An important part of being in business is connecting with the people that matter.
Here is where Salesforce Experience Cloud comes in. It helps businesses create digital experiences for a company’s partners, customers, and employees. To do this, Experience Cloud allows the creation of self-help forums, portals, web apps, and corporate sites.
Having self-help forums allows customers of a business to connect and create a community. Portals can also be created for employees allowing them to collaborate and follow up on different tasks.
Experience Cloud implementation needs planning and preparation. What you need is an implementation guide that will help you with the planning and deployment of the Salesforce Experience Cloud.
Here it is!
Define Your Purpose
Experience Cloud aims to create communities.
A community can be an employee community, a partner community, or a customer community. You need to be clear on which of them you are looking to create and what is your aim for doing so. Having the goal in mind will help you stay focused during the implementation process.
Pick the Right License
Just like other Salesforce features, Experience Cloud has multiple licensing options.
You must pick the right licensing for your company based on the type of access you want your users to have and the number of logins they make daily.
Manage Your Content
Having a site or community will lead your company to deal with much content. To manage it effectively and efficiently, you need to nail the content management strategy.
Part of the management is to show the right content to the right user at the right time.
Figure Out the Layout and Design
Experience Cloud offers templates and frameworks for sites. After selecting the right one for yours, it’s time to design it. You can use design templates, branding colors, and layouts to make the site unique to your company.
Map the Customer Journey
Understanding the customer is important.
By recognizing your customer needs, you can make the best calls. Think of what your customers will see once they are on the site. What is the goal of your customer who is using your site?
Recognizing this will help you decide on the design, content, and user permissions.
Figure Out Mobile Strategy
Most user interactions take place on mobile devices. And the shift is increasing every day. That is why it is important to keep in mind that your site will be used on phones.
This means you should decide whether you need to launch a specific mobile app for phones or not. While designing your site, keep in mind the various screen sizes of mobile devices on which it will be accessed.
Promote Your Site
After your site is published, it is important to create a buzz about it. Market your site to the right set of users, be it customers, employees, or partners.
In the aftermath of the launch, look at the user adoption stats to understand how your site is doing and if anything needs to change.
Conclusion
Experience Cloud is a comprehensive set of features that helps companies create sites and communities to enhance the digital experience.
By taking time to plan and execute the implementation of Experience Cloud carefully, companies can create value for themselves and their partners, customers, and employees.
