Salesforce Experience Cloud Consultant exam questions and answers 2024

External User License Types 5 different types: 1. External Apps 2. Customer Community 3. Customer Community Plus 4. Partner Community 5. Channel Accounts Lightning External Apps Plus License Good for B2C interactions; minimal interactions with SFDC records Enables access to Leads and Opportunities and Campaigns Custom digital experiences to engage any external stakeholder, including Brand Engagement and Customer Loyalty. Limited access to CRM objects. The External Apps license can be used with person accounts. 45 MB per member (member-based), 20 MB per member (login-based) Brainpower Read More Previous Play Next Rewind 10 seconds Move forward 10 seconds Unmute 0:04 / 0:15 Full screen Customer Community (CC) Licenses Good for thousands of users; ideal for B2C 1. Self-service support portal 2. Update user address 3. Peer-to-peer forums Business-to-consumer experiences with large numbers of external users who need access to case objects or knowledge. The Customer Community can be used with person accounts. Maximum custom objects is 10 Maximum 10,000,000 users in customer site Enable the Contact as a Customer Does not use roles and advanced sharing Customer Community Plus (CC+) Licenses Can be used for both B2B and B2C; enables access to reports/dashboards Business-to-consumer experiences with external users who need access to reports and dashboards and need advanced sharing. The Customer Community Plus can be used with person accounts. Have up to 2,000,000 users limit for partner portal to avoid performance degradation Enable the Contact as a Customer Supports role hierarchy Partner Community (PC) Licenses Good for B2B; provides access to SFDC objects like Leads, Campaigns, Opportunities, etc. 1. Partner Relationship Management for Resellers 2. Brokers Business-to-business experiences that need access to sales data such as partner relationship management. The Partner Community can't be used with person accounts. Have up to 2,000,000 users limit for partner portal to avoid performance degradation Enable the Account as Partner and then enable contact as Parter User User Setup Every site user needs to be associated with an account Person Account - one person account can be one site user (CC, CC+) Business Account - represent companies; need to Enable as Partner and then Enable as Partner User on Contact Channel Accounts (CA) Licenses Business-to-business sites and portals that calculate their usage based on number of partners instead of number of individual users. Login-Based License You purchase a specific number of logins to be used every month External users associated with that license consume one login each time they log into a site - is only counted on a daily and unique basis API Enabled Must be checked on the profile in order to enable the user to access the site from Mobile app CMS Connect Lets you embed assets from a third-party CMS in Experience Builder Can connect CMS components, HTML, JSON, CSS, and JavaScript to customize your site and keep its branding consistent with your website Content renders dynamically from site pages - displays headers, footers, banners, blogs, articles, and other reused content. Supports content from: 1. Adobe Experience Manager 2. Drupal 3. SDL 4. Sitecore 5. WordPress Account Roles & Role Hierarchy for External Users 1. Owner of the Account (and whoever is shared with this record) 2. Executive 3. Manager 4. User Records are within the account hierarchy for external users, but also can be shared among internal users through the typical sharing model Through the Account, extend role hierarchy to external users Data visibility rolls up from the User to Executive and then to Owner of the Account Considerations 1. Consider Account roles when first Experience Cloud site user 2. Default is 1 role per account when account is enabled as partner 3. Account roles are specific to accounts 4. Default roles: 5,000 (can go to 500,000 w approval) 5. Use with Customer Community Plus and Partner Community licenses 6. Account roles are for business accounts Account Relationships Model business relationships and share data between partner and partner accounts Set up account relationships once to determine sharing needs Considerations 1. Available for users with Partner Community & Customer Community Plus 2. Applies to: - Accounts - Contacts - Campaigns - Cases - Leads - Opportunities - Orders - Custom Objects Enable Account Relationships Guest User Profile Each is linked to a specific Experience cloud site Designed to control public or unauthenticated access to data/content on site Default settings are incredibly restrictive, but can open up access to objects Recommend set up external sharing model with guest users Can set up FLS or public accessibility on page by page basis Considerations 1. Always active in an org as long as the site is active and public 2. Set default record owner for records created by guests; can be done on site-by-site basis; guests cannot be the owner Edit the profile from the 'General' section of 