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Mastering Salesforce Experience Cloud

You're reading from   Mastering Salesforce Experience Cloud Strategies for creating powerful customer interactions

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Product type Paperback
Published in Oct 2024
Publisher Packt
ISBN-13 9781835466346
Length 328 pages
Edition 1st Edition
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Toc

Table of Contents (22) Chapters Close

Preface 1. Part 1:Curating a Digital Experience Strategy FREE CHAPTER
2. Chapter 1: Defining Your Digital Experience Strategy 3. Chapter 2: Translating Your Audience and Interactions into Meaningful Technology Features 4. Chapter 3: Technology Component Identification – Which Parts of Experience Cloud Do I Need? 5. Part 2: Infrastructure Setup to Support and Customize Design Strategy
6. Chapter 4: Curating Data Models 7. Chapter 5: Understanding Experience Cloud Templates 8. Chapter 6: When to Use Aura Components, Lightning Web Components, and Lightning Runtime Components 9. Part 3: Human-Centric Development
10. Chapter 7: Leveraging Screen Flows versus Apex 11. Chapter 8: Understanding Inputs – Emails, Chats, and Text Messages 12. Chapter 9: Marketing Automation Setup 13. Chapter 10: Leveraging Case Management and Knowledge Bases 14. Part 4: Site Launch
15. Chapter 11: Security – Authentication, Data Sharing, and Encryption 16. Chapter 12: Monitoring Your Site – Salesforce Native Reporting 17. Chapter 13: Site Launch, Maintenance, and Moderation 18. Part 5: Certifications
19. Chapter 14: Best Practices and Certification Test Preparation 20. Index 21. Other Books You May Enjoy

Determining success metrics

The last step before we move into a business translation of which components of Experience Cloud you will need is ensuring that everyone is on the same page for the vision of success. This goes beyond just what the executive sponsor or product team may set. It isn’t as simple as saying, “Well, we want x logins.” Logins may be a part of the process, but it shouldn’t define the entire vision of success.

Understanding what the business says success looks like is a key factor for your project. You must account for enabling features in your data module, UI/UX, and general processes that are built. You will have to enable the ability to track the metrics. It is the final “checkpoint” of the experience build.

When looking at business objectives, you need to break the requested objective into the technology/process output. This will help you connect the dots to the data module. Let’s look at a few examples.

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