Who this is for
Designed for people doing the work.
Digital experience teams, partner managers, admins, and developers creating secure customer or partner portals on Salesforce.
Experience CloudFoundationalPrivate team format
Experience Cloud Fundamentals
Build capability your team can use in the work.
Launch branded, secure Salesforce sites and communities around your customer or partner journey.
Tell us which capability matters most and we’ll shape the right format for your team.
What your team will work through
A curriculum built around decisions, practice, and results.
Each session connects a practical business objective to a Salesforce scenario. Your team sees the pattern, builds it in a guided org, and leaves with a way to apply it together.
- 01
Start with the audience
Define portal jobs to be done, information architecture, trust requirements, and success measures.
Hands-on practice: Turn stakeholder needs into a prioritized portal journey.
- 02
Design secure access
Apply profiles, permission sets, sharing, audiences, navigation, and governance to protect the experience.
Hands-on practice: Configure and verify access for multiple portal audiences.
- 03
Connect data and action
Bring Salesforce data, content, forms, and automation together into a useful self-service workflow.
Hands-on practice: Build an end-to-end external interaction in a guided org.
- 04
Launch and learn
Plan moderation, adoption, analytics, and iteration so the experience stays healthy as needs change.
Hands-on practice: Create a launch checklist and a measurement plan for the portal.
Before you join
Prerequisites
Participants should understand the audience and business journey their portal supports. Salesforce administration experience is recommended.
Next team cohort
Ready to make this your team’s next capability?
Join the waiting list for Experience Cloud Fundamentals, or tell us how you want to adapt the workshop to your goals.
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