Salesforce Digital Experience Cloud -- one

trailhead: https://trailhead.salesforce.com/en/content/learn/trails/communities

https://trailhead.salesforce.com/en/content/learn/trails/customize-your-community

video: who see what:http://salesforce.vidyard.com/watch/bLE3QNRSej2iasw9vvc6Tk

http://salesforce.vidyard.com/watch/kXk6BaNlWJP27UyFO8vNUg


General information: 

In 2021, Community Cloud changed its name to Experience Cloud.

There are 5 licenses:

    Name                                        Use Cases

    External Apps :                         B2C

    Customer Community:              B2C with lots of users(pay a bill, report a missing credit card)

    Customer Community Plus:       B2c B2B(access to reports and dashboards)

    Partner Community:                    B2B, access to Salesforce objects such as leads,  opportunities

    Channel Accounts:                     Same as Partner Community 


Every site user has to be associated with an account. 2 types of accounts: persona accounts and business accounts.  person account represents combines the account + contact fields into a single record. person account only works with customer community and customer community plus licenses. one person account equals one site user. a business account can have many site users associated with it.


steps for creating site user: 

1. Account -> enable as partner

2. create associated contact, then -> enable partner user 

3. convert the contact into a site user




Comments

Post a Comment

Popular posts from this blog

Salesforce Digital Experience Cloud 2 ---> Sharing Data with partnier

Image
https://trailhead.salesforce.com/content/learn/projects/communities_share_crm_data?trail_id=customize-your-community  In  Digital Experience Cloud data sharing is similar to Sharing in a Salesforce Org. There are 4 levels of sharing: Base level                         Open up (vertical)           Open up(lateral)     Open up (flexible)  Org-Wide Default       Role Hierarchy               Sharing Rules        Manual Sharing  1. Org-wide default:  Set up -->   sharing setting -> Default external access. usually, we set it to private.   2. Role Hierarchy:   first Set up--> digital experience --> setting --> role and user settings : number of partner roles:2.  You can choose up to 3 levels.  the...
Read more

lightning web component - quick action get record Id

A Quick action can invoke an LWC on record pages.  There are two types of action: Screen & Headless.  Regarding how to create quick actions, steps are as below: 1, configuration:       https://developer.salesforce.com/docs/component-library/documentation/en/lwc/lwc.use_quick_actions 2. create Quick action 3. Setup->Account->Botton,Links, and Actions->new Action-> Action Type: Lightning Web Component.   RecordId: In Headless, we can easily get recordId from invoke method.  import { LightningElement, api } from "lwc"; export default class HeadlessSimple extends LightningElement {     @api recordId     @api invoke() { console.log(this.recorId); } } However, In screen action, we can't get recordId. now mater connectCallBack() renderedCallBack(). There are severl way to get recordId. 1. using setter, getter.     _recordId;     @ api set recordId ( value ) { // ge...
Read more