Step-by-Step Process of Salesforce Experience Cloud Implementation : Melonleaf
by: Melonleaf
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If something matters to businesses in this digital era, it is their customers' experiences. And while seeking solutions to revolutionize the way of providing services and solutions, organizations utilize Salesforce Experience Cloud for efficient engagement and collaboration.
With Experience Cloud, they get access to multiple potent tools to create and launch communities, brand portals, and websites, offering customized engagement to their partners, clients, and staff.
But, while implementing Salesforce Experience Cloud, comprehending technical aspects is also necessary to avoid errors and issues with the implemented product. This article will help you understand how to implement Salesforce Experience Cloud step-by-step with efficiency and if you are going to need Salesforce experts or not.
Step-by-Step Process of Salesforce Experience Cloud Implementation
Salesforce Experience Cloud implementation or any Salesforce product that organizations are seeking to have capabilities of requires a roadmap to define the complete approach of the technical steps you are going to take. These steps involved rich expertise in understanding the cloud's functionalities and capabilities, planning, execution, and support.
Let's dive deep into the step-by-step process to consider while implementing a Salesforce Experience Cloud tailored to your specific needs and requirements in a simplified and hassle-free manner.
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Define the Business Objectives
Firstly, defining a clear vision and business objective is the crucial aspect that an organization should take, and based on that design the approach of implementing a Salesforce Experience Cloud. This whole process of understanding the organization's unique goals, identifying the target audience, and envisioning satisfied customer experiences.
This first stage guides the next subsequent steps of the implementation process and defines the use cases and functionalities you want to offer your users, customers, employees, and partners.
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Access the Requirements
It is essential to assess and comprehend the business requirements and expectations of your customers and external users. Moreover, identifying the desired functionalities, features, and user access within the community. Accessing the requirements will help you to define your implementation strategy, ensuring that tailored and customized solutions as per the specific needs of the customers.
Don't forget to check out: How to Create a Seamless Customer Experience with Salesforce Experience Cloud?
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Enable Experience Cloud
Follow these steps to enable Salesforce's Experience Cloud:
- Access Salesforce Configuration: Access your Salesforce account by logging in, then go to the Setup page. The Setup link is typically located in the top-right corner of the screen.
- Check out the feature settings: In the setting menu, find the option for “Feature Setting”. It might be categorized as "Build" or "Administer".
- Access Experience Cloud Preferences: Find "Experience Cloud" under the Feature Settings section, then click it. You'll be directed to the Experience Cloud settings page by doing this.
- Enable Features and Licenses: You can choose whether to enable Experience Cloud-related licenses and features on the settings page. To enable the relevant licenses and features for your implementation, adhere to the offered prompts and instructions.
- Configure Settings: Review the available configuration settings after you have enabled the necessary licenses and features. You can establish global settings for your Experience Cloud implementation using these options, including the default language, security guidelines, and community preferences.
- Save and Apply Changes: After configuring the Experience Cloud settings, save your modifications. Experience Cloud will be activated for your Salesforce company after the system applies the changes.
- Create a Community
The procedures below should be followed to build a new community in Salesforce Experience Cloud:
- Access Salesforce Configuration: Access your Salesforce account by logging in, then go to the Setup page. The Setup link is typically located in the top-right corner of the screen.
- Check out the feature settings: The setup includes a section called "Feature Settings.". It might be categorized as "Build" or "Administer".
- Open Every Community: Find "Experience Cloud" under the Feature Settings section, then click it. You'll be directed to the Experience Cloud settings page by doing this.
- Building a New Community: Locate the "All Communities" option or link on the Experience Cloud settings page and click on it. A list of existing communities will be displayed.
- Start a Community: To start a new community, click the "New Community" button under the “All Communities” area.
- Choose a Template: Based on the goals and use cases of your community, select the best template for it. Salesforce offers a number of pre-built templates, including Partner Portal, Customer Service, and others. Choose a template that most closely matches the objectives and functional specifications of your community.
- Configure Community Settings: After choosing a template, you may edit the community settings. To represent the identity of your organization, give your community a name, choose a special URL (subdomain), and choose the branding components like logos and colors. Configure the hierarchy of the pages, menus, and other navigational elements for the community.
- Customize Community Pages: To customize the pages in your community, use the Community Builder tool. You can add elements, create layouts, and alter the content to suit your needs by using the drag-and-drop interface. Utilize the capabilities and choices offered to produce an engaging user experience.
- Publish: After customizing the community pages, utilize the preview feature to check and double-check your modifications. Ascertain that the community functions properly and that all features and components appear as expected. If you're satisfied with the look of your community, press the "Publish" button to make it active and accessible for users.
- Setup Community Builder
After customizing and configuring the Community appearance, set up Community Builder as your next step of the implementation process. Design pages by dragging and dropping components, adding branding elements, and creating custom layouts. Ensure the homepage content, headers, footers, and navigation menus are right.
- Define User Profiles and Roles
After identifying the user profiles and roles of the customized and designed community and depending on the access and permissions required for various user groups, create unique profiles or make use of existing ones.
- Set Up Community Access
Set up the community's access options for users. Establish if self-registration is permitted or whether users must be invited. Allow for single sign-on (SSO) with other systems, social sign-on, and other authentication mechanisms, such as username/password.
- Customize Data and Object Access
Define the information and resources that community members can access. To regulate record visibility and data security, create sharing rules, sharing sets, or criteria-based sharing.
- Setup Community Components and Pages
To create and customize pages for the community, use Community Builder. To display Salesforce data, reports, dashboards, or other content, add standard and custom components. Utilize tools like Chatter, Knowledge, or Ideas to promote involvement and teamwork.
- Iterate and test
Test the community's features and user interface on a variety of hardware and browsers. Obtain user and stakeholder feedback to pinpoint areas that could be used for improvement. Make the necessary changes to improve functionality, usability, and performance.
- Publish and Deploy
Deploy the community to a production environment when it has been adequately tested and improved. Set up the proper rights and security settings for the live community. The community should be published so that users can access it.
- Maintaining and Monitoring
Keep an eye on the performance, user engagement, and adoption rates of the community. To gain insights and make data-driven decisions for continuing upkeep and improvement, use the Salesforce reporting and analytics capabilities.
Check out another amazing blog by Melonleaf here: The Ultimate Guide to Salesforce Community Licenses
Salesforce Experience Cloud Implementation
In conclusion, the Salesforce Experience Cloud deployment process employs a methodical approach to create a robust and engaging community platform. A seamless and successful deployment can be greatly aided by using Salesforce's capabilities and engaging with a consulting firm, even though the process may call for technical expertise and thorough planning.
The adoption of the Salesforce Experience Cloud can be hastened greatly by working with a Salesforce Consulting Partner. These partners are highly knowledgeable about Salesforce products and are adept at navigating Experience Cloud's complexities. They support businesses in identifying and overcoming potential obstacles to ensure a seamless and effective implementation to ensure that the developed community adapts to users' changing demands.
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June 07, 2023 at 03:59PM
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