October, 2024 | Advanced Communities

Exhibition Management in Salesforce: Goals, Planning, Tools

Posted on October 30, 2024October 30, 2024 by Olesia Melnichenko

Exhibition management is more like juggling balls: event organizers get to be magicians to perform multiple tasks and priorities simultaneously. Judge by yourself: they should pick a venue, prepare a physical promo desk, team up with designer & marketing & financial departments. It all takes patience, hard work, and agility.

In Salesforce, planning an exhibition event requires even more steps than just “juggling multiple tasks”. You have to set everything up in your Salesforce org, choose appropriate tools for that, and set the ball rolling. So, if you are an organization wanting to succeed in exhibition management and Salesforce is your go-to tool for that, then this article is what you’ve been looking for.

What is Exhibition Management?

Exhibition management encompasses all activities connected to exhibition planning and deploying. Practically, these are activities that connect your brand to the target audience. And if you think that this refers only to buying and installing a stand, think again. Generally, exhibition managers are at the helm of purchasing, designing, arranging logistics meticulously, and taking everything down.

It all comes down to a dynamic procedure that combines a strategic planning process. You start with identifying straightforward objectives — for instance, boosting brand visibility or generating high quality leads. In Salesforce, you can do almost every activity related to exhibition event management with automation.

Strategic Event Management: A 5-Step Blueprint to Event Strategy in Salesforce

Strategic event management is like playing chess – you calculate every move and strike! Read our article to develop a killer event strategy.

Why Exhibitions Matter: Importance, Finally Explained

Still sitting on the fence about exhibition management and whether it’s good for your business? Let me provide you with a quick set of reasons to make you “jump that fence”:

Brand awareness: with exhibitions, you are meant to scream about your company from the rooftops. So they add up to the overall brand image and pull back the curtain on who you are, what you do, and how you can be helpful to others.

Lead generation: the moment you step into a gigantic hall with numerous stands, products, and services out there, you should keep close tabs on the potential leads. To make them spot you from a distance, make sure your banners stand out, you have branded team badges, and corporate swag. A life hack from the AC team: print a QR code on the back side of those badges so that people scan it and are transferred to wherever you want them to (website, a dedicated landing page, etc.).
Networking opportunities: exhibition managers should work hard to let everyone mingle with each other at the event. For example, you can form a Salesforce community cloud consultant stand where all partners can gather and exchange their insights, expertise, and knowledge. This way, businesses build bridges and create new deal opportunities.
New product launch: if you put such an activity into your event schedule, be ready to welcome fresh audience that is interested in your business. However, keep in mind that this launch should be preferably in line with the main exhibition topic/headline.

Exploring the Key Types of Exhibitions and Their Goals

As traditionally understood, exhibitions vary in their fashion, key objectives, and major focus. Each of them requires a specific approach. With that in mind, look at the main types of exhibitions to adjust your exhibition management best practices correctly:

Trade shows for industry professionals: everything from auto expos, technological summits, are exhibitions, and healthcare conferences to manufacturing trade exhibitions counts.
Professional conferences: a prime example is conferences in the Salesforce ecosystem like Dreamforce or Salesforce World Tour. It’s a mix of trade show with educational sessions that cater to pros looking to network and learn. They are perfect for capturing a great number of leads. Plus, there is a community-led professional conference for Admins, Developers, and Salesforce Architects – Dubai Dreamin’.

Consumer exhibitions: the rule of thumb is that consumer exhibitions are meant for the general public, showcasing services and products specifically and directly for consumers. On the face of it, this can be garden/fashion shows, home depot exhibitions, etc.
Digital exhibitions: virtual events are a dime a dozen especially in Salesforce. Speaking of, the upcoming live event Discover Agentforce is happening at the end of October and will guide us through the ways autonomous agents can boost customer support success.

Virtual Event Management: How to Plan a Virtual Event in Salesforce in 2025

Virtual event planning in Salesforce might come as a surprise for an unprepared user. We explain how to plan a virtual event in Salesforce like we at AC do!

Your Action Strategy to Winning Exhibition Management on Salesforce

Exhibition planning isn’t a sprint but a marathon. Endurance, a planning process, adaptability – those things are a common link between the two. To help you “run” this marathon with dignity, we have divided the overall exhibition management process in 5 phases. Look through them to be ready, steady, go!

Phase 1. Put the Seal on the Concept and Budget

Events industry is exacting. But before you plunge into the nitty-gritty, solidify your exhibition concept and budget. In other words, this is a phase where you lay the foundation for your event – without a strong base, everything can collapse.

Start by clearly identifying your goals. Are you aiming for lead generation or is there anything else? Once they are crystal clear, it’s high time you allocated the budget that aligns with your vision.

For instance, if you’re targeting high-profile clients, investing in a premium exhibition space may be worthwhile. And remember: a well-planned budget can prevent the much-dreaded “penny-wise, pound-foolish” scenario in the time following.

Phase 2. Choose an Exhibition Venue

Speaking of, selecting the right exhibition venue is much like picking a perfect stage for a performance. It sets the tone for an entire exhibition. What factors to consider? I would go with location, accessibility, inclusivity, and the exhibition space capacity to accommodate the audience.

Another option might be considering some vendors who are selling exhibition spaces. The odds are you may spot just an ideal place.

If the location you chose is located in the center/downtown, it may increase attendance significantly, while a picturesque space may skyrocket your brand’s image. Do not forget that this phase matters as it’s where your audience first interact with your business. So make it count!

