Mastering Salesforce Experience Cloud: Strategies for creating powerful customer interactions (Paperback or Softback)

Your guide to unlocking business potential and technical mastery with essential to advanced strategies for launching and maintaining top-tier Experience Cloud sites effortlessly

Key Features

• Empower your team and your organization to lead and maintain an Experience Cloud transformation
• Master out-of-the-box Experience Cloud features, custom development options, and development best practices
• Curate a consumer-friendly Experience Cloud site that maximizes value for your company, while keeping maintenance costs low
• Purchase of the print or Kindle book includes a free PDF eBook

Book Description

Empowering your target audience to interact effortlessly with you and your product offerings is a critical aspect of business in the modern era. Users expect easy, professional digital experiences when engaging with organizations. However, creating engagement applications from scratch is challenging, and connecting user behavior with your organization’s data is even more complex.

Enter Salesforce Experience Cloud sites, website portals built on the Salesforce data model that seamlessly connects your user data to your user experience. Mastering Salesforce Experience Cloud focuses on the human-centric nature of this product, beginning with a comprehensive guide on designing for your organization’s desired users and ensuring success for both internal teams and end users. After exploring the real-world applications of Experience Cloud and reviewing license models, this book provides a beginning-to-end guide to mastering the technical backend of this product, covering both out-of-the-box settings and customization techniques.

By the end of this book, you’ll have gained a deep understanding of the Experience Cloud data model and customization options to create engaging, user-centric digital experiences that deliver value to your organization and stakeholders.

What you will learn

• Define your audience and identify your overall strategy for an Experience Cloud site
• Understand the technical and operational strategy needed to support your site
• Work with the Experience Cloud data model and standard template features
• Determine when to use Visualforce, Aura, LWC, or LWR while exploring custom development options
• Get to grips with the how Salesforce Flow and Triggers work
• Leverage marketing automation, knowledge base, and communication in the site
• Find out about site launch tactics, user creation, site moderation, and ongoing reporting

Who this book is for

If you want to understand the intricacies of Salesforce Experience Cloud, transform your client experience, enhance your enterprise architecture, and create a scalable, world class-customer web experience that smoothly integrates with an existing Salesforce instance, this book is for you. Business leaders, IT leaders, Salesforce developers, Salesforce admins, and web teams tasked with delivering and maintaining an excellent, integrated Experience Cloud portal will benefit from this book. Ideal for readers with Salesforce experience in any cloud or a basic grasp of Service Cloud features.

Table of Contents

1. Defining Your Digital Experience Strategy
2. Translating Your Audience and Interactions into Meaningful Technology Features
3. Technology Component Identification – Which Parts of Experience Cloud Do I Need?
4. Curating Data Models
5. Understanding Experience Cloud Templates
6. When to Use Aura Components, Lightning Web Components and Lightning Runtime Components
7. Leveraging Screen Flows versus Apex
8. Understanding Inputs – Emails, Chats, and Text Messages

(N.B. Please use the Read Sample option to see further chapters)

Lillie Beiting began her Salesforce experience in Fortune 500 companies such as General Motors, Stanley Black and Decker, and Anthem. For her expertise in Salesforce products, Beiting was recognized as a Salesforce Trailblazer and one of the 30 Marketers to Watch. She has spoken at multiple conferences and Salesforce events, notably at Dreamforce 2018.Beiting has contributed to the field of Data Ethics as a United Nations Delegate in Data Ethics in Sustainable Development Goals. She was also a contributing author for the first artificial intelligence ethics certification program, The Ethics Certification Program for Autonomous and Intelligent Systems (ECPAIS), from the Ethical Institute of Electrical and Electronics Engineers (IEEE).

Rachel Rogers stumbled into a technology-first career when she was introduced to Salesforce. In a world driven by hyper-connectivity, she pushes to understand: what do we lose when we remove people from the equation? She has led multiple companies in the quest to curate technology with the people at its heart.Rachel spoke at Dreamforce from 2012 to 2018. In 2013, she was honored as a Salesforce MVP and was inducted into the Salesforce MVP Hall of Fame in 2019, recognizing her expertise and commitment to the Salesforce Community. She won the Lighting Bright Ideas Award, Data Driven Business Leader Award, and was the original Lightning Champion. In 2024, she was awarded the Honorable Listed as Who's Who in America 2024.