Slaesforce FAQ

what is experience builder in salesforce

by Mylene Lehner Published 2 years ago Updated 2 years ago
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Experience Builder in Salesforce brings you to the next level of website building flexibility. With its pre-built templates and themes, drag-and-drop Lightning components and other out-of-the-box functionality, you can create and style your site easily and fast. Integration with third-party apps and components.

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.

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.

What is experience builder and why should you use it?

One of the greatest characteristics of Experience Builder is its usability. Expertise with the tool takes time, experience, and study, of course. However, the designers clearly thought about the site builders who would use the tool, empowering them to learn and grow while in the field.

How to create an Experience Cloud site in Salesforce?

Set Up Self-Registration for Your Experience Cloud Site Use a Custom Service Unavailable Page in Your Salesforce Tabs +... Contact Support Page Activity Report Configure a Custom Domain for Your Experience Cloud Site Assign Permission to Pin Posts Through a User Profile Misc Communities Reports Access Experience Workspaces

Why Salesforce is the best choice for customer experience?

With Salesforce they have been able to develop multiple experiences ranging from their website to portals to warranty registration sites.

How long does it take to create a trailhead?

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

About this website

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Where is Salesforce 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.

What is experience workspace in Salesforce?

Experience Workspaces is your one-stop shop for building, setting up, and monitoring your Experience Cloud site. Access Experience Builder and Administration workspaces to manage your site's setup and branding.

How do I create an experience builder page in Salesforce?

Create an Experience Builder SiteCreate a basic Experience Builder site.Create a theme layout component.Add a company logo.Build a vertical navigation menu.Build a custom search component.Add configuration properties to the theme layout component.

How do I create an experience builder page?

Create your first page you need to do a few stepsGo to the list of Pages menu (1) on top of the page and click on the “New page” menu item at the bottom of the list of pages.Select the page type. There are two types of pages: Standard and Object. ... Select the layout. ... Fill in your page with components.

How do I set up an experience cloud?

Enable the Experience Cloud Site in Your OrgFrom Setup, in the Quick Find box, enter Experiences, and then select Settings.Select Enable Digital Experiences.Enter a domain name for your communities, and click Check Availability to make sure that it's not already in use.Save your changes.

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.

What is experience builder page?

Experience Builder and site templates let you create, brand, and publish a custom site that looks great on any mobile device! Choose a template to quickly start your site, and then style the pages to match your company's branding.

What is an experience builder site?

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.

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 add data to experience builder?

You can add data to an app in two ways: Before adding any widgets, click the Add data button in the Data panel to add data that will be used in the app. All data types supported in Experience Builder are listed in the Add data window.

What is community builder in Salesforce?

The Salesforce community builder can be used to customize the Community based on our business needs. The power of the community builder is that without doing any custom development, we can customize the Community branding very easily and quickly.

What is community portal Salesforce?

Salesforce Community Portal helps the organization to build brand community spaces. In other words, information sharing portals for users in which they connect, collaborate, and get work done.

Help And Training Community

Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.

Set Up an Experience Cloud Site for Salesforce Customer Identity

After you enable sites, you’re ready to create your first site. Experience Workspaces makes it easy for you by providing several templates. When you create a site, default pages for login, self-registration, change password, forgot password, and your home page are set based on your site template.

Create Custom Pages with Experience Builder - Salesforce

Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.

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.

Distribute Your Content Through an Experience Builder Site

Like we mentioned earlier, our marketing and sales content experts Sheng and Elle are using the Tucker Home Goods Experience Builder site to share content they created in the CMS.

Show the Right Content to the Right People

Now, the great thing about sharing content via an Experience Builder site is that you can personalize it a million different ways using audiences.

Resources

Trailhead: Personalize Experience Builder Sites with Audience Targeting.

Why digital, why now?

The urgency to “go digital” has never been so high. The COVID-19 pandemic has revealed two truths for digital transformation: that digital experience is imperative for businesses to survive, and customers expect to be able to easily and intuitively interact with companies online.

What is Experience Cloud?

Experience Cloud customers gain the competitive edge because they have launched fast, connected every experience to data, and tied everything together across a seamless customer journey.

ExperienceBundle Structure

When you retrieve ExperienceBundle, the data is stored in a three-level folder structure.

Enable the ExperienceBundle Metadata Type

After you enable ExperienceBundle for Aura sites, Metadata API calls ( retrieve and deploy) and Salesforce DX operations ( pull, push, and status) use the ExperienceBundle type instead of SiteDotCom.

Retrieve and Deploy ExperienceBundle Using Metadata API

In Metadata API, a manifest file defines the components that you’re trying to retrieve. This example shows a package.xml manifest file for retrieving an Experience Builder site using ExperienceBundle instead of SiteDotCom.

Retrieve and Deploy ExperienceBundle with Salesforce DX

Salesforce Developer Experience (DX) is a set of tools that streamlines the entire development lifecycle. It improves team development and collaboration, facilitates automated testing and continuous integration, and makes the release cycle more efficient and agile.

Learning Objectives

Describe the benefits of customizing search for your Experience Builder site.

Introduction

Congratulations! Your Salesforce Experience Builder site is an amazing place where your customers can share experiences and expertise with other customers, read articles in your knowledge base, and resolve their own customer service issues.

Search in Salesforce Experience Builder Sites

Capricorn Coffee specializes in products that taste great even without fancy equipment or extra ingredients. So naturally, Capricorn is thrilled that its site has robust search features right out of the box.

How Search Gets Great Results Out of the Box

In a site, customers enter their search terms and instantly get results. But a lot actually happens in that instant. Here’s a peek at a few things search does behind the scenes to help customers find what they’re looking for.

The Relevance of Relevant Search Results

Just like the foam on a perfectly crafted cappuccino, the right search results rise to the top. Here are a few things we look at to decide which results to put on top of the search results page:

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.

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