Expand Your Reach with Experience Cloud
Offered By: Salesforce via Trailhead
Course Description
Overview
Get the tools you need to get started with Salesforce Experience Cloud.
- Use Experience Cloud to connect with your customers and partners.
- Set up search features so site members can find the information they need.
- Give your data structure with objects, fields, and relationships.
- Learn how to use Salesforce settings to share CRM data securely with partners.
- Build a customer account portal that's personalized for different audiences.
- Use the Customer Service template to create a site with chat snap-ins and knowledge.
Syllabus
- Experience Cloud Basics
- Get Started with Experience Cloud
- Engage with Your Customers
- Engage with Your Partners
- 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
- Data Modeling
- Understand Custom & Standard Objects
- Create Object Relationships
- Work with Schema Builder
- 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
- 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
- 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
Tags
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