Administration, setup, and configuration
Knowing how to start your implementation is a key step in the overall process. If you remember, we spent the first four chapters of the book talking through the business process, strategy, and the fundamentals of the product. We then jumped into how to select templates and configure some basic items in your Experience Cloud site. Here are a few best practices to keep in mind as you move through this section:
- Streamline user onboarding: Where possible, automate user registration and profile setup processes. Use guided screen flows to aid user onboarding.
- Plan for scalability: Plan and configure your community for scalability from the start, especially when it comes to licensure. Considering potential growth in user base and data volume.
- Leverage Salesforce CMS for content management: Centralize content management to streamline the creation, modification, and retirement of content across multiple channels and communities.
- Regularly...