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EXPERIENCE CLOUD - Zero to Hero | Salesforce Communities | EXPLAINED - Salesforce Makes Sense
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- เผยแพร่เมื่อ 3 ส.ค. 2024
- Are you looking to optimize your sales and marketing efforts with the power of the cloud? Look no further than Salesforce's Experience Cloud!
In this video, we'll take a deep dive into the capabilities of the Experience Cloud, including its comprehensive customer relationship management (CRM) system, advanced analytics and insights, and personalized customer experiences.
With the Experience Cloud, you can easily manage and track all of your customer interactions, from initial contact to post-purchase follow-up. Plus, with its advanced analytics and insights, you'll have a better understanding of your customer needs and preferences, allowing you to create highly personalized marketing campaigns that drive conversions.
Don't miss out on the power of the Experience Cloud - watch this video to learn more and start optimizing your sales and marketing efforts today!
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That’s all from this video. See you in the next video. Till then, breathe long and keep learning :)
TIMESTAMPS:
00:00 Introduction to Experience Cloud
01:05 What is Experience Cloud?
02:30 Use Cases
05:45 How does it work behind the scenes?
07:20 Licensing
13:10 Available Templates
20:48 Setting Up
34:00 Administration Settings
48:00 Experience Builder
01:05:00 Community User Creation
01:23:00 Configure Experience for Personas
01:30:00 Audience Targeting
02:00:00 Enabling Knowledge in Experience Cloud
02:11:00 Enabling Topics
02:27:52 Key Pointers
02:29:40 Community vs Template v Bolt Solution
02:31:00 CMS Connect
02:38:00 Sharing & Security
02:44:00 Thank You
![CAMPปลิ้น | EP.79[1/2] แก๊งไทบ้านพาบุกเมืองบั้งไฟโก้ ยโสธรรรร!!!](http://i.ytimg.com/vi/Ldr3_fvTEXk/mqdefault.jpg)
The content and presentation of the scenarios were amazing; I didn't felt that it was a three-hour-long video. I'm glad I watched this video to learn about Experience Cloud. 🙏
Amazing feedback to keep me motivated Rohan, thank you 🙏
Excellent work! Majority of the topics of Experience Cloud were covered in detailed with an example. Great stuff for people to start working on digital experience.
Absolutely, its a good point to start and understand Experience Cloud.
Thank You for defining precisely. Best Experience Cloud video ever made till now.
Thank you Rupesh!
you made people clearly understand ur content. nice job man
Thank you sir 🫡
Thank you creating such an amazing video that explains everything in detail with great clarity and easy to follow instructions. Best Experience Cloud leaning video ever.
Thank you Anshu 😊
Great Work, Himanshu! Keep the contents coming. I loved watching the video and it is so engaging. You are a great teacher 🙂
This is so good to hear Vijay!
Thank You So Much, I'm self learning experience cloud trying to create my personal community site. I was stuck with creating users for community, big help with this tutorial. This was the most detail video I hv watched on this topic. Thanks again.
Way to go Shashank! Glad the tutorial helped
Hats off to you himanshu this single video clears experience cloud🤟 Try to create more videos on experience cloud with some advancement. We are waiting for your video.
Thank you so much. Absolutely will create more around this area.
Keep spreading such knowledge, thanks!
Glad the video was helpful Akhilesh :)
Fantastic intro to Experience Cloud, thanks a lot :)
Awesome 👏
I stopped Video , Came here to say thank you for this amazing content..!!
Thanks Prateek 😀
Wonderful video !!! can be helpful for anyone who wants to understand community cloud in few hours. Great Work Himashu!! Will be looking forward to see more videos on community cloud.
Thank you Anish. Glad it was helpful!
Very nice content. Thanks for putting it crisp. I will appreciate if you make a detailed video only on security of the Experience cloud.
Feedback noted Ankit. I will try to do that as soon as possible. Glad the content was helpful :)
suggest to all the learners who wants to learn community. great content
Thanks Rishabh 🙂🙏
Thank you himanshu, that give brief explaination of community cloud
Welcome 🙏
Thank you @Himanshu for smooth explaination
Happy to know the video was helpful Pawan!
Thank you @Salesforce Makes Sense for making good video on Experience cloud
I appreciate it.
Please share use cases.
Sure Mallesh, feedback taken and noted. Expect more content coming along your way.
Thanks for sharing this! Really appreciated. Looking forward to my upcoming exam now ;-)
All the best ✅
Fantastic video! Thank you so much
Glad the content is helpful Dan!
Super helpful, thank you!
Awesome! :D
Great tutorial Himanshu! Thanks for sharing your expertise!
Glad it was fruitful.
