• Cert++
  • Practice
  • Certle
  • Review
  • Resources
    • Packs
    • Checklists
    • Guides
  • Upgrade
  • About
  • Community
  • Support
  • Changes
  • Legal
  • Light mode

Cert++

  1. Home
  3. Study Resources
  5. Experience Cloud Consultant
Resource Pack
·Study Checklist

Experience Cloud Consultant

4-Step Path to Passing

  1. 1
    Complete the
    Experience Cloud Consultant Trailmix
  2. 2
    Look at the
    Study Checklist
    Every concept you need to know for your exam, available for free to check off as you learn.
  3. 3
    Attempt
    Practice Exams
  4. 4
    Schedule Your Exam

Core Resources

  • Cert++ Experience Cloud Consultant Practice Exams

    Practice exams for the Experience Cloud Consultant certification with detailed answer explanations.

    certplusplus.com

  • Daily Certle Game (3 free questions per day)

    Practice your Salesforce certification knowledge daily with a challenge inspired by Wordle. Topics might not perfectly align with your preferred exam, but there is a lot of overlap between the certs.

    certplusplus.com

  • Focus on Force (Paid)

    $24 per cert for a year-long license. The website is very slow, but the content is generally solid for this level of certification.

    focusonforce.com

  • Experience Cloud Consultant Trailmix (~8 hours)

    Salesforce's curated collection of trails and modules to prepare for the exam, organized by topic.

    trailhead.salesforce.com

  • r/salesforce - Experience Cloud Consultant Exam

    Community tips, exam experiences, and study advice from people who've recently passed.

    reddit.com

  • Experience Cloud Consultant Exam Guide

    The official exam blueprint from Salesforce with the full list of objectives.

    help.salesforce.com

  • Who Sees What in Experience Cloud (YouTube Playlist)

    Salesforce's official video series on Experience Cloud sharing, visibility, and external users.

    youtube.com

  • Trailblazer Community: Experience Cloud

    Official Trailblazer Community group for Experience Cloud questions, discussion, and peer support.

    trailhead.salesforce.com

  • Cert++ Discord

    The Cert++ community Discord for Salesforce professionals. Exam prep, resource sharing, study groups, and more. Free and open to all.

    discord.gg

  • SFXD Discord

    Large Salesforce community Discord server with channels for consultant topics, career advice, and technical help.

    discord.gg

  • Salesforce Certification Score Calculator

    Check your exam score based on section results. Estimates your total score from category percentages (community-maintained third-party tool).

    scuvanov.github.io

Exam Overview

From the official exam guide

Questions

65

60 scored5 unscored

Duration

105 min

1h 45m

To Pass

65%

Min. score

Pricing

$200 registration · $100 retake

Delivery

Online proctored or at a testing center

Experience

Admin certification plus hands-on Experience Cloud project work recommended

Prerequisites

Salesforce Certified Platform Administrator recommended

Exam Topics

Each topic section shows the topic weight, learning objectives, and links to study resources.

Experience Cloud Basics8%

Use cases for partner portals, customer communities, and employee sites; Experience Cloud personas; external account types; and Workspaces for site building.

  • Illustrate the reasons for creating or utilizing an Experience for a specific use case.
  • Identify most common personas for Experience Cloud.
  • Assess the common types of external accounts and how they are used in an Experience.
  • Apply features and functions of Workspaces for building an Experience.

Resources

  • Set Up a Customer Site with Experience Cloud

    Enable digital experiences, configure permissions, brand the site, and set up reputation levels.

    trailhead.salesforce.com

  • Create a Partner Site with Experience Cloud

    Build and customize a partner site: set up the site, designate a partner account and user, apply page variations.

    trailhead.salesforce.com

  • Experience Cloud Basics

    Experience Cloud overview, customer community use cases, partner portal use cases, and workspace navigation.

    trailhead.salesforce.com

  • UX Personas for Salesforce

    Salesforce user research personas including Experience Cloud customer, partner, and employee personas.

    trailhead.salesforce.com

  • Experience Cloud Site Strategy

    Site goals, team structure, content resources, customer journey mapping, and mobile and security planning.

    trailhead.salesforce.com

  • Data Modeling

    Standard and custom objects, object relationships, and schema builder for external-facing data structures.

    trailhead.salesforce.com

  • Expand Your Reach with Experience Cloud

    End-to-end Experience Cloud trail: basics, search, data modeling, partner sharing, personalization, and knowledge.

    trailhead.salesforce.com

  • Customize Your Experience Cloud Site

    CRM data sharing with partners, knowledge and chat setup, audience personalization, search, and custom theme layout.

    trailhead.salesforce.com

Sharing, Visibility, and Licensing17%

User and object visibility settings, OWD for external users, sharing sets and share groups, external account hierarchies, Customer Community vs. Customer Community Plus vs. Partner Community license selection, external user role hierarchy, and security model design.

