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EbookBell Team
4.1
30 reviewsISBN 10: 1835466346
ISBN 13: 9781835466346
Author: Lillie Beiting
Your guide to unlocking business potential and technical mastery with essential to advanced strategies for launching and maintaining top-tier Experience Cloud sites effortlessly
Key Features
Empower your team and your organization to lead and maintain an Experience Cloud transformation
Master out-of-the-box Experience Cloud features, custom development options, and development best practices
Curate a consumer-friendly Experience Cloud site that maximizes value for your company, while keeping maintenance costs low
Purchase of the print or Kindle book includes a free PDF eBook
Book Description
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.
What you will learn
Define your audience and identify your overall strategy for an Experience Cloud site
Understand the technical and operational strategy needed to support your site
Work with the Experience Cloud data model and standard template features
Determine when to use Visualforce, Aura, LWC, or LWR while exploring custom development options
Get to grips with the how Salesforce Flow and Triggers work
Leverage marketing automation, knowledge base, and communication in the site
Find out about site launch tactics, user creation, site moderation, and ongoing reporting
Who this book is for
If you want to understand the intricacies of Salesforce Experience Cloud, transform your client experience, enhance your enterprise architecture, and create a scalable, world class-customer web experience that smoothly integrates with an existing Salesforce instance, this book is for you. Business leaders, IT leaders, Salesforce developers, Salesforce admins, and web teams tasked with delivering and maintaining an excellent, integrated Experience Cloud portal will benefit from this book. Ideal for readers with Salesforce experience in any cloud or a basic grasp of Service Cloud features.
Part 1:Curating a Digital Experience Strategy
Chapter 1: Defining Your Digital Experience Strategy
Introducing Experience Cloud products
Determining your Target Audience
Identifying internal stakeholders
Curating external advisory committees
Understanding key interactions
Determining success metrics
Summary
Chapter 2: Translating Your Audience and Interactions into Meaningful Technology Features
Organizing and prioritizing feedback
Identifying themes
Connecting feedback to product features
Identifying differences between Experience Cloud offerings
Identifying the “why not”
Summary
Chapter 3: Technology Component Identification – Which Parts of Experience Cloud Do I Need?
Aligning features to technology stacks
Experience Cloud – Self-Service
Experience Cloud – PRM
Experience Cloud – content management system (CMS)
Experience Cloud – business-to-business (B2B) commerce
Experience Cloud – External Apps
Narrowing down the optimal combination
Service functions
Sales functions
Custom objects
Tracking your digital experience strategy
Summary
Part 2: Infrastructure Setup to Support and Customize Design Strategy
Chapter 4: Curating Data Models
Connecting the data dots
Standard objects
Custom objects
Designing for requested KPIs
Identifying data sensitivity
Deep dive into Target Audience data practices
Curating an enterprise architecture map
Marketing technologies
Finance technologies
IT systems
Mapping it out
Curating an ERD
Licensure considerations
Guide to reading the ERD tables
Franchisee Experience Cloud ERD
End Consumer Experience Cloud ERD
Summary
Chapter 5: Understanding Experience Cloud Templates
Preliminary setup
Enabling Digital Experiences
Templates overview
Customer templates
Partner Central template
Custom templates
Understanding theming – declarative versus custom CSS
Retired templates and template migrations
Retired templates
Template migrations
Summary
Chapter 6: When to Use Aura Components, Lightning Web Components, and Lightning Runtime Components
Why are there three component types?
Aura Components
Features in Aura not yet available in LWC or LWRs
Lightning Web Components
LWC considerations
Lightning Web Runtime Components
Considerations
When to switch from LWCs to LWRs
Transitioning from Aura to Lightning
When to make the move
Transition considerations and preparation
How to make a page with declarative components
Summary
Part 3: Human-Centric Development
Chapter 7: Leveraging Screen Flows versus Apex
Process use cases for a guided UX
Salesforce Flow and Screen Flows
Screen Flows
Record-Triggered Flows
Schedule-Trigger Flows
Platform Event-Triggered Flows
Autolaunched Flows
Subflows
Custom code – LWC, Apex, and CSS
LWC
Apex
CSS
When to use custom code and Salesforce Screen Flows
When to use custom code instead of Salesforce Flow
When to use a combination of custom code and Salesforce Flow
Summary
Chapter 8: Understanding Inputs – Emails, Chats, and Text Messages
Communication leveraging Experience Cloud
Implementing Salesforce Chat or third-party chat
Implementing and managing Experience Cloud emails
Implementing and managing text messaging
Summary
Chapter 9: Marketing Automation Setup
Marketing Automation capabilities 101
Salesforce CMS and dynamic content
Setting up Salesforce CMS
Salesforce CMS best practices
Salesforce Marketing Cloud and Data Cloud integration
Data Cloud
Setting up Data Cloud
Setting up SEO
Robots.txt files, sitemaps, and indexing
Exposing Salesforce objects
SEO page properties
AppExchange and third-party marketing tools
Summary
Chapter 10: Leveraging Case Management and Knowledge Bases
Service Cloud – Case management
Enabling service assets in Experience Cloud
Partner Central template – native service option
Customer Service template – native service option
Help Center template – native service option
Service Cloud – Knowledge setup
Enabling Knowledge in Experience Cloud
Summary
Part 4: Site Launch
Chapter 11: Security – Authentication, Data Sharing, and Encryption
Defining your Experience Cloud data sharing model
Experience Cloud guest user setup
Authenticating users on your Experience Cloud site
Setting up authenticated users
Connected apps and SSO
Unauthenticated user considerations
CSP and Lightning Locker to combat XSS and clickjacking
How to set a CSP
Setting up Lightning Locker
Enabling clickjack protection
Encrypting your data and protecting your users
HTTPS/TLS and classic encryption in Salesforce
Protecting your users
Setting up a cookie policy
Summary
Chapter 12: Monitoring Your Site – Salesforce Native Reporting
Experience Cloud out-of-the-box reporting
Dashboards inside My Workspaces
Dashboards in Sales or Service Cloud
Einstein Analytics (CRMA) Configurations
Google Analytics and third-party web analytics
Setting up reporting for your Experience Cloud users
Native Salesforce reporting
CRMA
Summary
Chapter 13: Site Launch, Maintenance, and Moderation
Pre-launch activities
Technical readiness
Exploring site moderation and users
User self-registration
Specialty users
User audits
Understanding analytics and adopting best practices
Adoption best practices
Ongoing maintenance
Summary
Part 5: Certifications
Chapter 14: Best Practices and Certification Test Preparation
Understanding the test structure
Answer key
Sharing, visibility, and licensing
Answer key
Administration, setup, and configuration
Answer key
Adoption and analytics
Answer key
Customization considerations and limitations
Answer key
Branding, personalization, and content
Answer key
Final thoughts
Index
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Tags: Lillie Beiting, Salesforce, Experience