Awesome explanation Himanshu. I really loved it. I appreciate your effort for preparing the presentation and detailed explanation. Keep doing vidoes like this. Thank you
For sure will continue, thank you for appreciating :)
Great Content 🥳 Thank you for such a amazing lecture.
Glad it helped 🙂
That's a really Zero to Hero with Awesome content
Thank you Kullayappa
After watching this video feel confident about Experience Cloud.
Good Content more helpful video.
Thanks again for your efforts to make this useful video
Amazing to hear that Mallesh :)
Your Video makes sense❤
Thanks Shivu :)
very good explained. Thank you.
Thank you Cuma, glad it was helpful.
Amazing session Himanshu. One of the best I have seen on Experience Cloud. Keep going.
Also, I figured out the issue you faced at one of the places. 1:46:28 The issue was you added "My Contacts" list view and there was no contact in the system where the owner was Devesh Bijja. If you create one where he is the owner, you should see it. Many thanks for the session.
Thank you so much, yes the owner based record was not there, hence no records. Glad it was a fruitful video.
Nice session with very in-depth explanation. I would say bring some sessions which will cover more details on Sharing, Custom theme layout, etc for exp. builder.
Yes some additional topics will be covered in the second part of the experience cloud video. Thank you
thanks for the session, it was informative
glad it was helpful Andrii
Great work, thankyou
Glad you liked it!
Very well explained..👏👏
Thank you Sonali! :)
very useful. Thanks for the session.
glad it was helpful Mohsin.
great work himansh..🙂
thank you Ranjeeth :)
Very informative and easy to learn...
Thank you Mary :)
Nicely Explained!!
Thank you😄😄
Awesome Channel. Love the Content
Amazing to hear, thank you
Very informative content, thanks for making this video , could you please also cover deployment of communities
Sure Vikas, I will add that to my pipeline. Expect more videos soon :)
Great explanation, Himanshu! I loved your content and the way you presented the information. I appreciate your efforts. Thank you. Also, could you create a video covering the whole understanding of LWC?
Thank you Bhupesh! Absolutely, LWC is in pipeline and videos will be released soon.
Awesome Content thank u
Happy to know it was helfpul!
Great video.!!!
Thank you Navdeep!
Super video 👌👌
Thank you Mukesh :)
You explain concepts very well. Do you plan on doing CPQ?
No plans for CPQ at the moment.
You did a great Job. Do you have any pdf for interview purposes
Thanks! I dont have it currently but will share if I set something up.
Great session
Thank you 🙏
HI Himanshu , the video was too good , we can please provide me more use case i would love to explore more on this
Sure Divya, I can share a use case assignment that you can try out yourself. Feel free to drop an email or ping on LinkedIn for the same.
I have another requirement stating that a page should be visible to partner user and it should not be visible to customer community user.
You can create a Page Variation and make it available based on profile of the logged in user.
Great one! Very well explained with real time scenario. Thank you so much. ( My first ever comment for a YT video)
Thank you so much. Glad it was helpful
Very rich content, thank you for sharing! It was quite helpful for a beginner level.
Glad the content was helpful Gia!
Thank you Himanshu
Glad it was helpful Shrawan!
@@salesforcemakessense amazing explanation brother
@@EasyLearnSK Amazing to hear that!
an unsolicited suggestion -Could you plan some Data Modelling videos with some real time scenarios? anyways, Thanks In Anticipation!!
Hi Shubham, for sure!
What kind of data modelling tutorials are you looking for though?
@@salesforcemakessense In one of interview at PBC salesforce architect asked me to design library system in salesforce. He want me to explain the data model for it. After that he asked to explain security model of it. Hope, i answered your question :)
P.S Not every company asks these kind of question, PBC do ask
@@shubhamthakur-gv4lj got it, will plan something around data models
Hi I have one question after creating when I want that user to login in experience as user it give me error ---looks likes the portal user is not a member of experience
@@swathimangalam I have answered it on the other comment you posted. But you can go theough this video and it will clarify most of your questions.
Good crash course.
Thanks Dilip!
Thanks..Can u pls continue this playlist ...
Absolutely!
@@salesforcemakessense better these things covered - user self registration, if self reg , then how the profiles will be decided
@@venkatpandi2420 The Guest User Access segment could not be covered, but what I can do is dole that out as a separate video. In this one, I wanted to paint the entire Experience Cloud picture so if you are someone who knows nothing about it will be able to start for sure after seeing the video. That's the idea with this video. But yes, I will create another video for Guest User Access specifically :)
Can't we share the record using Sharing rule instead of Sharing set. Could you explain the reason to share records using sharing set?
Sharing Sets are explicitly for Experience Cloud users which let you ensure User - Contact - Account related sharing which might not be possible in Sharing Rules directly. As this is more granular.
