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Experience Cloud
Add a Salesforce CRM Collection to Your Aura Site

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Add a Salesforce CRM Collection to Your Aura Site

To create an attractive and engaging display of CRM object data, add a CRM collection to your Aura site. Create and customize the data layout and record list views by using the CMS Collection component in Experience Builder. If you haven’t created a CRM collection but you want to display object data on your site, you can still add the CMS Collection component as a placeholder.

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:
  • 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
  1. In Experience Builder, click Components.
  2. Drag the CMS Collection component onto the page.
  3. In the component property panel, click + Add Collection.
  4. Select the CRM collection that you want to add from the list, and save your change.
    Tip
    Tip The Type column indicates the source of a collection. For example, Account is any collection composed of Account data. A content type such as News or Image indicates a CMS Collection.
  5. In the component property panel, customize the collection layout and content layout as needed.

See Also

 
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