The Salesforce Experience Cloud Consultant program is designed for consultants who have experience implementing and consulting on the Salesforce Experience applications in a customer-facing role. The Salesforce Experience Cloud Consultant Exam is for individuals who want to demonstrate their skills and knowledge in designing, configuring, building, and implementing Salesforce Experience applications, using the declarative customization capabilities of the Experience platform. The Salesforce Experience Cloud Consultant is able to meet customer business requirements that are maintainable and scalable, and contribute to long-term customer success. The credential is relevant to customers, partners, employees, and anyone interested in demonstrating competence with Experience Cloud. In order to qualify to take the Salesforce Experience Cloud Consultant Exam, candidates must have earned the Salesforce Administrator credential.
Course Objectives:
In this course, you will learn to:
- Enable experiences in your organization
- Learn how experiences work and their capabilities.
- Create an experience for Partner Relationship Management.
- Create an experience to provide self-service support for customers.
- Understand the different steps to a successful implementation.
- Learn best practices to maintain engagement on an ongoing basis.
Course content
Introduction
- Course Aims and Overview
- Scenario Introduction
- Setting Up Practice Environment
Experience Cloud Basics
- Illustrate the reasons for creating or utilizing an Experience for a specific use case.
- Identify most common personas for Experience Cloud.
- Assess the common types of external accounts and how they are used in an Experience.
- Apply features and functions of Workspaces for building an Experience.
Experience Cloud Infrastructure
- Experiences Architecture
- How Experiences works in conjunction within the context of Salesforce
- Profiles / Permission Sets
- Data Access
- Automation
- Custom Domain
- Setting up a custom domain
- Use of sub-domains and redirects
Experiences Licensing
- License Types
- Salesforce/Platform Licenses
- Customer Community / Customer Community Plus Licenses
- Partner Community
- Licensing Options
- Unauthenticated Access
- Named Member
Sharing, Visibility, and Licensing
- Given a scenario, set the correct user visibility in an Experience.
- Given a scenario, set the correct object visibility in an Experience.
- Recommend the Declarative Sharing options that could be leveraged for an Experience.
- Given a scenario, implement external account relationships for an Experience.
- Given a set of requirements, evaluate which external license type(s) to use.
- Given a scenario, determine a security model based on an Experience use case.
- Describe roles for external users.
Branding, Personalization, and Content
- Modify an experience within the Experience Builder.
- Explain the capabilities of Search within an Experience.
- Implement Salesforce CMS content into an Experience.
- Given a scenario, make articles visible or accessible in an Experience.
Templates and Themes
- Given a scenario, select the appropriate theme for an Experience.
- Given a scenario, identify the right Template for the Experience.
- Apply packaging, exporting, and importing a template.
- Assess the use of lightning bolts in Experiences.
User Creation and Authentication
- Describe the different ways users can be created, such as manual, Data Loader, Self-Registration, and Just-in-Time (JIT) provisioning.
- Given a scenario, determine how to properly set up a user for an Experience.
- Describe options for Single Sign-On.
- Apply the steps for enabling partner and customer users for Experiences.
- Identify how to grant users access to an Experience.
Adoption and Analytics
- Apply the steps to set up Experience dashboards and insights.
- Analyze and apply Experience Moderation features.
- Given a scenario, employ fundamental best practices for adoption and engagement.
Administration, Setup, and Configuration
- Apply the steps for implementing Channel Sales Partner Relationship Management (PRM).
- Describe the capabilities of different Experience deployments and migrations.
- Describe how to enable and activate an Experience.
- Given a scenario, recommend and implement Delegated External User administration.
- Determine the steps to build a public Experience.
- Determine steps to configure and set up Topics.
- Apply ticketing and Service Cloud capabilities for Experience Cloud.
Customization Considerations and Limitations
- Explain limitations across all Experiences.
To see the full course content Download now
Course Prerequisites
- Students should have completed Accelerates Salesforce Administration & Configuration in Lightning Experience course or have the equivalent experience.
Who can attend
- Consultant/Senior Consultant
- Solution Architect
- Delivery Manager/Director
- Business Analyst, Business Consultant, or Functional Architect
- Salesforce Developer
- Technical Architect
- Experience Designers
- Experience Cloud Site Manager or Engagement Manager
- Salesforce Administrator
Number of Hours: 25hrs
Certification
Key features
- One to One Training
- Online Training
- Fastrack & Normal Track
- Resume Modification
- Mock Interviews
- Video Tutorials
- Materials
- Real Time Projects
- Virtual Live Experience
- Preparing for Certification
FAQs
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- Materials
- Preparing for Certification
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