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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

Summary

The world of communication can be challenging to orchestrate. It is something that we do on a daily basis, but we never think about all the intricacies of how that communication is set up to make it successful, actionable, and easy to reference. Whether you are pushing or pulling information, there are multiple ways to configure your site for optimal communication with your audience.

To review, these are your key learning opportunities in this chapter:

  • Which communication channel to use in Experience Cloud depending on your user’s needs.
  • How to decide on Service Cloud Chat or third-party chat. Plus, a basic tutorial on how to embed Service Cloud Chat into your Experience Cloud site.
  • How to set up email capabilities in Experience Cloud and what workflows come preconfigured for those templates.
  • The steps of setting up SMS and how to think through the process of who will respond and how they will respond.

Now, let’s grab a beverage and...

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