Endless Use Cases with Salesforce Experience Cloud by Dar Veverka
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Salesforce Experience Cloud allows organizations to create digital experiences like portals, communities, and customer service sites. It leverages Salesforce data and features like cases, flows, Lightning web components, and more. Experience Cloud can be used for partner portals, volunteer portals, donor portals, client portals, commerce sites, and any other type of external engagement site. The presentation covered license types, templates, and themes in Experience Cloud; common components like records, cases, Chatter, files, and flows; designing experiences; and resources for learning more.
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Endless Use Cases with Salesforce Experience Cloud by Dar Veverka
- 1. Endless Use Cases with Salesforce Experience Cloud Dar Veverka | Solution Architect/Idealist Consulting | Salesforce MVP
- 2. Experience Cloud is Salesforce’s digital experience product - but what exactly can you do with it? From simpler peer to peer communities to more complex portals, there are many scenarios for Experience Cloud. Volunteer portals, partner portals, customer service & help sites, affiliate & chapter sites - all can allow your constituents, customers and clients to interact with your organization while leveraging your Salesforce data. We’ll take a look at practical considerations for setting up an Experience Cloud site, using both out of the box and easily available components to build an interactive community for their org. We’ll check out live examples and peek behind the scenes on some.
- 3. What We’ll Cover ● What Is Experience Cloud & What Can You Do With It? ● License Types, Templates, & Themes ● Working in Experience Cloud - Typical Bits n Parts ● How Do I Build in Experience Cloud? ● Designing in Experience Cloud ● Resources ● Q & A
- 4. What is Experience Cloud? ● Digital portal ● Native to SF ○ Pulls data direct out of SF ○ Can use flows, cases, lightning web components, etc ● What’s in a name
- 5. Hey This Seems Familiar…. ○ Dewalt Tools ○ Docusign ○ Ikea kitchen installers ○ Sooo many support sites
- 8. What Can I Do With Experience Cloud? ● Partner portals ● Volunteer portals ● Donor portals ● Client Portals ● Commerce ● Government Services ● Any type of external engagement
- 9. Working with Experience Cloud ● Out of the Box vs Custom ● AppExchange ● Lightning Bolt Solutions ● Specialized Sites Packaged by Salesforce
- 11. Licenses, Templates, & Themes - Oh My! ● Licenses - What’s the Diff? ○ Community Cloud ○ Community Cloud Plus ○ Partner Community ○ Experience Cloud for Nonprofits ● What to Know about Templates ● What to Know About Themes
- 14. Bits n Parts ● Record Views & Data ● Cases ● Chatter - on record ● Chatter - Peer to Peer Groups ● Salesforce Knowledge ● Files & Libraries ● Flows ● LWC’s ● Salesforce CMS ● Chat Bots ● Embedding other products
- 15. Record Data
- 16. Cases
- 17. Chatter
- 18. Knowledge
- 21. Flows
- 22. Bots & CMS
- 23. LWC
- 25. Designing in Experience Cloud ● Variety possible with OOB Components ● Custom CSS & Themes ● Flexi-Pages ● Customizing Shared Areas ● Trailheads ○ Innovation Ideation ○ UX research basics ○ App Design & Prototyping ○ Conversation Design ○ Inclusive Design
- 26. Home Pages - Screenshots!
- 27. Building in Experience Cloud ● Digital Experiences ● Domains & URLs ● Sites.com vs Experience Cloud Sites ● Other Kinds of Experience Cloud Sites ● Experience Workspaces ● Experience Builder ● Profiles, Layouts, Sharing ● Audiences
- 28. Demo Time!
- 29. Resources ● LearnExperienceCloud.com ● Trailmix o The Things ● Trailhead Groups ○ Experience Cloud ○ SF.org Experience Cloud ○ Securing Experience Cloud ○ Experience Cloud Partners (SI & ISV partners only)
- 30. I Want To Get My Cert! ○ Consultant Trail ■ It’s a combo of EC stuff and several UX Designer Bits ○ UX Designer is a good companion cert ○ You must complete Admin cert first ○ FoF is fairly accurate but you also need to have a good familiarity with how EC works ○ Test has a lot of very picky questions on limits, licensing, features, etc
- 31. Questions?