Experience-Cloud-Consultant Salesforce CertifiedExperience Cloud Consultant (SU24) Question and Answers

The first step to create a site is to enable Digital Experiences in your org. This will allow you to access the Experience Cloud site creation wizard, where you can choose a template, a domain name, and a URL for your site.

To share records with partners who will work on low-severity B2C customer issues, DR should use sharing rules. Sharing rules allow you to extend sharing access to users in public groups, roles, or territories. You can use sharing rules to share records owned by internal users with partners based on criteria such as record type, field value, or ownership.

Three actions that are performed automatically when a site is created in Experience Cloud are A, C, and E. A guest role is a role that defines the access level and permissions of guest users on your site. A guest profile is a profile that determines what guest users can see and do on your site. A guest user record is a user record that represents the guest user on your site. These actions are performed automatically when you create a site in Experience Cloud, so you don’t have to manually create them.

To allow UC’s customers to log in to CK’s site, an Experience Cloud consultant should recommend establishing SSO between the two Experience Cloud sites by using one org as an identity provider and the other org as a service provider. SSO is a feature that allows users to authenticate with one system and access multiple systems without entering their credentials again. To use SSO between two Experience Cloud sites, you need to use one org as an identity provider (IdP), which is the system that verifies the user’s identity and issues a security token. You also need to use the other org as a service provider (SP), which is the system that accepts the security token and grants access to its resources.

To create a partner user from an enabled partner account, the correct sequence of steps is C. A partner user is a user who has access to your Experience Cloud site through a partner account. A partner account is an account that has the Is Partner checkbox enabled. To enable a partner user, you need to view the partner account contact, select Manage External User, select Enable Partner User, edit the user record to assign the correct role and profile, and save.

To create a do-it-yourself site for its existing and prospective customers, UC should focus on two Experience Cloud features:

• Guest user and public access settings. These settings allow you to control what unauthenticated users can see and do on your site, such as viewing articles, manuals, and FAQs, or asking and answering questions.
• Content Delivery Network. This is a feature that allows you to improve the performance of your site by caching static resources, such as images, JavaScript, and CSS files. This can enhance the user experience and reduce the load on your server.

This license type allows users to access standard objects, such as accounts, contacts, and cases, in a self-service site. However, it does not allow users to access custom objects, such as purchases. UC would need to use a different license type, such as Customer Community Plus, that supports custom objects.

To make an external user an Experience Site Moderator, two of the several moderation permissions available to assign are Access Experience Management and Manage Experiences. Access Experience Management allows an external user to access Experience Workspaces and Builder from an Experience Cloud site. Manage Experiences allows an external user to create, edit, and delete experiences, as well as manage settings and content for existing experiences.

These two options allow the article to be visible to internal Salesforce users, unauthenticated visitors to the site, and third-party authenticated users. Visible in Public Knowledge Base enables the article to be accessed by guest users without logging in, while Visible to Employee enables the article to be accessed by internal users with the appropriate permissions4

When building an HR help desk app using Experience Cloud, you need to consider some points, such as:

• HR user profile is not only available in Employee Cloud with Employee permission set license. HR user profile is a standard profile that can be used with any user license type that supports Experience Cloud access.
• In order to protect employee privacy, the HR help desk app does not need to be created in a different org than the main org. You can use sharing settings and permissions to control who can access what data in your org.
• In order to leverage organizational structure, the HR help app must be created in the main org. This will allow you to use role hierarchy and public groups to share data based on your org structure.
• HR user profile is not only available in Enterprise and Performance Editions with HR permission set license. HR user profile is available in any edition that supports Experience Cloud.

External users can be assigned as approvers on records or added directly to approval queues, as long as they have the appropriate user license and profile permissions. You also need to create a digital experience for those users, so they can access the approval process from the Experience Cloud site.

To make a Knowledge article visible to both authenticated customers and unauthenticated guest users on the public knowledge base, you need to select the Visible to Public Knowledge Base checkbox when creating the article. This will allow you to share the article with public users on your site. You can also select other visibility options, such as Visible to Customer or Visible to Partner, if you want to share the article with other channels.

