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Experience Cloud
Set Up and Configure Your Org for Experience Cloud Sites

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Set Up and Configure Your Org for Experience Cloud Sites

Before setting up your first Experience Cloud site, complete a few tasks in Salesforce Setup to prepare your org for customer- and partner-facing sites. From enabling digital experiences to selecting the correct org settings, we’ve got you covered! The steps you take when preparing your org for Experience Cloud sites are the same you take when setting up sites for Commerce Cloud, Financial Services Cloud, Health Cloud, and Work.com.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Applies to: LWR, Aura, and Visualforce sites
  • Enable Digital Experiences
    Enabling digital experiences is the first step to creating an Experience Cloud site, whether you’re building a community, portal, help center, or website. You also need to enable digital experiences when setting up Commerce Cloud, Financial Services Cloud, Health Cloud, and Work.com.
  • Configure Digital Experiences Settings
    Manage settings that apply to all sites built on Experience Cloud.
  • Configure a Custom Domain for Your Experience Cloud Site
    To provide a branded experience for users who access your external-facing Salesforce content, serve your Experience Cloud sites on a domain that you own. With a custom domain, your users access your external-facing Experience Cloud site and its functionality through your branded URL, such as https://www.example.com. Also, with the many-to-many relationship between sites and custom domains, you can serve your external-facing content to meet your branding needs. For example, you can serve content from multiple Experience Cloud sites on one parent website, or serve multiple sites on one domain through custom paths. Because you can serve multiple sites on one domain, custom domains simplify the management of your domains and your corresponding network allowlists. And even if your Salesforce-hosted site URL changes due to a My Domain change, your custom domain remains constant, reducing the number of updates required.
  • Find Your Way Around Experience Workspaces
    Experience Workspaces is your one-stop shop for building, setting up, and monitoring your Experience Cloud site. Access Builder and Administration workspaces to manage your site’s setup and branding. Community managers can view dashboards for groups, members, feed activity, and license usage, and manage the community's reputation system. Moderators can see which items have been flagged for review.
  • Administer Your Experience Cloud Site
    After creating your Experience Cloud site, take care of administrative tasks such as adding members, securing your data, defining what records are shown in your site and to whom, and enabling other features such as SEO.
  • Access Experience Cloud Sites in the Salesforce Mobile App
    Accessing Experience Cloud sites from the Salesforce mobile app depends on several factors, including the type of template used to create the site and the licenses and permissions of site users.
  • Enable Other Salesforce Features in Experience Cloud Sites
    Experience Cloud offers a platform to expose Salesforce features and functionality to site members. For example, enable Salesforce Knowledge so customers can view knowledge articles in your site. Enable case feeds to facilitate discussions over customer cases. There’s also Chatter Questions, direct messages, Question-to-Case, and field service data.
 
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