Salesforce Experience Cloud is widely used by organizations that use Salesforce CRM to manage their business operations serving as the optimal method to connect with external audiences through a visually appealing portal linked to all Salesforce data.
Companies may have up to 100 different Salesforce communities within the same org for various purposes, whether it’s a Salesforce customer portal, Salesforce partner community, or a member and fundraising site. However, there are instances where starting fresh with a new site becomes necessary, requiring the deletion of the previous one. In this blog post, we’ll provide you with instructions on how to delete and restore a digital experience site on Salesforce.
Deleting experience site in Salesforce
The most important thing you need to know is that you cannot delete a community from Salesforce. Instead, you can make it inactive and close any access, by deactivating and archiving your experience site.
Please, take into account, when you archive a site,
The site’s URL becomes inaccessible to all users, including administrators. Users will be directed to a “Site under maintenance” page instead of the site.
Access to the site’s Experience Builder or Workspaces is restricted.
The site doesn’t count against your org’s maximum 100 unarchived site limit
You can always unarchive a site in the future if you need to.
Note!
You cannot archive an inactive site that is in Preview status. Activate and then deactivate the site before you archive it.
How to deactivate the Salesforce community
To deactivate, go to Workspaces > Administration > Settings. Press the “Deactivate” button.
How do I archive an Experience site in Salesforce?
To archive the Experience Cloud site, you need to use the App Launcher on your org.
Access Salesforce CMS (Digital Experiences) using the App Launcher.
Navigate to the All Sites tab to view a list of all Experience Cloud sites within your organization.
Select the name of the site you’d like to archive.
Once on the site detail page, click on the Archive option.
Confirm the archiving process by clicking Archive again.
That’s it!
How to unarchive an archived community site?
So, now you know how to delete an Experience Cloud site. Let’s explore how to restore it when archived. Access Salesforce CMS (Digital Experiences) using the App Launcher. Navigate to the All Sites tab, then switch to the “Archived sites” tab to view all archived sites in your org. Select the name of the site you’d like to unarchive.
Once on the site detail page, click the “Unarchive” option. Confirm the unarchiving process by clicking “Unarchive” again.
When you unarchive a site, the site’s URL becomes available only to admins. To make it accessible to everyone, you need to activate it.
Need help?
I hope that was helpful!If you don’t know how to delete Experience site in Salesforce and still need technical assistance, feel free to reach out to the Advanced Communities team. We’re here to help with all your Experience Cloud requests.
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FAQ
How do I unpublish an experience site in Salesforce?
You cannot delete or unpublish a site referenced for a community, particularly if it includes Force.com or Sites.com in the domain name. However, you can mark it as inactive to restrict access for everyone.
How do I publish an experience site in Salesforce?
In Experience Builder, take a look at your site to check if it looks the way you want. If everything is good, click the Publish button on the toolbar to make your changes live.
How do I delete an Experience Builder in Salesforce?
You can’t delete an Experience Builder from your Experience Cloud platform as this is the main tool used for building communities in Salesforce. You use Experience Builder drag and drop logic and customization capabilities to easily create and brand sites on top of Salesforce.
For many years, Salesforce has been creating strong technology solutions for various fields, including nonprofits, schools, and philanthropic groups. Today, Salesforce offers a variety of products and features to improve how operations run, assist in fundraising, handle grants, monitor program impact, and connect with supporters.
In this article, we’ll explore Salesforce and its Experience Cloud DXP platform as a solution for nonprofit and donation management. We’ll guide you on using Salesforce CRM for nonprofits and show you how it helps achieve philanthropic missions through custom Experience Cloud solutions.
Salesforce for nonprofits: an overview
Salesforce for nonprofits offers a comprehensive suite of technology solutions tailored to connect nonprofit with individuals passionate about its cause. With the Power of Us program, eligible educational institutions and nonprofits can even get started with the Salesforce technology at a discounted price.
