Salesforce Community (Experience) Cloud Consultant

Paths

Salesforce Community (Experience) Cloud Consultant

Authors: Phil Weinmeister, Jarrod Kingston

Creating a unique, digital experience full of rich Salesforce data for your customers, partners, and employees is becoming what could be considered a standard part of a Salesforce... Read more

What you will learn

  • Establish a rationale for using Salesforce Community Cloud as a digital experience platform
  • Strategize and plan a successful implementation
  • Understand community membership and licensing considerations
  • Establish an appropriate community template
  • Describe foundational community elements
  • Describe foundational community tools
  • Create and configure a Salesforce community
  • Establish initial community preferences and settings
  • Establish branding and theme
  • Establish community pages
  • Build and present page content via components
  • Establish knowledge base
  • Establish key community elements
  • Establish community content via Salesforce CMS
  • Establish community personalization
  • Understand community changes
  • Build a Salesforce community with Visualforce
  • Develop custom components to extend a Lightning community
  • Understand additional opportunities to customize a community with code
  • Understand Community Analytics
  • Understand community moderation
  • Understand community deployment
  • Understand Lightning Bolt
  • Understand Community Adoption and Engagement Best Practices

Pre-requisites

There are no prerequisites for this path.

Path Courses

In this path, you’ll learn how to tackle the key elements of working with Salesforce Community (Experience) Cloud to prepare you for a meaningful declarative and/or technical role in creating a Salesforce community.

Please note that, as of October 2020, “Salesforce Community Cloud” has officially been renamed “Salesforce Experience Cloud.” While that is the case, Salesforce has acknowledged that many references will remain “Community Cloud” for some time. For this course and other courses in this path, “community” and “experience” can be seen as interchangeable.

Fundamentals of Salesforce Community Cloud

by Phil Weinmeister

Jun 11, 2020 / 1h 51m

1h 51m

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Description

Are you new to Salesforce communities, or even the Salesforce platform overall, and need to help design or build a digital experience using this platform? In this course, Fundamentals of Salesforce Community Cloud, you’ll learn the critical concepts of Community Cloud to prepare you for a significant role in implementing a Salesforce community. First, you’ll explore how to strategize and plan a successful implementation. Next, you’ll discover foundational community elements and their role in community building. Finally, you’ll learn how to leverage key tools that will be utilized in a hands-on implementation. When you’re finished with this course, you’ll have the skills and knowledge of an administrator, business analyst, or community manager needed to play a significant role in the development of a new community on the Salesforce platform.

Table of contents
  1. Course Overview
  2. Using Salesforce Community Cloud as a Digital Experience Platform
  3. Planning a Successful Salesforce Community Implementation
  4. Licensing and Membership Considerations for Salesforce Communities
  5. Salesforce Community Templates
  6. Fundamental Elements of Salesforce Communities
  7. Fundamental Tools of Salesforce Communities

Building and Configuring a Salesforce Community Cloud Experience without Code

by Phil Weinmeister

Nov 4, 2020 / 2h 17m

2h 17m

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Description

Are you preparing to build a digital experience using Salesforce Community Cloud and looking for a practical guide to empower and equip you for the task ahead? In this course, Building and Configuring a Salesforce Community Cloud Experience without Code, you’ll learn the critical skills involved in developing a Salesforce community. First, you’ll tackle the selection and configuration of a community template and theme, critical foundational pieces in your build. Next, you’ll cover community pages and components, including content layouts, component placement and configuration, and page settings. Finally, you’ll setup and configure other critical community elements, such as knowledge, CMS, and personalization. When you’re finished with this course, you’ll have the skills and knowledge of a “community builder” needed to develop, configure, and launch a digital experience through Salesforce Community Cloud.

Table of contents
  1. Course Overview
  2. Getting Started with Your Community Build
  3. Establishing Your Community Pages and Components
  4. Setting up Common Community Elements
  5. Incorporating the Power of Salesforce CMS in Your Community
  6. Expanding the Value of Your Community with Knowledge
  7. Personalizing Your Community via Audience Targeting
  8. Launching Your Salesforce Community

Coming Soon

Developing and Extending a Salesforce Community Experience with Code

Coming Soon

by Sara Morgan Nettles

Launching and Managing a Salesforce Community Experience

by Jarrod Kingston

Aug 18, 2020 / 1h 14m

1h 14m

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Description

Are you preparing to launch a Salesforce community and looking to learn best practices for a successful launch? In this course, Launching and Managing a Salesforce Community Experience, you’ll learn key methods for deploying, managing, and measuring adoption for a Salesforce community. First, you’ll explore the different ways to deploy your community from environment to environment. Next, you’ll discover how to set up and configure community moderation. Finally, you’ll learn how to use community dashboards and reports to measure adoption and engage with the community members. When you’re finished with this course, you’ll have the skills and knowledge about Salesforce Community Cloud needed to successfully launch and manage a community on the Salesforce platform.

Table of contents
  1. Course Overview
  2. Community Deployments
  3. Community Moderation
  4. Community Analytics
  5. Community Adoption and Engagement Best Practices
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