Solutions to 5 Challenges with Salesforce Experience Cloud

Salesforce Experience Cloud is a powerful digital experience platform that enables organizations to create productive and successful sites that Salesforce Experience Cloud integrates 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  phone number library 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  tg phone list 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 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  seo ebl 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.