Phase 3. Implement Event Management Software

Now that you have a concept and venue locked down, time to bring in the heavy artillery: powerful event management tools. With Salesforce event management, you can streamline registrations, ticketing, and attendee registration. Not enough functionalities solely with a Salesforce platform? Use its native bolt-ons! Like the one from Advanced Communities – AC Events Enterprise.

Imagine you can have the overall information about your exhibition seamlessly integrated with your Salesforce org – from registrants to their QR code tickets automatically generated and stored in the system, in real-time.

By the way, QR code tickets are highly useful for in-person events like exhibitions. Attendees register for the event following a straightforward Event Creation Wizard, specify the amount of tickets they want to purchase, and get an email with a link to tickets. They can download them on mobile device and show when entering an exhibition.

Moreover, you can create a dedicated exhibition landing page with such info as general data, agenda, sessions, speakers, and event schedule added. Talk about efficiency with AC Events Enterprise!

Phase 4. Analyze Post-Event Metrics

Phew! The exhibition is over. Should you call it a night? Not at all! Mark down your event operations during the preparation and analyze the data. This is like a post-game analysis – what worked, what didn’t, and how can up your bottom line next time.

By using Salesforce for associations, you can play around with analytics to gather insights on attendee engagement, lead conversions, and overall satisfaction. But again, a standard set of Salesforce features might not be enough for a proper analysis. Here is when AC Events Enterprise steps in. With customizable dashboards and reports, our app helps you see the whole picture in real-time, which allows you to take actions immediately.

This way, you can compare pre-event projections with actual attendance figures and see where you hit the mark or missed the boat.

Phase 5. Plan Post-Event Activities with Salesforce

When you are all set with analytics, reporting, and metrics, you can consider sending some sales (or marketing) follow-ups. In Salesforce, you can set up automated reminders with ease – your team won’t forget to contact a person of interest after the event. You just have to navigate to Lead or Opportunity Record in Salesforce org, create a task for that, specify all the relevant details, and set a reminder. This way, your sales department can reach out to those who didn’t show up but registered for the event or to those who did and still waits for some post-event material kit (one pagers, deal agreements, etc.).

Sales deps can have email letters in their system in one place, without switching between the tabs. Besides, sales crews can log emails and meeting notes so that nothing slips through the cracks, keep those QR code ticket scans in place, or have contact information perfectly stored.

Last but not least, Salesforce can automatically assign a lead to the right representative based on the predefined criteria you specify. For instance, occupation, country, product interest, position, etc. This saves heaps of time, figuring out who the person is, what product they liked at the exhibition, or what they do professionally.

Final Thoughts

At first glimpse, exhibition management seems like a complex beast. However, it can be tamed. Successful exhibitions require solid preparation and you’ve just read what it takes! Only a thorough concept understanding, powerful marketing, attendee management and logistics, and post-event activity to measure event success.

Advanced Communities is there to hold your hand while you organize your next exhibition event. For that, we offer the all-in-one, powerful event management software – AC Events Enterprise. What is global exhibit management? Reach out to us to get a consultation on that matter and to know how a 100% native-to-Salesforce event app can transform your exhibition management experience and lead you to event success.

FAQ

1. What is the Meaning of Exhibition Management?

Exhibition management means taking care of all aspects related to trade exhibitions, conferences, and other events. Their primary goal is to showcase products, services, and ideas in combination with a variety of activities (planning, promotion, managing, logistics, post-event analysis).

2. What is the Role of an Exhibition Manager?

An exhibition manager is at the wheel of everything happening with a trade show or exhibition. Their task is to control all stages and to deliver a successful event. Thus, they should focus on everything from the exhibition start to a stand design and partner follow-ups. Plus, they also serve as troubleshooting managers, quenching fires if necessary and coming up with a back up plan.

3. How do You Organize a Successful Exhibition?

To organize a successful exhibition, you have to stick to some ground rules. First, you have to clearly articulate a purpose of exhibition and identify target audience. Second, consider factors like location, size of the exhibition. Third, develop an event budget thoroughly and create a timeline. After that, you have to promote your exhibition, plan the logistics, and evaluate post-event.

Strategic Event Management: A 5-Step Blueprint to Event Strategy in Salesforce

Posted on October 16, 2024October 16, 2024 by Olesia Melnichenko

Anyone who has played chess at least once knows that a fair share of the gameplay is based on a strategy. Which figure to move, which combination of steps to perform, etc – it’s all a masterfully planned approach. The same logic applies to developing an event strategy.

In both chess and event strategy planning, a meticulous game plan is paramount. Just like chess players, event planners should anticipate their target audience, venue, budget management, potential challenges, and opportunities. In Salesforce, an event strategy receives an even greater stretch.

Continue reading this article to find out everything about an event strategy in Salesforce, what steps to follow while creating one, and enjoy bonus content. Let’s see who gets crowned afterward!

What is an Event Strategy?

An event strategy comprises every little detail from initial event conception to wrap-up and everything in between. Generally, it involves company goals, event’s purpose, target audience, budget, and timeline of an event. If we put the overall event strategy into a technology context, it can be thought of as a roadmap, guiding you through each step.