External Apps is a user license type that allows users to access up to 10 custom objects per app and unlimited standard CRM objects. This license type is suitable for the researchers who need to access at least 20 custom objects for the coffee company’s solution.

Two ways that Salesforce 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 tiering in 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 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 person accounts 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.

Permission sets are a feature that allows you to grant additional permissions to users without changing their profiles. You can use permission sets to control Knowledge article visibility by granting users access to specific article types and actions. For example, you can create a permission set that allows users to view only certain article types and assign it to your customer portal users.

An External Account Hierarchy is a feature that allows you to create a hierarchy of accounts for your partners and grant access to records based on the hierarchy level. You can use an External Account Hierarchy to grant View access to cases created by child companies to their parent company.

A recommended approach for implementing gamification is to use the Missions feature to assign badges to members automatically. Missions are a feature that allows you to create challenges and rewards for your site members based on their actions and behaviors. You can use Missions to define criteria and actions that trigger badges, points, or ranks for your members. For example, you can create a Mission that awards a badge to a member who posts a question, comments on an answer, or likes a post.

Platform Portal is a user license type that allows users to access custom objects and a subset of standard CRM objects, such as accounts, contacts, cases, and dashboards. This license type is suitable for UMS’s premium B2B customers who need to access their account information, open cases, download NDAs, and create dashboards.

To give guest users access to a custom object, CK can use guest user organization-wide defaults (OWD). OWD are a feature that allows you to set the default level of access that guest users have to records of a custom object. You can use OWD to grant Read Only or Read/Write access to guest users for a custom object. For example, CK can use OWD to give guest users Read Only access to the VolunteeringEvent object.

CK should keep in mind that Salesforce CDN is not supported in sandbox environments. Salesforce CDN is a feature that allows CK to improve the performance of its site by caching static resources on servers that are closer to CK’s site visitors. However, this feature is only available in production environments and not in sandbox environments, such as Partial and Full sandboxes. Therefore, CK should not use Salesforce CDN for its UAT process.

The requirement when creating portal users through Just-In-Time (JIT) provisioning is A. JIT provisioning is a feature that allows you to create portal users on demand when they log in using an external identity provider, such as Facebook or Google. To use JIT provisioning, you need to have a FederationIdentifier field on the user object, which is a unique identifier that links the portal user with the external identity provider. The FederationIdentifier field must match the value of the NameID element in the SAML assertion sent by the identity provider.

Three visibility options available in Experience Cloud are Audience, None, and Default. Visibility options allow you to control who can see a page or a component on your Experience Cloud site. Audience is an option that allows you to display a page or a component only to users who belong to a specific audience. An audience is a group of users who share common attributes, such as profile, location, or language. None is an option that allows you to hide a page or a component from all users. Default is an option that allows you to display a page or a component to all users who have access to the site.

This option allows UC to grant customers access to the appropriate site. Site membership is a feature that defines which users can access a site and what permissions they have. UC can assign the profile for all customer users to the site membership of each site and specify the default page access and object permissions for that profile. UC can also assign permission sets to the site membership to grant additional permissions to specific users4

Audience targeting allows UMS to create audiences based on user attributes, such as profile, location, or language, and display different content or components to different audiences within the same site. For example, UMS can create an audience for premium customers and show them a special offer on the navigation menu, while hiding it from other customers. Audience targeting can be applied to any component or page in Experience Builder.

To prevent authenticated external users from searching for Quote and Contract objects but not Opportunity or Asset objects, you need to remove Opportunity and Asset from the object list in the Global Search Result component property editor and the Autocomplete object list in the Search component property editor. The Global Search Result component displays the search results for all objects that match the search term. The Autocomplete object list displays the suggested objects that match the search term as you type. You can customize these components by selecting or deselecting the objects that you want to include or exclude from the search.

CMS Connect allows you to display content from an external content management system (CMS) in your Experience Cloud site. You can use CMS Connect to render a header and footer from your CMS in your site, as well as other content types such as articles, banners, or images.

The page view limit for an Experience site depends on the org edition and the license type of the site users. For an Unlimited org, the page view limit is 5 million per month for guest users, and unlimited for authenticated users. A page view is counted when a user requests a page that is served by the site.

