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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

Service Cloud – Knowledge setup

The joys and mysteries of Knowledge will be a trail on your path to success unlike any you have experienced to date. Because the structure of Salesforce Knowledge is intrinsically based on content, it is an item that needs a lot of pre-planning before you jump into setup. This typically means working with the brilliantly creative minds of marketing, service, and even technical writing to understand the unified vision of categorizing content for your consumers. While this isn’t a Service Cloud-first book, we have put together a few items you should talk through as an organization for your Knowledge strategy conversation since it will impact your Experience Cloud users:

Consideration

Why does it matter?

Article visibility

What you expose to whom will be part of your overall security considerations. You need to ensure...

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