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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

Understanding Experience Cloud Templates

Now that we are clear on the features we need, the products we are purchasing, and how our data will be structured, we need to find the perfect starting point. Introducing: the all-important Experience Cloud template. Salesforce Experience Cloud comes with an assortment of sleek, pre-made, low-code templates that accommodate a wide variety of organizational needs and portal types, which make it a breeze to stand up professional and powerful sites.

All standard templates are configurable but can be extended into a custom experience. Setting up the right template and applying themes ensures capabilities such as global headers/footers, color schemes, and specialty fonts, all of which are focused on matching your brand standards.

In this chapter, we focus on how to identify which portal fits a customer portal versus a custom support use case and when a blend of the two is needed. We review how to make a fully custom Salesforce Experience Cloud...

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