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Phil Weinmeister

This course will teach you tactical, practical skills to facilitate the development and configuration of a Salesforce site with Salesforce Experience Cloud.

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This course will teach you tactical, practical skills to facilitate the development and configuration of a Salesforce site with Salesforce Experience Cloud.

Are you new to Salesforce sites, 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 Experience Cloud, you’ll learn the critical concepts of Experience Cloud to prepare you for a significant role in implementing a Salesforce site. First, you’ll explore how to strategize and plan a successful implementation. Next, you’ll discover foundational site elements and their role in site 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 site manager needed to play a significant role in the development of a new site on the Salesforce platform.

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What's inside

Syllabus

Course Overview
Using Salesforce Community Cloud as a Digital Experience Platform
Planning a Successful Salesforce Community Implementation
Licensing and Membership Considerations for Salesforce Communities
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Salesforce Community Templates
Fundamental Elements of Salesforce Communities
Fundamental Tools of Salesforce Communities

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Develops critical concepts and foundational elements of Salesforce Experience Cloud, which are core skills for administrators, business analysts, and site managers
Taught by Phil Weinmeister, who is recognized for their work in Salesforce
Teaches tactical, practical skills for developing and configuring Salesforce sites with Salesforce Experience Cloud, which is highly relevant to industry
Suitable for beginners new to Salesforce sites and the Salesforce platform overall
May require additional resources or prerequisites for learners who are not familiar with software development or web design

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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 Fundamentals of Salesforce Experience Cloud with these activities:
Explore the Trailhead module on Performance and Monitoring for Experience Cloud Sites
Dive deeper into the performance and monitoring aspects of Salesforce Experience Cloud sites by following this guided tutorial. Gain insights into best practices and techniques to ensure optimal site performance and user satisfaction.
Show steps
  • Enroll in the Trailhead module and complete the interactive lessons.
  • Follow along with the hands-on exercises to gain practical experience.
Explore Salesforce Experience Cloud templates
Familiarizes you with pre-built templates that can accelerate your site development.
Show steps
  • Access the Salesforce Experience Cloud template gallery
  • Review and select a template that meets your requirements
  • Customize the template to fit your specific needs
Develop a site plan
Helps visualize and plan the structure and content of your Salesforce site.
Show steps
  • Gather business requirements and stakeholder input
  • Define site goals and objectives
  • Create a site map and wireframe
  • Identify content and functionality
  • Plan for site maintenance and updates
Seven other activities
Expand to see all activities and additional details
Show all ten activities
Resolve issues with community sites using Salesforce Experience Cloud
Leverage this activity to enhance your skills in managing and resolving issues that arise with your Salesforce sites, ensuring optimal performance and seamless user experiences.
Show steps
  • Identify the nature of the issue and gather relevant information.
  • Perform necessary research and consult documentation to find potential solutions.
  • Test and implement the solutions to resolve the site issue.
Create and manage Salesforce pages
Provides hands-on practice in creating and managing the building blocks of your Salesforce site.
Show steps
  • Create a new Salesforce page
  • Add and configure page components
  • Set page layout and properties
  • Publish and manage pages
Configure navigation and branding for Salesforce sites
Enables you to personalize and enhance the user experience of your Salesforce site.
Show steps
  • Customize navigation menus and headers
  • Add and manage branding elements
  • Configure search functionality
Develop a lightning web component for a custom site feature
Put your learning into practice by creating a custom lightning web component. This hands-on experience will deepen your understanding of site development and enhance your ability to tailor Salesforce Experience Cloud sites to specific business needs.
Browse courses on Lightning Web Components
Show steps
  • Design the functionality and user interface of the lightning web component.
  • Develop the HTML, CSS, and JavaScript code for the component.
  • Test and deploy the component on a Salesforce Experience Cloud site.
Compile resources on Salesforce Experience Cloud best practices
Provides valuable insights and guidance for building effective and engaging Salesforce sites.
Show steps
  • Gather articles, documentation, and case studies on Salesforce Experience Cloud best practices
  • Organize and categorize the resources for easy reference
Mentor junior-level Salesforce developers
Shares your knowledge and expertise while reinforcing your understanding of Salesforce Experience Cloud concepts.
Show steps
  • Identify and connect with junior-level Salesforce developers
  • Provide guidance and support on Salesforce Experience Cloud development
  • Review and provide feedback on their work
Participate in Salesforce Experience Cloud hackathons
Challenges you to apply your skills and innovate with Salesforce Experience Cloud in a competitive environment.
Show steps
  • Identify and register for relevant Salesforce Experience Cloud hackathons
  • Form a team or participate individually
  • Develop and submit a creative and impactful solution

