Experience Cloud Setup Checklist in Manufacturing Cloud

Here are the high-level tasks involved in setting up an Experience Cloud site:

Basic Configuration

• Review your assigned licenses on the Company Information page in Setup. Plan your implementation based on whether you have a Customer Community license or a Partner Community license. See Experience Cloud User Licenses.
• Enable Digital Experiences and select a domain name. See Enable Digital Experiences.
• Set up roles in your org so that you can share records with a group of users. Most Experience Cloud licenses require roles in your org. See Create a User Role.
• Review the capabilities of Partner Community and Customer Community Plus for Manufacturing. See Partner and Customer Experience Cloud Licenses for Manufacturing.
• Clone the Partner Community or Customer Community user profile. See Create or Clone Profiles.
• Create a partner or customer user. See Create a Partner User for Manufacturing or Create a Customer User for Manufacturing.
• Assign permission set licenses to the user.
• Provide the desired read, edit, create, and delete access on objects by editing the Standard Object Permissions section of the user profile. See Edit Object Permissions in Profiles.
• Provide the desired read and view access for each field on the objects by editing the Field-Level Security section of the user profile. See Set Field Permissions in Permission Sets and Profiles.
• Provide partner users permissions to manage, convert, and create leads via the General User Permissions section of the user profile. See User Permissions.
• Create a Digital Experience site by using the Manufacturing template. See Create an Experience Cloud Site with the Manufacturing Template.
• Add the user profile as a member of the site and activate the site. See Create an Experience Cloud Site with the Manufacturing Template.
• Customize the pages and components of the site by using Experience Builder. See Recommended Customizations for Experience Cloud Sites for Manufacturing.
• Edit sharing settings and set up sharing rules to determine record access for users. See Object and Record Sharing with External Users for Manufacturing.

Additional Configuration

• Enable Chatter feed for objects that are exposed to external users. See Chatter in Experience Cloud Sites.
• Enable Knowledge for Experience Cloud and help external users to create and manage topics. See Enable Salesforce Knowledge in Your Experience Cloud Site.
• To completed additional configuration, review this Experience Cloud site setup checklist as well. See Experience Cloud Site Setup Checklist.
• Share CRM Analytics dashboards with users. See Enable Analytics in Your Experience Cloud Site.
• Add reports and dashboards to the site. See Experience Cloud Sites Report and Dashboard Considerations.