Salesforce Experience (Community) Cloud Consultant Training from Coursera

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.

What's inside

Syllabus

Experience Cloud Basics

In this module, we will explore the basics of Salesforce Experience Cloud, starting with an introduction to the course structure and the key functionalities of Experience Cloud. We will set up a developer account to facilitate practical learning and learn how to activate and integrate Experience Cloud into Salesforce.

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Prepares learners for the Salesforce Experience Cloud Consultant certification exam, validating their expertise in designing and managing community solutions

Begins with Experience Cloud basics and progresses to advanced topics like gamification, content management, and user authentication techniques

Covers the creation of both customer and partner portals, addressing key aspects of community engagement and external collaboration

Requires a basic understanding of Salesforce and familiarity with its core functionalities, which may exclude absolute beginners

Explores Lightning Bolts, which are pre-built components that can accelerate the development and deployment of Experience Cloud sites

Includes a module on scenario-based questions, simulating real-world challenges encountered in the Salesforce Experience Cloud Certification Exam

Reviews summary

Salesforce experience cloud consultant guide

According to students, this course is a solid foundation for understanding Salesforce Experience Cloud, particularly praised for its clear explanations and practical approach to creating communities and portals. Many found the hands-on demonstrations and scenario-based questions highly beneficial for exam preparation. While the course covers key areas like sharing, visibility, and authentication well, some learners felt certain advanced topics or real-world complexities could use more in-depth coverage or be updated to reflect recent changes in the platform.

Content may need updating due to platform changes.

"Salesforce updates frequently, and some sections might feel slightly outdated compared to the latest UI or features."

"It would be great if the course content could be updated periodically to reflect the newest platform changes."

"Some of the UI shown in the demos was slightly different from what I saw in my org."

Best suited for those with some Salesforce background.

"Having a basic understanding of Salesforce before starting this course is definitely helpful."

"This course is perfect for admins or consultants looking to add Experience Cloud to their skills."

"As someone new to Salesforce, I found some parts challenging without prior context."

Provides a strong introduction to core concepts.

"The course provides a solid foundation for anyone starting with Salesforce Experience Cloud."

"It covers all the essential basics you need to know to get started building communities."

"I got a really good overview of the platform's core functionalities from this course."

Helps prepare for the Experience Cloud certification.

"This course covered the key topics I needed to know for the Experience Cloud Consultant exam."

"The scenario-based questions at the end were a great way to test my understanding and prepare for the exam format."

"I felt much more confident taking the certification exam after completing this training."

Includes helpful hands-on examples and demos.

"The hands-on demonstrations were very useful and helped solidify my understanding of how things work in the real Salesforce environment."

"I particularly liked the step-by-step guides on setting up different features within Experience Cloud."

"Seeing the concepts applied in the platform through demos made a big difference in my learning."

Content is presented clearly and is easy to follow.

"The explanations were very clear and easy to follow, making complex topics accessible."

"I appreciate how the instructor broke down difficult concepts into understandable parts."

"The delivery is straightforward and gets right to the point without unnecessary jargon."

Some advanced topics lack sufficient detail.

"While good for basics, some more advanced topics could benefit from deeper dives."

"I wish there were more examples or discussion on complex scenarios or specific use cases."

"Could use more in-depth coverage on optimization techniques or less common configurations."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Salesforce Experience (Community) Cloud Consultant Training with these activities:

Review Salesforce Fundamentals

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Reinforce your understanding of core Salesforce concepts to better grasp Experience Cloud's integration and functionalities.

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Review Salesforce objects, fields, and relationships.
Practice creating basic reports and dashboards.
Familiarize yourself with Salesforce security settings.

Read 'Salesforce Platform App Builder Certification: Handbook'

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Gain a deeper understanding of the Salesforce platform to better customize and manage Experience Cloud communities.

View Putting Knowledge to Work on Amazon

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Read the chapters on data modeling and security.
Complete the practice exercises in the book.
Relate the concepts to Experience Cloud use cases.

