Experience Cloud Authentication Groups :
1.Guest Users
Represents all Unauthenticated users (I.e., the public)
2.External Users
Partners and customers users that do not have a ’Standard’ license
3.Internal Users
Employees and contractor users with a ’Standard’ license.
Membership :
Junction of a user & an experience ; grants a person access.
Customer community, customer community plus and partner community constitute the vast majority of used experience cloud licenses.
Commerce Portals : Similar to Customer Community, less standard objects, more custom objects.
External Apps : similar to Partner, more storage, API calls, custom objects.
Channel Account : Same as partner, but billed per partner (instead of per user)
Named User vs User Login Licenses :
Named User :
Named, dedicated user record; associated with all corresponding logins over time.
User Login :
Not named or dedicated to one person; associated with an instance of authenticated access.
Setup a Experience Cloud Users :
- Employee : Create user from Users setup.
- Customer : Create user from Contact record.
- Partner : Enable account, create user from contact
Key Elements of a Experience Cloud Template
Theme, Pages, components and configuration
Org Settings that impact Communities :
- Chatter
- Feed Tracking
- Topics for Objects
- Knowledge
Key Communities Settings
- Community Domain (required)
- Enable ExperienceBundle Metadata API
- Enable Partner Super User Access
- Allow using standard external profiles for self-registration and user creation
- Enable Account Relationship
Community Data Security Elements
Access is granted to users through profiles or permission sets.
- Organization - wide Sharing
Organization-wide default (OWD) sharing determines record visibility, by default
Four primary settings for OWD sharing are :
Private
Public Read Only
Public Read/Write
Controlled by Parent
Internal and external defaults can differ; external cannot be more open than internal.
Builds on OWD sharing settings.
Granular record sharing can be facilitated in various ways:
- Manual (one-off; share x with z)
- Sharing rules (if x=y, share x with z)
- Apex sharing (advanced sharing rules)
Record sharing can only be applied to external users with specific licenses:
- Partner Community
- Customer Community Plus
Sharing Sets are unique to communities.
Can be used for sharing with users of any external licenses type (Partner/customer).
Applicable to objects with an OWD sharing setting of Private or Public Read only.
Logic requires either a contact or account lookup on shared item and user sharee.
Sharing Sets are not community-specific but instead map to profiles.
Share Groups share the data of HVP users whose profile is included in a sharing Set.
The objects configured in the sharing set are ignored; all shared records are affected.
The users with whom data is shared can be identified by user, role or group.
The users with whom data is shared can be internal or partner users.
Allows for relationship-based sharing in a multi-level community.
Enables data associated with a ‘sub-partner’ to be shared with a partner.
Streamlines the management of data visibility in a more complex community.
Topics in Communities :
Topics provide context and show relevance.
They serve as the glue between various elements within a salesforce community.
Topics can be associated with various data types, including :
- Knowledge articles
- Standard and custom objects
- Chatter posts
- Files
- User (Knowledge Experts)
Knowledge in Communities :
Knowledge is a paid offering that surfaces articles via a self-service knowledge base.
It plays a critical role in many partner, customer and employee communities.
Two versions are available
1.classic ( with Article Types)
2.Lightning (with Record Types)