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⇱ Salesforce Experience (Community) Cloud Consultant Training | Coursera


Salesforce Experience (Community) Cloud Consultant Training

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Salesforce Experience (Community) Cloud Consultant Training

Included with

Gain insight into a topic and learn the fundamentals.
Advanced level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
Advanced level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Identify key components and features of Salesforce Experience Cloud.

  • Explain the purpose and functionality of community sites, portals, and user roles within Salesforce.

  • Implement community configurations, data sharing rules, and site moderation features.

  • Evaluate the effectiveness of different community site configurations and gamification strategies.

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

6 assignments

Taught in English

There are 13 modules in this course

Updated in May 2025.

This course now features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. This course is designed to take you through every aspect of Salesforce Experience Cloud, a powerful tool for creating and managing online communities and portals. You’ll begin with a comprehensive overview of Experience Cloud, learning about its core functionalities and how to set up a developer account for hands-on practice. The course then delves into building customer portals, where you’ll master the steps of site creation, chat integration, and knowledge management, ensuring you can create dynamic, user-friendly experiences for your customers. As you progress, you’ll explore advanced topics such as community moderation, where you’ll learn to implement effective rules and guidelines to maintain a safe and collaborative environment. The course also covers gamification, teaching you how to engage and motivate users with interactive features. You’ll move on to creating partner portals, managing user roles, and setting up robust data sharing and visibility rules, crucial for any organization working with external partners. The final modules focus on enhancing your community with analytics, content management, and user authentication techniques. You’ll learn to implement dashboards for insightful reporting, personalize content using Salesforce CMS, and streamline user access with social logins and self-registration. By the end of this course, you will be well-equipped to design and manage sophisticated community solutions on the Salesforce Experience Cloud platform, preparing you for the Salesforce Experience Cloud Consultant certification exam. This course is ideal for Salesforce professionals, administrators, and consultants looking to specialize in Experience Cloud. Participants should have a basic understanding of Salesforce and be familiar with its core functionalities. Prior experience in community management or CRM systems is beneficial but not required.

In this module, we will explore the basics of Salesforce Experience Cloud, starting with an introduction to the course structure and the key functionalities of Experience Cloud. We will set up a developer account to facilitate practical learning and learn how to activate and integrate Experience Cloud into Salesforce.

What's included

4 videos1 reading

4 videosTotal 16 minutes
  • Overview of the Course4 minutes
  • What Is Salesforce Experience Cloud? What Is Experience Cloud Used For?7 minutes
  • Create a Developer Account for This Course for Practice3 minutes
  • How Do I Activate Experience Cloud? Is Experience Cloud Included in Salesforce?2 minutes
1 readingTotal 10 minutes
  • Full Course Resources10 minutes

In this module, we will build a customer portal site from scratch. We will incorporate features like chat, knowledge management, and navigational topics to create an interactive and user-friendly environment. We will also learn how to publish and activate our portal site.

What's included

8 videos

8 videosTotal 84 minutes
  • How Do I Create a Website in Experience Cloud?20 minutes
  • How Do I Add Chat to Experience Cloud? How Do I Add Salesforce Chat to Website?20 minutes
  • How Do I Enable Knowledge Settings in Salesforce? Enable the Knowledge Object11 minutes
  • What Is the Purpose of Topics in Salesforce?9 minutes
  • Publishing Experience Cloud Site | Publish the Changes to Your Site3 minutes
  • Activate Your Experience Cloud Site5 minutes
  • How Do I Enable Contact as a Customer?10 minutes
  • Navigational Topics in Salesforce6 minutes

In this module, we will delve into the moderation capabilities of Salesforce Experience Cloud. We will establish moderation rules to manage community content, set rate limits for user interactions, and configure user visibility settings to maintain a safe and structured community environment.

What's included

8 videos1 assignment

8 videosTotal 58 minutes
  • What Is Moderation Feature in Salesforce?6 minutes
  • Salesforce Communities Moderation10 minutes
  • Salesforce Community Moderation Rules10 minutes
  • How to Create Content Moderation Rules ? Review and Replace7 minutes
  • Rate Rules in Salesforce Community/Experience Cloud4 minutes
  • Create Rate Limit Rules to Moderate Your Experience Cloud9 minutes
  • User Visibility Settings in Salesforce: Community User Visibility in Salesforce7 minutes
  • How to Create Content Rules to Moderate Your Experience Cloud Site5 minutes
1 assignmentTotal 15 minutes
  • Assessment 115 minutes

In this module, we will explore the principles of gamification and its application within Salesforce Experience Cloud. We will learn how to implement gamification techniques to enhance user engagement and create dynamic community experiences.

What's included

2 videos

2 videosTotal 24 minutes
  • What Is Gamification in Salesforce?9 minutes
  • Gamification in Salesforce: How to Implement Gamification in Salesforce?15 minutes

In this module, we will focus on creating a partner portal site. We will define partner roles, enable partner accounts, and set up role-based sharing rules to facilitate secure collaboration and data sharing within the partner community.

What's included

5 videos

5 videosTotal 49 minutes
  • Partner Portal Site in Salesforce4 minutes
  • Partner User Roles: What Is the Role Hierarchy for Partner Users?11 minutes
  • Create a Partner Portal, Enable Partner Account and Users, and Add Members6 minutes
  • Enable Partner Accounts and Create Partner Users13 minutes
  • Role-Based Sharing Rules for Partner Community Users16 minutes

In this module, we will learn how to manage sharing and visibility within Salesforce Experience Cloud. We will set up sharing rules and sets, configure role hierarchies, and explore licensing options to optimize data access and security.