Great
🙏
Great content and presentation Himanshu. I am working on the complex "form" requirement, not the lead capture one. Do you think Experience Cloud would make a viable option? As I can see there is no direct way to do that in EC, it is either HTML component or by making one in LWC/aura/visualforce pages.
Let me know your thought around it.
Lightning Web Component would be the most feasible option for a form. No out of the box forms available in EC. And HTML component would be too tedious to manage and maintain.
Awesome video Himanshu . Great Learning . Can i get the ppt pls ???
Thank you, glad the session was fruitful. unfortunately, I cannot share the keynote right now.
How to connect experience cloud site URl with postman for partner API enabled user
,could you please help me with blogs or any videos
Could you please make a tutorial about setting up Discussion forum in Experience Cloud? Thank you.
Sure, will do.
I have a scenario where we have the External users and they do not require Login Option or Form , How can I disable the Login page on the customer service theme?
You need to enable “Guest users can access this site” checkbox and set Home page as the default landing page
Sir can you make video on B2B commerce cloud Lwr site
Hey, I do not have real time experience around B2B but I will definitely make something for LWR soon!
Hi Himanshu can you start playlist on Sales or Service Cloud
Sure can do Krishna!
What is 2 pages are assigned to same user audience then which page he/she will view or it will give an error?
You cannot assign one page to multiple audience. Give it a try and it wont let you do it
How can I restrict user from edit and modify specific fields display in the layout.. For example in contact layout I want user, cannot edit or modify Phone number field.
You need to create separate page layout and make the field read only and assign the layout to the profile of users who should not be able to modify it
Can you please share the assignment?
Can you host wpforms on experience cloud or any other forms besides web to lead or web to case
Web to lead and web to case are forms to be embedded in websites or third parties but you cannot embed wpforms in experience cloud as there is no wordpress plugin capability present here that can be installed
Hi Himanshu
Can we monitize a community website through adsense?
This might be done from a third party by creating campaign but there are currently no provisions inside of salesforce for ads. See if you can create a campaign around your portal to add ads in the pages. Not sure if it would work, but worth a try.
How to change account of contact if user is already created with that contract. Im getting cross reference I'd error even i have modify all permission on contact and account.
You need to disable the customer user first by going to the contact and then update the parent account there. And then reactivate it.
I have a query, I installed a package from app exchange Super Slider, when I tried to use the functionality as an admin can view it, but as a customer account or guest user cant access it.
You need to check whether the permissions needed for the app are given to the right profiles or not. System Admin has access so he/she is able to use it.
Could you please share the ppt that are using
Hi Dharmendra, sorry the keynote cannot be shared at the moment.
How can I make an external user login to the Community Site that I have built?
He won't have any credentials to log in to the site, are there any ways to make external users log in?
You can enable them as Guest users, they can then access without a credential.
Can Someone help me to add the FAQ pages into the navigation menu
You might want to create a new Navigation Item and choose the FAQ object from Site Pages, or create a new FAQ page and choose that page as menu item link.
Thanks for the video! im having trouble posting to Chatter. Im hosting a screenflow on experience cloud and once its submitted a record is created and then a post should be made on chatter. My flow keeps giving me the error Error Occurred: Guest users are not permitted to perform this operation.
Please check Guest User profile and enable the settings ti create chatter posts.
@@salesforcemakessense I believe I have done that. Can you please explain further? in case i missed it
@@09vanillajasmine go to guest user prodile for your site and check chatter permissions. The relevant permissions should be marked tick or checked for this profile.
Also check Salesforce documentation to verify whether they allow guest users to create chatter posts or not (mostly they should) but give it a check
Can i get full details of html and css how to customize in experience builder?
Its not on html and css levels. We use the platform to build on top of it
@@salesforcemakessense but if we need to add some custom styling for components which we are not able to do it by salesforce then how to proceed?
Hi,
I have created a sandbox from our prod, and that has already created att the sites in sandbox. I assume that these sites are totally isolated from prod. Please correct me if I am wrong here.
Yes they are. However check if theres any email address you have from production configured aa default and change that.
Can I get the PPT for reference ? It would be a great help if you could provide this
Waiting for your reply
Sorry Prithvi, the keynote is not available to be shared.
If we have Millions of users for the portal, is creation is same? or is there any automation mechanism?
There is automation to create portal users to code. You can write up a registration handler to import them all at once into the system Anwi.
@@salesforcemakessense Thank you
hii Himanshu.. its a very helpful video.. i have a question, main salesforce license can do all setting for us.. in digital experience i want to add contributors .. one user is x(identity user) ..then X user want to open BUILDER that error shows" You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary."... can you solve it also guide me
thanks !
Hey Devesh, I think that's a permission issue on the profile level. There's a permission that needs to be checked which is "Create and Set Up Experiences" and that should provide you the access needed.
