Mastering Salesforce Experience Cloud
Mastering Salesforce Experience Cloud
Strategies for creating powerful customer interactions
About the Book
Empowering your target audience to interact effortlessly with you and your product offerings is a critical aspect of business in the modern era. Users expect easy, professional digital experiences when engaging with organizations. However, creating engagement applications from scratch is challenging, and connecting user behavior with your organization’s data is even more complex. Enter Salesforce Experience Cloud sites, website portals built on the Salesforce data model that seamlessly connects your user data to your user experience. Mastering Salesforce Experience Cloud focuses on the human-centric nature of this product, beginning with a comprehensive guide on designing for your organization’s desired users and ensuring success for both internal teams and end users. After exploring the real-world applications of Experience Cloud and reviewing license models, this book provides a beginning-to-end guide to mastering the technical backend of this product, covering both out-of-the-box settings and customization techniques. By the end of this book, you’ll have gained a deep understanding of the Experience Cloud data model and customization options to create engaging, user-centric digital experiences that deliver value to your organization and stakeholders.
Table of Contents
- Defining Your Digital Experience Strategy
- Translating Your Audience and Interactions into Meaningful Technology Features
- Technology Component Identification – Which Parts of Experience Cloud Do I Need?
- Curating Data Models
- Understanding Experience Cloud Templates
- When to Use Aura Components, Lightning Web Components and Lightning Runtime Components
- Leveraging Screen Flows versus Apex
- Understanding Inputs – Emails, Chats, and Text Messages
- Marketing Automation Setup
- Leveraging Case Management and Knowledge Bases
- Security – Authentication, Data Sharing, and Encryption
- Monitoring Your Site – Salesforce Native Reporting
- Site Launch, Maintenance, and Moderation
- Best Practices and Certification Test Preparation
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