By setting clear goals and objectives, you stand a good chance of preparing a successful event strategy. Besides, it’s crucial to make the following moves from the get-go (yes, like in chess):

Conduct a thorough research, including competitor’s analysis, their event tricks, etc. This is what makes strategic event management, well, “strategic”.
Team up with your designer to discuss the visual aspects of your upcoming gathering. Do you prepare a banner for an in-person event? What wording should you stick you? What is the color scheme? What is the banner format? Is it horizontal or vertical? Do you need a banner for a website? All these questions make sense but you should approve them as soon as possible to prevent chaos right before the event.
Plan the results of the event. That’s right. We all got used to mapping out the “start” but sometimes we do forget about the end. Specify what outcomes you are looking into and what means you take to achieve them. Trust me, this is way better than throwing an event and then wondering if it was successful with no data gathered.
Make sure your presentations, if any, are relevant and not too long. You don’t want to bore attendees, do you? For that, test for a while with how you or your speakers present the topic, how long they speak, and drop unnecessary parts.

Why is an Event Strategy Always a Good Idea?

Strategic event management is more than just a plan. It’s a compass that guides your event planning journey to success. If you are still on the fence of whether you should implement strategic event planning, here are some compelling reasons why it is a win-win idea:

A strategy per se provides a crystal-clear. It makes every team member stick to the pre-defined plan and join forces towards a common goal. If anything, an event strategy eliminates confusion and ensures everyone is moving in the same direction.
Outlining your event objectives and target audience gives you the opportunity to allocate resources strategically. Thus, you can wisely spend an event budget, ask a marketing team to promote the gathering or prepare printing materials, while you, as a business owner or an executive manager, can focus on some more complex activities.
Any type of event should have a contingency plan. An event strategy helps you anticipate potential challenges or threats and mitigate risks. This way, you take the guesswork out of disruptions and provide a smooth experience to your attendees.
Even if you called a night on your event, the party isn’t over yet. You have to carry out a post-event analysis – it lets you gather indispensable insights and measure success. This might include attendance rates, lead generation, and event ROI, to name just a few. Luckily, many event management platforms, Salesforce included, offer built-in analytics tools for this purpose. Use it smartly!

5 Steps to Strategic Event Management [with a Bonus!]

So that your event strategy sails through, we’ve compiled 5 key steps to follow while developing it within the Salesforce platform. The plan includes everything from decent event management software to the some hacks for marketing and promotion of the event. Dive in!

1. Adjust Your Event Strategy to Each Event

Are you planning in-person, virtual, or hybrid events? They all might have different target audience, goals, and objectives. Consequently, your strategy should differ, too! Here is a quick cheat sheet with common types of events, their peculiarities, and everything you should know before developing a strategy for them:

Virtual events – these meet-ups require a stable technology and instant engagement tactics. If you are a presenter, don’t stretch yourself too thin. Have someone from your team answer people’s questions in the chat, hold out a survey, and do other activities boosting their interest. Besides, send recorded sessions or resources for attendees who can’t attend live.
Hybrid events – this is when the best of two worlds collide. You have live streaming on an in-person meeting with SMEs, deliver networking opportunities, and product demonstrations. Plus, you can even build a Salesforce support portal so that people enter it while on the event and search for answers if they have any. This saves up much time if you’re limited to it.
Company-wide events – team buildings, conferences, and other meetings should be in line with your company’s objectives and culture. Plus, include activities that promote teamwork and enhance employee morale. For instance, a corporate hackathon with memorable prizes (such as extra day-offs or even the 13th salary option).
Workshops and seminars – interactive sessions are a must for these events. When developing an event strategy, make sure you incorporate hands-on challenges, group discussions, or case studies to keep the audience engaged.
Exhibitions – let attendees interact with your products or services by demoing them, design a visually appealing and informative stand that drives attention, and collect contact information from potential customers (do not forget to follow them up after the event).
Conferences – these events help facilitate networking opportunities through dedicated sessions and social gatherings. Here, you can think of educational content (high-quality presentations, keynote speeches from experts), and showcase industry trends in your niche.

2. Choose a Potent Event Platform

Running an event requires a steady technical background. You somehow have to register your attendees, keep track of tickets, create as many events as you like, and report on them freely. To save you the trouble of looking for such a solution, here is one from Advanced Communities – the AC Events Salesforce app for Experience Cloud.

Being a 100% native-to-Salesforce event management software, the AC Events Enterprise package comes with one of the most important functionalities – Event Creation Wizard. Thanks to this feature, you can add a new event to your Experience Cloud community in seconds, following a straightforward guide. You specify the event’s name, location, speakers, agenda, sessions, etc.

Another pro point to this app is its QR code tickets support. A massively useful functionality for your in-person and global events! The logic is simple: an event attendee registers for a meet-up via your Experience Cloud site and gets an email with a link that leads to a QR code ticket. No need to print it. They can download it and use their mobile device once on the event.

3. Create a Calendar of Events

Have you seen a strategy without exact dates? Neither have I. It all comes down to setting a perfect (or next to perfect) timeline with every event your company plans for the nearest feature (e.g. year). An ideal solution might be implementing a calendar for events.

In Salesforce, you can use its in-built functionalities but native bolt-ons will perform better. With that in mind, let me briefly showcase the AC Events Enterprise here. Among such features as creating an event microsite, using the Event Creation Wizard for seamless registration, and the ability to create complex/recurring events, you will also find an events calendar feature. This is how it looks like on an Experience Cloud site – you can filter it to see all event for a month/week/day so that people see everything you plan for a period of time.

Events Calendar on Experience Cloud site_AC Events Enterprise

4. Go Big with Marketing and Promotion

The way you market and promote your event correlates with the overall outcome. The number of people attracted to the agenda, how exactly they hear about it, what channels they use to register for it – everything counts. So, the word of advice – think outside of the box and try every hack you know.

