When you are using Experience Cloud to build an aesthetic and powerful website, you need to give in a lot of preparation and plan the vision. But what about the code? Well, that’s the thing you won’t have to worry about when you are using Experience Builder to build the site.
Before going further, let’s understand what’s Experience Builder.
Experience Builder is a clicks-based and declarative tool for experience management that helps the website builder to create game-changing experiences for customers, employees, and partners on the Lightning platform. And the best part is you don’t even have to write a single line of code for it.
Now you know using the Builder to build a site saves you from writing code for it. But there’s a lot more to it.
The usability of the platform is one of its greatest characteristics. But of course, you need to give in time and study to gain expertise in the platform.
However, this platform is created thinking about the designers who want to learn and grow in the field. There are many paths that an admin can choose to design and build a site. But the good thing is that the basics are available right at their fingertips. Also, the builder support drag and drop tools, thus making the admin always aware of the changes that can impact the site.
People who are always aware of Salesforce releases would know that every time there is an improvement with Experience Cloud, the major improvements are seen in the Builder, being the core of the development for sites that are based on Lightning.
Over time, a lot of innovation has been seen with Lightning Web Components and their role in Salesforce. The Build Your Own Lightning Web Component template was also released that helps in the performance enhancement for sites that use custom components.
We’ve mentioned Experience Builder in Salesforce to be intuitive but it doesn’t mean that it is a narrow tool. In fact, the tool is extremely robust and empowers the site builder to enhance the site experience.
The platform comes with themes that can drive the overall feel and look of the site. Salesforce offers seven out-of-the-box themes that help builders to create amazing changes through clicks within seconds. It even supports custom themes, allowing site builders to create themes that make sense for a business.
So, now you know a lot about Experience Builder, especially how it can be helpful when you think of building the next site. It’s time to give your site the look and feel that could bring in customers, without having to code anything. That’s something this platform will make possible for you.
You can even talk to our certified consultants if you want to know more about working with Experience Cloud and what features can work for your business.
In Salesforce Experience Cloud (earlier known as Community Cloud), sharing access of the Salesforce org to external users is not something that can be done directly. The idea to migrate external users from production to other environments cannot be achieved directly. In order to safeguard privacy, Salesforce has created a way to create profiles for external users so they can access the org.
Salesforce allows you the ease to control authorization for external users and create their profiles so they can access multiple environments from production.
You can control and customize the profile of an external user to set the customers you can access your Salesforce org. You need to create a role for the site manager to allow the capability to manage the profile. Following are the steps to follow next.
1. Enter Profile in the Quick Find box and select Profiles.
2. Click Clone next to External Identity User. Enter the name of the profile and click Save.
3. Customize the profile by clicking Edit. Select the checkbox next to API Enabled to give users API access to the org. Then click Save.
4. Set up a role hierarchy to assign a role to the user. Enter Role in the Quick Find box and select Roles.
5. Select Product-based Sample from the drop-down list and select Set Up Roles.
6. Click Add Role. Enter the respective role and click Save.
7. Add the role to the user site manager so it can be modified by the manager. Enter Users in the Quick Find box and click Users.
8. Select the role name and click Save.
You can’t simply migrate external users but you can set control access accordingly. You can set the profile of your Experience Cloud to control consumers and partner access. The profile for external users enables single sign-on access to your Experience Cloud site. Once you have added the external user profile, all partners and customers who are assigned to that particular profile will automatically become members of your Experience Cloud. You can also add new users anytime to this profile when they sign up.
After making the profile, here are the steps to control user access-
1. You need to clone and customize the external user profile as mentioned above in Control Authorization with Custom Profiles and Roles.
2. Next, you need to set up the membership of the site from the Members page of the Administration workspace.
3. Enter Digital Experience in the QuickFind box from Setup. Select All Sites, and click Workspaces.
4. Select Members you need to include.
5. Select All from the search list.
6. Locate the profile you created from the list and click Add. The profile would be added for access.
7. Click Save.
Salesforce would then update the membership for your Experience Cloud. Once it is done, site members will receive an email from Salesforce.
Enabling authorization and controlling user access ultimately allows you to create profiles for external users through which they’ll be able to access multiple environments in Salesforce. Learn more with experts at 360 Degree Cloud.
