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Salesforce Experience (Community) Cloud Consultant Training · LearnSpace
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courseraIT и технологии

Salesforce Experience (Community) Cloud Consultant Training

Курс от Packt
Продвинутый≈ 15.6 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Updated in May 2025. This course now features Coursera 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’ll 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’ll 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’ll explore advanced topics such as community moderation, where you’ll 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’ll 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’ll 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.

Навыки, которые вы освоите

SalesforceDashboardRole-Based Access Control (RBAC)Data SharingContent ManagementDriving engagementManagement ReportingPerformance ReportingRegistrationData AccessAuthenticationsContent Management Systems

Программа курса

13 модулей · 87 учебных материалов

01Experience Cloud Basics5 материалов

Experience Cloud Basics

Overview of the CourseВидеоFull Course ResourcesЧтениеWhat Is Salesforce Experience Cloud? What Is Experience Cloud Used For?ВидеоCreate a Developer Account for This Course for PracticeВидео

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Packt - Course Instructors

Преподаватель курса

Salesforce Experience (Community) Cloud Consultant Training
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Обучение на Coursera

≈ 15.6 ч

13 модулей

Язык: Английский

Субтитры: Арабский, Французский, Итальянский, Корейский, Немецкий, Пушту, Индонезийский, Испанский, Дари, Японский, Казахский

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How Do I Activate Experience Cloud? Is Experience Cloud Included in Salesforce?Видео
02Create a Customer Portal Site in Experience Cloud9 материалов

Create a Customer Portal Site in Experience Cloud

How Do I Create a Website in Experience Cloud?ВидеоHow Do I Add Chat to Experience Cloud? How Do I Add Salesforce Chat to Website?ВидеоHow Do I Enable Knowledge Settings in Salesforce? Enable the Knowledge ObjectВидеоWhat Is the Purpose of Topics in Salesforce?ВидеоPublishing Experience Cloud Site | Publish the Changes to Your SiteВидеоActivate Your Experience Cloud SiteВидеоHow Do I Enable Contact as a Customer?ВидеоNavigational Topics in SalesforceВидеоBuilding a Community Support Site on SalesforceDIALOGUE
03Moderation10 материалов

Moderation

What Is Moderation Feature in Salesforce?ВидеоSalesforce Communities ModerationВидеоSalesforce Community Moderation RulesВидеоHow to Create Content Moderation Rules ? Review and ReplaceВидеоRate Rules in Salesforce Community/Experience CloudВидеоCreate Rate Limit Rules to Moderate Your Experience CloudВидеоUser Visibility Settings in Salesforce: Community User Visibility in SalesforceВидеоHow to Create Content Rules to Moderate Your Experience Cloud SiteВидеоUnderstanding Content Moderation in Experience CloudDIALOGUEAssessment 1Задание
04Gamification 3 материалов

Gamification

What Is Gamification in Salesforce?ВидеоGamification in Salesforce: How to Implement Gamification in Salesforce?ВидеоSetting Up Gamification for User EngagementDIALOGUE
05Create a Partner Portal Site in Experience Cloud6 материалов

Create a Partner Portal Site in Experience Cloud

Partner Portal Site in SalesforceВидеоPartner User Roles: What Is the Role Hierarchy for Partner Users?ВидеоCreate a Partner Portal, Enable Partner Account and Users, and Add MembersВидеоEnable Partner Accounts and Create Partner UsersВидеоRole-Based Sharing Rules for Partner Community UsersВидеоBuilding and Managing a Partner Portal SiteDIALOGUE
06Sharing, Visibility, and Licensing8 материалов

Sharing, Visibility, and Licensing

How Do I Share a Record with a Community User in Salesforce?ВидеоRole Hierarchy Based on LicensesВидеоUse Sharing Rules for External UsersВидеоWhat Is the Difference Between Sharing Rule and Sharing Set?ВидеоSharing Sets in Salesforce Communities | Set Up Sharing Sets in SalesforceВидеоOverview of Sharing Sets in SalesforceВидеоUnderstanding Salesforce Sharing Settings and Role HierarchyDIALOGUEAssessment 2Задание
07Account Relationships and Account Relationship Data Sharing Rules5 материалов

Account Relationships and Account Relationship Data Sharing Rules

How Do I Enable Account Relationships in Salesforce Community?ВидеоSharing Records in Partner Community from Different AccountsВидеоShare Data Using an Account RelationshipВидеоHow to Set Up Account Relationship Data Sharing Rules?ВидеоUnderstanding Account Relationships and Data Sharing Rules in SalesforceDIALOGUE
08Experience Cloud Licenses2 материалов

Experience Cloud Licenses

How Many Types of Licenses Does Experience Cloud Have?ВидеоUnderstanding Experience Cloud User LicensesDIALOGUE
09Adoption and Analytics9 материалов

Adoption and Analytics

Dashboards in Experience CloudВидеоHow Do I Install Salesforce Adoption Dashboards?ВидеоOverview of Salesforce Adoption Dashboard AppВидеоHow Do I Add a Dashboard to Experience Cloud Salesforce?ВидеоSalesforce Reports for Experience Cloud SiteВидеоInsights Versus Dashboards | What Is Salesforce Insights and How to Create InsightsВидеоCreate Custom Report Type for Salesforce Experience Cloud SiteВидеоUnderstanding and Implementing Salesforce DashboardsDIALOGUEAssessment 3Задание
10Branding, Personalization, and Content12 материалов

Branding, Personalization, and Content

What Is Salesforce CMS? Create CMS WorkspaceВидеоSetting Up Salesforce CMSВидеоUse Salesforce CMS to Manage and Publish Content for Experience Cloud SiteВидеоAdding Content to CMS WorkspaceВидеоCMS Single ItemВидеоCMS CollectionВидеоWhat Is the Use of CMS in Salesforce?ВидеоAdding Static ResourcesВидеоSalesforce CRM Content SourceВидеоWhat Is CMS Connect Salesforce?ВидеоConnect Your Website CMS to Your Salesforce CommunityВидеоUnderstanding Salesforce CMSDIALOGUE
11User Creation and Authentication9 материалов

User Creation and Authentication

Different Ways of Adding Users to Experience Cloud SiteВидеоMass Uploading Users Through Data LoaderВидеоHow Do I Enable Self Registration in Salesforce Community?ВидеоSalesforce Sites Guest User | Configure the Guest User ProfileВидеоSocial Login in Experience CloudВидеоWhat Is Auth Provider in Salesforce? How Do I Add Auth Provider in Salesforce?ВидеоSet Up Social Login for Experience Cloud SiteВидеоWhat Is JIT in Salesforce? What Is Just-in-Time Provisioning?| Enable JITВидеоMethods for Creating Experience Cloud UsersDIALOGUE
12Lightning Bolts6 материалов

Lightning Bolts

What Are Lightning Bolts and How Do I Use Lightning Bolts in Salesforce?ВидеоHow Do I Export a Salesforce Template?ВидеоHow to Create a Lightning Bolt Solution in Salesforce Lightning?ВидеоPackage and Distribute Lightning Bolt SolutionsВидеоUnderstanding Salesforce Lightning Bolt SolutionsDIALOGUEAssessment 4Задание
13Scenario-Based Questions3 материалов

Scenario-Based Questions

Salesforce Experience Cloud Certification Exam Scenario-Based QuestionsВидеоFull Course Practice AssessmentЗаданиеFull Course AssessmentЗадание