---
schema_version: "1"
id: c523370962baa14ba9758e8810516417ecc21f77c530975214eb126d5242a5cd
title: Customize Your Client Site
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_customize_your_client_site_1.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_customize_your_client_site_1.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 278a6713b9c5a50a6d7ef93134bdc3e12a346bbcdcb98a8741c02264617a2c5c
description: Experience Cloud sites are highly customizable, allowing you to determine exactly how your site will look and what actions users will be able to take. To get the most out of your client site, we're providing a recommended layout and steps for how to create it.
products:
  - Nonprofit
release: "264"
---
# Customize Your Client Site

Experience Cloud sites are highly customizable, allowing you to determine exactly how your site will look and what actions users will be able to take. To get the most out of your client site, we're providing a recommended layout and steps for how to create it.

- **[Recommended Customizations](https://help.salesforce.com/s/articleView?id=sfdo.cm_customize_your_client_site_1.htm&release=264.0.0&type=5)**  
    You can customize your site in many different ways, but we recommended specific components to get the most out of your site's home page and Case Plans page.
- **[Customize Your Client Site](https://help.salesforce.com/s/articleView?id=sfdo.cm_customize_your_client_site_1.htm&release=264.0.0&type=5)**  
    Select a theme and customize components for your client site.
- **[Customize the Login and Registration Pages](https://help.salesforce.com/s/articleView?id=sfdo.cm_customize_your_client_site_1.htm&release=264.0.0&type=5)**  
    You have lots of options when it comes to setting up your login and registration pages—everything from which page you use to branding and more.

## Recommended Customizations

You can customize your site in many different ways, but we recommended specific components to get the most out of your site's home page and Case Plans page.

Check out this [video](https://sfdc.co/client-experience) to see how we set up our recommended customizations.

The home page includes these custom components:

- CM: Action Items
- CM: Case Plan Progress
- HTML Editor
- Feed
- CM: My Team

The Case Plans page includes these custom components:

- On the list page, Record List
- On the detail page, Record Banner and CM: Case Plan
- On the related list page, Relate Record List

## Customize Your Client Site

Select a theme and customize components for your client site.

1. In the My Workspace section, click **Builder**.
2. Click the theme icon and then click **Change Theme**.
    
    ![Change theme options for colors, images, font, and theme settings](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/change_theme.png)
3. Select the Jepson theme, and then click **Activate Theme**.
4. To ensure that you see all the available components, click the settings icon and then click **Advanced**.
5. Select **Show All Components**, then close the Settings modal.
6. Customize the page as you like.
    1. Click the components icon to find and drag components on to the page.
        
        ![Components window with an expanded list of Action Plan options](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/components_list.png)
    2. To access a different page, click the Pages menu in the top toolbar.
    3. To create a new page, click the Pages menu in the top toolbar and then click **New Page**.
    4. To preview your site changes, click **Preview**.
7. Happy with what you see? Click **Publish** in the toolbar and the behind-the-scenes [publication process](https://help.salesforce.com/s/articleview?id=experience.community_designer_publish.htm&type=5) kicks off. You'll get an email when the site is live. Nice work!

## Customize the Login and Registration Pages

You have lots of options when it comes to setting up your login and registration pages—everything from which page you use to branding and more.

- [Add a Self-Registration Page](https://help.salesforce.com/s/articleview?id=experience.external_identity_create_registration_page.htm&type=5) takes you through the steps of setting up a page where your users can register without your assistance.
- After they've registered, users can access your customized login page to enter your site. [Customize Your Login Page](https://help.salesforce.com/s/articleview?id=sf.identity_customize_login.htm&type=5) has all the how-to details.