review
Coursera Ad

40% Off Career-Building Certificates

Learn More → Corporate Finance Institute Ad

Master Finance Tools - 35% Off CFI (Code CFI35)

Learn More →

Overview

Coursera Flash Sale
40% Off Coursera Plus for 3 Months!
Grab it
Learn how to optimize and personalize your site with high-impact customizations.
  • Learn how to use Salesforce settings to share CRM data securely with partners.
  • Use the Customer Service template to create a site with chat snap-ins and knowledge.
  • Build a customer account portal that's personalized for different audiences.
  • Set up search features so site members can find the information they need.
  • Customize your Experience Builder site with a theme layout component.

Syllabus

  • Share CRM Data with Your Partners
    • Launch Your Trailhead Playground
    • Create a Partner Portal, Enable Partner Account and Users, and Add Members
    • Set Your Org's External Org-Wide Defaults
    • Set Up Account Roles and the Role Hierarchy
    • Use Sharing Rules for External Users
    • Use Site-Specific Sharing
    • Share Data Using an Account Relationship
  • Build an Experience Cloud Site with Knowledge and Messaging for In-App and Web
    • Enable Digital Experiences and Set Up Messaging
    • Configure a Web Deployment
    • Enable and Configure Lightning Knowledge
    • Add Knowledge to the Site Using Topics
    • Add Branding and Components to the Site
  • Personalize Experience Cloud Sites with Audience Targeting
    • Launch Your Trailhead Playground
    • Create a Customer Account Portal
    • Target Audiences Based on the User Object
    • Assign Audiences to Components and Branding Sets
  • Search Basics for Experience Builder Sites
    • Search in Experience Builder Sites
    • Tailor Global Search to Your Aura Site in Experience Cloud
    • Set Up Search Customizations
    • Make Better Decisions with Search Analytics
  • Build a Custom Theme Layout Component for Experience Builder Sites
    • Create an Experience Builder Site
    • Create a Custom Theme Layout Component
    • Add a Company Logo
    • Build a Vertical Navigation Menu
    • Build a Custom Search Component
    • Add Configuration Properties to the Theme Layout

Tags

Reviews

Start your review of Customize your Experience Cloud Site

Go to class

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Sign up for free
Someone learning on their laptop while sitting on the floor.