Experience Cloud Benefits, Setup Tips, and Synebo’s Passwordless Product

Salesforce Experience Cloud helps businesses engage with customers, partners, and employees by providing a single digital platform for sharing information and documents. Its popularity is growing due to its ability to streamline customer self-service, improve partner collaboration, and connect teams globally.

In this issue, you will find practical tips for using Experience Cloud more effectively, learn about our new product that simplifies access to the Experience Cloud, and see how these updates can benefit your current and potential users.

Salesforce Experience Cloud: Key Benefits and What You Can Gain

This issue focuses on Experience Cloud, so let’s begin by exploring its benefits and how it can add value to your business. Salesforce Experience Cloud is a digital platform for creating customized, CRM-integrated websites, portals, and mobile apps, enhancing customer, partner, and employee engagement and collaboration.

At its core, Salesforce Experience Cloud serves as a digital gateway, providing users with personalized access to the information, tools, and resources they need. Salesforce Experience Cloud is for building:

• Personalized digital gateways.
• Centralized digital hubs.
• Branch-specific portals.
• Virtual office environments.

Benefits of Salesforce Experience Cloud:

1. Enhanced User Experience. Businesses can offer tailored, intuitive, visually appealing interfaces, enhancing user satisfaction, engagement, and loyalty.
2. Increased Customer Self-Service. Customers can resolve their issues through self-service tools like knowledge bases and forums, reducing the need for support.
3. Seamless Collaboration and Community Building. Teams and communities can easily collaborate in digital spaces, fostering knowledge sharing, innovation, and a stronger sense of community.
4. Personalization and Customization. Businesses can use data to provide personalized content, recommendations, and offers, boosting user engagement and conversion rates.
5. Streamlined Processes and Efficiency. The seamless integration with Salesforce tools streamlines operations reduces manual tasks and enhances overall efficiency.
6. Scalability and Flexibility. As businesses grow, they can easily scale their platform, adding new features and users to meet evolving demands.
7. Data-Driven Insights. Built-in analytics help businesses gain insights into user behavior and engagement, optimizing performance.
8. Mobile-Optimized Experiences. Mobile-optimized platforms offer users smooth access to any device, anytime, anywhere.

How to Set up Salesforce Experience Cloud?

Setting up Salesforce Experience Cloud requires a balanced approach, combining technical precision with strategic planning. To ensure success, it's important to start with thorough preparation before diving into the setup process. Here’s how to begin:

Check the Technical Requirements for Setup

Ensure your organization meets the technical requirements to set up Salesforce Experience Cloud. These requirements may include:

• Stable internet connection.?
• Supported web browsers.?
• Sufficient storage and computing resources.?
• Integration capabilities with other systems.?

Plan Your Salesforce Experience Cloud Implementation

Building a successful Salesforce Experience Cloud site starts with proper planning. Here are some key considerations to get you started:

• Identify the goals and objectives of your community.?
• Define the target audience for your community.?
• Outline the desired user experience and functionality.?
• Map out the content and resources you want to make available in your community.?
• Consider any integration requirements with existing Salesforce or third-party systems.?

6 Steps to Set Up Salesforce Experience Cloud

1. Creating Your Salesforce Experience Cloud Account.?
2. Configuring Your Salesforce Experience Cloud Settings.?
3. Activating Digital Experiences.
4. Setting Up Your Workspace.
5. Grant Partner Access in Lightning Experience.
6. Enabling Partner Users and Logging In.

Configuring your Salesforce Experience Cloud settings lets you adapt the platform to fit your business needs. The Settings section provides options to customize branding, navigation, authentication, and content delivery. Remember to save your changes and preview your community to confirm everything is set up correctly.

Explore our step-by-step guide for setting up your Salesforce Experience Cloud site. This guide includes account creation, configuration, customization, troubleshooting, optimization, and maintenance, all tailored to your organizational goals. Click the link to access the full guide from Synebo’s Head of Delivery, Yana Chekan .

Case Study on Improving AppsFlyer User Experience Through Community and Help Center Integration

When it comes to highlighting the benefits and features of Experience Cloud, nothing showcases our expertise better than a real-world case.

AppsFlyer, a SaaS mobile marketing analytics and attribution platform, approached Synebo to create a Partner Community. They needed a fully customized help center where their partners could seamlessly access articles, FAQs, and other resources AppsFlyer deemed essential for this digital environment.

AppsFlyer wanted to avoid duplicating its extensive knowledge base already hosted on Zendesk. Instead, the Salesforce Partner Community provided the ideal solution, allowing community members to seamlessly interact with the existing Help Center without recreating it.

In just 8 months, Synebo's technical team delivered:

1. Integration of AppsFlyer's existing Zendesk Help Center with a newly developed Partner Community, featuring a robust tagging system to ensure members easily access relevant information.
2. The streamlined registration process for partners, fully managed by admins within the platform for ease of use and control.

You can read the full story and learn more about our solution by following this link.

Passwordless Authentication for Experience Cloud

Since users often face the frustration of managing multiple passwords, this leads to frequent login issues or delays when using Experience Cloud. For example, companies with community portals have experienced situations where customers have difficulty accessing the portal due to forgotten credentials, which reduces engagement.?

We’d like to introduce Synebo’s latest product, Passwordless Authentication for Experience Cloud. This tool simplifies the login and registration process for Experience Cloud by eliminating the need for passwords.?

This tool allows for effortless access to community portals, improving user experience and removing barriers to entry. Passwordless Authentication for Experience Cloud helps you:

1. Login to community portals effortlessly.
2. Enjoy a streamlined sign-up process.
3. Configure and customize passwordless forms.

Download the Passwordless Authentication by Synebo using the link.

Final Take

That wraps up our overview of Salesforce Experience Cloud. We trust that the setup tips and passwordless authentication insights were useful and that the case study has inspired you to explore what Experience Cloud can offer. Share your feedback in the comments, and subscribe to our newsletter for more updates next month!