Create a Salesforce CRM Collection for Your Aura Site
To display CRM object data on your site, create CRM collections. CRM collections are
automatically updated based on the data in your Salesforce org. When you add a CRM collection to
your Aura site, you can customize its layout and formatting.
Required Editions
Available in: Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and
Developer Editions
To access an Experience Builder site’s Content Management workspace:
Create and Set Up Experiences
AND is a member of the site
To customize an Experience Builder site:
Create and Set Up Experiences OR assigned an experience admin, publisher, or
builder role in that site
AND is a member of the site
Before you can create CRM collections, add CRM connections to your Aura site, and ensure
that these CRM connections are approved for use.
As you add records in Salesforce, they’re automatically added to the CRM collection
connected to that object. You can create a CRM collection for an object even if you don’t
have any records for that object in your org. If you anticipate having records to show on
your Aura site, create a CRM Collection.
In your site’s Experience Workspaces, navigate to Content Management.
Go to Collections, and click New.
In the New Collection window, enter a descriptive name for your collection, select
Salesforce CRM, and click Next.
From the dropdown menu, select the object that you want to include in your
collection.
Select the best list view to display your CRM collection. You can have multiple
collections associated with an object, but each collection can only have one list view
associated with it at a time. Objects with only one list view available can only have one
collection at a time.
Only global list views are available for creating CRM collections. All fields in a list
view are available for display when that view is added as a content source in Experience
Builder.
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