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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

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...
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