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            Experience Cloud Site Setup Checklist

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            Experience Cloud Site Setup Checklist

            Building an Experience Cloud site is the result of research, mapping of goals, and defining your audience. At the same time, you must have all your ducks in a row so the actual implementation process is seamless. You know your org best, but use this general checklist to help you organize what you need for site.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            Applies to: LWR and Aura sites
            Note
            Note Beginning in Summer ’26, Chatter is turned off by default in all new orgs. For any features in these orgs that require access to Chatter functionality or the Chatter APIs, turn on Chatter by going to Setup | Chatter Settings and selecting Enable. For details, see Chatter Is Turned Off by Default in New Orgs Beginning in Summer ’26.

            Have you considered everything on these lists?

            Before You Begin:

            Gather your branding assets:

            checkbox High-resolution image of your company logo

            checkbox Color scheme (or an image to upload to automatically generate one)

            checkbox Image to use as a header

            checkbox Thumbnail images (385x385 pixels), if you’re using Featured Topics

            In your internal Salesforce org:

            checkbox Enable Digital Experiences. Choose a unique URL that works for your business, because you can’t change it after it’s been set.

            checkbox Set up email templates for any communication between the community and its members (welcome email, resetting password email, and so on).

            checkbox Enable any Service Cloud features you plan to use in the community, such as Salesforce Knowledge and Embedded Chat.

            checkbox Review profiles and add permission sets as needed.

            checkbox Set up Web-to-Case.

            If you’re using Salesforce Knowledge:

            checkbox Review your data categories.

            checkbox Enable feed tracking for your Knowledge article types.

            As You’re Making Your Site:

            In your internal Salesforce org:

            checkbox Add members.

            Configure the Guest User Profile (access using Experience Builder):

            checkbox Give read and create permissions for the case object.

            checkbox If using Salesforce Knowledge, give guests access to your data categories.

            In Experience Workspaces:

            checkbox Set up navigational topics and subtopics, and associate articles to each topic.

            checkbox Set up featured topics and associated images.

            checkbox Download the latest Salesforce Communities Management from the AppExchange.

            checkbox Set up moderation criteria and rules.

            checkbox Enable and set up reputation.

            In Experience Builder:

            checkbox Customize your community to match your company’s branding.

            checkbox Add standard and custom Lightning components to customize their design and content.

            After Making Your Site

            checkbox Set up an internal Chatter or Slack group for feedback, and invite people to take a test drive while the site is still in preview mode.

            checkbox Incorporate their feedback, and then publish your site.

            checkbox Seed the site with some initial content: welcome posts, groups, and relevant or fun articles.

            checkbox Archive your site if you no longer need it.

             
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