Mastering Salesforce Experience Cloud
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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.

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About the Author

Packt Publishing Ltd
Packt Publishing Ltd

Packt Publishing are an established global technical learning content provider, founded in Birmingham, UK with over twenty years’ experience in delivering premium rich content from ground-breaking authors on a wide range of emerging and popular technologies. Our titles have global relevance our multimedia portfolio includes over 9,000 books, e-books, audiobooks and video courses. www.packtpub.com

Table of Contents

  1. Defining Your Digital Experience Strategy
  2. Translating Your Audience and Interactions into Meaningful Technology Features
  3. Technology Component Identification – Which Parts of Experience Cloud Do I Need?
  4. Curating Data Models
  5. Understanding Experience Cloud Templates
  6. When to Use Aura Components, Lightning Web Components and Lightning Runtime Components
  7. Leveraging Screen Flows versus Apex
  8. Understanding Inputs – Emails, Chats, and Text Messages
  9. Marketing Automation Setup
  10. Leveraging Case Management and Knowledge Bases
  11. Security – Authentication, Data Sharing, and Encryption
  12. Monitoring Your Site – Salesforce Native Reporting
  13. Site Launch, Maintenance, and Moderation
  14. Best Practices and Certification Test Preparation

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