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Udemy

Salesforce Experience Cloud: Customer & Partner Portals

via Udemy

Overview

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Experience Builder, security, sharing, CMS, external users and a hands-on customer & partner portal project

What you'll learn:
  • Why Salesforce Communities?
  • How to setup lightning Community in salesforce for your employees, customers, and partners to connect. Also how seamlessly can manage the community.
  • Licenses for Salesforce Community Users
  • Community License Types
  • Customer Community Users
  • Partner Community Users
  • Associating Users with a Community
  • Disabling Community Users
  • Communities License Management
  • Different Types of Community Template
  • Efficient Community Creation
  • Community Builder for Lightning Communities
  • Theme in lightning Communities
  • Detail overview of Community setting
  • Top Navigation bar in communities
  • Community Menu
  • How to preview and publish and activate Community
  • Security Model of Salesforce Community
  • OWD setup, Pofile Setup and Sharing set in Community
  • Lightning page
  • Lightning Component
  • Use of Standard Component and Custom component in Community
  • Topics in Community
  • Topic Types
  • Community knowledge articles
  • Lightning Knowledge
  • Article Types
  • Data Categories
  • Article visibility
  • Audience Targeting and Personalization
  • Setup Dashboard for community
  • set up community Manager and moderator
  • Setting up google Analytics for your community
  • How to use Multiple language in one community
  • Customize Community Login Page
  • Multiple project to understand experience cloud easily

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.

Syllabus

  • Salesforce Communities Overview
  • prerequisite for Setting Up Community Cloud / Experience Cloud
  • Most Important - Community Renamed to Digital Experience
  • Enable Community in our Salesforce Org
  • Enable Global Header Permission for our Community Users
  • Lets Create A community from Scratch
  • Bonus Lecture
  • Community Template Type and Overview of Salesforce Tab & Visualforce template
  • Overview of Lightning Template Type for community
  • Consideration to How choose a correct Template for Community
  • Introduction to Community Builder and its Capability
  • Use of Lightning Components in Community
  • Overview of Theme and use of Theme Color in community
  • Overview of Theme Image and update Company Logo and header for the community
  • Overview of Theme Font and update font for whole Community
  • Update Theme setting for the community
  • Overview of Community Project which to create in this course
  • Add Custom component in our Community
  • How to Preview and Publish Our Community
  • Overview Of Page Menu and creating Standard Page for the Community
  • Create Object Page for the community
  • Create Different Standard Page for the community
  • Navigation menu in lightning community
  • Enable External user for the community
  • Add Members in the community
  • Login and Registration in community
  • Email setup in community
  • Activate community and let user login to community
  • Publish Community as Public community or guest community
  • Community authentication and access
  • Setup Community Member Access
  • Setup Organization wide Default (OWD) Sharing and External Users Access
  • Details about Sharing set in Community
  • Share Group in Community
  • Add Navigation menu for authenticated user only
  • update org wide community settings
  • Overview of CMS connect
  • Create CMS Connect to access content from External CMS
  • Use CMS Connect in Community Builder
  • Setup Google Analytics tracking from our Community
  • Measure Community Success with Dashboards
  • Mini project - Publish customer experience for a website development Company

Taught by

Debasis Jena

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