Administration, Setup, and Configuration

Channel Sales Implementation can be implemented using what 5 steps?

1) Channel Strategy Development

2) PRM Portal Setup

3) Channel Goals

4) Recruitment and Onboarding

5) Channel Management and Growth

What template can be used for Partner Relationhsip Management (PRM)?

Partner Central

What are some of the PRM features?

1) Lead Distribution

2) Deal Registration

3) Marketing Development Funds

4) Campaign Marketplace

What does Channel Sales mean?

Refers to selling a product or service through a partner, such as a distributor or reseller.

What are the 2 deployment tools that can be used for deploying an Experience Site?

1. Change Sets

2. Metadata API

   1. Salesforce Extension for VS Code

   2. Salesforce CLI

____ ___ can be used for exporting and importing metadata without storing the login username and password on the local file system?

Salesforce CLI

What is Workbench and what’s the URL for accessing Workbench?

Workbench is a lightweight web-based tool that uses the local files system for migration.

• In simple terms, Workbench is like a backstage pass to Salesforce where you can:

  • Look at your data

  • Insert, update, or delete records

  • Run SOQL

  • Test and troubleshoot APIs

  • Explore metadata

The URL is workbench.developerforce.com

What are the 3 Metadata Types that define a site can be migrated?

1. Network (Represents and Experience Cloud site): Includes admin settings, such as page override, email, and membership configurations.

2. CustomSite: Includes domain and page setting information, such as indexPage, siteAdmin, and URL definitions.

3. SiteDot.com or Experience Bundle

   1. SiteDot.com: includes binary file of the community layout.

      1. It is a Legacy System and need to switch to Classic to access.

   2. ExperienceBundle: provides text-based representations of the different Experience Builder settings and site components. such as pages, branding sets, themes, ext.

What are the 8 high-level steps in the Site Deployment Process?

1. Site Creation

2. Metadata Deployment

3. SiteDot.com Metadata

4. Metadata Extraction

5. Metadata Deployment

6. Overwrite Site

7. Publish Changes

8. Org Evaluation

Simplified explanation of using Metadata API for Deployment…

1. The “development tools” used to deploy a site to a production environment include:

   1. Salesforce Extension for VS Code or

   2. Salesforce CLI

2. The metadata types that combine to define an Experience Site are:

   1. Network

   2. CustomSite

   3. SiteDot.com or ExperienceBundle

*Salesforce recommends ExperienceNBundle*

A typical site project migration consists of what? (3)

1. Platform Metadata

   1. custom objects

   2. custom fields

   3. page layouts

   4. lightning components

   5. reports

   6. apex classes

2. Experience Cloud Site

   1. Pages - standard modified pages, custom objects pages, new standard content pages, builder settings, and builder images

3. Settings/Data

   1. admin settings

   2. topics

   3. moderation criteria

To migrate a Site from one org to another, what are the 4 major steps not using Metadata API?

1) Create Change Sets

2) Upload Change Set to target org

3) Create Site in target org (not possible to create a site using a change set so it must be done manually using the same name and template version as the site in the source org)

4) Deploy Change Set

What are some considerations for using Change Sets?

1. Any new or modified Profiles or Permission Sets that are referenced in Administration | Members should be added to the outbound change set.

2. Some settings and features are not supported and should be added manually after deployment.

   1. Navigational and Featured Topics

   2. Branding Sets

   3. Languages

   4. Dashboards

   5. Engagement

   6. ect.

3. Custom List Views for standard objects are not added as dependencies, so they need to be added manually.

4. Separate change sets should be used to update settings in the Members and Login & Registration areas under Administration.

What permissions are needed to CREATE an Experience Cloud site?

