Salesforce Experience-Cloud-Consultant - Salesforce CertifiedExperience Cloud Consultant (SP25)

User criteria allow you to target audiences based on user fields on CRM objects, such as department, role, or region. You can use user criteria to set up different pages in the portal for different departments and roles within those departments.

Two ways thatSalesforce PRM can help DF accelerate channel sales are B and C. Salesforce PRM is a solution that allows you to manage your partner relationships and empower them to sell your products and services. By using Salesforce PRM, DF can automate partner tieringin Channel sales hierarchy, which allows them to assign different tiers and benefits to their partners based on their performance and potential. DF can also automate partner lead routing, which allows them to distribute leads to their partners based on criteria such as location, product, or skill. These features can help DF increase partner engagement and loyalty, optimize lead conversion, and grow channel revenue.

This license type allows the realtors to access Knowledge articles, reports and dashboards, and Leads in the digital experience. Partner Community users can also access standard and custom objects, such asaccounts, contacts, cases, and opportunities. Partner Community users can also register deals and collaborate with UMS on sales opportunities.

This option allows UC to customize the self-registration process and create person accounts programmatically using Apex code. The standard self-registration configuration does not support personaccounts and requires an existing business account to associate the new users with. Restricting the account record type access for the Site Guest User does not affect the self-registration process and may cause errors.

To optimize the public knowledge base, a consultant should recommend to bulk-import the top performing articles to Salesforce and select the public knowledge base channel. This will allow NTO to import only the most relevant and useful articles from the external system and make them available to public users on its site. The public knowledge base channel is a feature that allows NTO to share articles with unauthenticated users on its site.

Explanation: To create Experience Cloud users, you need to add them to an account as contact records. Then, you can enable them as Experience Cloud users and assign them a user license and profile.

This option allows UMS to configure its search results to include cases, quotes, contracts, and Knowledge articles. TheGlobal Search Results component is a new component that supports multiple objects and facets in the search results. UMS can add this component to the Search page and select the objects that they want to display in the property editor.

To ensure that customers do not receive a welcome email when the site is once again active, the administrator should disable the Send welcome email checkbox for the site. This will prevent the site from sending an email to existing members when the site is activated. The administrator can disable the Send welcome email checkbox in the Administration section of Experience Builder.

This permission allows the manager to create, edit, and delete all users in the org, including internal users. This permission overrides the sharing settings and role hierarchy that normally restrictaccess to user records. To limit the manager’s access to only community users, the manager should be given the Manage External Userspermission instead2

To set up Lead Sharing or Lead Distribution for partners, two steps are to enable “Allow External Lead Sharing” in Digital Experience settings and create Assignment Rules for Lead Distribution. Enabling “Allow External Lead Sharing” allows partners to access leads that are shared with them through sharing rules or manual sharing. Creating Assignment Rules for Lead Distribution allows leads to be automatically assigned to queues or users based on criteria that you define.