  • Given a scenario, set the correct user visibility in an Experience.
  • Given a scenario, set the correct object visibility in an Experience.
  • Recommend the Declarative Sharing options that could be leveraged for an Experience.
  • Given a scenario, implement external account relationships for an Experience.
  • Given a set of requirements, evaluate which external license type(s) to use.
  • Given a scenario, determine a security model based on an Experience use case.
  • Describe roles for external users.

Resources

  • Share CRM Data with Your Partners

    External OWD, account roles, role hierarchy, sharing rules for external users, site-specific sharing, and account relationship sharing.

    trailhead.salesforce.com

  • Protect Your Data in Salesforce

    Login hours, OWD, role hierarchy, sharing rules, and data access auditing.

    trailhead.salesforce.com

  • Data Security

    Org-level, object-level, field-level, and record-level access controls, OWD, role hierarchy, and sharing rules.

    trailhead.salesforce.com

  • User Management

    Adding users, profiles, permission sets, and controlling what users can access.

    trailhead.salesforce.com

  • Permission Set Groups

    Creating permission set groups, managing muted permissions, and applying grouped permissions to external users.

    trailhead.salesforce.com

  • Channel Sales for Partners

    Partner portal use cases, partner experience personalization, onboarding, and connected partner portals.

    trailhead.salesforce.com

  • PRM Portal Strategy

    Channel strategy, portal foundation, partner recruitment and onboarding, and managing channel growth.

    trailhead.salesforce.com

  • Lightning Web Runtime for Experience Cloud

    LWR vs. Aura template differences and how template choice affects the sharing and component access model.

    trailhead.salesforce.com

Branding, Personalization, and Content15%

Experience Builder component configuration, audience-based personalization, Salesforce CMS workspaces and channels, Knowledge article visibility and data categories, and global search vs. federated search configuration.

  • Modify an experience within the Experience Builder.
  • Explain the capabilities of Search within an Experience.
  • Implement Salesforce CMS content into an Experience.
  • Given a scenario, make articles visible or accessible in an Experience.

Resources

  • Personalize Experience Cloud Sites with Audience Targeting

    Create a customer account portal, target audiences by user object, and assign audiences to components and branding sets.

    trailhead.salesforce.com

  • Set Up Salesforce Knowledge

    Configure Knowledge, page layouts, record types, data categories, article creation, and case management with articles.

    trailhead.salesforce.com

  • Build an Experience Cloud Site with Knowledge and Enhanced Chat

    Enable digital experiences, configure messaging, set up Lightning Knowledge, add articles via topics, and brand the site.

    trailhead.salesforce.com

  • Salesforce CMS Basics

    CMS workspaces, channels, contributors, and publishing content across Experience Cloud sites.

    trailhead.salesforce.com

  • Search Basics for Experience Builder Sites

    Search configuration, global search customization, search analytics, and federated search in Aura sites.

    trailhead.salesforce.com

  • Lightning Knowledge Basics

    Knowledge base setup, article types, data categories, and making articles available to external users.

    trailhead.salesforce.com

  • Lightning Knowledge Setup and Customization

    Record types, page layouts, validation status, article and field visibility, and closing cases with articles.

    trailhead.salesforce.com

  • Knowledge-Centered Service with Service Cloud

    KCS methodology, article states, search optimization, and knowledge quality audits.

    trailhead.salesforce.com

Templates and Themes10%

Aura vs. LWR template selection, Customer Service vs. Partner Central vs. Help Center vs. Microsite templates, theme customization in Experience Builder, Lightning Bolt solutions packaging, and template export and import.

  • Given a scenario, select the appropriate theme for an Experience.
  • Given a scenario, identify the right Template for the Experience.
  • Apply packaging, exporting, and importing a template.
  • Assess the use of lightning bolts in Experiences.

