Get Started with Experience Cloud

Learning Objectives

After completing this module, you’ll be able to:

Define Experience Cloud sites.
Set up access to sites.

If you don’t have your own org, sign up for a 30-day trial org.

What’s an Experience Cloud site?

An Experience Cloud site is a great way to bring people together. Creating a site helps you connect with your customers, knowledge experts within your company, and partners.

At its most basic level, a site is a group of people who share a common mission or goal. You can define a collaboration model that best fits your needs. Do you want to have customers helping one another out? Peer-to-peer sites enable just that. Or maybe you want a portal, where your customers can, for example, access account information.

Cumulus Bank

You can even create multiple sites within your org to address different purposes—and many companies do just that. Since sites live in your org, you can choose which employees of your company and which customers, partners, or other people outside your company can participate.

So start sharing content, experiences, business processes, and information with your site, and watch the site take off.

Common sites in the financial services industry include the following.

A customer site. A place where customers can view their account and financial information. Customers can solve problems using peer-to-peer support, your customer service agents, and your knowledge base. This experience can be tailored by location, so customers can learn about sales or problems specific to their branch or country in their native language.
A partner site. A place where partners—such as the independent personal bankers and financial advisors who work with Matt, the organization’s admin—can view customer account details and financial account information so they can reach out to customers or track and close deals. You can also provide onboarding and training information.

If you earned the Financial Services Cloud Basics badge, you may remember Matt. He’s been working to set up Financial Services Cloud for the wealth management and retail banking branches at Cumulus Bank.

The Experience Cloud Advantage

What’s the advantage of building a site using Experience Cloud? Two words: integrated everything. Here’s a short list of how you can use Experience Cloud to make a great experience.

Create multiple sites for specific needs.
Extend business processes to employees, partners, and customers.
Integrate data (such as orders or financial information) from third-party providers.

Data from your site lives in your Salesforce org, and data living in your Salesforce org can be shared to the outside world through your site. (Don’t worry. Your admin controls data visibility with the outside world and determines which audience can access what—just like you do with your internal Salesforce org). In short, a site built using Salesforce provides all kinds of folks, including those outside your company, a window into your Salesforce world.

Enable Digital Experiences

Before you begin setting up Financial Services Cloud sites, make sure that you have the proper Experience Cloud user licenses. Contact your Salesforce account executive to make sure that you have the license you need.

Once you’re sure you have a license, enable Digital Experiences so you can use them in your org.

Click , then click Setup.
In the Quick Find box, enter Digital Experiences and select Settings.
Select Enable Digital Experiences.
Your digital experiences domain is shown. It includes your My Domain name in the format MyDomainName.my.site.com for production orgs.
Click Save.

Now that you have a license and have Digital Experiences enabled, you’re ready to create a site.

Resources