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
Related Courses
Microsoft Power BI: Advanced Data Analysis and VisualisationCloudswyft via FutureLearn Advanced Data Modeling
Meta via Coursera Advanced Monitoring and Optimizing with DynamoDB (Simplified Chinese)
Amazon Web Services via AWS Skill Builder Advanced Monitoring and Optimizing with DynamoDB (Japanese)
Amazon Web Services via AWS Skill Builder Advanced Monitoring and Optimizing with DynamoDB (German)
Amazon Web Services via AWS Skill Builder