At the core of Salesforce for nonprofits is Nonprofit Cloud. It’s an all-in-one solution with tools for fundraising, managing programs, handling cases, and tracking outcomes. If your organization deals with giving out money or grants, there’s also Nonprofit Cloud for Grantmaking. It goes beyond Nonprofit Cloud by adding tools to manage the whole process of giving out grants.
It’s also possible to opt for a ready-made package that works smoothly with Salesforce, like the Nonprofit Success Pack (NPSP). NPSP organizes data for nonprofits, including details about the people you work with, your fundraising efforts, and your programs.
Difference between NPSP and Nonprofit Cloud
In July 2018, Salesforce announced exciting news about the first release of its new Nonprofit Cloud solution. Previously, all nonprofit organizations used NPSP as the main technological solution for the efficient management of common nonprofit business processes. NPSP is an app that sits on top of Salesforce Enterprise Edition. It is preconfigured for nonprofits as an easy-to-use fundraising and constituent management application, designed to make the daily life of nonprofits much easier. NPSP is a free, open-source product.
So, starting from 2018, nonprofits can leverage a new powerful solution that goes beyond the foundational capabilities of NPSP, offering advanced tools and functionalities that streamline operations, enhance relationship management, and increase the efficiency of eligibility assessments.
Features included in Nonprofit Cloud:
Constituent Management
Case Management
Program Management
Fundraising
Outcome Management
Nonprofits can go beyond Nonprofit Cloud by using Experience Cloud for Nonprofits or Nonprofit Cloud for Grantmaking.
Nonprofit Cloud for Grantmaking includes access to grant and budget management features helping nonprofits manage the entire grant life cycle. Main capabilities include creating funding opportunities, managing applications and reviews, tracking grant applicant budgets and results, and more.
OmniStudio
The OmniStudio automation tool is included in Nonprofit Cloud, which means nonprofits can easily and quickly create custom user-friendly applications with just clicks, using drag-and-drop configuration. This allows them to deliver guided experiences that volunteers, donors, or supporters truly expect. OmniStudio is a valuable tool for nonprofits as it helps enhance donor engagement, streamline donation or fundraising processes, simplify data management, and improve interactions with the platform.
Using Salesforce for fundraising and managing donors significantly improves the way nonprofits handle their tasks. From building connections with supporters to overseeing contributions and monitoring engagement, Salesforce provides a range of tools to simplify processes and aid nonprofits in accomplishing their philanthropic goals. Nonprofits can organize donations efficiently using the Nonprofit Success Pack, a tool we’ve covered before. NPSP is crafted to manage various types of donations nonprofits receive, including one-time donations, matching gifts, recurring contributions, tributes, and more. Within Salesforce, contributions are termed as “Opportunities.” An Opportunity is a specially created record in Salesforce to log revenue details, such as the amount, date, and the person or organization contributing the funds. While businesses employ Opportunities to track sales, nonprofits leverage them to monitor donations.
What types of donations can you gather with Salesforce NPSP:
Recurring donations.
Pledges. Easily manage pledges with Opportunities and Payments.
Matching gifts. Establish a robust corporate matching gift program in your organization to collect donations from your employees.
In-kind gifts. Gather donations of goods or services like computers, food, clothing, equipment, or professional expertise – all in Salesforce.
Honor and Memorial Donations. Track who the donation was made in honor of.
And others…
Experience Cloud for Nonprofits
With Experience Cloud for Nonprofits, organizations can create secure online portals for volunteers, donors, and clients, facilitating engagement with the nonprofit. Site users can perform actions such as viewing and working with cases, programs, and benefits. With an Experience Cloud for Nonprofits license, organizations also gain access to objects in Nonprofit Cloud Products, including Salesforce NPSP, Volunteers 4 Salesforce, and Nonprofit Cloud Case Management. Experience Cloud for Nonprofits can be used as an extension to these packaged solutions.
Setting up donations with Salesforce Experience Cloud
With Experience Cloud, charities can create stunning nonprofit Salesforce sites for fundraising and establishing connections with their contributors to allow donors to easily contribute to the organization. These can be member or volunteer portals, sites for higher education or alumni, or portals specifically for fundraising to collect donations and support those in need.
