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Who Does What in Experience Cloud?
Experience Cloud sites are typically not developed, designed, and maintained by a single person because these tasks require different skills. Depending on the size of your company and scale of your site, you could have some people handle several roles or a dedicated person for each role.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
Why Is This Important?
Experience Cloud accommodates many use cases and customization capabilities. When you create a site, it’s important to consider who has the necessary skills for each role to build your team. Assigning a single person to manage all the different facets can become unmanageable if your site is large or complex.
What Should You Keep in Mind?
Before you begin, consider the lifespan of a site and the required skills. First, you design and build the site and then create and add content. You also promote, maintain, and grow the site. Each phase requires different skills that must be accounted for when you create your site. Here’s our recommended implementation team and the skills they require. Keep in mind that a single person can fill many of these roles in a small company.
Design and Build Roles and Skills
- Solution Architect— Understands the fundamental structure of the site and how to create it.
- Business Process Analyst— Understands the business requirements and how the site is used. The business analyst has deep knowledge of your company, the problems to solve, and how your site plans to solve them.
- Developer— Although many Experience Cloud features are point and click, when creating a more complex site, a developer trained on the Salesforce platform can set up and customize your site more efficiently.
- User Interface Designer— We offer many tools to customize the look and structure of your site, but without intuitive design they often go to waste. Your designer must have a thorough understanding of web design and your target audience to get the most value for your site.
- User Experience Designer— Working with your UI designer, the UX designer is the voice of the customer. A solid user experience grounded in user research can improve the useability of your site.
Content Creation and Management Roles and Skills
- QA Professional— Before you go live and whenever you update your site, test your changes carefully. It’s helpful to have a fresh set of eyes for quality checks. Make sure that the various user types have access to the correct things and that your setup has no security vulnerabilities.
- Content Manager— A single site often uses many different types of content, from images, to videos, to plain text. Make sure that your content is up to date and ready for prime time. If you don’t have someone managing your content, it’s easy for your site to become dated quickly.
- Digital Engagement Manager— After your site is deployed and available to your users, you want someone to maintain it over time. Make sure that your users are engaging with your content and each other with analytics tools and the moderation tile. Creating an excellent site requires a significant amount of work, but maintaining your site after going live is the true key to success.