Resources

  • Build a Custom Theme Layout Component for Experience Builder Sites

    Create a site, build a custom theme layout component, add a logo, vertical nav, custom search, and configuration properties.

    trailhead.salesforce.com

  • Experience Cloud Sites in Financial Services Cloud

    Enable Experience Cloud in an org, create a site with an industry template, and configure site security.

    trailhead.salesforce.com

  • Screen Flow Distribution

    Display flows on Experience Cloud pages, as quick actions, or externally via communities.

    trailhead.salesforce.com

  • Collaborative Selling with Partner Connect

    Co-selling partnerships, connected Salesforce orgs, and partner portal integration options.

    trailhead.salesforce.com

  • Partner Relationship Management

    Sales Cloud PRM overview, automated onboarding, channel sales, channel marketing, and deployment.

    trailhead.salesforce.com

  • Manage Your Partner Relationships with Sales Cloud PRM

    Channel sales end-to-end: PRM portal strategy, deal registration, partner onboarding, and marketing development funds.

    trailhead.salesforce.com

  • Reports and Dashboards for Lightning Experience

    Report builder, filters, dashboard builder, and key metrics visualization for Experience Cloud sites.

    trailhead.salesforce.com

  • Einstein Bots Basics

    Set up a chatbot, configure intents and dialogs, and deploy a bot to an Experience Cloud site.

    trailhead.salesforce.com

User Creation and Authentication13%

Manual user creation, Data Loader batch provisioning, self-registration flows, JIT SAML provisioning, SSO options (SAML inbound and Social Sign-On), enabling partner and customer users, and guest user access.

  • Describe the different ways users can be created, such as manual, Data Loader, Self-Registration, and Just-in-Time (JIT) provisioning.
  • Given a scenario, determine how to properly set up a user for an Experience.
  • Describe options for Single Sign-On.
  • Apply the steps for enabling partner and customer users for Experiences.
  • Identify how to grant users access to an Experience.

Resources

  • Create a Self-Registration Flow for an Experience Cloud Site

    Build a self-registration flow using Flow Builder for an Experience Cloud portal.

    trailhead.salesforce.com

  • Identity Basics

    Salesforce Identity overview, external user types, SSO protocols (SAML, OAuth), and identity use cases.

    trailhead.salesforce.com

  • User Authentication

    MFA, My Domain, SAML SSO setup, and securing user identity for Experience Cloud sites.

    trailhead.salesforce.com

  • Identity for Customers

    Customer Identity setup, Experience Cloud site SSO configuration, self-registration pages, and Social Sign-On.

    trailhead.salesforce.com

  • Self-Registration in a Portal

    Enable digital experiences, create a customer portal, configure self-registration, and assign login flows.

    trailhead.salesforce.com

  • Identity for Mobile-Centric Customers

    Mobile-first login, self-registration for mobile, custom login flows, and tracking progress with reports.

    trailhead.salesforce.com

  • Streamline Self-Registration for Experience Cloud Sites

    Use Flow Builder to build self-registration flows: record variables, user info capture, communication preferences.

    trailhead.salesforce.com

  • Flow Builder Basics

    Flow Builder fundamentals, variables, and business process automation for self-registration and user provisioning flows.

    trailhead.salesforce.com

Adoption and Analytics5%

Experience Cloud dashboards and site insights setup, moderation features (flagging, rule-based and member moderation), gamification and reputation levels, and adoption best practices.

  • Apply the steps to set up Experience dashboards and insights.
  • Analyze and apply Experience Moderation features.
  • Given a scenario, employ fundamental best practices for adoption and engagement.

Resources

  • Chatter for Lightning Experience

    Chatter posts, groups, questions, polls, and community engagement as an end user.

    trailhead.salesforce.com

  • Chatter Administration for Lightning Experience

    Chatter setup, groups, feed tracking, approvals, and rollout strategy for community adoption.

    trailhead.salesforce.com

  • Service Metrics

    Service data analysis, business decision-making from customer service metrics, and insights reporting.

    trailhead.salesforce.com

  • Salesforce Flow for Service

    Salesforce Flow for Service configuration, case automation, and guided onboarding for agents.

    trailhead.salesforce.com

  • Entitlement Management for Lightning Experience

    Entitlements, milestones, SLAs, and using entitlements with customer cases in Experience Cloud.

    trailhead.salesforce.com

  • Salesforce Surveys for Admins

    Survey setup, questions, distribution, and using surveys to collect community feedback and measure adoption.

    trailhead.salesforce.com

  • Survey Basics

    Create and send surveys, analyze responses, and embed survey links in Experience Cloud pages.

    trailhead.salesforce.com

  • Gather Insights with Salesforce Feedback Management

    Trigger surveys based on cases or lifecycle events, merge fields for personalization, and response reporting.

    trailhead.salesforce.com

Administration, Setup, and Configuration25%

PRM setup for channel sales, Experience Cloud deployment and sandbox-to-production migration, enabling and activating sites, Delegated External User administration, public site configuration, Topics setup, and Service Cloud integration for case management.