Being flexible and customizable, Experience Cloud platform allows for creating secure branded portals that exactly meet the needs of the nonprofit whether for gathering gift payments or for donor/volunteer management.
Experience Cloud works with other Salesforce cloud solutions. For instance, if you’re dealing with basic tasks like managing donors, it’s essential to have Salesforce as your main CRM. On the other hand, for more intricate tasks like managing cases, Experience Cloud requires access to your Nonprofit Cloud Case Management object. How to set up donations on the Experience Cloud fundraising portal? An online charity site with a donation system in place can be created through a combination of out-of-the-box Salesforce tools and customization within the Experience Cloud. Nonprofit organizations can enhance their charity efforts by installing comprehensive nonprofit donor management software, allowing them to establish a robust donation management system on their Experience Cloud site.
AC MemberSmart as a donor management software for nonprofits for Experience Cloud
AC MemberSmart is a comprehensive member management solution for Experience Cloud that provides enhanced functionalities for efficient member/donor/volunteer management, events, networking, discussions, collaboration, asset sharing, and fundraising. With a feature like Payments & Donations, the app can be used as a donation management solution for Experience Cloud for managing and tracking fundraising activities.
AC MemberSmart helps in managing donors and tracking their involvement, including donation amounts and comments they’ve posted right from the Experience Cloud site. You can set up automated donation receipts and follow-up thank you emails to show your appreciation for their contribution. With AC MemberSmart you can gather donations right from your Experience Cloud fundraising portal.
Features included:
Multi-currency support. Users can pay with secure debit and credit card payments in the currency they prefer, as well as track all transactions easily
Secure card processing
NPSP integration
Stripe API integration. All payment processes are safe
Nonprofits have the option to utilize Experience Cloud’s website, complemented by the AC eCommerce for Nonprofits solution, to generate funds for their charitable projects. They can design an impressive online store to sell products or services and receive direct donations on the site during checkout. Salesforce provides seamless integration with donation processing services like PayPal and Stripe, ensuring a simple and secure way for nonprofits to gather donations and safeguard donor information.
Setting up a donation option on the checkout form allows charities to encourage their supporters to make additional contributions to their organization while completing their purchases. This serves as a good complementary method for receiving donations through the Experience Cloud site.
Note!
AC eCommerce for Nonprofits is one of the key components of AC MemberSmart.
Customer Story
Explore how Guide Dogs, a British charity organization, used the AC eCommerce for Nonprofits app to sell books online for kids with visual impairments, giving them a chance to read a real book just like every other child, at the same cost.
So, as you can see, Salesforce with its native technical capabilities is the best option for nonprofits that rely on fundraising. Salesforce Experience Cloud stands out as a valuable solution for those who want to set up a donation management system and gather donations right from the website. By complementing Experience Cloud with custom solutions like AC MemberSmart or AC eCommerce for Nonprofits, charities can get an all-in-one solution covering everything from donor management to secure payment processing. With Salesforce, Experience Cloud and custom apps, nonprofits can confidently and effectively direct their efforts toward their mission, knowing they have a robust tool at their disposal.
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Education is the engine driving progress, and nowadays, people get that by being eager to learn and making the most of our fast-paced tech world. Smart businesses are totally on board with this. They pay serious attention to making sure their employees get educated, pushing them to join all kinds of learning events to sharpen their skills and become total pros at what they do. Higher education is no different. Universities put on all sorts of events — seminars, conferences, webinars, courses, you name it — to help their students grow, make connections, and get knowledge they need to excel in their fields. In this article, we’ll talk about setting up and running educational events in Salesforce by creating a solid event management system on your Experience Cloud site.
The power of Salesforce for event management in education
Salesforce is a multifunctional system that offers a unified platform bringing together various functionalities, such as customer relationship management, data analytics, sales and service management, marketing, and more. Salesforce is widely used by nonprofits and educational institutions worldwide.
