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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
  • 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
  • Object permissions and field-level security for external site users
  • External organization-wide defaults for authenticated site users
  • Troubleshooting missing or unexpected record access for site users
  • 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
  • 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
  • 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
  • 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
  • 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

Given a scenario, select the appropriate theme for an Experience

0/4

  • 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

Given a scenario, identify the right Template for the Experience

0/12

  • 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

Apply packaging, exporting, and importing a template

0/9

  • 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

Assess the use of lightning bolts in Experiences

0/7

When to recommend a Lightning Bolt Solution

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Building blocks a Lightning Bolt Solution can combine

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Permissions for exporting templates and building Lightning Bolt Solutions

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Steps to create a Lightning Bolt Solution in Setup

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Packaging and distribution options for a Lightning Bolt Solution

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Using an installed Lightning Bolt Solution to build or change a site

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Prebuilt industry Lightning Bolts for accelerating partner portals

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  • 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. Templates and Themes

Packaging and distribution options for a Lightning Bolt Solution

Explainer

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Practice Question

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Next conceptUsing an installed Lightning Bolt Solution to build or change a site

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  1. Experience Cloud Consultant Checklist
  3. Templates and Themes
Packaging and distribution options for a Lightning Bolt Solution

Explainer

Learn More

Practice Question

Keep going

Next conceptUsing an installed Lightning Bolt Solution to build or change a site

Explainer

A Lightning Bolt Solution is a portable bundle that can combine custom Lightning apps, flow categories, and Experience Builder templates or pages, so you build a solution once and reuse it. You can reuse a solution in your own org. You can also package it, then share the package link privately or list it on AppExchange to share or sell.
Core information
  • A Lightning Bolt Solution combines one or more of three parts: customized Experience Builder templates, flow categories, and custom apps. Instead of a full template, you can include a single Experience Builder page with its content layout and components. A template isn't required, so you can distribute apps or flows alone and add a template when you want to apply your brand.
More details and nuances
  • A standalone theme can be exported from Experience Builder and packaged on its own, but it can't be included in a Lightning Bolt Solution. A template is different, because it already includes a theme layout and CSS, along with pages, content layouts, and Lightning components.

Explainer

A Lightning Bolt Solution is a portable bundle that can combine custom Lightning apps, flow categories, and Experience Builder templates or pages, so you build a solution once and reuse it. You can reuse a solution in your own org. You can also package it, then share the package link privately or list it on AppExchange to share or sell.
Core information
  • A Lightning Bolt Solution combines one or more of three parts: customized Experience Builder templates, flow categories, and custom apps. Instead of a full template, you can include a single Experience Builder page with its content layout and components. A template isn't required, so you can distribute apps or flows alone and add a template when you want to apply your brand.
More details and nuances
  • A standalone theme can be exported from Experience Builder and packaged on its own, but it can't be included in a Lightning Bolt Solution. A template is different, because it already includes a theme layout and CSS, along with pages, content layouts, and Lightning components.