For instance, we at Advanced Communities usually set up a website popup so that our visitors find out about the upcoming event easy. Speaking of, this one features the AC MemberSmart live demo at ASAE Demo Day – register for it if you want to discover what our app can offer you in terms of member management, fundraising, and more.

An event strategy would be a complete waste without email marketing. Did you know that this channel proves to be the most effective in 75% of cases? Unbelievable! That’s why, add some newsletter sequence into your event strategy a couple of weeks or even months prior. For inspiration, this is how Mailchimp promotes their upcoming webinar via email. A juicy layout, vibrant copy, and visuals – seems like a key to success:

5. Quantify Event’s Success

While marketing, technical ground, and an event timeline are paramount, you can’t put the numbers on the back burner. In Salesforce, you can monitor event’s progress in real-time with dashboards and reports. Identify trends, measure the impact of your events on your business objectives.

What metrics should you gauge in the first place? I would suggest you keep close tabs on attendance rates, no-shows, cancellations, session attendance, time spent on-site, and social media interactions. Do not shrug off the number of leads generated, gather feedback through polls and surveys, and calculate ROI by comparing the costs of the event to the revenue you generated.

On the top of it, Salesforce lets you design visually appealing dashboards that display metrics in such formats as charts, graphs, or tables. You can tailor them to your unique demands and preferences, focusing on the KPIs that are most important to your organization. The best part? You can enhance these Salesforce functionalities with AC Events Enterprise!

AC Events Enterprise_Dashboard and Reports for Events

Bonus: Event Strategy Template

What makes event teams auspicious? That’s right: a straightforward process and the ability to set things right. With that in mind, we’ve generated this quick event strategy template based on all the steps above that is up for grabs!

You can copy and paste it to your docs, share it with your team for further event planning within the Salesforce platform, or just get back to this article whenever an event looming on the horizon.

Summary
Come up with a brief overview of the event, specify event goals, decide on the target audience specifics, and outline expected outcomes.

Field of Responsibility	Description
Event Details	Set the event name, date, time, location, and type of event (person, virtual, and hybrid)
Target Audience	To foresee event attendance, you should clearly understand the audience you are planning an event for. Identify demographics, psychographics, unique needs, and pain points.
Event Objectives	Strategic event planning without primary and secondary goals is a thief of time. That’s why do not omit this step.
Messaging and Branding	Event organizers (especially the marketing team) should provide everyone with an event theme, key messaging, and branding guidelines. That brings an event to perfection.
Event Format and Content	With the help of your event platform, specify an event agenda, speakers, workshops, and networking opportunities.
Venue and Logistics	Venue selection, accommodations, transportation, and on-site logistics (if need be) – make sure event organizers have this step done.
Marketing and Promotion	Again, here is when marketing enters the game. Without target channels, marketing materials, public relations, and influencer outreach specified, a successful event might not be the case.
Event Budget	Do not neglect it! Your revenue sources, expenses, and profit projections should be clearly outlined. In this case, your future events are a hit as well.
Event Evaluation	All the KPIs should be tracked to measure success.
Contingency Planning	At this stage, you dive into risk assessment and numerous backup plans.

Final Thoughts

Hopefully, we’ve helped you understand how your event strategy should unfold. The secret sauce is in the right prep. Everything counts from the moment you start thinking about event goals until the day you are ready to assess what’s already done and map out future events.

Having a hard time strategizing a successful event with Salesforce? Advanced Communities is your reliable ally in this journey. Contact us and we’ll help you take advantage of our AC Events Enterprise package.

Q&A

1. What is Event Strategy in Event Management?

An event strategy represents a whole cycle of organizing an event, from its inception to quantifying results. It’s how you define event goals, identify your ideal event attendees, fine-tune message/branding, determine event format, and plan your budget.

2. How to Write a Strategic Plan for an Event?

To write a strategic plan for an event, you should have an event strategy template up your sleeve. In this template, you have to factor in the following points: event type, location, event budget, target audience, messaging/branding, and backup plans. Where to find one? In this article!

Salesforce Winter ’25 Release: 6 Major Experience Cloud Changes You’ve Got to See

Posted on October 15, 2024October 23, 2024 by Olesia Melnichenko

The Salesforce Winter ’25 Release brings refreshing updates to Experience Cloud, from improving the look and feel of LWR sites to customizing URLs for Accounts and Contacts for better SEO. As we want you to stay in the loop of the latest advancements Salesforce makes to its products, we’ve gathered 6 major Experience Cloud enhancements from the upcoming release in this post. For those who like a video format, we’ve shot a quick clip with all the changes in detail:

Salesforce Winter ’25 Release: 6 Key Experience Cloud Updates

The upcoming Winter ’25 Salesforce release revolves around the design, layouts, and SEO specifics of Experience Cloud sites. Here, you will find 6 major enhancements and some minor ones that will make you rethink the way you embellish your sites. For the whole list of changes and release notes, please click here.

1. Brush up on the Look and Feel of an LWR Site

The latest Salesforce Winter ’25 Release lets us play around with more design and layout controls. If previously, you could customize only a full section or an entire site, you can now customize the color palette for an individual Column component.

New features available in Experience Builder come with robust options for a Theme panel – you can style buttons and headings. Besides, you can anchor the header region of a site to the top of the page – it remains visible even while scrolling.

Pages with a Scoped Header and Footer theme layout component on LWR sites created using the Build Your Own template provide access to the new Theme Layout Settings panel. To set this up, enter your Build Your Own (LWR) site, go to Experience Builder → Theme → Theme Layout Settings. Select Fix theme header so that the entire header region sticks to the top of the page. Choose Position theme footer at page bottom so that the footer region sticks to the bottom of the page, no matter the content length.