What's included

6 videos1 assignment

6 videosTotal 57 minutes
  • How Do I Share a Record with a Community User in Salesforce?10 minutes
  • Role Hierarchy Based on Licenses6 minutes
  • Use Sharing Rules for External Users9 minutes
  • What Is the Difference Between Sharing Rule and Sharing Set?10 minutes
  • Sharing Sets in Salesforce Communities | Set Up Sharing Sets in Salesforce16 minutes
  • Overview of Sharing Sets in Salesforce6 minutes
1 assignmentTotal 15 minutes
  • Assessment 215 minutes

In this module, we will explore the configuration and management of account relationships. We will establish data sharing rules that leverage account relationships, enabling seamless collaboration and data access within partner communities.

What's included

4 videos

4 videosTotal 47 minutes
  • How Do I Enable Account Relationships in Salesforce Community?13 minutes
  • Sharing Records in Partner Community from Different Accounts6 minutes
  • Share Data Using an Account Relationship20 minutes
  • How to Set Up Account Relationship Data Sharing Rules?9 minutes

In this module, we will gain a comprehensive understanding of the various license types in Experience Cloud. We will explore the features and permissions of each license to make informed decisions for community management and user access.

What's included

1 video

1 videoTotal 19 minutes
  • How Many Types of Licenses Does Experience Cloud Have?19 minutes

In this module, we will focus on analyzing community performance through dashboards and reports. We will explore tools for tracking user adoption, creating custom reports, and utilizing insights to optimize community engagement and performance.

What's included

7 videos1 assignment

7 videosTotal 66 minutes
  • Dashboards in Experience Cloud2 minutes
  • How Do I Install Salesforce Adoption Dashboards?8 minutes
  • Overview of Salesforce Adoption Dashboard App13 minutes
  • How Do I Add a Dashboard to Experience Cloud Salesforce?11 minutes
  • Salesforce Reports for Experience Cloud Site7 minutes
  • Insights Versus Dashboards | What Is Salesforce Insights and How to Create Insights9 minutes
  • Create Custom Report Type for Salesforce Experience Cloud Site15 minutes
1 assignmentTotal 15 minutes
  • Assessment 315 minutes

In this module, we will learn how to manage and personalize content using Salesforce CMS. We will explore the setup process, add and organize content, and connect external CMS systems to ensure a cohesive content strategy across Experience Cloud sites.

What's included

11 videos

11 videosTotal 89 minutes
  • What Is Salesforce CMS? Create CMS Workspace9 minutes
  • Setting Up Salesforce CMS5 minutes
  • Use Salesforce CMS to Manage and Publish Content for Experience Cloud Site4 minutes
  • Adding Content to CMS Workspace8 minutes
  • CMS Single Item8 minutes
  • CMS Collection12 minutes
  • What Is the Use of CMS in Salesforce?6 minutes
  • Adding Static Resources9 minutes
  • Salesforce CRM Content Source11 minutes
  • What Is CMS Connect Salesforce?6 minutes
  • Connect Your Website CMS to Your Salesforce Community11 minutes

In this module, we will cover user management and authentication processes. We will explore different methods of adding users, configure self-registration, and implement advanced authentication options like social login and just-in-time provisioning.

What's included

8 videos

8 videosTotal 74 minutes
  • Different Ways of Adding Users to Experience Cloud Site7 minutes
  • Mass Uploading Users Through Data Loader8 minutes
  • How Do I Enable Self Registration in Salesforce Community?13 minutes
  • Salesforce Sites Guest User | Configure the Guest User Profile12 minutes
  • Social Login in Experience Cloud3 minutes
  • What Is Auth Provider in Salesforce? How Do I Add Auth Provider in Salesforce?7 minutes
  • Set Up Social Login for Experience Cloud Site19 minutes
  • What Is JIT in Salesforce? What Is Just-in-Time Provisioning?| Enable JIT5 minutes

In this module, we will delve into Lightning Bolts in Salesforce. We will learn to create, package, and distribute Lightning Bolt solutions to enhance the functionality and usability of Experience Cloud sites.

What's included

4 videos1 assignment

4 videosTotal 38 minutes
  • What Are Lightning Bolts and How Do I Use Lightning Bolts in Salesforce?4 minutes
  • How Do I Export a Salesforce Template?14 minutes
  • How to Create a Lightning Bolt Solution in Salesforce Lightning?10 minutes
  • Package and Distribute Lightning Bolt Solutions10 minutes
1 assignmentTotal 15 minutes
  • Assessment 415 minutes

In this module, we will focus on scenario-based questions that simulate real-world challenges in the Salesforce Experience Cloud Certification Exam. We will apply the concepts learned throughout the course to ensure comprehensive exam preparation and confidence in tackling practical scenarios.

What's included

1 video2 assignments

1 videoTotal 5 minutes
  • Salesforce Experience Cloud Certification Exam Scenario-Based Questions5 minutes
2 assignmentsTotal 75 minutes
  • Full Course Assessment60 minutes
  • Full Course Practice Assessment15 minutes

Instructor

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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.

If you complete the course successfully, your electronic Course Certificate will be added to your Accomplishments page - from there, you can print your Course Certificate or add it to your LinkedIn profile.

This course is currently available only to learners who have paid or received financial aid, when available.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,