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Add CRM Connections to Your Aura Site
To share Salesforce CRM data on your Aura site, add CRM connections in Content Management.
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 access an Experience Builder site’s Content Management workspace: |
|
| To customize an Experience Builder site: |
|
CRM objects must be explicitly approved to make their data available on your site. Objects retain their permissions when used on Experience Cloud Sites.
Note Only objects that
support list views are available. Only fields in global list views can be used for display
on your site.
- In your site’s Experience Workspaces, navigate to Content Management.
- Go to Content, and click Salesforce CRM.
- Click Add CRM Connections.
-
Select objects to add to your site by clicking
. If an object
is already approved and connected to your site, you see a gray checkbox next to the
object.
- Save your changes.
- To disable existing connections, select Disable Connection from the row menu.
To display CRM data on your Aura site, create a CRM collection in Content Management.
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