Salesforce Winter 22 Features – Experience Cloud, Salesforce CMS, Salesforce Anywhere, Chatter & Files
“He likes me, he really likes me!” That’s how I’m feeling now that I have…
As Digital Transformation continues to drive momentum, more of our customers and prospects are looking to create a connected, digital experience for customers, partners, and other key stakeholders. In the Salesforce space, this translates to one of the core features of Experience Cloud, Sites (formerly Communities).
One of the most common conversations I have with our customers and prospects is in the early stages of their Site (or community) implementation, which tend to go something like this:
Two major things pop out to me as key points to talk about in a conversation like this:
Here comes my analogy: Salesforce Site user licenses are layered (yes, like parfaits, but not as delicious). If you were to call me up and ask me on the fly what kind of licensing you need, I would pepper you with questions:
The list goes on and on! Ok, it’s not that long of a list, but I had to say it for effect.
To start making some decisions, begin with asking yourself this question: do my users need to authenticate, or log in, to use this site? Some companies, for example, require customers to log in for access to manage their support requests but they might have a public Knowledge Base that does not require authentication in order to access it.
If you are offering a fully public user experience, you have your answer… you don’t need licenses. We can go on our merry way of helping you with your digital experience strategy (yes, Sites really should have strategies, more on that later!)
If the answer is that your content and experience need to be behind a login, then we need to consider the layers of the parfait to determine which type of license you need. There are two main types of licensing:
So, about now is when my customers will ask me…
“Is that it, Jill? Is that where my decision-making stops? Can we PLEASE start scoping our new, super-awesome, and purposeful Site?”
And this is where I remind everyone that licenses have layers!
I promised lots of layers, and I gave you four of them! Hopefully, this helps to provide some food for thought in gearing up for a rollout of Experience Cloud. I know this can be confusing, and if you’re still unclear that is OK – that’s what we’re here for! Please feel free to reach out in the comments or via our website and we would be happy to help answer your questions!
Lastly, I promised to touch on purpose, and anyone who contacts us with a clearly defined purpose for their Site will get brownie points! We really dive into setting a clear purpose for your digital experience in our webinar, Secrets to Launching a Successful Community, and spoiler alert: you can jump to 10:59 to catch that specific topic. Although I highly recommend you watch the entire webinar if you want your rollout to be successful… your choice… no pressure!
And of course, we can also help you define your Site’s purpose too, so feel free to reach out to discuss, we love to geek out over Experience Cloud!