Mastering Salesforce Experience Cloud
Ends soon! Keep adding new skills with 10,000+ programs for $239 (usually $399). Save now.
Mastering Salesforce Experience Cloud
Included with
Recommended experience
Recommended experience
What you'll learn
Define your audience and strategy for an Experience Cloud site
Understand the technical and operational requirements for supporting your site
Work with the Experience Cloud data model and standard features
Skills you'll gain
- Salesforce Development
- Driving engagement
- Personalized Campaigns
- Cloud Management
- Experience Design
- Customer Communications Management
- Web Components
- Encryption
- User Experience
- Security Controls
- Customer experience improvement
- Customer Service
- Cloud Services
- Marketing Automation
- Business Strategy
- Cloud Development
Tools you'll learn
Details to know
See how employees at top companies are mastering in-demand skills
There are 14 modules in this course
This course empowers learners with the skills to design and manage user-centric digital experiences using Salesforce Experience Cloud. It focuses on bridging the gap between user needs and organizational data, offering practical strategies for building and maintaining effective online platforms.
Learners will gain practical knowledge on how to develop robust Salesforce Experience Cloud solutions, enhance customer interaction, and optimize business processes. By applying real-world case studies and technical tutorials, this course aims to equip learners with both the strategic and technical tools to implement and manage Experience Cloud effectively. What sets this course apart is its balanced approach, combining theoretical concepts with hands-on applications that can be immediately implemented in business scenarios. You'll also explore advanced features and gain insights into customization and integration strategies. This course is tailored for professionals with a foundational understanding of Salesforce, including Salesforce developers, IT professionals, and business leaders. Familiarity with Salesforce Service Cloud is recommended for best results.
In this section, we explore defining Experience Cloud strategy objectives, identifying stakeholders, and establishing success metrics for effective digital engagement.
What's included
2 videos3 readings1 assignment
2 videos•Total 2 minutes
- Course Overview•1 minute
- Defining Your Digital Experience Strategy - Overview Video•1 minute
3 readings•Total 30 minutes
- Introduction•10 minutes
- Identifying Internal Stakeholders•10 minutes
- Curating External Advisory Committees•10 minutes
1 assignment•Total 10 minutes
- Foundations of Digital Experience Strategy•10 minutes
In this section, we explore organizing feedback, identifying themes, and mapping to Experience Cloud features for effective technology implementation.
What's included
1 video5 readings1 assignment
1 video•Total 1 minute
- Translating Your Audience and Interactions into Meaningful Technology Features - Overview Video•1 minute
5 readings•Total 50 minutes
- Introduction•10 minutes
- Identifying Themes•10 minutes
- Connecting Feedback to Product Features•10 minutes
- Identifying Differences Between Experience Cloud Offerings•10 minutes
- Experience Cloud CMS•10 minutes
1 assignment•Total 10 minutes
- Designing Effective Digital Experiences•10 minutes
In this section, we explore mapping features to technology stacks, optimizing combinations, and tracking digital experience strategy for effective Experience Cloud implementation.
What's included
1 video5 readings1 assignment
1 video•Total 1 minute
- Technology Component Identification Which Parts of Experience Cloud Do I Need - Overview Video•1 minute
5 readings•Total 50 minutes
- Introduction•10 minutes
- Experience Cloud PRM•10 minutes
- Experience Cloud Content Management System CMS•10 minutes
- Narrowing Down the Optimal Combination•10 minutes
- Sales Functions•10 minutes
1 assignment•Total 10 minutes
- Experience Cloud Component Selection and Configuration•10 minutes
In this section, we explore connecting internal and external data sources, identifying data sensitivity, and creating entity relationship diagrams (ERDs) to ensure secure and aligned data management for improved digital engagement.
What's included
1 video7 readings1 assignment
1 video•Total 1 minute
- Curating Data Models - Overview Video•1 minute
7 readings•Total 80 minutes
- Introduction•20 minutes
- Standard Objects•10 minutes
- Designing for Requested KPIs•10 minutes
- Identifying Data Sensitivity•10 minutes
- Curating an Enterprise Architecture Map•10 minutes
- IT Systems•10 minutes
- Franchisee Experience Cloud ERD•10 minutes
1 assignment•Total 10 minutes
- Data Model Fundamentals and Design Principles•10 minutes
In this section, we explore selecting and customizing Experience Cloud templates for brand alignment and functional needs. Key concepts include theme configuration, template types, and custom development for unique use cases.
What's included
1 video6 readings1 assignment
1 video•Total 1 minute
- Understanding Experience Cloud Templates - Overview Video•1 minute
6 readings•Total 55 minutes
- Introduction•10 minutes
- Templates Overview•10 minutes
- Customer Templates•5 minutes
- Partner Central Template•10 minutes
- Custom Templates•10 minutes
- Understanding Theming Declarative Versus Custom CSS•10 minutes
1 assignment•Total 10 minutes
- Experience Cloud Template Selection and Management•10 minutes
In this section, we explore when to use Aura Components, Lightning Web Components, and Lightning Web Runtime Components, focusing on their appropriate use cases, performance, and transition strategies for efficient Salesforce Experience Cloud development.
What's included
1 video7 readings1 assignment
1 video•Total 1 minute
- When to Use Aura Components, Lightning Web Components, and Lightning Web Runtime Components - Overview Video•1 minute
7 readings•Total 65 minutes
- Introduction•10 minutes
- Aura Components•10 minutes
- Lightning Web Components•10 minutes
- Lightning Web Runtime Components•10 minutes
- Transitioning from Aura to Lightning•10 minutes
- Transition Considerations and Preparation•5 minutes
- How to Make a Page with Declarative Components•10 minutes
1 assignment•Total 10 minutes
- Choosing the Right Component Type in Salesforce•10 minutes
In this section, we covers Salesforce Flow and custom code for guided user experiences. Learn when to use each approach for optimal UX.
