Experience-Cloud-Consultant Exam Questions

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.

Partner Central is a template that is designed for creating asite that supports channel sales, lead distribution, and deal registration. The template includes features such as partner recruitment, onboarding, training, co-selling, lead management, opportunity management, and deal registration.

To limit the fields available in the customer portal, the administrator should use Field-Level Security to remove access to the unwanted fields. Field-Level Security is a feature that allows the administrator to control the visibility and editability of fields for different profiles and permission sets. The administrator can use Field-Level Security to hide or make read-only the technical codes and internalinformation fields for the customer portal profile or permission set.

To make Knowledge articles available to site users, you need to map topics to data categories and enable the “Share on Sites” setting. Topics are labels that you can assign to articles to make them easier to find and organize. Data categories are away of classifying articles based on a predefined hierarchy. You can map topics to data categories, so that when you assign a topic to an article, it automatically inherits the data category visibility settings. The “Share on Sites” setting allows you to share articles with public users on your site.

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.

For records created by guest users, NMH should keep in mind that queues cannot be assigned as owners, setting the default owner is an option in Experience Cloud sites, and any active user in an org can be assigned as the default owner. A queue is a location where records can be routed to await processing by a group of users. However, queues cannot be assigned as owners of records created by guest users because guest users do not have access to queues. Setting the default owner for records created by guests is an option in Experience Cloud sites that allows NMH to specify who will own the records created by guest users on their public site. Any active user in an org can be assigned as the default owner of records created by guest users, as long as they have the appropriate permissions and access to the object.

The Customer Account Portal template is designed for creating a site for existing customers who need to access their account information, such ascontracts, billing, and support. The template includes features such as login, registration, profile management, case management, and commerce integration. The template also supports Knowledge articles, manuals, and FAQs.

Salesforce Partner Relationship Management (PRM) is a solution that helps you manage your partner lifecycle, from recruitment to enablement to co-selling. Some of the waysthat Salesforce PRM can help DF are:

Automating partner onboarding process. You can use Salesforce PRM to create guided onboarding flows that automate tasks, approvals, and notifications for your partners.

Providing reports and dashboards access to partners. You can use Salesforce PRM to share reports and dashboards with your partners that show their performance, pipeline, and revenue.

Preventing channel conflict. You can use Salesforce PRM to assign leads and opportunities to your partners based on rules and criteria that ensure fair distribution and avoid duplication.

To use standard profiles in an experience, the step that is required is to enable the “Allow using standard external profiles for self-registration, user creation, and login” option in Setup. A profile is a collection of settings and permissions that determine what users can see and do in Experience Cloud. Standard profiles are predefined profiles that come with Salesforce and can not be edited or deleted. To use standard profiles for external users in an experience, you need to enable the “Allow using standard external profiles for self-registration, user creation, and login” option in Setup, which gives you access to use standard profiles such as Customer Community User or Partner Community User.

To simplify topics but keep articles that have been assigned to the topics, you need to merge similar topics in Content Management. This will allow you to combine two or more topics into one and update the articles that have been assigned to the merged topics.