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Salesforce Experience Cloud is a powerful digital experience platform that enables organizations to create productive and successful sites that integrate with the company’s CRM system easily and quickly.
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The platform boasts multiple robust features that take information sharing and collaboration in your organization to the next level. Experience Cloud is highly flexible, making it extremely useful for any business demand-and-use case.
For example, with it, you can build sites personalized for your specific users and business needs. Just imagine how this will help you to deliver a scalable service your customers will love. This will help you achieve your company’s goals.
But to get the total value out of Experience Cloud, you must ensure you’ve implemented and configured it correctly. Otherwise, you may face severe issues with Salesforce in the future that may ruin all your efforts to integrate and deploy your site successfully. In this article, we’ll walk you through some key areas to consider as you start your community implementation journey.
1. Security Features with Salesforce Experience Cloud Can Be Challenging to Implement
Security and access are key aspects of any Salesforce product, and Experience Cloud sites are no exception. Naturally, security is always a major priority, whether you’re implementing a help center for internal use or a public-facing site.
Unfortunately, however, implementing the security features of Salesforce Experience Cloud can be quite challenging.
Users have access to a Salesforce site by way of special user licenses and permissions. These determine the levels of data visibility, sharing opportunities, and access to content, objects, and records. Vulnerabilities and standard errors or oversights during implementation can put valuable data as well as site users at risk.
Solution: Select the Right License for Your Use Case
When implementing your Experience site, make sure you select the right license for your use case. This will allow you to give site users access to Salesforce objects based on your business needs.
When migrating to Salesforce Experience Cloud, it’s best practice to put together a security plan. Include in your security plan various security settings, record sharing, and permissions.
Remember Salesforce limitations as well, and make sure you provide authenticated and guest users with the right permissions. Assign proper profiles to them so that they can access your site and interact with the right data.
2. Welcome Emails Could Go out Inappropriately
When you activate your Salesforce Experience Cloud portal and add a new member or permission set to an active site, all your Salesforce users whose profiles are part of an active portal will receive welcome emails. This feature may be bothersome in some cases. This usually happens when your site is still in the development or testing phase and is not yet ready to launch.
Solution: Be Sure to Turn off Welcome Emails Until Launch
Ensure you turn off welcome emails before your site is ready for official launch. In this way, welcome emails won’t go out at the wrong time and you won’t find yourself in an awkward situation. To disable this feature, go to the Emails tab inside the Administration section of the Workspaces management tool.
3. You Might Accidentally Delete the Salesforce Admin Profile
The Salesforce Admin is a user with system administration duties and special permissions who is responsible for setting up your Experience Cloud site and making sure it runs smoothly. This is a vital responsibility for companies using Salesforce and Experience Cloud since it helps them get the best of what Salesforce has to offer.
However, you can accidentally delete the admin’s profile when managing site membership during the setup process. This can lead to irrecoverable loss of information, not to mention the time and effort you will waste.
Solution: Never Remove the Admin Profile from the Site’s Membership
When setting up the Experience Cloud site, never remove the Admin profile from the site’s membership. Otherwise, restoring the settings and information will be difficult. Plus, you could lose access to your portal and data.
4. Duplicate Records Are Common with Salesforce Experience Cloud Integrations
Dealing with duplicate records is one of the major challenges of Salesforce integrations. This usually happens when migrating to Salesforce and importing custom objects, solutions, or personal accounts from external systems. Record duplication affects the company’s data quality, harming business processes and leading to wasteful marketing activities.
Solution: Use External IDs When Implementing Sales Force Experience Cloud
Use external IDs to prevent the creation of duplicate records. An external ID is a custom field that contains the unique record identifier from a system outside of Salesforce.
By selecting this option, you allow the Salesforce Data Import Wizard to detect existing records in Salesforce with external IDs that match the values in the import file. This prevents data duplication and helps in removing duplicate records in the future.
Also, when using the Data Import Wizard tool, make sure you don’t overload the system. You might do this, for example, by importing more than 50,000 records at a time.
5. Glitches in Digital Experiences Can Occur
When you’re trying to set up your first Salesforce site, and you enter All Sites in your org’s Quick Find box, are you finding nothing is there? This is a common issue beginners face when they’re using Salesforce to create sites with an educational purpose.
Solution: Enable Digital Experiences
Enabling digital experiences is the first step to creating an Experience Cloud site. This is true whether it’s a help center, partner portal, community forum, or a small microsite. To enable digital experiences in your org, enter Digital Experiences in the Quick Find box and check the “Enable digital experiences” box.
It’s also important to know that you won’t be able to download and implement some of the AppExchange components. For instance, you won’t be able to download AC Knowledge Enterprise (the Salesforce knowledge management app), or AC Events Enterprise into your org. You must first enable digital experiences and create at least one Salesforce site.
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You will optimize and improve business process management, increase efficiency, boost productivity, drive customer relationships and engagement, and make the right decisions with Salesforce Experience Cloud.
Nonetheless, while dreaming of a bright future with your new site, remember the problems you may face while integrating with Experience Cloud. Then use this helpful guide to avoid those issues.
How Can We Help You Implement Sales Force Experience Cloud?
With Advanced Communities, you won’t spend time dealing with various integration challenges. Instead, you can add value to your business and boost revenue.
That’s because we’re a team of Salesforce experts and certified consultants who deliver professional Salesforce Experience Cloud integration services. We will help you bring your ideas to life and build a branded, multifunctional portal for your unique purposes.
Our experts will set up your system according to your company’s needs and goals—quickly and without stress. We’ll also help you with integrating third-party AppExchange components, such as AC MemberSmart, or Salesforce Ideas implementation.
Advanced Communities will always provide you with the proper support and resources to solve even the slightest problems with your Salesforce Experience Cloud integration.
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