Salesforce Winter'25 Release_Theme Layout Settings_Advanced Communities Article

You can also do that via Settings → Theme in the Scoped Header and Footer section.

Salesforce Winter'25 Release_Theme Changes_Advanced Communities article

But that’s just the tip of it. Additional customization choices for button and column colors on all LWR sites are now available. In the updated Theme → Buttons section, you can define colors for primary, secondary, and tertiary buttons. You can specify the background, border, and text colors for each button in all three states—default, hover, and focus.

Note!

With the updated Theme → Buttons panel, you won’t find the property for Button Active color anymore. Nevertheless, you still have the option to utilize the –dxp-s-button-color-active styling hook in your CSS to define the color of an active button.

Apply a color scheme to the Columns component on all LWR sites. Choose a color from the Color Palette menu in the component property panel, or click New to make a palette for that component. When you make or modify a color palette for a column or section, a new Color Palette panel will be accessible in the Theme panel.

Salesforce Winter '25 Release_Color pallete on EC_Advanced Communities Article

Salesforce Winter '25 Release_Color palette for EC_Advanced Communities Article

In the Theme → Text panel for all LWR sites, you can personalize the appearance of Headings 5 and 6. As with all other text elements, you can define the font family, font size, character spacing, and other attributes. Headings 5 and 6 are also accessible through the Text Style menu in the Text Block component.

Salesforce Winter '25 Release_Headings on EC_Advanced Communities article

Salesforce Winter '25 Release_Heading Font Sizes on EC_Advanced Communities Article

2. Customize the URLs for Accounts and Contacts to Enhance SEO (Generally Available)

Enhance organic traffic to your LWR sites by utilizing new URL configuration solutions that enhance search engine optimization (SEO). Generate SEO-friendly URL snippets, or slugs, for your site’s account and contact pages.

A slug substitutes the record ID in the URL with pertinent and easily understandable information, ensuring that search engines effectively display your site’s page. Previously, SEO-friendly URLs were only accessible for custom object pages in enhanced LWR sites and Product and Catalog pages in LWR Commerce sites.

To set SEO-friendly URLs, go to your site’s Workspace, choose Administration tile → Preferences, and enable Use SEO-Friendly URL Slugs.

Salesforce Winter '25 Release_URLs_Advanced Communities Article

Plus, you can import slugs for your pages from a CSV file in bulk from Object Manager. Add the SEO tab to Lightning record pages, and then slugs can be added and edited at the record level.

3. Enhance Your LWR Site Experience by Curating Data Providers on a Page (Beta)

With the latest Salesforce Winter ’25 Release for Experience Cloud, you can set up and customize data providers on a page in Experience Builder for LWR sites to retrieve data from various sources. Besides, you have the option to utilize data from Apex or Record data providers in the page and its elements.

Note!

Data Provider Configuration is a pilot or beta service that is subject to the Beta Services Terms at Agreements – Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer’s sole discretion.

To make data providers work on an LWR site page, go to Experience Builder, click the Pages menu, find the three dots right next to it to enter the Page Action menu, and choose Page Settings. After that, hit the Data (Beta) tab.

4. Customize Navigation and More with Revamped Components for LWR Sites

The upcoming Salesforce Winter ’25 Release allows you to customize the Navigation Menu component extensively. Thus, you can create a navigation experience for visitors to your desktop and mobile site, all code-free. Experiment with the beta version of the Site Header component to design page headers that feature your company’s logo and reflect your brand’s style.

Use the Grid component to ensure that the cells have consistent heights, leading to a neater visual presentation. The Site Logo component is now accessible in the component palette on all site pages.
On top of it, you can customize the Navigation Bar for desktop screens and Mobile Navigation for mobile screens within the Navigation Menu component. Fine-tune colors, borders, spacing, text styles, accent lines, and more for both screen sizes. To get this done, go to Page Structure → Navigation Bar → Settings.

Salesforce Winter '25 Release_Navigation Bar on EC_Advanced Communities Article

When viewed on a tablet in landscape mode, the desktop navigation is displayed, while in portrait mode, the mobile navigation is shown. You have the option to include these kinds of menu items: External URL, Menu Label, Salesforce Object, and Site Page.

The beta version of the new Site Header component includes options for your company’s logo, a navigation menu, and a button. Customize the header by adding or removing components according to your website’s requirements. Responsive properties are only functional in enhanced LWR sites for this component.

To utilize the Site Header with the Microsite template, navigate to Settings → Theme and generate a theme layout using the Simple Theme Layout feature. Apply the new layout to the pages where you want the site header to be displayed, remove the default header from those pages, and substitute it with the Site Header.

Salesforce Winter '25 Release_Theme_Advanced Communities Article

Salesforce Winter'25 Release_Simple Theme Layout_Advanced Communities Article

The Site Logo component in the latest Salesforce Winter ’25 update for LWR sites made with the Build Your Own or Microsite template now features a placeholder graphic for the logo, which enhances the visibility and customization of this field.

For all LWR sites, the Grid component now offers a new feature that allows you to adjust the height of all cells in the grid to match the tallest container. This enables you to maintain vertical alignment of the grid cells.

Salesforce Winter '25 Release_Resize Grid_Advanced Communities Article

5. Use Improved Data Cloud to Capture More Events

Ecommerce folks, this is your high time! You can now record checkout, order, and cart events on your improved LWR websites. Once you link your websites to Data Cloud, the integration takes care of the background process of linking your LWR sites to Data Cloud. What events can be captured?