To move a site from one production org to another production org that is not directly connected, UC should use Lightning Bolt Export and Installation. Lightning Bolt is a feature that allows UC to export a site as a package that contains the site template, theme, pages, components, and content. UC can then install the package in another org using the AppExchange or a URL link.

Build Your Own (LWR) is a template that allows you to create a high-performance site using Lightning Web Components and other web standards. This template is suitable for Insightopia to create a site for its partners that features multiple custom components that provide insights and trends along with near real-time updates.

The reason for this issue is that the Record Detail component populates the recordID associated with the object for the page template, so this component will not work for this use case. The Record Detail component is a component that displays the fields and values of a record on your Experience Cloud site. The recordID is a unique identifier that specifies which record to display. The Record Detail component uses the recordID associated with the object for the page template, which means that it can only display one record per object per page. For example, if you have a page template for Account, you can only display one Account record on that page using the Record Detail component. To display multiple records of different objects on a page, you need to use other components, such as Related List or Record List.

To enable the guest user to run the flow, UC should set the “Enable Lightning Flows for Guest User” toggle option to ON in Setup. A flow is a tool that allows you to automate business processes by guiding users through screens and performing actions based on their inputs. A guest user is a user who accesses your Experience Cloud site without logging in or registering. To allow guest users to run flows on your site, you need to enable the “Enable Lightning Flows for Guest User” option in Setup, which gives guest users access to run flows that are embedded in Lightning pages or Visualforce pages.

To allow UC’s customers to log in to CK’s site, an Experience Cloud consultant should recommend establishing SSO between the two Experience Cloud sites by using one org as an identity provider and the other org as a service provider. SSO is a feature that allows users to authenticate with one system and access multiple systems without entering their credentials again. To use SSO between two Experience Cloud sites, you need to use one org as an identity provider (IdP), which is the system that verifies the user’s identity and issues a security token. You also need to use the other org as a service provider (SP), which is the system that accepts the security token and grants access to its resources.

Partner Central and Build Your Own are two templates that ZRS can consider to build the portal for its partners. Partner Central is a template that is designed for managing partner relationships, such as recruiting, onboarding, training, and co-selling. Build Your Own is a template that allows you to create a custom site using Lightning Web Components and other web standards.

To create a do-it-yourself site for its existing and prospective customers, UC should focus on two Experience Cloud features:

• Guest user and public access settings. These settings allow you to control what unauthenticated users can see and do on your site, such as viewing articles, manuals, and FAQs, or asking and answering questions.
• Content Delivery Network. This is a feature that allows you to improve the performance of your site by caching static resources, such as images, JavaScript, and CSS files. This can enhance the user experience and reduce the load on your server.

Experience Tracker is a component that informs support agents working in the Service Console what actions a customer has taken on an Experience site. Experience Tracker shows information such as page views, searches, downloads, and case interactions that the customer has performed on the site. This helps agents understand the customer’s context and provide better service.

This option allows CK to use Google as an external identity provider and enable customers to log in to the site using their Google credentials. CK can also access customers’ basic profile data, such as name, email, and picture, by specifying the scopes and attributes in the authentication provider settings. CK can also use the authentication provider to configure single sign-on (SSO) and just-in-time (JIT) provisioning for the site.

Two ways the consultant should associate the articles with topics are A and D. Topics are keywords or phrases that help users find and organize content in Experience Cloud sites. To associate articles with topics, you can select the appropriate topics on the Knowledge tab within Lightning Experience, which allows you to view and edit articles in a list or Kanban view. You can also manually add one or more topics to each article within Workspaces, which allows you to create and manage articles in a collaborative environment.

The Content Delivery Network (CDN) is a feature that improves the performance of public sites by caching static content, such as images, CSS files, and JavaScript files, on servers that are closer to the site visitors. This reduces the load on the Salesforce servers and speeds up the page loading time. CK can enable and configure the CDN from Experience Builder settings.

Three permissions that are included for a delegated administrator are A, D, and E. A delegated administrator is a user who has limited administrative privileges to perform certain user management tasks on behalf of an administrator. A delegated administrator can create and edit external user records, generate new passwords for external users, and manage permission sets for external users on their account. A delegated administrator cannot manage object access or add external users to multiple accounts.

