Salesforce Experience (Community) Cloud Consultant Training

Salesforce Experience (Community) Cloud Consultant Training

by Deepika Khanna
Released December 2023
Publisher(s): Packt Publishing
ISBN: 9781835466025

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Video description

Salesforce Experience Cloud, formerly known as Community Cloud, is a platform that enables organizations to create branded online communities for their customers, partners, and employees. It allows businesses to connect and collaborate with various stakeholders in a personalized and engaging digital environment.

The course explores key elements in designing and managing online communities using Salesforce Experience Cloud. We will begin by covering diverse topics from fundamental site creation and navigation to advanced concepts such as Salesforce CMS, content moderation, and gamification. The course ensures a holistic understanding where we will understand partner portal configurations, role-based access, sharing rules, and visibility to craft dynamic and secure community environments. The curriculum extends to encompass dashboards, reports, and insights within Experience Cloud, providing valuable skills for effective data analysis. Furthermore, we will delve into Salesforce CMS intricacies, user management strategies, and implement social login features.

The course culminates in Lightning Bolts exploration, preparing us for real-world scenarios and the Salesforce Experience Cloud Certification Exam. With a wealth of hands-on practice and quizzes, this course is an elaborate guide to Salesforce Experience Cloud intricacies.

What you will learn

  • Build and customize sites using Salesforce Experience Cloud
  • Master Salesforce CMS for effective content creation and publication
  • Implement techniques for content moderation/user engagement gamification
  • Learn to set up partner portals, roles, and sharing rules
  • Understand strategies for data sharing/visibility control in the community
  • Create insightful dashboards and reports for data-driven decision-making

Audience

The Salesforce Experience Cloud Consultant Training targets administrators, developers, consultants, and managers aiming to excel in building and managing online communities. Covering fundamental and advanced topics, including Salesforce CMS, moderation, and gamification, the course is ideal for those preparing for the Salesforce Experience Cloud Consultant Certification Exam. With practical insights and hands-on practice, it offers a comprehensive learning experience for mastering the intricacies of Salesforce Experience Cloud.

About the Author

Deepika Khanna: Deepika Khanna is a highly experienced software developer, blogger, and author. With a robust background in Java/J2EE and Salesforce development, Deepika has been actively engaged in the software industry for the past five years.

Based in Dallas, Texas, she has garnered extensive expertise and offers a wealth of knowledge through her 37 courses, benefiting an impressive count of 168,427 students. Notably, she is an Oracle certified JAVA and J2EE developer.

If your aspirations align with becoming an Android developer, JAVA/J2EE developer, or Salesforce developer, Deepika's courses provide a comprehensive and valuable learning experience. Join her courses to tap into her passion for guiding individuals worldwide into the realm of programming.