Career center

Learners who complete Fundamentals of Salesforce Experience Cloud will develop knowledge and skills that may be useful to these careers:
Salesforce Administrator
A Salesforce Administrator is responsible for managing and maintaining a Salesforce CRM system. They are responsible for setting up user permissions, creating and managing reports, and troubleshooting system issues. This course may be useful for someone looking to become a Salesforce Administrator because it provides a foundation in Salesforce Experience Cloud, which is a key part of the Salesforce CRM system.
Business Analyst
A Business Analyst is responsible for analyzing business processes and developing solutions to improve efficiency and productivity. They are responsible for gathering requirements, creating process maps, and writing technical documentation. This course may be useful for someone looking to become a Business Analyst because it provides a foundation in Salesforce Experience Cloud, which is a key tool for business analysts.
Project Manager
A Project Manager is responsible for planning, executing, and controlling projects. They are responsible for setting project goals, creating project plans, and managing project resources. This course may be useful for someone looking to become a Project Manager because it provides a foundation in project management and Salesforce Experience Cloud, which is a key tool for project managers.
Marketing Manager
A Marketing Manager oversees the development and execution of marketing campaigns. They are responsible for developing marketing strategies, managing marketing budgets, and tracking campaign results. This course may be useful for someone looking to become a Marketing Manager because it provides a foundation in digital marketing and customer relationship management (CRM).
Digital Marketing Specialist
A Digital Marketing Specialist is responsible for developing and executing digital marketing campaigns. They are responsible for creating and managing website content, social media campaigns, and email marketing campaigns. This course may be useful for someone looking to become a Digital Marketing Specialist because it provides a foundation in digital marketing and Salesforce Experience Cloud, which is a key tool for digital marketers.
Customer Success Manager
A Customer Success Manager is responsible for managing customer relationships and ensuring customer satisfaction. They are responsible for onboarding new customers, resolving customer issues, and providing ongoing support. This course may be useful for someone looking to become a Customer Success Manager because it provides a foundation in customer relationship management (CRM) and Salesforce Experience Cloud, which is a key tool for customer success managers.
Sales Operations Manager
A Sales Operations Manager is responsible for managing the sales process and ensuring sales efficiency. They are responsible for setting sales goals, developing sales strategies, and managing sales teams. This course may be useful for someone looking to become a Sales Operations Manager because it provides a foundation in sales management and Salesforce Experience Cloud, which is a key tool for sales operations managers.
Marketing Operations Manager
A Marketing Operations Manager is responsible for managing the marketing process and ensuring marketing efficiency. They are responsible for setting marketing goals, developing marketing strategies, and managing marketing teams. This course may be useful for someone looking to become a Marketing Operations Manager because it provides a foundation in marketing management and Salesforce Experience Cloud, which is a key tool for marketing operations managers.
IT Project Manager
An IT Project Manager is responsible for planning, executing, and controlling IT projects. They are responsible for setting project goals, creating project plans, and managing project resources. This course may be useful for someone looking to become an IT Project Manager because it provides a foundation in project management and Salesforce Experience Cloud, which is a key tool for IT project managers.
CRM Manager
A CRM Manager is responsible for managing customer relationships and ensuring customer satisfaction. They are responsible for developing and implementing CRM strategies, managing CRM systems, and providing customer support. This course may be useful for someone looking to become a CRM Manager because it provides a foundation in customer relationship management (CRM) and Salesforce Experience Cloud, which is a key CRM system.
Product Manager
A Product Manager is responsible for managing the development and launch of new products. They are responsible for defining product requirements, creating product roadmaps, and managing product teams. This course may be useful for someone looking to become a Product Manager because it provides a foundation in product management and Salesforce Experience Cloud, which is a key tool for product managers.
Data Analyst
A Data Analyst is responsible for collecting, analyzing, and interpreting data. They are responsible for identifying trends, developing insights, and making recommendations based on data. This course may be useful for someone looking to become a Data Analyst because it provides a foundation in data analysis and Salesforce Experience Cloud, which is a key tool for data analysts.
Web Developer
A Web Developer is responsible for designing and developing websites. They are responsible for creating website layouts, writing website code, and testing website functionality. This course may be useful for someone looking to become a Web Developer because it provides a foundation in web development and Salesforce Experience Cloud, which is a key platform for web developers.
UI/UX Designer
A UI/UX Designer is responsible for designing and developing user interfaces. They are responsible for creating user flows, designing user interfaces, and testing user experience. This course may be useful for someone looking to become a UI/UX Designer because it provides a foundation in user experience (UX) design and Salesforce Experience Cloud, which is a key platform for UI/UX designers.
Social Media Manager
A Social Media Manager is responsible for managing social media accounts and developing social media campaigns. They are responsible for creating social media content, managing social media budgets, and tracking social media results. This course may be useful for someone looking to become a Social Media Manager because it provides a foundation in digital marketing and Salesforce Experience Cloud, which is a key tool for social media managers.

Reading list

We've selected seven books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Fundamentals of Salesforce Experience Cloud.
Provides guidance on designing and architecting Salesforce Experience Cloud solutions. It covers best practices, scalability considerations, and integration strategies. It useful reference for architects and technical leads involved in Experience Cloud projects.
Provides a beginner-friendly introduction to Salesforce site building. It covers the basics of site creation, customization, and management. It good starting point for those who are new to Salesforce site development.
This popular introductory book provides a general overview of Salesforce, including a brief introduction to Experience Cloud.
Provides a strategic guide to social media marketing, including insights into using Experience Cloud for social media integration.
Provides a comprehensive overview of content marketing, including a section on using Experience Cloud for content management and distribution.
Provides insights into customer success management, including a section on using Experience Cloud for customer engagement and support.

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