When setting up partner roles, you need to keep in mind some considerations, such as:

• The default limit for the number of roles for portals is 50,000 per org. You can request an increase from Salesforce if you need more roles.
• Once created, roles cannot be deleted. You can only deactivate them or rename them.

To update brand colors across all of its sites, UMS should use the Site Builder tool. Site Builder is a tool that allows you to edit the look and feel of your Experience Cloud sites using a drag-and-drop interface. You can change the theme, layout, components, and branding of your sites without coding. Site Builder also supports Lightning templates, which are responsive and modern templates for Experience Cloud sites.

Super User access is a feature that allows you to grant access to records owned by other users who have the same role or a role below them in the role hierarchy. You can use Super User access to give retail managers access to records owned by their peers and subordinates.

A sharing set is a feature that grants community users access to records that have a lookup relationship with their user record or their account or contact record. For example, a sharing set can grant customers access to cases that have the same contact as their user record, regardless of the case owner or role hierarchy. Sharing sets are easy to configure and do not require code.

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.

To grant access to each customer, the UC admin should select a permission set and a profile for a given experience. A permission set is a collection of settings and permissions that give users access to various tools and functions in Experience Cloud. A profile is a collection of settings and permissions that determine what users can see and do in Experience Cloud. By selecting a permission set and a profile for each experience, the UC admin can control the access level of each customer user.

Experience Cloud can be used for employee apps, such as an onboarding app for new hires. However, there are some considerations when creating an employee app, such as:

• Not all Chatter posts inside Chatter groups within the employee app will be available in the main org. Only posts in public groups or groups that are shared with the main org will be visible in both places.
• Chatter posts related to a record will be available in the employee app as well as the main org. However, users need to have access to the record in both places to see the posts.

Three items that are reportable by a site administrator through Google Analytics for Experience Cloud sites are B, C, and E. Google Analytics is a tool that allows you to measure and analyze the traffic and behavior of your Experience Cloud site visitors. Google Analytics can report on various items, such as:

• Search Activity: This item shows how users search for content on your site, such as the number of searches, the search terms used, the number of results returned, and the click-through rate.
• User Login History Option: This item shows how users log in to your site, such as the number of logins, the login methods used, the login duration, and the login frequency.
• Contact Support page Activity: This item shows how users interact with your contact support page, such as the number of visits, the bounce rate, the average time on page, and the conversion rate.

Service Your Way is a component that allows customers to choose how they want to interact with a service agent or a chatbot from a list of available channels, such as phone, chat, SMS, WhatsApp, or Facebook Messenger. Service Your Way can be added to any page in Experience Builder and configured to show different channels based on user attributes or device type.

Three valid topic types are Featured Topic, Trending Topic, and Standard Topic. Topics are keywords or phrases that help users find and organize content in Experience Cloud sites. A Featured Topic is a topic that is manually selected by an administrator or moderator to be displayed prominently on the site. A Trending Topic is a topic that is automatically generated by an algorithm based on the popularity and recency of the content. A Standard Topic is a topic that is created by users or administrators and can be assigned to any content.

To meet the requirement of distributing leads to partners, UMS needs to take at least three steps:

• Create a Lead Process for Lead Distribution. A lead process is a set of stages that a lead goes through from creation to conversion. UMS can create a lead process that defines how leads are distributed to partners based on criteria such as region, industry, or product.
• Create a Lead Queue for Lead Distribution. A lead queue is a list of leads that are assigned to a group of users who share the workload. UMS can create a lead queue for its partners and assign leads to the queue based on the lead process.
• Configure Lead creation Leadon low Distribution inside PRM Workspace. PRM Workspace is a feature that allows UMS to manage its partner relationships, such as recruiting, onboarding, training, and co-selling. UMS can configure lead creation and distribution settings inside PRM Workspace, such as enabling partners to create their own leads, setting up lead assignment rules, and defining lead notification preferences.

To ensure that the partner users are able to register, the site administrator should enable the Contacts under the Account as partner users. This will allow the site administrator to assign a username, password, and profile to each Contact and send them a welcome email with a link to activate their account and log in to the site.