SECTIONSExperience Cloud Sites Overview
Certinia Experience Cloud sites are a set of components enabling Salesforce Experience Cloud site managers to grant Customer Community Plus or Partner Community Users secure access to features available in the Certinia products listed below.
For more information about how to configure an Experience Cloud site, see Setting up an Experience Cloud Site.
Accounting Experience Cloud Sites
You can use an Accounting Experience Cloud site to keep both customers and partners informed by collaborating, sharing, and communicating. The table below contains the full list of available feature areas.
| Feature Area | Description |
|---|---|
| Billing Documents | Accessing billing documents. |
| Cash Entries | Accessing cash entries. |
| Sales Credit Notes | Accessing sales credit notes. |
| Sales Invoices | Accessing sales invoices. |
PSA Experience Cloud Sites
You can use a PSA Experience Cloud to keep both customers and partners informed by collaborating, sharing, and communicating across every aspect of a project, for example by sharing key performance indicators (KPIs) between a project manager and stakeholders of the project. Users can ask questions about a project and modify records if they have the appropriate permissions. The table below contains the full list of available feature areas.
| Feature Area | Description |
|---|---|
| Billing and Invoicing |
Creating and editing project and vendor billing and invoicing actions. For example, vendors can proactively manage their own invoices. |
| Expenses | Creating and submitting expense reports for approval and entering expenses. |
| Project Task Gantt | Project Task Gantt related information. This is either read only or editable, depending on the level of access granted for items such as project tasks or Project Task Gantt view. |
| Projects | Project related information. This is either read only or editable depending on the level of access granted for items such as milestones, project tasks, budgets, timecards, expenses, Gantt, and status reports. |
| Resource Management | Creating resource requests for resourcing projects and self-assignment to a project. |
| Skills Management | Using skills and certifications. |
| Timecards | Creating and saving timecards, entering time or time on tasks, and submission of timecards for approval. |
For information about the Lightning components and Visualforce pages available for these feature areas, see PSA Experience Cloud Site Lightning Components and PSA Experience Cloud Site Visualforce Pages.
Order and Inventory Management Experience Cloud Sites
You can use an Order and Inventory Management Experience Cloud site to keep both customers and partners informed by collaborating, sharing, and communicating. For example, suppliers can update products on supplier catalogs and also update price lists. The table below contains the full list of available feature areas.
| Feature Area | Description |
|---|---|
| Acquisition Process (Procurement) |
Managing the buying process in your organization, from the creation of requisitions to AP voucher matching. |
| Order Fulfillment | Creating quotations and sales orders, as well as managing customer accounts and orders. |
| Inventory Management | Controlling supply, storage and access to items in your organization. |
| Receiving and Shipping | Managing the receipt of purchased and returned items, as well as the shipment of items to customers and suppliers. |
| Rebates | Managing and tracking rebates offered by manufacturers or sellers. |
| System Administration | Setting up Order and Inventory Management objects and configurations. |
For information about the Visualforce pages available for these feature areas, see Order and Inventory Management Experience Cloud Site Visualforce Pages.