Begin checkout
Enter contact info during checkout
Register during checkout
Enter shipping address during checkout
Enter billing address during checkout

And a lot of others! Check out the full list in the official release notes.

To set up Data Cloud integration, go to Experience Builder, and select Settings → Integrations. On the Data Cloud tile, hit Add to Site and Share site data with Data Cloud (in our screenshot, it’s currently unavailable).

Salesforce Winter '25 Release_Integrations on EC_Advanced Communities Article

When Data Cloud is enabled, the integration version is listed on the integration card. To start sending user engagement data to Data Cloud after your version upgrade, do not forget to publish your site.

6. Link Files from Your LWR Site to Salesforce (Beta)

You can now utilize the File Upload Lightning web component configuration to transfer files from an LWR site or an improved LWR site to your Salesforce organization. Before, the File Upload component was exclusively accessible for Aura sites.

While in the Setup of your Salesforce org, type in Salesforce Files in the Quick Find box. Choose General Settings → Allow site guest users to upload files → Use the File Upload Lightning web component for LWR sites (Beta).

Salesforce Winter '25 Release_General Settings_Advanced Communities Article

salesforce Winter '25 Release_File Settings_Advanced Communities article

Minor Experience Cloud Enhancements in the Salesforce Winter ’25 Release

This was quite a list of top upgrades Experience Cloud faces this release. However, we don’t want to leave some minor yet powerful improvements away.

Export and Integrate Shared Business Across Salesforce Orgs with Partner Connect

You can simplify cooperation on the business you share with reliable associates. Partner Connect establishes a secure connection between two Salesforce orgs, enabling a partner to transfer specific records from a vendor’s Experience Cloud site to the partner’s org. This connection remains active for the exported records, offering vendors and partner users a read-only view of the independent progress of the records for each company.

Improve LWR Site Performance with Experience Delivery (Pilot)

Enhance the scalability and speed of your LWR sites by utilizing Experience Delivery, an advanced new platform for hosting LWR sites. In addition to rapid page loading times, this updated platform offers enhanced security and search engine optimization.

Note! To participate in this pilot, contact your Salesforce account executive. This pilot is for developers who are familiar with:

Building LWR or enhanced LWR sites with Experience Builder
Developing custom Lightning web components that are server-side ready
Working with Salesforce DX

Use the Latest Features from Mobile Publisher for Experience Cloud

The Mobile Publisher is now available for Experience Cloud LWR sites. You can protect your app’s information by activating snapshot prevention, which hides the app’s snapshot when it’s running in the background on a device.

Additionally, you can now configure Marketing Cloud notifications for an Android app using consolidated Google Firebase fields in the Mobile Publisher Setup.

Dreamforce ’24: The AC Team’s Perspective on the Biggest Salesforce Conference

Posted on October 3, 2024October 3, 2024 by Olesia Melnichenko

What a packed September week Advanced Communities had in San Francisco at the greatest annual Salesforce conference – Dreamforce ’24. Lots of worthwhile insights on the latest Salesforce AI trends were obtained!

This year, Dreamforce has gathered 45k people in San Francisco – half of the city became Salesforce city with special spots sprinkled across it. At those spots, different meetings, sessions, and gatherings took place. Advanced Communities had quite a lot on its plate: we visited a few Salesforce Dreamforce sessions and met our partners and clients.

Sure thing, we didn’t come back from the event empty-handed. Our team wants to share its thoughts, findings, and the major highlights of the Dreamforce ’24 in this post. What can we say…AI is going to enrapture the world. Practically, it is already dashing at neck-breaking speed. So read on!

4 Key Announcements at the Dreamforce ’24

1. Agentforce

As our CEO Stas Dunayev has rightfully put it, Agentforce is a “new, big, shiny thing” in the Salesforce ecosystem. Being a complete hit at Dreamforce and a new Salesforce flagship product, Agentforce is supposed to win our hearts really soon. Is it worth the hype all along?

Agentforce puts AI in the context of CRM. The logic is simple yet amazing:

You can create apps aka Agents;
While creating Agents, keep the 5 attributes of an Agent in mind. These are Role – specify Agent topics and instructions, Data – identify what knowledge they can access, Actions – what capabilities they have to interact with users, Guardrails – what they shouldn’t do, and Channel – where they have to work (like Slack, WhatsApp, a website chat);
Once the Agent is all set, it can interact with your customers completely autonomously, without human support.

According to the demo Salesforce showed at the conference, the idea is as follows. Imagine an ecommerce customer wanting to know details about their order. The business then develops an Agent in its Salesforce org that provides the customer with the information requested. At the backend, there are text fields and an Admin adds descriptions to them. Agentforce becomes available in the upcoming Winter ’25 release on a paid basis.

On top of it, Salesforce has announced that there will be more than 15 Agentforce Tour events across the US and European cities. Thus, the hype is pretty intense!

2. Data Cloud

Data Cloud is an infrastructural Salesforce product comprising the Mulesoft features and robust storage functionality. Being a big investment and a huge Salesforce product, Data Cloud holds its ground steady. What is so special about it? Data Cloud can integrate structured and unstructured data flawlessly, digesting heaps of data in mere seconds.

In the context of the latest innovations, Data Cloud functionalities include:

Connecting to external data resources, which makes more unstructured data formats accessible
Acting as a stand-alone data storage engine
Gathering different types of data about a client and bringing it all together in a structured way

Apparently, the way Data Cloud stores information is beneficial for leveraging it later in sync with AI.