Table of contents

  1. Chapter 1 : Experience Cloud Basics
    1. Overview of the Course
    2. What Is Salesforce Experience Cloud? What Is Experience Cloud Used For?
    3. Create a Developer Account for This Course for Practice
    4. How Do I Activate Experience Cloud? Is Experience Cloud Included in Salesforce?
  2. Chapter 2 : Create a Customer Portal Site in Experience Cloud
    1. How Do I Create a Website in Experience Cloud?
    2. How Do I Add Chat to Experience Cloud? How Do I Add Salesforce Chat to Website?
    3. How Do I Enable Knowledge Settings in Salesforce? Enable the Knowledge Object
    4. What Is the Purpose of Topics in Salesforce?
    5. Publishing Experience Cloud Site | Publish the Changes to Your Site
    6. Activate Your Experience Cloud Site
    7. How Do I Enable Contact as a Customer?
    8. Navigational Topics in Salesforce
  3. Chapter 3 : Moderation
    1. What Is Moderation Feature in Salesforce?
    2. Salesforce Communities Moderation
    3. Salesforce Community Moderation Rules
    4. How to Create Content Moderation Rules ? Review and Replace
    5. Rate Rules in Salesforce Community/Experience Cloud
    6. Create Rate Limit Rules to Moderate Your Experience Cloud
    7. User Visibility Settings in Salesforce: Community User Visibility in Salesforce
    8. How to Create Content Rules to Moderate Your Experience Cloud Site
  4. Chapter 4 : Gamification
    1. What Is Gamification in Salesforce?
    2. Gamification in Salesforce: How to Implement Gamification in Salesforce?
  5. Chapter 5 : Create a Partner Portal Site in Experience Cloud
    1. Partner Portal Site in Salesforce
    2. Partner User Roles: What Is the Role Hierarchy for Partner Users?
    3. Create a Partner Portal, Enable Partner Account and Users, and Add Members
    4. Enable Partner Accounts and Create Partner Users
    5. Role-Based Sharing Rules for Partner Community Users
  6. Chapter 6 : Sharing, Visibility, and Licensing
    1. How Do I Share a Record with a Community User in Salesforce?
    2. Role Hierarchy Based on Licenses
    3. Use Sharing Rules for External Users
    4. What Is the Difference Between Sharing Rule and Sharing Set?
    5. Sharing Sets in Salesforce Communities | Set Up Sharing Sets in Salesforce
    6. Overview of Sharing Sets in Salesforce
  7. Chapter 7 : Account Relationships and Account Relationship Data Sharing Rules
    1. How Do I Enable Account Relationships in Salesforce Community?
    2. Sharing Records in Partner Community from Different Accounts
    3. Share Data Using an Account Relationship
    4. How to Set Up Account Relationship Data Sharing Rules?
  8. Chapter 8 : Experience Cloud Licenses
    1. How Many Types of Licenses Does Experience Cloud Have?
  9. Chapter 9 : Adoption and Analytics
    1. Dashboards in Experience Cloud
    2. How Do I Install Salesforce Adoption Dashboards?
    3. Overview of Salesforce Adoption Dashboard App
    4. How Do I Add a Dashboard to Experience Cloud Salesforce?
    5. Salesforce Reports for Experience Cloud Site
    6. Insights Versus Dashboards | What Is Salesforce Insights and How to Create Insights
    7. Create Custom Report Type for Salesforce Experience Cloud Site
  10. Chapter 10 : Branding, Personalization, and Content
    1. What Is Salesforce CMS? Create CMS Workspace
    2. Setting Up Salesforce CMS
    3. Use Salesforce CMS to Manage and Publish Content for Experience Cloud Site
    4. Adding Content to CMS Workspace
    5. CMS Single Item
    6. CMS Collection
    7. What Is the Use of CMS in Salesforce?
    8. Adding Static Resources
    9. Salesforce CRM Content Source
    10. What Is CMS Connect Salesforce?
    11. Connect Your Website CMS to Your Salesforce Community
  11. Chapter 11 : User Creation and Authentication
    1. Different Ways of Adding Users to Experience Cloud Site
    2. Mass Uploading Users Through Data Loader
    3. How Do I Enable Self Registration in Salesforce Community?
    4. Salesforce Sites Guest User | Configure the Guest User Profile
    5. Social Login in Experience Cloud
    6. What Is Auth Provider in Salesforce? How Do I Add Auth Provider in Salesforce?
    7. Set Up Social Login for Experience Cloud Site
    8. What Is JIT in Salesforce? What Is Just-in-Time Provisioning?| Enable JIT
  12. Chapter 12 : Lightning Bolts
    1. What Are Lightning Bolts and How Do I Use Lightning Bolts in Salesforce?
    2. How Do I Export a Salesforce Template?
    3. How to Create a Lightning Bolt Solution in Salesforce Lightning?
    4. Package and Distribute Lightning Bolt Solutions
  13. Chapter 13 : Scenario-Based Questions
    1. Salesforce Experience Cloud Certification Exam Scenario-Based Questions

Product information

  • Title: Salesforce Experience (Community) Cloud Consultant Training
  • Author(s): Deepika Khanna
  • Release date: December 2023
  • Publisher(s): Packt Publishing
  • ISBN: 9781835466025