Salesforce Experience (Community) Cloud Consultant Training
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Salesforce Experience (Community) Cloud Consultant Training
Included with
Recommended experience
Recommended experience
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.
Skills you'll gain
Details to know
See how employees at top companies are mastering in-demand skills
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 videos•Total 16 minutes
- Overview of the Course•4 minutes
- What Is Salesforce Experience Cloud? What Is Experience Cloud Used For?•7 minutes
- Create a Developer Account for This Course for Practice•3 minutes
- How Do I Activate Experience Cloud? Is Experience Cloud Included in Salesforce?•2 minutes
1 reading•Total 10 minutes
- Full Course Resources•10 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 videos•Total 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 Object•11 minutes
- What Is the Purpose of Topics in Salesforce?•9 minutes
- Publishing Experience Cloud Site | Publish the Changes to Your Site•3 minutes
- Activate Your Experience Cloud Site•5 minutes
- How Do I Enable Contact as a Customer?•10 minutes
- Navigational Topics in Salesforce•6 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 videos•Total 58 minutes
- What Is Moderation Feature in Salesforce?•6 minutes
- Salesforce Communities Moderation•10 minutes
- Salesforce Community Moderation Rules•10 minutes
- How to Create Content Moderation Rules ? Review and Replace•7 minutes
- Rate Rules in Salesforce Community/Experience Cloud•4 minutes
- Create Rate Limit Rules to Moderate Your Experience Cloud•9 minutes
- User Visibility Settings in Salesforce: Community User Visibility in Salesforce•7 minutes
- How to Create Content Rules to Moderate Your Experience Cloud Site•5 minutes
1 assignment•Total 15 minutes
- Assessment 1•15 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 videos•Total 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 videos•Total 49 minutes
- Partner Portal Site in Salesforce•4 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 Members•6 minutes
- Enable Partner Accounts and Create Partner Users•13 minutes
- Role-Based Sharing Rules for Partner Community Users•16 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 videos•Total 57 minutes
- How Do I Share a Record with a Community User in Salesforce?•10 minutes
- Role Hierarchy Based on Licenses•6 minutes
- Use Sharing Rules for External Users•9 minutes
- What Is the Difference Between Sharing Rule and Sharing Set?•10 minutes
- Sharing Sets in Salesforce Communities | Set Up Sharing Sets in Salesforce•16 minutes
- Overview of Sharing Sets in Salesforce•6 minutes
1 assignment•Total 15 minutes
- Assessment 2•15 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 videos•Total 47 minutes
- How Do I Enable Account Relationships in Salesforce Community?•13 minutes
- Sharing Records in Partner Community from Different Accounts•6 minutes
- Share Data Using an Account Relationship•20 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 video•Total 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 videos•Total 66 minutes
- Dashboards in Experience Cloud•2 minutes
- How Do I Install Salesforce Adoption Dashboards?•8 minutes
- Overview of Salesforce Adoption Dashboard App•13 minutes
- How Do I Add a Dashboard to Experience Cloud Salesforce?•11 minutes
- Salesforce Reports for Experience Cloud Site•7 minutes
- Insights Versus Dashboards | What Is Salesforce Insights and How to Create Insights•9 minutes
- Create Custom Report Type for Salesforce Experience Cloud Site•15 minutes
1 assignment•Total 15 minutes
- Assessment 3•15 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 videos•Total 89 minutes
- What Is Salesforce CMS? Create CMS Workspace•9 minutes
- Setting Up Salesforce CMS•5 minutes
- Use Salesforce CMS to Manage and Publish Content for Experience Cloud Site•4 minutes
- Adding Content to CMS Workspace•8 minutes
- CMS Single Item•8 minutes
- CMS Collection•12 minutes
- What Is the Use of CMS in Salesforce?•6 minutes
- Adding Static Resources•9 minutes
- Salesforce CRM Content Source•11 minutes
- What Is CMS Connect Salesforce?•6 minutes
- Connect Your Website CMS to Your Salesforce Community•11 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 videos•Total 74 minutes
- Different Ways of Adding Users to Experience Cloud Site•7 minutes
- Mass Uploading Users Through Data Loader•8 minutes
- How Do I Enable Self Registration in Salesforce Community?•13 minutes
- Salesforce Sites Guest User | Configure the Guest User Profile•12 minutes
- Social Login in Experience Cloud•3 minutes
- What Is Auth Provider in Salesforce? How Do I Add Auth Provider in Salesforce?•7 minutes
- Set Up Social Login for Experience Cloud Site•19 minutes
- What Is JIT in Salesforce? What Is Just-in-Time Provisioning?| Enable JIT•5 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 videos•Total 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 Solutions•10 minutes
1 assignment•Total 15 minutes
- Assessment 4•15 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 video•Total 5 minutes
- Salesforce Experience Cloud Certification Exam Scenario-Based Questions•5 minutes
2 assignments•Total 75 minutes
- Full Course Assessment•60 minutes
- Full Course Practice Assessment•15 minutes
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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.
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