  • Apply the steps for implementing Channel Sales Partner Relationship Management (PRM).
  • Describe the capabilities of different Experience deployments and migrations.
  • Describe how to enable and activate an Experience.
  • Given a scenario, recommend and implement Delegated External User administration.
  • Determine the steps to build a public Experience.
  • Determine steps to configure and set up Topics.
  • Apply ticketing and Service Cloud capabilities for Experience Cloud.

Resources

  • Headless Identity Basics

    Headless identity for LWR templates, guest user identity model, and off-platform authentication.

    trailhead.salesforce.com

  • Org Development Model

    Change sets, sandbox-to-production deployment, and release management patterns for Experience Cloud orgs.

    trailhead.salesforce.com

  • Digital Engagement

    Chat, messaging, and digital engagement channels you can surface inside Experience Cloud service sites.

    trailhead.salesforce.com

  • Service Cloud for Lightning Experience

    Service Cloud setup, case management, digital engagement channels, and console administration.

    trailhead.salesforce.com

  • Omni-Channel Readiness and Digital Engagement

    Omni-Channel routing, queue configuration, and digital channel enablement for Experience Cloud service portals.

    trailhead.salesforce.com

  • Salesforce Sandboxes: Quick Look

    Sandbox types, refresh cycles, and when to use each sandbox type for Experience Cloud development and testing.

    trailhead.salesforce.com

  • Service Cloud Configuration

    Configure queues, assignment rules, auto-response rules, and case settings for Experience Cloud-connected service.

    trailhead.salesforce.com

  • Einstein Bots: Project Planning

    Plan and scope a chatbot deployment on an Experience Cloud site: use cases, escalation paths, and success metrics.

    trailhead.salesforce.com

  • Expand Service Cloud with Digital Engagement

    Add Facebook Messenger, SMS, WhatsApp, and web chat channels to an Experience Cloud service site.

    trailhead.salesforce.com

  • Service Cloud Rollout Strategy

    Rollout planning, stakeholder alignment, adoption strategy, and success measurement for Service Cloud in Experience portals.

    trailhead.salesforce.com

Customization Considerations and Limitations7%

Experience Builder platform limits, max active experiences per org, Knowledge requirements for article surfaces, template-specific component restrictions, guest user sharing rules, and site performance considerations.

  • Explain limitations across all Experiences.

Resources

  • Lightning App Builder

    Lightning App Builder page types, component constraints, and limitations when building custom Experience Cloud pages.

    trailhead.salesforce.com

  • API Basics

    Salesforce API types, use cases, and API-layer constraints relevant to Experience Cloud integrations.

    trailhead.salesforce.com

  • Gamification in Loyalty Programs

    Gamification mechanics, point and tier limits, and reward thresholds for Experience Cloud community engagement.

    trailhead.salesforce.com

  • Salesforce Mobile App

    Mobile access constraints, offline limitations, and mobile considerations for Experience Cloud site design.

    trailhead.salesforce.com

  • Service Cloud Voice

    Voice channel setup, telephony integration constraints, and limitations when adding voice to Experience Cloud service portals.

    trailhead.salesforce.com

  • Automated Survey Invitations with Flows

    Survey flow triggers, response collection limits, and constraints on embedding survey flows in Experience Builder.

    trailhead.salesforce.com

  • Knowledge Base Improvement Using Article Feedback

    Article feedback setup, visibility requirements, and Knowledge feature constraints for public and guest user sites.

    trailhead.salesforce.com

  • Omni-Channel Routing and Digital Engagement

    Routing model options, capacity limits, and constraints on Omni-Channel within Experience Cloud service portals.

    trailhead.salesforce.com

Have suggestions for this resource pack?

To help make this the ultimate resource compilation for the exam, please give your thoughts in the free Cert++ Discord.

Suggest a resource