Slaesforce FAQ

how to get to experience builder in salesforce

by Lucile Jenkins MD Published 2 years ago Updated 2 years ago
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How to get Salesforce coding experience

  • Build your own Salesforce org
  • Answer questions on Salesforce forums
  • Volunteer with nonprofit orgs
  • Rebuild your workflow rules and process builders
  • Do some freelance work!

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

Full Answer

What is experience builder in Salesforce Lightning?

Experience Builder is a declarative, clicks-based, drag and drop, what-you-see-is-what-you-get (WYSIWYG) experience management tool that has empowered site builders to quickly create game-changing experiences for customers, partners, and employees on the Lightning platform without writing a single line of code.

How to migrate experience builder sites?

Migrating Experience Builder Sites consists of migrating custom Lightning components and site pages. Custom Lightning Components: These can be deployed using standard metadata api with the tools mentioned above. Export of Sites (Pages/Assets): This can be done in two automatic ways:

How to build a branded website with Salesforce Experience Cloud?

Build a vertical navigation menu. Build a custom search component. Add configuration properties to the theme layout component. Get Cloudy Consulting is a Salesforce SI partner that specializes in building custom Experience Cloud implementations for their clients. Cloud Kicks, one of their main customers, wants to create a branded site with:

How do I use a component in experience builder?

A component’s project folder must include a configuration file— <component>.js-meta.xml file —that defines the metadata values for the component. To use a component in Experience Builder, edit the file to define the component’s design configuration values. To make your component usable in Experience Builder, set isExposed to true.

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What is Experience Builder page in Salesforce?

Experience Builder lets you quickly create and style your custom site to match your organization's branding. Use role-based access to control who does what in a community, portal, or site. Assign roles to your contributors with the level of access they need in a specific experience.

Where is experience workspace Salesforce?

To display all sections, go to Administration | Preferences, and select Show all settings in Experience Workspaces. Experience Workspaces includes the following workspaces. Experience Builder lets you brand and design your pages.

How do I open community builder?

After creating the lightning community, click on the 'Manage' link present against the community name to open the community builder. You can customize lightning communities in Community Builder in the following ways: Styling and branding communities. Find and Create Asset files.

How do I access a community 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.

What is CMS workspace in Salesforce?

A CMS workspace is where you create, organize, and share content across channels. Workspaces can define particular geographies or product lines or even something as ephemeral as campaigns. Workspaces are flexible so you use them to meet your particular goals. Role-Based Access in Salesforce CMS.

What is Salesforce CMS?

Salesforce CMS is a hybrid content management system, where you can curate and share content, manage multiple language versions of your content, and control who creates what. Use Salesforce CMS to create, manage, and deliver content from a central location, and then share that content across multiple channels.

How do I enable digital experience in Salesforce?

Enable Digital Experiences for Salesforce Customer IdentityFrom Setup, enter Digital Experiences in the Quick Find box, then select All Sites.Select Enable Digital Experiences.Enter a memorable domain name. ... Select Check Availability.Click Save, and then click OK.

How do I activate a community in Salesforce?

To activate a site:From Setup, enter Digital Experiences in the global search box. Select Sites.Open Experience Workspaces or Experience Management.Click Administration | Administration.Click Activate.Click OK.

What is experience cloud Salesforce?

Experience Cloud is an online social platform that enables companies to connect customers, partners, and employees with each other — and the data and records they need to get work done.

How do I turn on experience builder?

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...

How do I create a community builder in Salesforce?

Open a standard page by selecting it, or open an object page by clicking | Edit in the Page Variations section. Add and configure page components. If you're using the Customer Service template, setthe page's visibility. Preview and publish your community when you're done.

How do I edit communities in Salesforce?

Edit Community Pages and Components in Community BuilderFrom the Pages menu in the top toolbar, select the page that you want to edit.Click to open the Components panel. ... Drag the required component from the Components panel onto an editable area of the page.More items...

Building a powerful, aesthetic site with Experience Cloud requires vision and preparation. What it doesn't require is the ability to code. A Salesforce Trailblazer explains

You don't have to be an expert coder to build amazing websites. In fact, you don't have to be a coder at all. [®Annie Spratt/Unsplash]

Learn about the total economic impact of Salesforce Experience Cloud

According to Forrester, businesses that invest in Experience Cloud see a 342% return on their investment within 3 years. Learn how you can quickly launch digital experiences, save money, and fuel business growth.

How long does it take to create a trailhead?

Click Launch to open the Trailhead Playground in a new browser tab (login required). It typically takes 3–4 minutes from the time you first sign up for Trailhead to create your Trailhead Playground.

Can you change your domain name after you enable digital experiences?

Keep in mind that you can’t change your domain name after you enable digital experiences. Click Save, then OK. If you see a dialog asking to open a Salesforce page in a new tab, click Open. Now let’s set up a basic site.

1. Define Component Metadata in the Configuration File

A component’s project folder must include a configuration file— <component>.js-meta.xml file —that defines the metadata values for the component. To use a component in Experience Builder, edit the file to define the component’s design configuration values.

2. Optional: Add an SVG Resource to Your Component Bundle

To define a custom icon for a drag-and-drop component, add an SVG resource to your component’s folder. If you don’t include an SVG resource, the system uses a default icon () in the Components panel.

Considerations

For new sites, Strict CSP is set as the default security level in Experience Builder. If your Lightning web component references third-party resources, you must configure the security level in Experience Builder and allowlist hosts as appropriate.

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