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Create Criteria to Moderate Your Experience Cloud Site
Create criteria that define keywords or groups of members. Criteria are used in rules to moderate member-generated content, such as posts and comments.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| Applies to: Aura sites |
| User Permissions Needed | |
|---|---|
| To view, create, edit, and delete criteria: | Manage Experiences OR Create and Set Up Experiences AND Is a member of the Experience Cloud site |
Plan Your Use Cases
Before creating your member criteria, think about what you want to do.
- Do you want to protect your site from bots and spammers? Most spammers attack shortly after they’ve joined. Set up member criteria based on a user’s creation date.
- Do you want to review members’ first posts? Set up member criteria that target users without contributions.
- Do you want to moderate your internal users’ activity? Set up member criteria to include only your internal users.
- Do you want to be notified when a partner contributes for the first time? Set up member criteria to include only your partner users that don’t have contributions.
Before creating content criteria, think about what you want to moderate.
- Do you want to moderate profanities and slang? Set up separate keyword lists for each group of related words.
- Do you want to replace competitor product names with asterisks? Create a keyword list just for your competitor products.
- Do you want to monitor content for HIPAA compliance? Create a keyword list that alerts of possible HIPAA violations.
You can also use the Metadata API or Tooling API to set up keyword lists.
Create Content Criteria
Create and modify content criteria that define offensive language or inappropriate content that you don’t want in your Experience Cloud site. Content criteria are used in rules to moderate member-generated content, such as posts and comments.
Some things to keep in mind:
- Your org can have up to 30 keyword list criteria. This limit is per org, not per Experience Cloud site.
- A keyword list can have up to 2,000 keywords.
- Capitalization and trailing punctuation are ignored when matching your keywords to user-generated content. For example, if your criteria include BadWord, it’s matched when a user types BADWORD or badword.
Set up content criteria to use in your moderation rules.
- Open Experience Workspaces.
- Click Moderation | Content Criteria | New.
- Enter a name, unique name, and description for your criteria.
- Click Save.
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Update the keywords in your criteria.
To add keywords, click Add.
- Keywords can only be up to 100 characters and can include letters, numbers, spaces, and special characters.
- Wildcard characters aren’t supported.
- Separate keywords with commas or line breaks.
- When adding keywords, you can copy and paste up to 32,000 characters at a time.
Tip To cover different variations of the same word, you can use special characters and spaces. For example:- bad-word
- b@dword
- b a d w o r d
To delete keywords, select the keywords you want to remove, then click Delete.
A message indicates how many keywords were added or failed to add, and the number of duplicates that were ignored. If your entire entry failed to save, review the keyword requirements and then submit again. Don’t worry about adding duplicates because they’re ignored.
To delete criteria, click Del from the Content Criteria page. If criteria are being used by a rule, you can’t delete them.
Create Member Criteria
Create and modify member criteria to use in moderation rules. Target specific groups of members based on their user profile, user type, user creation date, or whether they've posted or previously commented in the Experience Cloud site. Use member criteria in your rules to help pin-point specific use cases, like reviewing posts only from your customer users who were created in the last seven days.
Some things to keep in mind:
- Your org can have up to 100 member criteria. This limit is per org, not per Experience Cloud site.
- Each member criteria can include up to 100 user conditions.
You can create criteria that include only user types and user profiles, or just filters. Or if you want it all, your criteria can include user types, user profiles, and filters. Let’s get started.
- Open Experience Workspaces.
- Click Moderation | Member Criteria, then click New.
- Enter a name, unique name, and description for your criteria.
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Select the types of user types or user profiles to include in your criteria.
You can select any combination of types and profiles. Members are included when they belong to any one of your selections.
If you delete a profile in your internal org, the profile is also removed from your member criteria.
-
Select to filter your members by:
- None—Select this option if you don’t want to filter the criteria using the other options. None is the default selection.
- User creation date—Select this option to include only users
that were created within a specific time frame. Enter the number of days since the
user was created.
Note A user’s creation date might not be the same date they became a member of the Experience Cloud site. For example, you can have an internal user that was created 120 days ago who became a member of the site five days ago. For users that self-register, their creation date is the date they become a member of the site. - Members without site contributions—Select this option to include only members that haven’t posted or commented in the Experience Cloud site. Posts that are pending review don’t count as contributions until they’re approved.
If you selected user types or user profiles, and you also select filter conditions, members are included only if they belong to one of the selected user types or profiles and the filter condition.
- Click Save to apply your changes.
- User Types: Partner
- User Profiles: Customer Community Plus Login User, Customer Community Plus User, and Customer Community User
- Filter By: User creation date is set to seven days since the user was created
- Partner users created in the last seven days
- Customer Community Plus Login User created in the last seven days
- Customer Community Plus User created in the last seven days
- Customer Community User created in the last seven days
- Review and approve their posts
- Be notified of their contributions
- Flag all their contributions
To delete criteria, click Del from the Member Criteria page. If criteria are being used by a rule, you can’t delete them.
