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Practical Guide to Salesforce Experience Cloud

Building, Enhancing, and Managing a Digital Experience with Salesforce

  • Book
  • © 2022
  • Latest edition

Overview

Authors:
  1. Philip Weinmeister

    1. Powder Springs, USA

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  • Shows you how to design, create, manage, moderate, and administer a Salesforce community
  • Teaches you to assess available templates and make an informed selection decision
  • Covers best practices, with valuable tips and insights

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About this book

Whether you are brand new to the world of digital experiences on the Salesforce platform or you are looking to take your Experience Cloud (previously "Community Cloud") knowledge to the next level, this detailed guide will help you build and manage a Salesforce site by leveraging the declarative power of the platform with clicks, not code.


Each Salesforce site/community is a part of a widespread ecosystem, with thousands of sites and millions of users active today on Experience Cloud. Through valuable social and business tools, this online platform enables companies to empower and equip their customers, partners, and employees in new, powerful ways.

Author Philip Weinmeister, Salesforce MVP and the only recipient of the “Community Cloud MVP” Trailblazer award from Salesforce, leads you through the ins and outs of Salesforce Experience Cloud and provides you with an array of best practices to deliver top-notch business portals on the Salesforce platform.


This completely revised edition updates all content to reflect the new "experience-centric" branding and a slew of platform updates from the last few years (including screenshots, terminology, features, etc.). Net new content includes Salesforce CMS, the Experience Cloud Consultant certification exam, and Mobile Publisher, among other topics.


The book takes you through the entire process: from planning and designing a site to configuration/build, setup, and administration, all the way to deployment. Detailed explanations are provided for key components, templates, and features such as Experience Builder, Audience Targeting, Lightning Bolts, and much more.


What You Will Learn
  • Plan and design a site using Experience Cloud
  • Conceptualize how employees, partners, and customers use and benefit from Salesforce sites
  • Use Experience Builder and Lightning components within an Experience Builder template
  • Apply topics and knowledge articles to a site to increase value and adoption
  • Build and display rich content within a site using Salesforce CMS
  • Create dynamic and personalized user experiences with audience targeting
  • Build, export, and import unique templates with the Lightning Bolt solution framework
  • Provide site data for members or site managers



Who This Book Is For
Salesforce administrators, developers, functional architects, business analysts, and site/community managers.

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Table of contents (15 chapters)

  1. Front Matter

    Pages i-xxiii
    Download chapter PDF

  2. Salesforce Experience Cloud

    • Philip Weinmeister
    Pages 1-9

  3. Planning and Preparing for Success

    • Philip Weinmeister
    Pages 11-23

  4. Experience Cloud Licenses and Member Groups

    • Philip Weinmeister
    Pages 25-45

  5. Experience Cloud Template Types

    • Philip Weinmeister
    Pages 47-64

  6. Experience Builder

    • Philip Weinmeister
    Pages 65-132

  7. Pages and Components

    • Philip Weinmeister
    Pages 133-164

  8. Setup and Administration

    • Philip Weinmeister
    Pages 165-209

  9. Access, Sharing, and Visibility

    • Philip Weinmeister
    Pages 211-231

  10. Topics in Experience Cloud

    • Philip Weinmeister
    Pages 233-248

  11. Knowledge Articles in Experiences

    • Philip Weinmeister
    Pages 249-262

  12. Audience Targeting and Personalization

    • Philip Weinmeister
    Pages 263-300

  13. Experience Builder Templates (Lightning Bolts)

    • Philip Weinmeister
    Pages 301-317

  14. Salesforce CMS

    • Philip Weinmeister
    Pages 319-353

  15. Experience Cloud Certification

    • Philip Weinmeister
    Pages 355-361

  16. The Best of the Rest: Additional Experience Cloud Topics

    • Philip Weinmeister
    Pages 363-394

  17. Back Matter

    Pages 395-400
    Download chapter PDF
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Authors and Affiliations

  • Powder Springs, USA

    Philip Weinmeister

About the author

Phil Weinmeister is a Salesforce MVP and VP of Product Management at 7Summits, where he is focused on building innovative components, apps, and bolts that enable impactful, transformative communities on the Salesforce platform. He is 18x Salesforce certified and has delivered numerous Sales Cloud, Service Cloud, and (primarily) Community Cloud solutions to a variety of organizations on Salesforce since 2010. Phil authored Practical Salesforce.com Development Without Code (Apress, 2015) and received an average rating of almost 5 stars on Amazon.com. He has been a Salesforce MVP since 2015 and, in 2017, was was named the first-ever “Community Cloud MVP” at the Lightning Bolt Trailblazer awards at Dreamforce.

A graduate of Carnegie Mellon University, with a double major in business administration/IT and Spanish, Phil now resides in Powder Springs, Georgia, USA. He spends most of his “free” time with his gorgeous, sweet wife, Amy, and his children, Tariku, Sophie, Max, and Lyla. When he’s not trying to make his kids laugh, cheering on the Arizona Cardinals, or rap-battling his wife, Phil enjoys traveling, playing various sports, and growing in his walk with Jesus. 

Stay updated on Phil’s most recent insights and blog posts by following him on Twitter (@PhilWeinmeister).

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