Experience Cloud Site Moderation Strategies and Tools

Available in: both Salesforce Classic and Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions

Moderation is crucial for an Experience Cloud site to thrive. You need active moderators who are willing to spend time ensuring that the members and content in your site are appropriate and helpful. It’s also critical to empower members to speak up when they view something as inappropriate or offensive.

With moderation, you can:

• Designate specific users as moderators so that they can closely monitor the site
• Allow members to flag posts, comments, files, and messages that are inappropriate or spam
• Allow moderators to review and act on flagged items, such as deleting a post, comment, or file
• Allow group owners and managers to moderate within their groups
• Create rules and criteria to automatically block, flag, replace keywords in member-generated content, such as posts or comments
• Create rules to review and approve content from specific members
• Track flagging and moderation activity within your site

To limit the size and types of files allowed in your site, in Experience Workspaces, go to Administration | Preferences.

To report on moderation activity in your sites, you can use the preconfigured reports from AppExchange. For more information about the AppExchange package, see Report on Experience Cloud Sites with AppExchange Packages. You can also query flagged content or activity using the API, or create a custom report type using Networks as the primary object.

If you want to create custom advanced moderation logic for your Experience Cloud site, you can create triggers that flag content. Custom triggers run behind the scenes and don’t require you to allow your members to flag content.

If your org is using Transaction Security, moderation offers some of the same functionality. Transaction Security and moderation can be used at the same time.

• Track Experience Cloud Site Activity with the Moderation Overview Page
  Moderation Insights are arranged in clickable tiles on the Moderation Overview page in Experience Workspaces. View the entire picture of your site’s moderation activity at a glance and take action on day-to-day moderation tasks.
• Enable Members to Flag Items in Your Experience Cloud Site
  Turn on flagging for your Experience Cloud site to let members flag posts, comments, files, and messages that they deem inappropriate.
• Create Criteria to Moderate Your Experience Cloud Site
  Create criteria that define keywords or groups of members. Criteria are used in rules to moderate member-generated content, such as posts and comments.
• Create Rules to Moderate Your Experience Cloud Site
  Moderation rules help protect your site from spammers, bots, and offensive or inappropriate content. Create and modify rules for your Experience Cloud site to moderate member-generated content. Each rule specifies the member-generated content the rule applies to, the criteria to enforce the rule on, and the moderation action to take.
• Review and Approve Posts and Comments in Your Experience Cloud Site
  Moderation rules to review and approve content ensure that non-compliant and inappropriate content isn’t immediately visible to everyone in your Experience Cloud site. Posts and comments pending review aren’t displayed in the feed; only the author and moderators can see pending posts and comments in the feed. An author can see a pending comment on a pending post only if the author posted both. After you set up the rules, moderators can approve content directly in the feed and in Experience Workspaces.
• Moderate Flagged Items in Your Experience Cloud Site
  Moderators can review and act on flagged items in their Experience Cloud sites.
• Set Up Apex Triggers for Flagging Items
  Use triggers to create custom advanced moderation logic that automatically flags items in your Experience Cloud site.
• Experience Pulse
  Experience Pulse displays metrics at the top of Workspaces. Click a metric to open the corresponding report or dashboard for more information or to take action. Customize the displayed metrics or create ones to meet your needs.
• Experience Cloud Site Moderation Limits and Limitations
  Moderation limits ensure that your Experience Cloud site performs optimally.