3. Salesforce Foundations

Salesforce Foundations represent a set of features that assemble Sales, Service Marketing, Commerce, and Data Cloud capabilities for every customer at no additional cost. Plus, it has an updated user interface. The main objective behind Salesforce Foundations is to get users a taste of how all these features can operate together and how AI enters the picture.

4. Nonprofit and Education Cloud

Before the COVID-19 era, there was much more talk about the nonprofit side of Salesforce. Today, we see a slight decrease in this matter. Nevertheless, Salesforce is still putting a premium on such new products as Nonprofit Cloud and Education Cloud (in active development now). Besides, Salesforce releases new versions of these products quite often.

How AC Stood Out from the Crowd at Dreamforce ’24

Advanced Communities has also been in the limelight during Dreamforce ’24! When we attended a couple of sessions, we were proud to see our designs for Experience Cloud demo sites used in the official materials. In the picture below, you can notice our sleek Partner Hub design:

But that’s the tip of it. Our team was also thrilled to witness the AC project for our client – Appfire – being presented at Dreamforce ’24. On a side note, you can check out the recent success story and watch a webinar we’ve hosted together with Appfire.

The AC customer Appfire at Dreamforce'24

AC Events Timeline During Dreamforce ’24

1. AC x Salesforce Nonprofit Lunch

We just couldn’t miss out on the splendid opportunity to catch up with Salesforce folks amid the Dreamforce rush. VP of Alliances Rebekah Hunter and Sue Ellen Mang – US Sales Director at Advanced Communities – hosted the Advanced Communities x Salesforce Nonprofit Lunch. Their co-host was Nicole Adair from Salesforce.

The event took place at the picturesque venue of Shelby’s Rooftop. We were able to show the group the ropes of our two flagship products – AC MemberSmart and AC Events Enterprise as well as explain how they operate within the Salesforce platform. To not take our word for it, there is a collage so that you can feel that authentic vibe. Kudos to our amazing hosts and everyone who has joined us!

2. AC x Salesforce PRM (Partner Relationship Management) Lunch

Our team members, Stas Dunayev (CEO) and Tom Furtney (Managing Partner), also collaborated with Salesforce to organize the PRM Lunch.

At the event, they had a great engagement with Account Executives and Solution Engineers in Salesforce. It was nice to know that more and more people in the industry are polishing their knowledge of PRM and its enormous potential. And of course, we contribute to the knowledge!

Moreover, Stas and Tom were able to discuss the big picture around Experience Cloud and where the platform is going with the PRM lunch attendees. It was a valuable opportunity for knowledge sharing and connecting.

Recap

The Advanced Communities team feels inspired and thankful for being part of this gigantic Salesforce event. We are already looking forward to visiting other meaningful gatherings in the industry. Speaking of, you can navigate our website to check out events we are attending this autumn. One of them is happening in a few weeks!

Data Categories in Salesforce Knowledge

Posted on October 2, 2024October 2, 2024 by Stas Dunayev

Last Updated: October 2, 2024

Salesforce Knowledge is a product that was created to store and manage articles and documentation.

Data categories in Salesforce Knowledge are used to logically separate articles and to filter the knowledge base.

As a support agent or administrator, you can categorise all the data you have and use filtering to quickly access the information you need.

As a user, you will be able to easily browse the information and find the articles that will help to solve your problem.

What are Data Categories in Salesforce Knowledge?

Data categories in Salesforce Knowledge are a hierarchical system of classifying articles within a Salesforce org. You can create a categories hierarchy with up to three data categories groups. Each data category group can contain a five-level hierarchy with parent and child knowledge categories. Thus, your knowledge base will be logically structured and intuitive for users. It is possible to assign several categories in different groups to one article or not to assign any at all.

AC Knowledge Management for Salesforce: How to Use It to Increase Support Efficiency

Salesforce is an incredibly powerful CRM platform that enables organizations to manage their customer relations, and more. But keeping track of everything can be a challenge, especially if you’re relying on manual processes or outdated tools. That’s why we created AC Knowledge Management Enterprise — a 100% native to Salesforce app that makes knowledge management on Experience Cloud smooth and holistic.

How to Create a Data Categories in Salesforce

In order to create a data category group, go to:

Setup -> Data Category Setup -> New -> enter the name of the group -> description is optional -> click Save.

Now you can add categories to the group:

Enter the name of category -> click Add

Once you created the parent category, you can add the child category:

Click Actions button on the parent category -> choose Add Child Category -> click Add -> click Save.

Default Data Categories Visibility Settings

You can manage access to the knowledge base using Data Category Visibility settings. Control what information will be displayed for users using default category group visibility. There are three variations of visibility: all categories, none, and custom.

In the first case, all categories will be visible for the user, in the second, no categories will be visible, and in the third, you can specify what categories the user will see. If you haven’t assigned any of the categories, the user will see only uncategorised articles.

Data Category Visibility on the profile level

It is also possible to set up visibility of Data Categories using profiles or permission sets.

This means that you can specify for each profile what articles from which category users with this profile will see and what articles will not be available to them.

Go to the Setup -> Profiles -> choose the appropriate profile -> Data Category Visibility -> set up visibility of Data categories specifically for this profile.

Support for Data Categories Salesforce Experience Cloud

Out of the box, Data Categories are not available on the Experience Sites. However, it is possible to map Data Categories to Chatter Topics and use Chatter Topics to navigate and filter Knowledge articles along with the discussions on Community but this is not always an ideal solution.

