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Experience Cloud Consultant

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Experience Cloud Consultant Study Checklist
  • Platform Administrator
  • Platform App Builder
  • Platform Foundations
  • Platform Developer
  • Platform Administrator II
  • Agentforce Sales Consultant
  • Agentforce Service Consultant
  • Platform Data Architect
  • Platform Development Lifecycle and Deployment Architect
  • Platform Identity and Access Management Architect
  • Platform Integration Architect
  • Platform Sharing and Visibility Architect
  • Heroku Architect
  • B2C Solution Architect
  • Experience Cloud Consultant
  • Agentforce Field Service and Operations Consultant
  • Agentforce Nonprofit Consultant
  • Data 360 Consultant
  • Omnistudio Consultant
  • CRM Analytics and Einstein Discovery Consultant
  • Platform User Experience Designer
  • Platform Strategy Designer
  • B2C Commerce Developer
  • JavaScript Developer
  • Omnistudio Developer
  • Platform Developer II
  • Marketing Cloud Engagement Administrator
  • Marketing Cloud Engagement Specialist
  • Marketing Cloud Engagement Consultant
  • Agentforce Sales Foundations
  • Business Analyst
  • Marketing Cloud Engagement Developer
  • Marketing Cloud Engagement Foundations
  • Agentforce Specialist
  • Agentforce Life Sciences Consultant
  • B2B Commerce Administrator AP
  • B2B Commerce Developer AP
  • Agentforce Consumer Goods AP
  • Agentforce Financial Services AP
  • Agentforce Health AP
  • Agentforce Manufacturing AP
  • MuleSoft Integration Foundations
  • MuleSoft Developer
  • MuleSoft Developer II
  • MuleSoft Platform Integration Architect
  • MuleSoft Platform Architect
  • Tableau Desktop Foundations
  • Tableau Data Analyst
  • Tableau Consultant
  • Tableau Server Administrator
  • Tableau Architect
  • Slack Administrator

Checklist progressProgress

0/271Learned

  • Advantages of CRM-connected sites on the Salesforce Platform
  • Self-service support site capabilities and case deflection
  • Partner relationship management and channel sales as a site use case
  • Public unauthenticated sites for marketing and lead capture
  • Matching business requirements to an Experience Cloud site use case
  • Experience Cloud UX personas and their distinguishing behaviors
  • Site team roles across design, build, content, and maintenance phases
  • Business accounts versus person accounts for external site users
  • Customer accounts versus partner accounts in a site
  • Account prerequisites and restrictions for external users
  • Salesforce Setup versus Experience Workspaces versus Experience Builder tasks
  • Experience Workspaces areas and the site-management job each supports
  • Administration workspace pages for core site setup
  • Administration workspace Preferences for optional site features
  • Permissions and site membership needed to use Experience Workspaces
  • Role-based access for Experience Builder site contributors

Given a scenario, set the correct user visibility in an Experience

0/8

  • External User object default and site user visibility settings
  • Portal User Visibility for users in the same external account
  • Site User Visibility and the per-site See other members setting
  • Combined Portal and Site User Visibility outcomes by site type
  • User sharing rules, manual user sharing, and View All Users for site members
  • Contact and personal information visibility on site member profiles
  • Guest user visibility of site members
  • Protecting member identity on public-facing sites

Given a scenario, set the correct object visibility in an Experience

0/3

Object permissions and field-level security for external site users

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External organization-wide defaults for authenticated site users

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Troubleshooting missing or unexpected record access for site users

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Recommend the Declarative Sharing options that could be leveraged for an Experience

0/6

  • Standard versus simple sharing by external license type
  • Sharing set access mappings for account- and contact-related records
  • Sharing set configuration constraints and object eligibility
  • Share groups for records owned by high-volume site users
  • Super user access for partner and Customer Community Plus users
  • Choosing a declarative sharing mechanism for external site users

Given a scenario, implement external account relationships for an Experience

0/6

  • External account hierarchy sharing behavior
  • Setting up an external account hierarchy
  • External account hierarchy considerations and limits
  • When to use account relationships and account relationship data sharing rules
  • Configuring account relationship data sharing rules and account relationships
  • Contacts to multiple accounts for external site users

Given a set of requirements, evaluate which external license type(s) to use

0/8

  • Requirements that drive external license selection
  • Guest access versus authenticated external licenses
  • Internal versus external licenses for site users
  • Customer Community versus Customer Community Plus licenses
  • Partner Community license for channel partner requirements
  • Member-based versus login-based external licenses
  • External license requirements for report creation
  • Upgrading and converting external user licenses