@@salesforcemakessense But Himanshu when i select a identity license, then is only 2 profiles shows... one is standard.. one is custom.. in custom profile i can not add license ! according to me the reason is identity user cant access account, contact ! am i right or wrong ??
@@deveshpareek8174 So, the issue here is with the limited features available on that license that's stopping you from accessing experience cloud.
@@salesforcemakessense it means if i run experience cloud.. mera pss salesforce licence hona mandatory hain for fully access.. other koi license work nahi karnge ! .. am i right or not ?
@@deveshpareek8174 Devesh, you will need a license that allows Experience Cloud configuration. so, yes Salesforce license toh lagega hi, however I am not sure aur koi license hai kya jo allow karta hai.
Sir I am building an external approval process in Salesforce. Can you help in what kind of licenses will be required for them?
If this is for community users, community plus licenses would be needed or partner community licenses
hey how are you ?
I need to configure guided set-up for my community portal so how I can do that kindly let me know
Hey Guided Paths need to be setup within Salesforce and they are a whole different topic and set of configurations.
Check out salesforce article for the same
please let me know
if I could find any article for that then didn't asked to you and change title of this video it doesn't justify @@salesforcemakessense
Hi Himanshu, I followed the steps given an dws able to create my very 1st community page. However I want the public to access without login in. I followed the sharing chapter but the home page still shows a login option and tabs are missing. The profile is for guest user and sharing settings are reald only however when I share the link with friend they can only see the home page and the login option. Can you please help?
Hey, I think you need to enable "Guest users can see this site" setting for the community you want enabled for guest users. Also, the menu items you want to display them without a login has to be marked Publicly Available.
@@salesforcemakessense I did enable the"Guest users can see this site" from the community settings still nothing, I made the tabs read only and shared with my site guest user but only the home tab appears available to the public.
@@missdiya10 What about the object access that the tabs are showing? or the page access (if custom) that is configured as menu item ? or the menu item - is it marked publicly available?
@@salesforcemakessense From builder, I created a guest user profile and turned the custom tabs to default on, with read permission for the objects. For page access the custom tabs are on with basic read access.The menu item is marked publicaly available.
@@missdiya10 the issue could be then due to the IP restrictions on the user profile.
Once those IP addresses are deleted, the Guest user should be able to login. can you try and check?
Can we use WordPress ready theme to Experience Cloud (Communities)
If the theme can be exported and imported we might be able to but there are a lot of considerations and limitations to that in terms of packaging, formatting which will mostly not let you use the wordpress theme.
You can use LWR to create Wordpress like themes inside Experience Cloud as well now.
@@salesforcemakessense thanks for the prompt reply
How do I send translated emails based on the language on the user record?
If you are using custom email templates using Visualforce, you can leverage the lang attribute and fetch users language and locale information.
This will automatically handle the translation for you, but if you are using out of the box templates, not sure if that's something Salesforce provides.
language="{!recipient.language__c}"
Sir How can i Create unauthenticated site, (in previous version it's asked while creating) but now it's not asking "Select an Authentication option". So in this case how can i create it(login without any credentials)
You need to enable Guest user can access the site from the Builder settings. And it becomes unauthenticated.
@@salesforcemakessense Thank you so much Sir !! (You are excellent and you are on different level)
@@user-pz5ys9mj2q 🙂
I created a community site which have custom objects in navigation menu and two LWC components and one report and dashboard in home page.
When I logged in as System Admin, I can't able to see those LWC components, reports and dashboards which I have added to the home Page.
What could be the reason for above issue ?
You need to add system admin profile as member of the community
Workspaces-Administration-Members
@@salesforcemakessense I added him to Members also. But still the LwC and reports are not visible for System Admin, when he logged in to the site.
Help me in sorting this issue. I'm trying everything, can't figure out where I'm having issue.
@@mohammedh4844 have you published your portal?
@@salesforcemakessense I published my portal and I activated also. I can see everything when Previewing but when logging in nothing is visible for System Admin.
@@mohammedh4844 is your LWC exposed for community pages.
You need to define target configs on lwc ja metal file
can we hide the home tab?
No, we cannot remove it. Its disabled by default.
@@salesforcemakessense I have one requirement , I don't want home tab in experience site , is there any way to hide home tab
@@pratikhingade1784 No Pratik
Thanks for reply😍@@salesforcemakessense
Can we delete sites in Salesforce?
You cannot delete them, you can deactivate them. You can delete the pages inside it but the site once created cannot be deleted from the org.
@@salesforcemakessense Thanks for confirming. Is there a way to change the background image in community?
@@adityaadi4885 Yes, you can do that on page level. Click on the Themes option and you should see an option to set an image. If you want to set an image on the body, click on the body and you can either choose a color or an image as background.
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