Community/Experience Cloud

Technology & Business Perspectives

Community/Experience Cloud

    Salesforce Communities or Salesforce Experience are brand spaces designed specifically for Salesforce customers to connect with the community outside their org (i.e., employees, partners, and customers) and collaborate with them using relevant data and content. Community Cloud is now called Experience Cloud. This is to better reflect the many types of connected digital experiences you can create—including portals, websites, help centres, forums, and mobile apps. The UI has also changed in setup. An organization can build a community to meet any number of needs, but there are three main community types in Salesforce:

    • Partner Community

    • Customer Community

    • Customer Community Plus

    You can create a digital experience for any situation where you want to present a beautiful external-facing interaction with your Salesforce CRM. Popular examples include:

    • Partner portal

    • Account portal

    • Storefronts

    • Microsites

    • Industry solutions

    • Customer service hub

    • Help centres

    • Support site

    • Mobile app

    • Customer communities

    • Employee communities

    • Partner communities

    Customer Community

    A customer community Is a kind of self-service portal that provides support and feedback (FAQs, articles, documentation, and discussions with other customers — for instance, using a Salesforce Success Community). Salesforce customer communities help organizations share relevant information, create a better customer experience, and increase engagement.

    Employee community

    Portal for HR and IT information, that allows employees to connect with each other and provides them with a single space for shared files, searchable knowledge databases and training materials, schedules, project management, and organizational documentation or announcements.

    Partner community

    Is a specific information hub for B2B orgs that allows sales teams and resellers to easily access needed data and collaborate in real-time to close more deals. It’s a space where partners can manage their business, learn best practices, get the support they need, and connect with Salesforce employees in a secure environment.

    Asset\client\casestudy\salesforce-communities.jpg

    Enable Digital Experiences in Salesforce

    • Go to Setup > Feature Settings > Digital Experiences > Settings

    • Check 'Enable Digital Experiences' and click save.

    • Asset\client\casestudy\digital-experience-enable.jpg

    Create an Experience cloud site

    • To create a site, from Setup, enter Digital Experiences in the Quick Find box, select All Sites, and then click New.

    • Asset\client\casestudy\create-experience-cloud-site.jpg
    • The creation wizard opens with several templates for you to choose from. To see more information about a template, select it.

    • Read the template description and key features. To use the selected template, click on Get Started button.

    • Asset\client\casestudy\get-started-experience-cloud.jpg
    • Enter a site name.

    • For URL, enter the name of your site. This name is appended to the domain that you created when you enabled digital experiences for this org.

    • Asset\client\casestudy\digital-experience-site-name.jpg

    Access Community Workspaces

    Salesforce administrators can reach Experience Workspaces from Setup. Enter All Sites in the Quick Find box, then select Workspaces for the appropriate site.

    Asset\client\casestudy\access-community-workspaces.jpg

    The streamlined Community Workspaces centralizes community moderation, building, and administration. Access Community Builder, administration, dashboards, and other features from one place.

    • From Setup, enter Communities Settings in the Quick Find box, then click Communities Settings.

    • Enable Community Workspaces under Community Management Settings. Click Save.

    • From Setup, enter All Communities in the Quick Find box, then click All Communities.

    • To access a community’s workspace area, click Community Workspaces next to its name.

    • Asset\client\casestudy\community-workspace-area.jpg

    Access Experience Builder

    If you're a Salesforce administrator, go to Setup, and in the Quick Find box, enter All Sites. Select the Builder link for the appropriate site.

    Asset\client\casestudy\access-experience-builder.jpg

    Click Home in the top navigation bar to see the Pages menu. In the Pages menu, enter Search in the search box then select Search from the list.

    Asset\client\casestudy\access-pages-menu.jpg

    Use Experience Builder to customize your site. Experience Cloud offers many types of sites, from community portals to online stores. Based on the template you choose; Experience Builder provides a list of pages and components that you can use on those pages. Create themes to fit your custom branding, and when you’re ready to go live, publish your site.

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