how to enable digital experience in salesforce

Enable Digital Experiences for Salesforce Customer Identity

• From Setup, enter Digital Experiences in the Quick Find box, then select All Sites.
• Select Enable Digital Experiences.
• Enter a memorable domain name. Keep in mind that customers and partners interact with this domain name. After you...
• Select Check Availability.
• Click Save, and then click OK.

Full Answer

What is the digital experience in Salesforce?

I created a digital experience (formerly a Salesforce Community) which allows public access (that is, no usernames or logins) where screen flows control all of the data manipulation. 1. Create custom objects to track reservation information

How do I enable digital experiences in my Org?

Enter Experiences in the Quick Find box and select Settings under Experiences. Select the Enable Digital Experiences checkbox. Note: If enhanced domains are enabled in your org, your digital experiences domain is shown. It includes your My Domain name in the format MyDomainName.my.site.com for production orgs.

How do I deploy my Salesforce Experience Cloud site?

Deploy Your Experience Cloud Site with Change Sets Create Experience Cloud Site Users Work with Files in Your Experience Cloud Site Brand Your Salesforce Tabs + Visualforce Site Select a Security Level in Experience Builder Sites Use the API to Give Recognition Badges Sample Code Deal Registration Reports

How to use Salesforce CDN for digital experiences?

Considerations for Using Salesforce's CDN for Digital Experiences Set the Default Language for Your Site Find and Create Asset Files in Experience Builder Change the Content Layout in Experience Builder

How do I enable digital experience?

Required Editions and User PermissionsFrom Setup, in the Quick Find box, enter Digital Experiences , then select Digital Experiences | Settings. ... Select Enable Digital Experiences.Enter a domain name for your sites, and click Check Availability to make sure that it's not already in use. ... Click Save.

What is digital experiences in Salesforce?

Salesforce's digital experience platform (DXP) is built on the Customer 360. Experience Cloud helps you deliver connected digital experiences — fast. Reinvent the customer experience, engage more customers, and accelerate growth across any industry with data-driven sites, portals, and mobile applications.

How do I enable community Cloud in Salesforce?

How to enable community in Salesforce? To enable community in Salesforce go to setup -> Build -> Customize -> Communities and click on settings. and check enable communities check box and enter your domain name and save it.

How do I create an experience cloud in Salesforce?

Create an Experience Cloud SiteTo create a site, from Setup, enter Digital Experiences in the Quick Find box, select All Sites, and then click New. ... To see more information about a template, select it. ... Select the template that you want to use.Read the template description and key features, and click Get Started.More items...

How do I access Experience Cloud in Salesforce?

From Setup, enter Settings in the Quick Find box, then select Salesforce Settings. Allow site access via the Salesforce mobile app by granting the “API Enabled” profile permission to external users with communities licenses. From Setup, enter Profiles in the Quick Find box, then select Profiles.

What are digital experience platforms?

A digital experience platform (DXP) is an integrated set of core technologies that support the composition, management, delivery and optimization of contextualized digital experiences.

How do I open an experience builder in Salesforce?

To access Experience Builder:From the global header menu in Experience Workspaces or Experience Management, click Experience Workspaces | Builder or Experience Management | Go to Experience Builder.From the All Sites page in Setup, click Builder next to the site name.More items...

What is digital engagement Salesforce?

Salesforce Digital Engagement is a way to respond to messages via different channels including WhatsApp, SMS, Facebook Messenger, and Webchat. Digital Engagement is a must-have in today's work from home world and ensures that service centres can support customers using their chosen communication method.

How do I enable community in lightning?

Enable and Create Community in Salesforce Lightning | Getting start with CommunitiesClick Settings icon and select Setup.Type Communities in the Quick Find box, then select Communities Settings.Select Enable communities.Enter a unique name to be used as your domain name and click Check Availability.More items...•

Is community cloud now experience cloud?

A long-expected announcement finally came from Salesforce last week; Community Cloud has been renamed Experience Cloud (view a demo).

What is chat agent setup flow?

The Chat Agent setup flow is a quick way to get up and running with live web chat. When you complete the flow, you’re ready to start chatting with your customers.

How to add chat sessions to a list?

Search for and select Chat Sessions in the Available Items list, then click the Add arrow, to move it to the Selected Items section.

What is a skill in chat?

Skills are areas of expertise you assign to agents, so chats are routed to an agent with the right knowledge base. You can create skills for channels, products, escalation paths, and more. For example, Category 1 Biking might want to assign different skills for bikes for adults versus bikes for kids.

What is configuration in support?

Configurations determine settings for your support staff.

What is a customer site?

Customer sites give customers an easy way to interact with a company whenever and wherever they are. They can search for articles, ask questions, and get crowd-sourced answers. This functionality is exactly what Category 1 Biking needs to engage their loyal fans.

Prerequisites

Before enabling digital experiences, creating portal and customer accounts you need to do the following steps:

Enabling Digital Experiences

The enabling of digital experiences is the first step to create an Experience Cloud site whenever you create a new community, portal, help center, or website.

Setting up Experience Workspaces

The streamlined Experience Workspace centralizes site moderation, building, and administration.

Adding Partner User Actions to the Account and Contact Page Layouts in Lightning Experience

Once you have enabled digital experiences in your org, Salesforce adds specific actions to your account and contact page layouts in Lightning Experience so you can create partner accounts and partner users. Let’s check to see if you have the Enable as Partner action in the context menu of your accounts and contacts.

What is a guest user profile in Salesforce?

Every time a portal or site is created in your Salesforce org, a Guest User Profile is automatically created at the backend. These auto-created profiles are very restrictive and do not allow any data or object visibility to guest users.

Can a guest user see a record?

Configure an owner for any record created by guest users so that guest users do not own anything. If the guest user is the owner of the record, any guest user will be able to see the record. For example, if Mukesh is a guest user and creates a case and becomes owner, then Rakesh, also a guest user will be able to see the case.

Key business problem

In order for the National Aquarium to reopen during the COVID-19 pandemic, we needed guests to make advance reservations so that we could limit the number of guests in the building to allow for social distancing.

Background

In order to enter the National Aquarium, people need to purchase tickets. General Admission ticket buyers have always had a date and time for entry, but many other ticket programs have historically allowed guests to arrive at any time and gain immediate entry.

How I solved it

I created a digital experience (formerly a Salesforce Community) which allows public access (that is, no usernames or logins) where screen flows control all of the data manipulation.

Business results

The impact for the organization has been tremendous. We’ve been able to comply with local directives to keep in-building attendance levels within social distancing guidelines, while making it simple for our guests to make a reservation.

Do try this at home

The use case here for Member Reservations may not apply to your organization, but the principles involved might.