Updated in May 2025. This course now features 糖心vlog官网观看 Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. This course is designed to take you through every aspect of Salesforce Experience Cloud, a powerful tool for creating and managing online communities and portals. You鈥檒l begin with a comprehensive overview of Experience Cloud, learning about its core functionalities and how to set up a developer account for hands-on practice. The course then delves into building customer portals, where you鈥檒l master the steps of site creation, chat integration, and knowledge management, ensuring you can create dynamic, user-friendly experiences for your customers. As you progress, you鈥檒l explore advanced topics such as community moderation, where you鈥檒l learn to implement effective rules and guidelines to maintain a safe and collaborative environment. The course also covers gamification, teaching you how to engage and motivate users with interactive features. You鈥檒l move on to creating partner portals, managing user roles, and setting up robust data sharing and visibility rules, crucial for any organization working with external partners. The final modules focus on enhancing your community with analytics, content management, and user authentication techniques. You鈥檒l learn to implement dashboards for insightful reporting, personalize content using Salesforce CMS, and streamline user access with social logins and self-registration. By the end of this course, you will be well-equipped to design and manage sophisticated community solutions on the Salesforce Experience Cloud platform, preparing you for the Salesforce Experience Cloud Consultant certification exam. This course is ideal for Salesforce professionals, administrators, and consultants looking to specialize in Experience Cloud. Participants should have a basic understanding of Salesforce and be familiar with its core functionalities. Prior experience in community management or CRM systems is beneficial but not required.
Partner User Roles: What Is the Role Hierarchy for Partner Users?
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Skills You'll Learn
Drive Engagement, Single Sign-On (SSO), Cloud Development, Customer experience improvement, Management Reporting, Content Management, Identity and Access Management, Authentications, Salesforce, User Accounts, Registration, Role-Based Access Control (RBAC), Dashboard, Data Sharing
From the lesson
Create a Partner Portal Site in Experience Cloud
In this module, we will focus on creating a partner portal site. We will define partner roles, enable partner accounts, and set up role-based sharing rules to facilitate secure collaboration and data sharing within the partner community.
Taught By
Packt - Course Instructors