Salesforce Experience (aka Community) Cloud Complete Guide
- Description
- Curriculum
- FAQ
- Reviews
Introducing the Salesforce Experience (aka Community) Cloud Complete Guide
An All-Inclusive Handbook for Building A Salesforce Community and to help you pass your Certification Exam!
Do you want to build a Salesforce community? First thing’s first; you need to pass the exam. But with so much disjointed information out there, how are you supposed to make sense of it all? Even if you do manage to pass the test, what about turning your knowledge into real-world practice?
You need the Salesforce Experience (aka Community) Cloud Complete Guide. All you need to build a Salesforce Community and help pass your Salesforce Community Cloud certification exam!
We built this course from scratch to cut through the chaos with all you need to know in one place. We’ve put all the pieces together on your behalf, so you can focus on getting experience, nurturing your skills, and expanding your knowledge on the Salesforce Experience Cloud, the newly rebranded Salesforce Community Cloud.
What Will You Learn?
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Experiment with the Experience Builder, from modifying templates to creating new pages, page variations, audiences, adding and removing components, linking to standard and custom objects, using custom navigation and branding, articles and knowledge, and beyond
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Enable, create, configure, and manage memberships
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Employ architecture design options, using CMS Connect, Lightning, and Visualforce
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Showcase your understanding of community infrastructures and different deployment types
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Put different Experience workspaces into practice, building pages, configuring dashboards, reputation, recommendations, moderation, insights, topics, and more
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Differentiate between different license types and their capabilities
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Choose and implement relevant security models depending on the use case
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Understand and utilize key best practices for adoption and engagement
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Setup and configure Knowledge
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Employ build options
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Deploy communities
Why This Course?
As a seasoned consultant with 10+ years of experience in the Salesforce ecosystem and multiple certifications, I know what it takes to pass the Salesforce Experience Cloud certification exam.
A lot of hard work has gone into creating this course that will simplify your learning experience and empower you to study at your own pace. The course includes real-life examples from my own experiences to highlight some of the challenges that can come with rolling out a community.
Do not delay another day. Enroll in the course today and start creating Salesforce communities with confidence. You will certainly walk away with more information than you would find anywhere else under one roof when it comes to the Salesforce Community Cloud Certification Exam!
ENROLL TODAY!
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5
Quick Look Under the HoodVarious settings and configuration options you need to consider before building a Salesforce community.
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6
Create a Community
Exploring the preliminary steps before actually building a Salesforce community.
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7
Domains
Domain requirements and recommendations.
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8
Choosing a Template
Covering available templates from Salesforce and comparing Lightning and Visualforce templates.
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9
Standing Up the Community
Creating the draft community using out of the box templates.
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10
Understanding Community Workspaces
Review of all the Workspaces focusing on some of the details we will be exploring later.
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11
Salesforce Communities Licenses
An in-depth look at various Salesforce Community licenses types and some of their limitations or extra features.
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12
Record Access
Salesforce record access based on the type of licence, sharing, roles or extra functionality like Super User.
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13
Managing External Users
Creating and users from contact records. Also, flagging accounts as Partner Accounts to enable us to convert a contact into a Partner user.
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14
Community Settings
Exploring Salesforce Community settings in Setup focusing on Roles as well.
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15
Super User
Step by step instructions on how to enable and assign the Super User permission/role to your community users.
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16
Delegated Admin
Step by step instructions on how to enable and assign the Delegate Administrator permission to your community users.
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17
Default Community
Assigning the default community to your users in a multi-community org.
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21
Community Topics and Navigational Topics
Creating and adding topics for easier navigation.
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22
Knowledge
Configuring Knowledge and sharing options.
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23
More Knowledge and Featured Topics
Leveraging Featured Topics to surface content your users.
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24
Article Management
Article settings.
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25
Recommendations
Leveraging Recommendations to surface important content to your users.
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29
Publish and Activate the Community
Steps to Publish and Activate a community.
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30
Community Membership
Adding members to your community.
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31
Community Preferences
Exploring various settings in the Administration Workspace.
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32
Public Access
Making the community public.
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33
Guest User Profile
Managing the Guest User profile.
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34
Global Header and App Launcher
Looking at how internal users can log into a community.
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35
Customizing the Login Page
Modifying the Login Page.
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36
Single Sign-On (SSO) with Facebook
Step by step instructions on how to configure single sign-on using social sign-on with Facebook.
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37
Person Accounts
Overview of how Person Accounts can be enabled in your org and how it impacts communities.
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44
Dashboard Mapping and Engagement Reports
Mapping available dashboards and reports to help you manage your community.
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45
Reputation Levels and Points, Article Voting
Setting up REputation Levels and Points to encourage user engagement.
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46
Gamification (Recognition Badges)
Setting up Recognition Badges for rewards and bragging rights.
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47
Knowledge - Article Management (again)
Surfacing and managing articles.
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48
Log in as User and Even More Knowledge
Logging in as a user from within Salesforce and viewing articles as the logged-in user.
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49
The Community Manager & Escalate to Case
Escalating Discussions to Cases as the Community Manager.
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50
Template Updates and Lightning Bolt Solutions
Things to watch out for when updating your templates and what Lighting Bolt Solutions are.
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51
Guided Setup
Quick review of the Guided Setup.
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52
Site.com vs. Salesforce Sites vs. Force.com
Exploring the differences (and similarities) between Site.com, Salesforce Sites and Force.com
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53
Deployment Types
Quick look at how changes in the lower environments can be deployed to upper environments including production ones.
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54
Salesforce Updates: Release Notes
Touching on why you should review the Release Notes and a few quick tips on how to make the best of them.
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55
Community Limits and Restrictions
Covering some of the challenges you might face and should consider for your communities.
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56
Project Considerations and SFDC Scaling
A very condensed look at what you need to consider in order to make your project a success. We will also explore how Salesforce scales.
