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Customize your Experience Cloud Site

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Free Online Course: Customize your Experience Cloud Site provided by Trailhead is a comprehensive online course, which lasts for 6-7 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
6-7 hours worth of material
Self Paced
Overview

  • Learn how to optimize and personalize your site with high-impact customizations.

    • Learn how to use Salesforce settings to share CRM data securely with partners.
    • Use the Customer Service template to create a site with chat snap-ins and knowledge.
    • Build a customer account portal that's personalized for different audiences.
    • Set up search features so site members can find the information they need.
    • Customize your Experience Builder site with a theme layout component.

Syllabus

    • Share CRM Data with Your Partners
      • Launch Your Trailhead Playground
      • Create a Partner Portal, Enable Partner Account and Users, and Add Members
      • Set Your Org's External Org-Wide Defaults
      • Set Up Account Roles and the Role Hierarchy
      • Use Sharing Rules for External Users
      • Use Site-Specific Sharing
      • Share Data Using an Account Relationship
    • Build an Experience Cloud Site with Knowledge and Chat
      • Launch Your Trailhead Playground
      • Enable Digital Experiences and Chat Agent
      • Enable and Configure Lightning Knowledge
      • Add Knowledge to the Site Using Topics
      • Add Branding and Components to the Site
      • Try Out Your New Site
    • Personalize Experience Cloud Sites with Audience Targeting
      • Launch Your Trailhead Playground
      • Create a Customer Account Portal
      • Target Audiences Based on the User Object
      • Assign Audiences to Components and Branding Sets
    • Search Basics for Experience Builder Sites
      • Search in Experience Builder Sites
      • Tailor Global Search to Your Experience Builder Site
      • Set Up Search Customizations
      • Make Better Decisions with Search Analytics
    • Build a Custom Theme Layout Component for Experience Builder Sites
      • Create an Experience Builder Site
      • Create a Custom Theme Layout Component
      • Add a Company Logo
      • Build a Vertical Navigation Menu
      • Build a Custom Search Component
      • Add Configuration Properties to the Theme Layout

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