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Experience Cloud
Edit Pages and Components in Experience Builder

Edit Pages and Components in Experience Builder

Each page contains a collection of components that are organized around a task or function, whether it’s opening a case or searching for an article. The pages in each Experience Builder template are ready for you to use with little configuration. Add new components to your site’s pages, edit the properties of existing components, or delete components that you don’t require.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To customize or publish an Experience Cloud site:
  • Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site

    OR

  • View Setup and Configuration AND be a member of the site AND have appropriate role-based site access
Tip
Tip If you plan to add components to a new custom page, spend some time planning the composition and layout of the page based on its purpose.
  1. From the Pages menu in the top navigation bar, select the page that you want to edit.
  2. To open the Components panel, click the Components panel icon Components panel icon.
    Experience Builder Components Panel
    The Components panel lists only the components that are compatible with the selected page. For example, you can’t add the User Profile Detail component to the Home page.
  3. Drag the component from the Components panel onto an editable area of the page.
    When you drag a component over a content or theme layout region, a label appears to help you identify the region. Components in a content layout region are specific to the page. Components in a theme layout region are shared everywhere that the theme layout region is used, and the label “Shared” is added to the component’s name on the canvas.
  4. To edit the properties of a component, select it on the canvas or in the Page Structure panel.

    When you select a component, Experience Builder highlights the component with a blue border and shows the component’s property panel. Click the pushpin icon Pushpin icon in the property panel to float the panel over the canvas or to dock it to the right of the canvas. When the panel is docked, the entire canvas is visible.

  5. Update the component as needed.
Example
Example

Here’s a sample configuration of the Headline component (1) on the Home page, showing the list of supported components for that page (2) and the component’s property panel (3). You can duplicate, delete, or assign an audience to the component to control its visibility (4).

Add, configure, or remove components in Experience Builder
  • You can browse a selection of custom Lightning components on AppExchange and add them to your org directly from Experience Builder. Click Get more on the AppExchange in the Components panel. Components that are ready to add to Experience Builder pages are shown. When you add a component, it appears in the Components panel of all the template-based sites in your org.
  • You can also create custom Lightning components and use them on Experience Builder pages. For more information on creating custom Lightning components and enabling them for Experience Builder, see the Experience Cloud Developer Guide.
 
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Salesforce Help | Article