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Set Up Experience Cloud Sites for Manufacturing

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Set Up Experience Cloud Sites for Manufacturing

Connect and collaborate with partners and customers by using Experience Cloud sites for Manufacturing. Admins can use Salesforce Experience Cloud to build branded partner portals and customer portals. Manufacturers can collaborate with partners by using partner portals to drive more sales, manage service operations, and help partners track the entire lifecycle of their assets. Manufacturers can use customer portals to connect with customers to give them visibility into their assets, orders, and warranties and to help them get the answers they need. Admins can create multiple sites based on their business needs, create partner and customer users, and control access to the information shared with the partner and customer users.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
  • Capabilities of Experience Cloud Sites for Manufacturing
    Manufacturers can create partner and customer portals to coordinate their commercial operations, to deliver delightful service interactions, to manage partner engagement, and to streamline inventory operations.
  • Partner and Customer Experience Cloud Licenses for Manufacturing
    Experience Cloud for Manufacturing is available with both Partner Community for Manufacturing and Customer Community Plus for Manufacturing licenses. Admins can build a partner portal or a customer portal based on the license they have.
  • Experience Cloud Setup Checklist in Manufacturing Cloud
    To successfully set up an Experience Cloud site for your manufacturing partners and customers, you must perform certain tasks.
  • Create a Partner User Profile for Manufacturing
    A manufacturer can create a partner portal by using Experience Cloud and collaborate with partners, distributors, and suppliers on sales agreements, forecasts, rebate programs, and so on. Partners can log in to the portal, track information about orders, work orders, and warranties. They can also get visibility into the activities related to their assets, leads, and opportunities.
  • Create a Customer User Profile for Manufacturing
    A manufacturer can create a customer portal by using Experience Cloud to help customers track the activities related to their assets, warranties, and so on. Create a user profile so that customers can log in to your portal and access information, resolve problems through self-service features, manage account and contact participants, and track the major milestones in the lifecycle of their assets.
  • Create an Experience Cloud Site for Manufacturing
    Create an Experience Cloud site to connect with and collaborate with your partners and customers. To quickly build a site, use the predefined Manufacturing template that includes the Manufacturing objects and features. You can also create a site from scratch or by using another template and adding the Manufacturing objects to the site.
  • Recommended Customizations for Experience Cloud Sites for Manufacturing
    Customize your Experience Cloud site for Manufacturing to collaborate with partner users on sales agreements, forecasts, assets, warranties, and so on. You can also customize the site to help customer users track the details on their fleets, cases, work orders, and so on.
  • Object and Record Sharing with External Users in Manufacturing Cloud
    Ensure that the external users who use the Experience Cloud site get the right access to the relevant records and that they can view only the information that you want to share with them. You can control sharing access at the level of objects, fields, and records.
  • Create Partner Users and Build a Distributor Portal
    Provide users the required access to Manufacturing objects and records, and create a responsive Experience Cloud site for partner users.

See Also

 
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