Document Community Use Cases

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Solidify your understanding of Experience Cloud by documenting various use cases for customer and partner portals.

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Identify three different use cases for customer portals.
Identify three different use cases for partner portals.
Describe the key features and functionalities needed for each use case.

Four other activities

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Follow Salesforce Trailhead Modules

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Enhance your practical skills by completing relevant Salesforce Trailhead modules on Experience Cloud.

Browse courses on Trailhead

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Search for Experience Cloud modules on Trailhead.
Complete at least three modules related to community setup and customization.
Apply the knowledge gained to your developer org.

Build a Demo Community

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Apply your knowledge by building a demo Experience Cloud community with specific features like knowledge base and chat.

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Define the purpose and target audience of your demo community.
Set up a basic community structure with navigation and branding.
Integrate a knowledge base and chat functionality.
Test the community with different user roles.

Read 'Mastering Salesforce Communities'

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Deepen your understanding of advanced community features and best practices.

View Putting Knowledge to Work on Amazon

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Focus on chapters related to advanced customization and governance.
Take notes on best practices for community management.
Consider how to apply these practices to real-world scenarios.

Create a Community Analytics Dashboard

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Develop a dashboard to track key community metrics and analyze user engagement.

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Identify key metrics to track, such as active users and content engagement.
Create a dashboard in Salesforce to visualize these metrics.
Analyze the data and identify areas for improvement.

Career center

Learners who complete Salesforce Experience (Community) Cloud Consultant Training will develop knowledge and skills that may be useful to these careers:

Portal Administrator

A Portal Administrator manages and maintains web portals, and this course is highly relevant. This role involves setting up and customizing portals, managing user access, and ensuring data security. The course's modules on site creation, user authentication, and data sharing rules directly align with the responsibilities of the Portal Administrator. A Portal Administrator will likely use the knowledge gained from this course to customize portal functionality and improve user experience. This course helps build skills necessary for the successful maintenance of online community platforms.

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Community Manager

A Community Manager is responsible for building and nurturing online communities, and this course directly helps with that. This professional would use the techniques learned in the course such as community moderation, gamification, and content management to develop a community that fosters engagement and collaboration. This course, by Packt, specifically focuses on Salesforce Experience Cloud, a platform used by Community Managers, thus making it a valuable asset in building and maintaining efficient community portals. The topics covered are highly relevant in a Community Manager role.

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Salesforce Consultant

A Salesforce Consultant helps organizations implement and optimize Salesforce solutions, and this course is specifically designed to help them do that. Consultants often work with Experience Cloud to build customer and partner portals and need to understand topics such as user roles, data sharing rules, and community analytics. This course on Salesforce Experience Cloud provides an overview of these topics, including hands-on experience that helps consultants create tailored solutions for clients. The course prepares one for the Salesforce Experience Cloud Consultant certification exam, which makes it extremely useful for any individual aiming to make a career as a Salesforce consultant.

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Implementation Specialist

An Implementation Specialist helps deploy software solutions, and this course has direct application to this role. This professional would greatly benefit from the modules on creating portals, user management, and data sharing rules. Those who wish to help implement Salesforce Experience Cloud would benefit from this in-depth training on Experience Cloud, and gain an understanding of the key functionalities required to implement and optimize the tool. This course provides essential hands-on knowledge to properly set up and deploy these community solutions.

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Partner Relationship Manager

A Partner Relationship Manager works closely with external partners to foster collaboration and business growth. Many of the skills learned in this course will be directly useful. The course modules on creating partner portals, managing user roles, and implementing data sharing rules are valuable for any professional who has to work with partners. This course enables a Partner Relationship Manager to build secure and efficient portals, enhancing partner collaboration. Any professional who wishes to cultivate partner ecosystems will find this course to be a great asset.