What permission(s) are needed to CUSTOMIZE an Experience Cloud site? (user must be member of the site)

What permission(s) are needed to PUBLISH an Experience Cloud site? (user must be member of the site)

1. Create

   1. Create and Setup Experiences AND

   2. View Setup and Configuration

2. Customize

   1. Create and Set Up Experiences OR

   2. Experience Admin, Builder, or Publisher

3. Publish

   1. Create and Setup Experiences OR

   2. Experience Admin or Publisher

Where do you go to add a user as an Experience Cloud site viewer, builder, publisher, or admin?

Administration > Contributors

What permission is required for a user to manage external users?

“Delegated External User Administrator” permission.

Permission Set > App Permissions > Partner Relationship Management > checkbox ‘Delegated External User Administrator’

What can a Delegated External User Administrator do?

1) Add/Edit External Users

2) Activate/Deactivate External Users

3) Manage Permission Sets for External Users on their own Accounts

What are the only license types that can be granted to users for the ‘Delegated External User Administrator’ permission? (5)

1. Customer Community Plus

2. Partner Community

3. Gold Partner

4. Customer Portal Manager

5. Enterprise Gold

In order for an external users to manage other external users, what related list should be added to the Account detail page?

‘Community Members’ related list

What are 2 ways Guest Users can access the email Action?

1. Enhanced Email is enabled AND their profile has the ‘Access Activities’ system permission.

   1. Setup > Enhanced Email > enable it

2. Email-To-Case is enabled and the user has Read access to Case

   1. Setup > Email-to-Case > Continue > click Edit > checkbox ‘Enable Email-to-Case > Save

The workaround to sending emails from a guest user record are an Org-Wide Email Address must be C____, V____, and then added to the E____ field on the guest user record.

Created

Verified

Email field

How do you access the Guest User Profile from Lightning Experience Cloud sites?

How do you access the Guest User Profile from Salesforce Tabs + Visualforce templates?

1. Builder > Settings > General

2. Administration > Pages > ‘Got to Forcce.com’ > Public Access Settings

On the Guest User profile, object access can be either R____ or C____

Read or Create

Where on the Experience Site do you go to enable public access?

Builder > Settings > General > checkbox Public Access ‘Guest Users can see and interact with the site without logging in.

Where do you go to allow guest users permission to upload files?

Setup > Salesforce Files > General Settings > checkbox ‘Allow site guest users to upload files’

Where do you go to create Topics for an Experience Site?

Workspaces > Content Management > Topics (top middle of page)

Topics are used to structure Experience Cloud site a_____ and c_____?

Articles and Content

Navigational Topics have a limit of _______ navigational topics and ____ subtopics for each topic?

25 navigational topics

10 subtopics for each topic

*Subtopics can also have 10 subtopics to a limit of 8 levels.

What are the 5 steps to setup Topics and Map them to Knowledge Articles?

1) Set up Navigational Topics

2) Set Featured Topics

3) Configure Member Topic Creation Permission

4) Set up Data Categories (need to be setup to map knowledge articles to topics)

5) Assign Topics to Articles

What are the 5 Topic system permissions you can assign a User to?

1) Assign Topics

2) Create Topics

3) Edit Topics

4) Delete Topics

5) Merge Topics

Service Catalog —> Customer requests for items and services are converted into approved and documented orders through Service Catalog (Ex: automate common requests such as password resets). This feature is available in ______ edition orgs with Service Clouds?

Unlimited edition

What is the only way of granting guest users access to records in Salesforce?

Create a guest user sharing rule.

*Guest user sharing rules can only be criteria based, not record-owner based.

Cosmic Solutions needs to setup navigational topics for its experience cloud site. Five levels of topics are required; how can this be achieved?

Setup 3 levels in the ‘Content Management’ section of Workspaces and the remaining 2 levels using Connect REST API or Connect in Apex.

*The max level of navigational topics is 8 levels, however only 3 can be done via Content Management in Workspaces.

What are the steps o enable experiences, publish the experience cloud site, and then activate it?

1) Setup > Digital Experiences > Settings > checkbox ‘Enable Digital Experiences

2) Publish site via Builder

3) Activate site via Administration