This course is designed to take you through every aspect of Salesforce Experience Cloud, a powerful tool for creating and managing online communities and portals. You’ll begin with a comprehensive overview of Experience Cloud, learning about its core functionalities and how to set up a developer account for hands-on practice. The course then delves into building customer portals, where you’ll master the steps of site creation, chat integration, and knowledge management, ensuring you can create dynamic, user-friendly experiences for your customers.
As you progress, you’ll explore advanced topics such as community moderation, where you’ll learn to implement effective rules and guidelines to maintain a safe and collaborative environment. The course also covers gamification, teaching you how to engage and motivate users with interactive features. You’ll move on to creating partner portals, managing user roles, and setting up robust data sharing and visibility rules, crucial for any organization working with external partners.
The final modules focus on enhancing your community with analytics, content management, and user authentication techniques. You’ll learn to implement dashboards for insightful reporting, personalize content using Salesforce CMS, and streamline user access with social logins and self-registration. By the end of this course, you will be well-equipped to design and manage sophisticated community solutions on the Salesforce Experience Cloud platform, preparing you for the Salesforce Experience Cloud Consultant certification exam.
This course is ideal for Salesforce professionals, administrators, and consultants looking to specialize in Experience Cloud. Participants should have a basic understanding of Salesforce and be familiar with its core functionalities. Prior experience in community management or CRM systems is beneficial but not required.
Salesforce Experience (Community) Cloud Consultant Training
Overview
Syllabus
- Experience Cloud Basics
- In this module, we will explore the basics of Salesforce Experience Cloud, starting with an introduction to the course structure and the key functionalities of Experience Cloud. We will set up a developer account to facilitate practical learning and learn how to activate and integrate Experience Cloud into Salesforce.
- Create a Customer Portal Site in Experience Cloud
- In this module, we will build a customer portal site from scratch. We will incorporate features like chat, knowledge management, and navigational topics to create an interactive and user-friendly environment. We will also learn how to publish and activate our portal site.
- Moderation
- In this module, we will delve into the moderation capabilities of Salesforce Experience Cloud. We will establish moderation rules to manage community content, set rate limits for user interactions, and configure user visibility settings to maintain a safe and structured community environment.
- Gamification
- In this module, we will explore the principles of gamification and its application within Salesforce Experience Cloud. We will learn how to implement gamification techniques to enhance user engagement and create dynamic community experiences.
- Create a Partner Portal Site in Experience Cloud
- In this module, we will focus on creating a partner portal site. We will define partner roles, enable partner accounts, and set up role-based sharing rules to facilitate secure collaboration and data sharing within the partner community.
- Sharing, Visibility, and Licensing
- In this module, we will learn how to manage sharing and visibility within Salesforce Experience Cloud. We will set up sharing rules and sets, configure role hierarchies, and explore licensing options to optimize data access and security.
- Account Relationships and Account Relationship Data Sharing Rules
- In this module, we will explore the configuration and management of account relationships. We will establish data sharing rules that leverage account relationships, enabling seamless collaboration and data access within partner communities.
- Experience Cloud Licenses
- In this module, we will gain a comprehensive understanding of the various license types in Experience Cloud. We will explore the features and permissions of each license to make informed decisions for community management and user access.
- Adoption and Analytics
- In this module, we will focus on analyzing community performance through dashboards and reports. We will explore tools for tracking user adoption, creating custom reports, and utilizing insights to optimize community engagement and performance.
- Branding, Personalization, and Content
- In this module, we will learn how to manage and personalize content using Salesforce CMS. We will explore the setup process, add and organize content, and connect external CMS systems to ensure a cohesive content strategy across Experience Cloud sites.
- User Creation and Authentication
- In this module, we will cover user management and authentication processes. We will explore different methods of adding users, configure self-registration, and implement advanced authentication options like social login and just-in-time provisioning.
- Lightning Bolts
- In this module, we will delve into Lightning Bolts in Salesforce. We will learn to create, package, and distribute Lightning Bolt solutions to enhance the functionality and usability of Experience Cloud sites.
- Scenario-Based Questions
- In this module, we will focus on scenario-based questions that simulate real-world challenges in the Salesforce Experience Cloud Certification Exam. We will apply the concepts learned throughout the course to ensure comprehensive exam preparation and confidence in tackling practical scenarios.
Taught by
Packt - Course Instructors