'Settings' in Builder Public Access Check "Public can access this site" to enable Experience Cloud site pages to be accessible to the public (includes unlicensed users) Page access: 1. Community Default Setting 2. Public 3. Requires Login Public pages are always login pages, register, forgot password, etc. If enabled at the page or site level, Let guest users view asset files and CMS content available to the site is checked to be true - enables guest users to view asset files and CMS content available Grant public access to each page in Builder in Page Properties Super User for Partner Users Allows partner users to view data of other users with the same role or below in the partner role hierarchy Applies to cases, leads, custom objects, and opportunities ONLY Enable Partner Super User Access on Digital Experiences | Settings Contact record access for PC Permission Set access for CC+ Featured Topics Accessible from the body of your site page Uniquely identify them (only appear on the home page, at the top of the featured topic pages, and default banner) Navigational Topics Available from Topics menu - when selected the banner image will show at the top of the page Content Topics Allow you to organize your original content around common themes Assign them to the native content Member-Created Topics Site members can create by using hashtags in body text or typing in the topics suggestions box Multilingual Site Set up the default language and other languages for the site Export and prep the content and send for translation or translate directly on the page Import translated content Add Language Selector Salesforce Page Optimizer Analyzes your site and identifies issues that impact performance Free plug-in available from Chrome Web Store Content Delivery Network (CDN) Delivers Salesforce content to users on your Experience Cloud sites or any content managed through public channels Included on all orgs with Enhanced Domains included Recommendations Drive engagement for your Experience Cloud site, encouraging users to watch videos, take trainings, and more Can target specific audiences and use channels to specify locations for the recommendations Default Channel - Recommendations in the default channel appear in predefined locations, such as the Home and Question Detail pages in Customer Service and Partner Central templates. Custom Channel - You choose the pages where you want these recommendations to appear. In Experience Builder, add the Recommendations Carousel component to the page where you want the recommendation to appear. Reputation Levels Gamification of the community site Enabling reputation turns on a default point system and set of reputation levels in the Experience Cloud site. A community manager can personalize labels and point values. Can move up levels the more the user engages Salesforce CMS Hybrid content management system, can curate and share content, manage multiple language versions of content, and deliver content from a central location Limited capacity for all SFDC orgs Content created in CMS Workspace is shared with all the channels that you add to that workspace Export Language Content Under Languages Export Content Default Language Export as .xml Import Translated Conent Under Languages Import Translation Lightning Web Runtime (LWR) Customizable template that delivers unparalleled page performance and improves developer productivity Suitable for developers Themes Represents global look and feel of the site Independent of content Use paintbrush icon Pre-Built Themes & Templates Default theme based on the template used Templates include: 1. Customer Account Portal 2. Partner Central 3. Customer Service 4. Help Center 5. Build Your Own (Aura) 6. Build Your Own (LWR) External Org-Wide Defaults Set baseline level of visibility for each object for external users Can set up separate access for Internal and External Users Does not extend to Guest Users (org-wide defaults are Private by default and cannot be changed - need to use sharing rule to share with guest) Considerations 1. Available for some objects 2. Set private to share reports/dashboards 3. External users cannot have more access than internal users 4. Available for all licenses Sharing Rules for External Users Grant additional access to records on object by object basis Create based on owner or meeting criteria - can share within groups of users Default Created Groups 1. Portal Roles 2. Portal Role and subordinates 3. Roles, Internal, and Portal Subordinates 4. All Customer Portal Users 5. All Partner Users public groups 6. Channel programs and levels groups Considerations 1. Supported by CC+ and PC licenses 2. Community licenses are used in Experience cloud sites Setup Account Relationships Digital Experiences | Settings | Enable Account Relationships - once enabled, cannot disable Add Account Relationships to Related list - can add new relationships from this Account Relationship Data Sharing Rule 1. Identify object to be shared 2. Access level 3. Field used to lookup record in question 4. Account Relationship type Considerations