Setting up an Experience Cloud Site

Perform the following tasks to set up a Certinia Experience Cloud site. Refer to the related help page for more information.

Notes:
  • The Spring 2021 version or newer of Accounting, PSA, or Order and Inventory Management must be installed in your org.
  • You must be an administrator to perform the tasks.
  • You can have multiple Experience Cloud sites for your org. For more information about the maximum number of sites, see the Salesforce Help.
  • If required, you can use a single site for Accounting, PSA, and Order and Inventory Management features. You can use permissions to provide the relevant users with the required tabs.
  • To view your Experience Cloud site, your users must have a Certinia Community Access license if they already have a Salesforce Community license. If they don't already have a Salesforce Community license, they must have a Certinia Full Community license.
Setup Tasks
Step Task Further Information
1 Create an Experience Cloud site. Create an Experience Cloud Site in the Salesforce Help
2 Build the Experience Cloud site. Building the Experience Cloud Site
3 Set up profiles. Setting up Profiles for Experience Cloud Sites
4 Set up permission sets. Setting up Permission Sets for Experience Cloud Sites
5 Assign yourself the channel manager role. Setting up Your Role in the Experience Cloud Site
6 Provide your customers or partners with access to your Experience Cloud site.

Manage Site Membership in the Salesforce Help

Note:

Only the steps related to customer users are required.
7 Restrict default external access to objects via sharing settings. Setting the External Org-Wide Sharing Defaults
8 If you use PSA, ensure that resources can view the relevant projects. Making Projects Visible to Resources in an Experience Cloud Site
9 If you use PSA, configure the relevant custom settings and configuration groups. Updating Custom Settings and Configuration Groups
10 [Optional] Set up approval processes for the relevant objects. Set Up Approvals for External Users in Your Experience Cloud site in the Salesforce Help
11 [Optional] Enable Chatter for your Experience Cloud site. Chatter in Experience Cloud Sites in the Salesforce Help
12 Publish your Experience Cloud site. Publish Your Experience Builder Site Customizations in the Salesforce Help
13 Activate your Experience Cloud site. Activate Your Site in the Salesforce Help