Add Salesforce CRM Data to LWR or Aura Sites

Always keep your critical data secure and share only the data that you want users to see and access. For more information, see Sharing CRM Data in an Experience Cloud Site.

Note Not sure which site template or framework you’re using? Go to the All Sites list in the Digital Experiences app, and view the Template and Framework columns. You can see an badge beside enhanced LWR sites in the Framework column.

The tools for sharing CRM Data on your Experience Builder site depend on whether you’re building an Aura or LWR site.

• For Aura sites, share CRM data by using Content Management in Experience Workspaces and Experience Builder. In Content Management, add CRM Connections, and create and manage CRM Collections. With CRM Collections, you can display object data on your site in a cohesive package with customizable list views. In Experience Builder, add data to object pages by using CMS components such as CMS Collection.
• For LWR sites, share CRM data by using Experience Builder. In Experience Builder, you add CRM data to your site using data-binding components such as Banner, Card, Grid, Overlap, and Tile.

• Show CRM Data in Your Aura or LWR Site Using Object Pages
  In Aura and LWR sites, you can use object pages to show CRM data. Object pages include a record detail page, a record list page, and a related list page. Each page provides different views and details about object data.
• Show Record Lists in Your Aura or LWR Site Using Navigation Menus
  Create record list views for objects such as accounts, cases, contacts, and custom objects, and link to them from your site’s Navigation Menu or Tile Menu components.
• Bind Data to CRM Record Detail Pages in Your LWR Site
  Data-bound components used on CRM record detail pages automatically populate with content saved in Salesforce CRM data in records. Map fields in the component property panel to fields in the CRM records.
• Add Salesforce CRM Data to Your Aura Site
  Enable your users to do more when you share Salesforce CRM data in your Aura site. Create CRM collections in the Content Management Workspace, and customize how your CRM data appears on your site using Experience Builder.
• External Data Sources in Your Experience Cloud Site
  Use Salesforce Connect and Salesforce Files Connect to access external data and content stored outside of your Salesforce org from your site.