Given a scenario, determine a security model based on an Experience use case

0/5

  • Security planning decisions for a new Experience Cloud site
  • Public page access versus guest data access in Experience Builder sites
  • Record access model for high-volume site users
  • Declarative versus custom access control models for site users
  • Record access across multiple sites in one org

Describe roles for external users

0/4

  • Partner account role hierarchy and data roll-up to the channel manager
  • Placement of partner roles in the internal role hierarchy
  • Default number of external account roles
  • Account Role Optimization for accounts with a single external user
  • Creating custom pages and object pages in Experience Builder
  • Adding and configuring components on Builder pages
  • Content layouts versus theme layouts on site pages
  • Page properties and page-level access in Experience Builder
  • Navigation menus and menu item types
  • Theme panel branding options for colors, fonts, and images
  • Branding login and registration pages in Experience Builder
  • Previewing and publishing Experience Builder changes
  • Audience criteria for Aura site personalization
  • Audience assignment to page variations, branding sets, and components
  • Branding sets for audience-specific look and feel
  • Audience targeting considerations and audience priority
  • Showing or hiding components by device type
  • Multilingual sites in Experience Builder
  • Extending Builder pages beyond standard components
  • Experience Cloud site search versus internal org search
  • Search result visibility for different site user types
  • Search components in Customer Service template sites
  • Making standard and custom objects searchable in Aura sites
  • Search result filtering and Knowledge search options in Aura sites
  • Search and autocomplete for guest users
  • CRM object search and search configurations in LWR sites
  • CMS content search setup in enhanced LWR sites
  • Federated search for externally hosted CMS Connect content
  • Salesforce CMS and the Digital Experiences app
  • Connecting a CMS workspace to an Experience Cloud site
  • CMS workspace strategy and contributor roles
  • Creating, publishing, and scheduling CMS content
  • Displaying CMS content in Aura sites with components and collections
  • Data binding CMS content in LWR sites
  • Guest user access to CMS content and asset files
  • Moving CMS content between sandboxes and production
  • Salesforce CMS versus Knowledge, Files, and CMS Connect for site content
  • Knowledge article channels for customer, partner, and guest audiences
  • Setup steps to expose Knowledge articles on an Experience Cloud site
  • Assigning data category visibility to external and guest users
  • Data category visibility rules for categorized articles
  • Guest user access to Knowledge articles on public sites
  • Automatic topic assignment from data categories
  • Article display options across Aura, LWR, and Visualforce sites
  • Restricting article fields shown to external site users
  • Troubleshooting articles that site users cannot find or open
  • Theme versus template versus content in Experience Builder sites
  • Selecting a prebuilt theme for a site
  • Theme layouts, custom theme layout components and page assignment
  • Considerations when changing or reactivating a site theme
  • LWR, Aura and Visualforce frameworks behind site templates
  • Customer Service template for self-service support sites
  • Help Center template for public knowledge access
  • Customer Account Portal template for account and billing self-service
  • Partner Central template for channel sales and PRM
  • Build Your Own (Aura) template for custom low-code sites
  • Build Your Own (LWR) template for high-performance developer-built sites
  • Microsite (LWR) template for events, landing pages and lead capture
  • LWR template feature gaps compared with Aura templates
  • Aloha and Salesforce Tabs + Visualforce templates
  • Planning factors when recommending a site template
  • Changing a site's template after creation
  • Exporting a customized template from Experience Builder
  • Pages, page hierarchy and variations in an exported template
  • Exporting a customized theme for reuse across sites
  • Exporting a single Experience Builder page instead of a full template
  • Steps to package a template, theme or page for another org
  • Managed versus unmanaged packages for distributing templates
  • Building a site from an installed template in the destination org
  • Settings to reconfigure after importing an exported template
  • Managed template package upgrades and existing sites
  • When to recommend a Lightning Bolt Solution
  • Building blocks a Lightning Bolt Solution can combine
  • Permissions for exporting templates and building Lightning Bolt Solutions
  • Steps to create a Lightning Bolt Solution in Setup
  • Packaging and distribution options for a Lightning Bolt Solution
  • Using an installed Lightning Bolt Solution to build or change a site
  • Prebuilt industry Lightning Bolts for accelerating partner portals
  • Bulk creation of external users with Data Loader
  • Enabling self-registration in Experience Workspaces
  • Default profile for self-registered users
  • Self-registration page types and the Configurable Self-Reg Page
  • Collecting additional user information during self-registration
  • SAML Just-in-Time provisioning for site users
  • JIT SAML assertion fields for Experience Cloud site users
  • Choosing a creation method for Experience Cloud site users
  • Account owner role prerequisite for enabling external users
  • Partner versus customer license assignment for a new site user
  • Cloned versus standard external profiles for site users
  • Finding site user records with global search
  • When to use contactless external users
  • Log in to Experience as User for troubleshooting site users
  • Authentication options for Experience Cloud site users
  • SAML single sign-on with an Experience Cloud site as service provider
  • Social sign-on for site users through authentication providers
  • Choosing an authentication provider type for a third party
  • SAML service provider versus authentication provider relying party
  • Experience Cloud site or org acting as the identity provider
  • Org features unlocked by purchasing partner licenses
  • Permissions for creating and managing external users
  • Steps to enable a partner user on a partner account
  • Steps to enable a customer user from a contact
  • Role assignment when enabling external users on an account
  • Password notification timing when enabling users before site launch
  • Username uniqueness setting for partner users
  • Deactivating external users versus disabling partner users and accounts
  • Site membership through profiles versus permission sets
  • Membership requirement for internal and external users to log in
