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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

Enabling service assets in Experience Cloud

Your ability to quickly enable service assets is going to be directly related to the template selection you made earlier in this book. Remember back in Chapter 5, Understanding Experience Cloud Templates, when we gave you all the trade-offs of the templates? Well, if you selected the Customer Service or Help Center templates, you are going to be in a much better position than if you selected the Build Your Own template. There is nothing wrong with Build Your Own, but it will take a little longer to enable Service Cloud assets against it. For the purposes of this chapter, we will go through a few scenarios based on service template selections.

Partner Central template – native service option

First, we are going to start with our Partner Central template that we started building out the communication experience for during Chapter 8, Understanding Inputs – Emails, Chats, and Text Messages. From inside Builder, you can change...

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