Practical Guide to Salesforce Experience Cloud: Building, Enhancing, and Managing a Digital Experience with Salesforce, Second Edition

  • 3h 17m
  • Philip Weinmeister
  • Apress
  • 2022

Whether you are brand new to the world of digital experiences on the Salesforce platform or you are looking to take your Experience Cloud (previously "Community Cloud") knowledge to the next level, this detailed guide will help you build and manage a Salesforce site by leveraging the declarative power of the platform with clicks, not code.

Each Salesforce site/community is a part of a widespread ecosystem, with thousands of sites and millions of users active today on Experience Cloud. Through valuable social and business tools, this online platform enables companies to empower and equip their customers, partners, and employees in new, powerful ways.

Author Philip Weinmeister, Salesforce MVP and the only recipient of the “Community Cloud MVP” Trailblazer award from Salesforce, leads you through the ins and outs of Salesforce Experience Cloud and provides you with an array of best practices to deliver top-notch business portals on the Salesforce platform.

This completely revised edition updates all content to reflect the new "experience-centric" branding and a slew of platform updates from the last few years (including screenshots, terminology, features, etc.). Net new content includes Salesforce CMS, the Experience Cloud Consultant certification exam, and Mobile Publisher, among other topics.

The book takes you through the entire process: from planning and designing a site to configuration/build, setup, and administration, all the way to deployment. Detailed explanations are provided for key components, templates, and features such as Experience Builder, Audience Targeting, Lightning Bolts, and much more.

What You Will Learn

  • Plan and design a site using Experience Cloud
  • Conceptualize how employees, partners, and customers use and benefit from Salesforce sites
  • Use Experience Builder and Lightning components within an Experience Builder template
  • Apply topics and knowledge articles to a site to increase value and adoption
  • Build and display rich content within a site using Salesforce CMS
  • Create dynamic and personalized user experiences with audience targeting
  • Build, export, and import unique templates with the Lightning Bolt solution framework
  • Provide site data for members or site managers

About the Author

Phil Weinmeister is a Salesforce MVP and VP of Product Management at 7Summits, where he is focused on building innovative components, apps, and bolts that enable impactful, transformative communities on the Salesforce platform. He is 18x Salesforce certified and has delivered numerous Sales Cloud, Service Cloud, and (primarily) Community Cloud solutions to a variety of organizations on Salesforce since 2010. Phil authored Practical Development Without Code (Apress, 2015) and received an average rating of almost 5 stars on He has been a Salesforce MVP since 2015 and, in 2017, was was named the first-ever “Community Cloud MVP” at the Lightning Bolt Trailblazer awards at Dreamforce.

A graduate of Carnegie Mellon University, with a double major in business administration/IT and Spanish, Phil now resides in Powder Springs, Georgia, USA. He spends most of his “free” time with his gorgeous, sweet wife, Amy, and his children, Tariku, Sophie, Max, and Lyla. When he’s not trying to make his kids laugh, cheering on the Arizona Cardinals, or rap-battling his wife, Phil enjoys traveling, playing various sports, and growing in his walk with Jesus.

In this Book

  • Introduction
  • Salesforce Experience Cloud
  • Planning and Preparing for Success
  • Experience Cloud Licenses and Member Groups
  • Experience Cloud Template Types
  • Experience Builder
  • Pages and Components
  • Setup and Administration
  • Access, Sharing, and Visibility
  • Topics in Experience Cloud
  • Knowledge Articles in Experiences
  • Audience Targeting and Personalization
  • Experience Builder Templates (Lightning Bolts)
  • Salesforce CMS
  • Experience Cloud Certification
  • The Best of the Rest— Additional Experience Cloud Topics