Building an Experience Cloud site is the result of research, mapping of goals, and defining your audience. At the same time, you must have all your ducks in a row so the actual implementation process is seamless. You know your org best, but use this general checklist to help you organize what you need for site.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| Applies to: LWR and Aura sites |
Have you considered everything on these lists?
Before You Begin:
Gather your branding assets:
High-resolution image of
your company logo
Color scheme (or an image
to upload to automatically generate one)
Image to use as a
header
Thumbnail images (385x385
pixels), if you’re using Featured Topics
In your internal Salesforce org:
Enable Digital Experiences. Choose a
unique URL that works for your business, because you can’t change it after it’s been
set.
Set up email templates for any communication between
the community and its members (welcome email, resetting password email, and so on).
Enable any Service Cloud
features you plan to use in the community, such as Salesforce Knowledge and Embedded Chat.
Review profiles and add permission sets as needed.
If you’re using Salesforce Knowledge:
Review your data categories.
Enable feed tracking for your Knowledge article types.
As You’re Making Your Site:
In your internal Salesforce org:
Configure the Guest User Profile (access using Experience Builder):
Give read and create
permissions for the case object.
If using Salesforce
Knowledge, give guests access to your data categories.
In Experience Workspaces:
Set up navigational topics and
subtopics, and associate articles to each topic.
Set up featured topics and
associated images.
Download the latest
Salesforce Communities Management from the AppExchange.
Set up moderation criteria and
rules.
Enable and set up reputation.
In Experience Builder:
Customize your
community to match your company’s branding.
Add standard and
custom Lightning components to customize their design and content.
After Making Your Site
Set up an internal Chatter or Slack group for feedback, and invite people to take a
test drive while the site is still in preview mode.
Incorporate their
feedback, and then publish your site.
Seed the site with some
initial content: welcome posts, groups, and relevant or fun articles.
Archive your site if you no
longer need it.