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Digital Engagement Specialist

A Digital Engagement Specialist focuses on enhancing online user engagement. This course helps professionals in this role, as it introduces modules on community moderation, gamification, and content personalization. These topics are useful for professionals who wish to boost user participation and satisfaction, which is at the heart of a Digital Engagement Specialist's job. This course can help professionals in this area improve online community interactions.

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Web Content Manager

A Web Content Manager is responsible for managing and updating content on websites and web portals. The modules on Salesforce CMS, content personalization, and content management will be extremely useful. This professional would use the skills acquired in this course to organize webpage content, optimize content delivery, and ensure a great user experience with Experience Cloud tools. A Web Content Manager who uses Salesforce will immediately recognize the utility of this training program.

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Salesforce Administrator

A Salesforce Administrator manages the Salesforce platform for an organization. This course may be really interesting to a professional in this role. They would use the skills learned in this course to build and manage communities, customer, and partner portals. The course covers core functionalities, user access, data management, and analytics, all of which are important to the Salesforce administrator. This training will teach those who wish to learn how to optimize the Salesforce Experience Cloud for organization and use. This training on Experience Cloud would be beneficial to a Salesforce administrator.

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Customer Success Manager

A Customer Success Manager works to ensure that customers are satisfied and successful with a product or service. This course may be helpful as many of the concepts of community and user experience translate to this role. This professional would find the course's focus on building customer portals, chat integration, and knowledge management, crucial for creating a strong customer support framework. By leveraging insights from community analytics and user engagement strategies as taught in the course, a Customer Success Manager can improve customer satisfaction. Though not a direct skill transfer, the concepts learned here would greatly benefit those in Customer Success.

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Content Strategist

A Content Strategist plans and manages content for various platforms, and this course may be helpful. The course includes content management using Salesforce CMS, which is helpful for any content strategist trying to optimize online community content. A Content Strategist will find this course extremely valuable in learning how to personalize and organize information within online portals, which enhances user engagement and content effectiveness. This course will help a content strategist learn how to use a content management system.

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Technical Support Specialist

A Technical Support Specialist provides assistance to users of software and platforms. This course may be useful. The skills learned in this course, especially on user authentication and creating customer portals, will help a support professional respond effectively to various user issues. A Technical Support Specialist who understand Experience Cloud can provide informed support to users of that platform. This course, therefore, helps build a support professional's technical knowledge.

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Training Specialist

A Training Specialist develops and delivers training programs. This course may be helpful for professionals in this role who need to train others on using the Salesforce Experience Cloud. By mastering the concepts, features, and functionalities of Experience Cloud, a Training Specialist can create effective training material. This course offers a comprehensive overview and hands-on experience, which makes it a great way to learn how to train others effectively. Though not a direct skill transfer, this course will be benefit professionals in this role.

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System Analyst

A System Analyst examines and improves computer systems. This course may be helpful to those in this role. The course provides insight into the technical aspects of Salesforce Experience Cloud, including user authentication, data sharing rules, and system configurations. Although not the primary task of a System Analyst, having a firm understanding of these topics can prove invaluable. This course offers a specific glimpse into a commonly used platform, which could help inform system analysis.

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Project Manager

A Project Manager plans, executes, and oversees projects, and this course may be useful to those in this role. Project managers who are familiar with Salesforce will benefit from this course, especially when overseeing projects that involve the deployment of a Salesforce Experience Cloud portal. This course covers key areas like understanding the basic functionalities of Experience Cloud, and setting up a developer account for hands-on practice that will help Project Managers deliver projects with a Salesforce component. Although not a direct transfer of skills, the Project Manager will benefit from the skills taught.

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User Experience Designer

A User Experience Designer focuses on how users interact with a platform or product. This course may be helpful, despite teaching specific skills related to the Salesforce platform. These professionals would use this course, specifically, to build an understanding of what goes into a well designed community space, taking advantage of the course's modules on customer and partner portals. Although not a direct transfer of skills, a user experience designer can take advantage of the design principles taught in this course to better understand what constitutes a well designed interface.

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Salesforce Experience (Community) Cloud Consultant Training

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