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Trailhead

Customize your Experience Cloud Site

Salesforce via Trailhead

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Overview

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 Chat
    • Launch Your Trailhead Playground
    • Enable Digital Experiences and Chat Agent
    • Enable and Configure Lightning Knowledge
    • Add Knowledge to the Site Using Topics
    • Add Branding and Components to the Site
    • Try Out Your New 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 Experience Builder Site
    • 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

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