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Experience Cloud Setup Checklist in Automotive Cloud
Review the high-level tasks involved in successfully setting up an Experience Cloud site for your Automotive partners and customers.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions |
Basic Configuration
- Review your assigned licenses on the Company Information page in Setup. Plan your implementation based on whether you have a Customer Community license or a Partner Community license. See Experience Cloud User Licenses.
- Enable Digital Experiences and select a domain name. See Enable Digital Experiences.
- Set up roles in your org so that you can share records with a group of users. Also, most Experience Cloud licenses require roles in your org. See Create a User Role.
- Review the capabilities of Partner Community and Customer Community Plus for Automotive. See Experience Cloud Licenses for Automotive.
- Clone the Partner Community or Customer Community user profile. See Create or Clone Profiles.
- Create a partner or customer user. See Create a Partner User for Automotive or Create a Customer User for Automotive.
- Assign the required permission set licenses to the user. See Experience Cloud Permission Set Licenses for Automotive.
- Edit the Standard Object Permissions section of the user profile by providing the required levels of read, edit, create, and delete access on objects. See Edit Object Permissions in Profiles.
- Edit the Field-Level Security section of the user profile by providing the required levels of read,and view access for each field on the objects. See Set Field Permissions in Permission Sets and Profiles.
- Provide partner users permissions to manage, convert, and create leads in the General User Permissions section of the user profile. See User Permissions.
- Create a Digital Experience site using the Automotive template. See Create an Experience Cloud Site for Automotive.
- Add the user profile as a member of the site and activate the site. See Create an Experience Cloud Site for Automotive.
- Use the Experience Builder to customize the pages and components of the site. See Customize the Experience Cloud Site for Automotive.
- Edit sharing settings and set up sharing rules to determine record access for users. See Object and Record Sharing with External Users for Automotive.
Additional Configuration
- Enable Chatter feed for objects that are exposed to external users. See Chatter in Experience Cloud Sites.
- Enable Knowledge for Experience Cloud and allow external users to create and manage topics. See Enable Salesforce Knowledge in Your Experience Cloud Site.
- Review the setup checklist to complete additional configurations. See Experience Cloud Site Setup Checklist.
- Share CRM Analytics dashboards with users. See Enable Analytics in Your Experience Cloud Site.
- Add reports and dashboards to the site. See Experience Cloud Sites Report and Dashboard Considerations.
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