  • Site membership restrictions and permission set considerations
  • Removing profiles or permission sets from site membership
  • Site status and its effect on member access
  • Welcome emails and password resets for external site members
  • Self-registration and authentication providers as site access paths
  • Engagement Insights versus dashboards for site managers
  • Salesforce Communities Management AppExchange package setup
  • Permissions for mapping and viewing Workspaces dashboards and Insights
  • Steps to create and map site dashboards in Experience Workspaces
  • Mapping Engagement Insights pages and configuring Insights actions
  • Experience Pulse metric tiles in Workspaces
  • Site custom report types and the Network ID filter
  • Making reports and dashboards available to external site users
  • Workspaces dashboard refresh, rendering and subscription considerations
  • Experience Cloud moderation capabilities and when to use each
  • Moderation permissions for internal and external site moderators
  • Member flagging preference and group owner moderation
  • Moderating flagged posts, files, and messages
  • Content moderation rules for keyword-based enforcement
  • Member criteria versus content criteria in moderation rules
  • Rate limit rules for spammer and bot protection
  • Moderation rule order of execution
  • Review and approve moderation for posts and comments
  • Moderation Overview page and moderation activity reporting
  • Experience Cloud moderation limits and limitations
  • Personas and customer journeys for site engagement planning
  • Defining site adoption success metrics for a use case
  • Driving discovery and traffic to a newly launched site
  • Reputation levels and recognition badges for member engagement
  • Choosing tools to measure site adoption, engagement and page views
  • Sales PRM fit and capabilities across the partner lifecycle
  • Partner Central template and license support for PRM features
  • Partner Central site setup roadmap and task order
  • Org prep for partner users: channel manager role, partner accounts, and users
  • Exposing leads and opportunities to partner users on a site
  • Lead distribution to partners with the Lead Inbox
  • Deal registration for partner-sourced opportunities
  • Channel programs and program levels for partner tiers
  • Channel marketing with market development funds and Campaign Marketplace
  • Channel Management Console setup for channel managers
  • Predesigned PRM reports and dashboards for channel managers
  • Reports and dashboards for partner users on a partner site
  • External users as approvers in site approval processes
  • Change sets versus Metadata API for migrating a site between orgs
  • Lightning Bolt Solutions versus deployment tools for moving a site
  • Deploying a full site with outbound and inbound change sets
  • Dependencies to add manually to a site change set
  • Change set overwrite behavior and target org requirements for sites
  • Site features that need manual setup after a change set deployment
  • Administration and login settings during a change set migration
  • Partial site content deployment for enhanced LWR sites
  • Enabling Digital Experiences for an org
  • External access considerations after enabling Digital Experiences
  • Org-wide Digital Experiences Settings that apply to all sites
  • Go-live sequence from enabling Digital Experiences to a live site
  • Activating versus publishing an Experience Cloud site
  • Site statuses, deactivation, and allowed transitions
  • Permissions and site roles for creating, publishing, and activating sites
  • When to recommend delegated external user administration
  • Delegated external administrator capabilities and contact record actions
  • License eligibility for delegated external user administration
  • Steps to configure a delegated external user administrator profile
  • Site and permission readiness for delegated external administrators
  • Permission side effects of delegated external user administration
  • External user management of other accounts with the Account Switcher
  • Steps to launch an unauthenticated public Experience Cloud site
  • Site-level public access setting in Experience Builder
  • Page-level access versus site default and audience-based page variations
  • Guest visibility of components, fixed-access pages, files and CMS content
  • Configuring the guest user profile for a public site
  • Guest user sharing rules and secure guest record access
  • Letting guests submit cases or forms without logging in
  • Default owner for records created by guest users
  • Testing, auditing and remediating guest access on a live public site
  • Navigational, featured, content, and member-created topics compared
  • Navigational topic and subtopic setup steps
  • Content topics and enabling topics for content
  • Ways to assign Knowledge articles to site topics
  • Merging, renaming, and deleting topics in Topic Management
  • Topic permissions for administrators and site members
  • Service features a self-service site can surface
  • Self-service case submission and deflection for site members
  • Site Case Feed for member and agent case collaboration
  • Question-to-Case for escalating unresolved site questions
  • Controlling Customer Community Plus access to contact-related cases
  • Adding an Agentforce Service Agent to an Experience Cloud site
  • Maximum number of Experience Cloud sites per org
  • Experience Cloud site usage allocations and monitoring
  • Feature differences between Tabs + Visualforce and Experience Builder sites
  • Supported browsers and mobile devices for Experience Builder sites
  • Username uniqueness rules by external license type
  • Partner Community license account association requirements
  • Sharing rules versus sharing sets for Customer Community license users
  • Account team limitations for partner and customer users
  • Email, reminder, and notification limitations for external users
  • Page hierarchy limits in Experience Builder
  • Lookup field limitations in Experience Builder sites
  • LWR site route limits and dynamic content design
  • Multilingual site limitations for login pages and language selection
  • Partner Central template limitations and workarounds
  • Restricting file size and type for site uploads
  • Guest user file uploads on Experience Cloud sites
  • Guest case submission and validation through Contact Support
  • Google reCAPTCHA dependency on Experience Cloud sites
  • Moderation criteria and rule limits for sites
  • Moderation rule coverage and audit limitations
  • Built-in site analytics limits versus third-party tools
  • Performance and scale tools for high-volume Experience Cloud sites
  • Change set gaps when deploying Experience Cloud sites
  • Content left out of Experience Builder template and page exports
  • Lightning Bolt Solution packaging considerations

