--- schema_version: "1" id: fafc24058964e96ea2db61f28c4c22f720f47af03c94b6ff98678f9c32813448 title: Experience Cloud Site Setup Checklist collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/networks_napili_template_setup_checklist.md canonical_url: https://help.salesforce.com/s/articleView?id=experience.networks_napili_template_setup_checklist.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 16db8761268f46c5c0f61fb273d6bfcf7fec349d63c966055bbbdc822274a9fe description: 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. products: - Experiences release: "264" --- # Experience Cloud Site Setup Checklist 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
![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/images/icon_note.png) Note Beginning in Summer ’26, Chatter is turned off by default in all new orgs. For any features in these orgs that require access to Chatter functionality or the Chatter APIs, turn on Chatter by going to **Setup** | **Chatter Settings** and selecting **Enable**. For details, see [Chatter Is Turned Off by Default in New Orgs Beginning in Summer ’26](https://help.salesforce.com/s/articleView?id=experience.collab_chatter_default_off.htm&type=5&language=en_US). Have you considered everything on these lists? ## Before You Begin: _Gather your branding assets:_ ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) High-resolution image of your company logo ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) Color scheme (or an image to upload to automatically generate one) ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) Image to use as a header ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) Thumbnail images (385x385 pixels), if you’re using [Featured Topics](https://help.salesforce.com/s/articleView?id=experience.networks_topics_featured.htm&release=264.0.0&type=5 "Featured topics highlight current, popular conversations in your Experience Cloud site. Change them regularly to keep members up-to-date and engaged.") _In your internal Salesforce org:_ ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) [Enable Digital Experiences](https://help.salesforce.com/s/articleView?id=experience.networks_enable.htm&release=264.0.0&type=5 "Enabling digital experiences is the first step to creating an Experience Cloud site, whether you’re building a community, portal, help center, or website. You also need to enable digital experiences when setting up Commerce Cloud, Financial Services Cloud, Health Cloud, and Work.com."). Choose a unique URL that works for your business, because you can’t change it after it’s been set. ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) [Set up email templates](https://help.salesforce.com/apex/HTViewHelpDoc?id=email_create_a_template.htm&language=en_US) for any communication between the community and its members (welcome email, resetting password email, and so on). ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) Enable any Service Cloud features you plan to use in the community, such as [Salesforce Knowledge](https://help.salesforce.com/articleView?id=knowledge_whatis.htm&language=en_US) and [Embedded Chat](https://help.salesforce.com/articleView?id=snapins_chat_overview.htm&language=en_US). ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) Review [profiles](https://help.salesforce.com/apex/HTViewHelpDoc?id=admin_userprofiles.htm&language=en_US) and add [permission sets](https://help.salesforce.com/apex/HTViewHelpDoc?id=perm_sets_overview.htm&language=en_US) as needed. ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) [Set up Web-to-Case.](https://help.salesforce.com/apex/HTViewHelpDoc?id=setting_up_web-to-case.htm&language=en_US) If you’re using Salesforce Knowledge: ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) Review your [data categories](https://help.salesforce.com/articleView?id=categorygroup_create.htm&language=en_US). ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) Enable [feed tracking](https://help.salesforce.com/apex/HTViewHelpDoc?id=collab_feed_tracking_overview.htm&language=en_US) for your Knowledge article types. ## As You’re Making Your Site: _In your internal Salesforce org:_ ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) [Add members](https://help.salesforce.com/s/articleView?id=platform.networks_customize_members.htm&type=5&language=en_US). Configure the Guest User Profile (access using Experience Builder): ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) Give read and create permissions for the case object. ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) If using Salesforce Knowledge, give guests access to your data categories. _In Experience Workspaces:_ ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) [Set up navigational topics and subtopics](https://help.salesforce.com/s/articleView?id=experience.networks_topics_navigational.htm&release=264.0.0&type=5 "Structure your Experience Cloud site’s content and help your users find what they need with navigational topics. If your org uses data categories, community managers can link current Salesforce Knowledge articles associated with those categories to each navigational topic. If data categories aren’t enabled, administrators can add articles to each topic using Connect REST API."), and associate articles to each topic. ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) [Set up featured topics and associated images](https://help.salesforce.com/s/articleView?id=experience.networks_topics_featured.htm&release=264.0.0&type=5 "Featured topics highlight current, popular conversations in your Experience Cloud site. Change them regularly to keep members up-to-date and engaged."). ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) [Download the latest Salesforce Communities Management](https://help.salesforce.com/s/articleView?id=experience.networks_reporting_dashboards_package.htm&release=264.0.0&type=5 "The Salesforce Communities Management packages give community managers an essential starter set of dashboards and reports to keep tabs on activity and engagement directly in Experience Workspaces.") from the AppExchange. ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) [Set up moderation criteria and rules](https://help.salesforce.com/s/articleView?id=experience.networks_moderation_overview.htm&release=264.0.0&type=5 "Moderation allows you to empower members of your Experience Cloud site to monitor content and ensure that it’s appropriate and relevant. Set up rules to automate moderation and do the heavy lifting for you."). ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) Enable and set up [reputation](https://help.salesforce.com/s/articleView?id=experience.networks_reputation_overview.htm&release=264.0.0&type=5 "Your reputation in the Experience Cloud site directly corresponds to how active you are. The more you post, comment, and share, the higher your reputation level is. This feature requires Chatter to be enabled for the site."). _In Experience Builder:_ ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) [Customize your community to match your company’s branding](https://help.salesforce.com/s/articleView?id=experience.community_designer_brand.htm&release=264.0.0&type=5 "Prebuilt themes come with every template. They let you style your site with clicks, not code. Apply color, fonts, and images to your site to match your design or brand. Match your colors precisely by uploading your own logo to generate a custom color scheme. Create branding sets to change colors, fonts, and logos quickly for different audiences and needs."). ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) [Add standard and custom Lightning components to customize their design and content](https://help.salesforce.com/s/articleView?id=experience.community_builder_edit_pages.htm&release=264.0.0&type=5 "Each page contains a collection of components that are organized around a task or function, whether it’s opening a case or searching for an article. The pages in each Experience Builder template are ready for you to use with little configuration. Add new components to your site’s pages, edit the properties of existing components, or delete components that you don’t require."). ## After Making Your Site ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) 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. ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) Incorporate their feedback, and then [publish your site](https://help.salesforce.com/s/articleView?id=experience.community_designer_publish.htm&release=264.0.0&type=5 "Publish your Aura or LWR site in Experience Builder to make your site updates and component customization updates available to your site members."). ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) Seed the site with some initial content: welcome posts, groups, and relevant or fun articles. ![checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/networks_checkbox.png) [Archive your site](https://help.salesforce.com/s/articleView?id=experience.networks_archive_site.htm&release=264.0.0&type=5 "Archive an inactive site so that users can no longer access it. You must deactivate a site before you can archive it.") if you no longer need it.