What's included
1 video4 readings1 assignment
1 video•Total 1 minute
- Leveraging Screen Flows Versus Apex - Overview Video•1 minute
4 readings•Total 40 minutes
- Introduction•10 minutes
- Salesforce Flow and Screen Flows•10 minutes
- Platform Event-Triggered Flows•10 minutes
- When to Use Custom Code and Salesforce Screen Flows•10 minutes
1 assignment•Total 10 minutes
- Apex vs. Flow: Choosing the Right Tool for Custom Development•10 minutes
In this section, we explore integrating communication channels like emails, chats, and text messages using Experience Cloud. We focus on configuring tools and managing digital interactions for efficient, mobile-first customer service.
What's included
1 video4 readings1 assignment
1 video•Total 1 minute
- Understanding Inputs Emails Chats and Text Messages - Overview Video•1 minute
4 readings•Total 40 minutes
- Introduction•10 minutes
- Implementing Salesforce Chat or Third-Party Chat•10 minutes
- Implementing and Managing Experience Cloud Emails•10 minutes
- Implementing and Managing Text Messaging•10 minutes
1 assignment•Total 10 minutes
- Digital Communication Channels and Integration•10 minutes
In this section, we explore marketing automation setup for personalized user experiences, focusing on Salesforce Marketing Cloud integration, dynamic content design, and audience data analysis with Data Cloud and third-party tools.
What's included
1 video4 readings1 assignment
1 video•Total 1 minute
- Marketing Automation Setup - Overview Video•1 minute
4 readings•Total 40 minutes
- Introduction•10 minutes
- Salesforce CMS and Dynamic Content•10 minutes
- Salesforce Marketing Cloud and Data Cloud Integration•10 minutes
- Setting Up SEO•10 minutes
1 assignment•Total 10 minutes
- Marketing Automation Fundamentals•10 minutes
In this section, we explore integrating case management and knowledge bases in Service Cloud and Experience Cloud to enhance customer support and streamline service delivery.
What's included
1 video3 readings1 assignment
1 video•Total 1 minute
- Leveraging Case Management and Knowledge Bases - Overview Video•1 minute
3 readings•Total 40 minutes
- Introduction•20 minutes
- Customer Service Template Native Service Option•10 minutes
- Service Cloud Knowledge Setup•10 minutes
1 assignment•Total 10 minutes
- Customer Service Experience and Knowledge Management•10 minutes
In this section, we explore secure authentication, data sharing models, and encryption techniques to protect user data and prevent breaches in digital environments.
What's included
1 video5 readings1 assignment
1 video•Total 1 minute
- Security Authentication, Data Sharing, and Encryption - Overview Video•1 minute
5 readings•Total 50 minutes
- Introduction•10 minutes
- Setting Up Authenticated Users•10 minutes
- Unauthenticated User Considerations•10 minutes
- Setting Up Lightning Locker•10 minutes
- Encrypting Your Data and Protecting Your Users•10 minutes
1 assignment•Total 10 minutes
- Salesforce Security Fundamentals•10 minutes
In this section, we explore Salesforce native reporting for Experience Cloud, covering out-of-the-box reports, Einstein Analytics, and data access to support informed decision-making and ROI analysis.
What's included
1 video5 readings1 assignment
1 video•Total 1 minute
- Monitoring Your Site Salesforce Native Reporting - Overview Video•1 minute
5 readings•Total 60 minutes
- Introduction•20 minutes
- Dashboards in Sales or Service Cloud•10 minutes
- Einstein Analytics CRMA Configurations•10 minutes
- Google Analytics and Third-Party Web Analytics•10 minutes
- Setting Up Reporting for Your Experience Cloud Users•10 minutes
1 assignment•Total 10 minutes
- Mastering Salesforce Reporting and Data Visibility•10 minutes
In this section, we cover pre-launch activities, technical readiness, and user management for a successful site launch.
What's included
1 video4 readings1 assignment
1 video•Total 1 minute
- Site Launch Maintenance and Moderation - Overview Video•1 minute
4 readings•Total 35 minutes
- Introduction•10 minutes
- Technical Readiness•5 minutes
- Exploring Site Moderation and Users•10 minutes
- Understanding Analytics and Adopting Best Practices•10 minutes
1 assignment•Total 10 minutes
- Site Launch and User Engagement Fundamentals•10 minutes
In this section, we explore strategies for Salesforce certification, focusing on test structure, content areas, and practical preparation methods.
What's included
1 video2 readings1 assignment
1 video•Total 1 minute
- Best Practices and Certification Test Preparation - Overview Video•1 minute
2 readings•Total 50 minutes
- Introduction•30 minutes
- Answer Key•20 minutes
1 assignment•Total 10 minutes
- Certification Test Preparation and Salesforce Best Practices•10 minutes
Instructor
Explore more from Cloud Computing
- Status: Preview
Course
- Status: Free TrialU
University of California, Irvine
Course
Why people choose Coursera for their career
Frequently asked questions
Yes, you can preview the first video and view the syllabus before you enroll. You must purchase the course to access content not included in the preview.
If you decide to enroll in the course before the session start date, you will have access to all of the lecture videos and readings for the course. You’ll be able to submit assignments once the session starts.
Once you enroll and your session begins, you will have access to all videos and other resources, including reading items and the course discussion forum. You’ll be able to view and submit practice assessments, and complete required graded assignments to earn a grade and a Course Certificate.
More questions
Financial aid available,