One of the key strengths of Salesforce is its adaptability, especially beneficial for higher education. The platform can be tailored to meet the unique needs and challenges faced by educational institutions, whether it’s managing student interactions, coordinating faculty efforts, or organizing campus-wide events. Salesforce provides a unified solution for alumni engagement and fundraising, as well as student recruitment and engagement.
But how do you set up this powerful all-in-one event management system and deliver events for customers in Salesforce? This is where Salesforce Experience Cloud DXP comes into play.
Getting started with Salesforce Experience Cloud for event management
With Salesforce, you can build robust digital experiences for your students and alumni, providing them with a single space for knowledge sharing, communication, networking, and, of course, for event registration, whether online, in person, or hybrid.
Experience Cloud is the platform to implement an event management system that provides everything you need to deliver your events to your customers and ultimately organize educational events easily and stress-free. From planning to reporting on in-person or eLearning events, Experience Cloud is your robust platform to navigate the complexities of hosting successful events in Salesforce.
Salesforce Experience Cloud event landing page
If you don’t need a full-sized website, you can create a simple event landing page on Experience Cloud that focuses on a specific event. With a standalone event registration microsite, you can display all event information (including location, collateral documentation and FAQ), gather registrations, and manage events in Salesforce, using data to create reports.
It may consist of one or more individual virtual landing pages. So, if you’re organizing several events, you can feature them on the same microsite.
Note!
An event microsite is a feature available only in the AC Events Enterprise package for Experience Cloud. Please, reach out to get more details about this product or request a demo.
AC Events Enterprise – Salesforce event management app
If you’re planning to use Salesforce for Higher Education, make sure you don’t miss this awesome application for Experience Cloud that will take all the event management headache for you.
AC Events Enterprise is an online event management software packed with a robust set of functionalities for a seamless event management on Experience Cloud. Equipped to support both Nonprofit Cloud and Education Cloud, this app empowers you to plan, promote, track, and analyze events in Salesforce of all sizes, be they virtual, hybrid, or in-person – from small meetings to large conferences. The app simplifies the entire event planning process, from registration and ticketing to marketing and post-event analysis. Managing events in Salesforce has never been so simple and easy.
Main features include:
Flexible event management. Easily manage complex, multi-day events with multiple tracks, sessions, and speakers. Recurring events, mass invitations, speakers and sponsor management, Chatter groups, Zoom and Stripe integrations, Events following feature, and many more…
Community driven events. Ability for community members to create events from the community page.
Full-fledged event microsite.
Dynamic pricing options.
Waitlist functionality.
Zones management. Create lists of events with different behavior for different purposes. Time zone management.
Customizable registration process. Registration for a series of events.
Attendance tracking.
Event Agenda builder.
Unlike other Salesforce event management apps, AC Events Enterprise can be simply installed from AppExchange.
Customer Story
Discover how AC Events Enterprise software enabled 19,000+ child smiles during a time of war in Ukraine.
Best practices for educational webinars on Salesforce
When it comes to hosting educational webinars on Salesforce, a few best practices can make a significant impact.
Keep it short, sweet, and straightforward. Keep your webinar info short and to the point. Make sure it helps your audience – that’s the key to a great webinar.
Clarity is key. Be clear about what your webinar is about, why it’s valuable, and tell people exactly what to do.
Make things interactive! Use features like polls and discussions in Salesforce to get everyone involved and interested.
Offer various pricing options. Whether it’s a webinar for students or for employees, people have different preferences when it comes to how they consume educational content. Offer different prices like early-bird, VIP, standard, discounted, or bulk options to make your educational content more accessible to a broader audience.
Look at the numbers. Use Salesforce to see how people are engaging with your webinar. Check what’s working and what’s not, so you can keep making things better.
Mastering the art of launching and managing a successful educational event is made more achievable with the power of Salesforce. By leveraging Salesforce for events and empowering it with a comprehensive event management solution AC Events Enterprise, both businesses and educational institutions can significantly elevate their event management.
This is where modern tools can adapt and work well to create exceptional educational experiences.
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