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  1. Experience Cloud Consultant Checklist
  3. Sharing, Visibility, and Licensing

Object permissions and field-level security for external site users

Explainer

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Practice Question

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Next conceptExternal organization-wide defaults for authenticated site users

Checklist progress

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  1. Experience Cloud Consultant Checklist
  3. Sharing, Visibility, and Licensing
Object permissions and field-level security for external site users

Explainer

Learn More

Practice Question

Keep going

Next conceptExternal organization-wide defaults for authenticated site users

Explainer

Object permissions and field-level security decide what an external site user can do with a type of data and which fields they can see. Object permissions control create, read, edit, and delete access to a whole object. Field-level security narrows that access to individual fields. Sharing then decides which individual records the user reaches. You set both through the profile and permission sets assigned to external users.
Core information
  • Salesforce controls data access in layers. Profiles, permission sets, and permission set groups provide object-level and field-level security. Record-level sharing (org-wide defaults, role hierarchy, sharing rules) then controls which individual records a user can view and edit.
More details and nuances
  • View All Records and Modify All Records are the exceptions to the rule, because they override sharing. They grant access to every record of the object regardless of sharing settings, and Modify All Records also lets users transfer and approve records. On an external user's profile or permission set, either one bypasses the record-level limits you set for that user.

Explainer

Object permissions and field-level security decide what an external site user can do with a type of data and which fields they can see. Object permissions control create, read, edit, and delete access to a whole object. Field-level security narrows that access to individual fields. Sharing then decides which individual records the user reaches. You set both through the profile and permission sets assigned to external users.
Core information
  • Salesforce controls data access in layers. Profiles, permission sets, and permission set groups provide object-level and field-level security. Record-level sharing (org-wide defaults, role hierarchy, sharing rules) then controls which individual records a user can view and edit.
More details and nuances
  • View All Records and Modify All Records are the exceptions to the rule, because they override sharing. They grant access to every record of the object regardless of sharing settings, and Modify All Records also lets users transfer and approve records. On an external user's profile or permission set, either one bypasses the record-level limits you set for that user.