This lack of support for Data Categories on Experience Cloud may be inconvenient for some Experience Cloud users.

That is why we at Advanced Communities created our custom component AC Knowledge Management Enterprise which is native to Lightning, supports filtering by data categories and article types, enables users to create articles right from the community, and has advanced navigation. Here you can learn more about our product and try it.

AC Knowledge Management Enterprise

see product details

Q&A

1. What are Data Categories in Salesforce Knowledge?

Data categories are hierarchical classification of articles within a Salesforce organization. Articles are usually tagged to certain data categories in a way that blog posts are tagged to keywords. Some common data categories in Salesforce Knowledge are Article Data, Category Data, Rating Data, View Data, Comment Data, Related Article Data, Labels.

2. What is Data Classification in Salesforce?

Data classification in Salesforce Knowledge is the process of categorizing and organizing knowledge articles based on their content, relevance, and importance. This helps users find the information they need more efficiently and effectively. By classifying articles in your Salesforce org effectively, businesses can improve search results, ensure consistency, and track article performance.

How to Set Up Multi-Factor Authentication in Salesforce: (2025 Edition)

Posted on October 1, 2024December 16, 2024 by Anna Babur

Last updated: December 16, 2024

With the increasing prevalence of cyber threats, it’s crucial to protect your Salesforce organization from unauthorized access and data breaches, and Salesforce two factor authentication may not be enough anymore. One effective way to do this is by implementing Multi-Factor Authentication (MFA).

MFA in Salesforce adds an extra layer of security, ensuring that only authorized users can access sensitive information and preventing identity theft.

More about the Salesforce MFA setup and how to enable MFA for Salesforce and Experience Cloud read in this blog post.

What is MFA in Salesforce?

As an advanced authentication approach, multi-factor authentication in Salesforce ensures secure access by verifying users’ identities through the provision of multiple pieces of evidence, typically two or more factors, during the login process.

One of the factors entails knowledge-based information like a username and password. Additional factors encompass possession-based elements like an authenticator app or a security key. By combining these multiple factors, Salesforce MFA enhances security and provides a robust defense against unauthorized access attempts.

Note!

Effective February 1, 2022, all Salesforce customers are contractually required to use multi-factor authentication to access Salesforce products. In 2023, Salesforce is automatically enabling and enforcing MFA. To avoid disruptions to your business and to protect your data, Salesforce strongly recommends enabling multi-factor authentication yourself as soon as possible.

Types of Multi-Factor Authentication Verification Methods

● Built-In Authenticator. Integrated authenticators utilize biometric readers, such as fingerprint sensors, iris scanners, or facial recognition technology. They are embedded within a user’s device to authenticate their identity. Examples of these authenticators include Touch ID, Face ID, or Windows Hello.

● Salesforce Authenticator mobile app. With this reliable solution, users can strengthen their login process by using their mobile device in addition to their password to verify logins. By utilizing the Salesforce Authenticator app, users receive a push notification on their mobile device, and can conveniently verify their logins with a simple tap response.

Salesforce authenticator setup

For a visual demonstration of how to use Salesforce Authenticator app for MFA logins, you can refer to this video guide:

● U2F or WebAuthn security keys. You can enable users to utilize a Universal Second Factor (U2F) or WebAuthn (FIDO2) security key when prompted to verify their identity. This allows users to forgo methods like Salesforce Authenticator or one-time passwords delivered via email or SMS. Instead, they can simply insert their security key into the designated port on their computer or mobile device to successfully complete the verification process.

● Third-party time-based one-time passcode (TOTP) authenticator apps. These apps generate random, temporary verification codes based on the appropriate algorithm. The user gets this code on the phone or email. After, they need to type it into a specific field while logging in.

Note!

You can always perfect your knowledge on multi-factor authentication in Salesforce without going too far – on Trailhead! There is a cool Super Badge Unit which you can take anytime. So up your game in MFA!

How to Enable MFA in Salesforce

With a single configuration, you have the ability to activate multi-factor authentication for all users within your org. Once it is enabled, internal users will be required to provide a secondary verification method when logging in with their username and password. This setting aligns with Salesforce’s plan to automatically enable and enforce this security mechanism.

Here is a step-by-step guide on how to setup MFA in Salesforce for all internal users in the org as of 2024:

Navigate to the Setup menu and enter “Identity” in the Quick Find search box. Then, choose the option for “Identity Verification.”
From there, select the checkbox that says “Require multi-factor authentication for all direct UI logins to your Salesforce org.”

Enable MFA in Salesforce Experience Cloud

MFA Salesforce setup is not mandatory for your company’s Experience Cloud sites, employee communities, help portals, or e-commerce sites/storefronts. You have the flexibility to choose whether or not to activate MFA for Salesforce Experience Cloud external users accessing these sites. External users can be identified based on the following types of licenses:

Community licenses
External Identity licenses
Employee Community licenses (consisting of either a Salesforce Platform license paired with a Company Community for Lightning Platform permission set license or a legacy Company Community license)

Salesforce MFA is not required for external users who have been issued non-community licenses by Salesforce or a Salesforce partner specifically for accessing employee or other communities.

It’s important to note that multi-factor authentication is required for internal users, which includes anyone with a standard user license, when logging into your company’s Employee Community or other Experience Cloud sites.

Streamlining Salesforce User Management: A Shift to Permission Set-Based Access

Salesforce has recently announced a significant change to the data access and user permission management, bringing a new era of user management in Salesforce.The company has reported the end-of-life (EOL) of permissions on profiles, which will take effect in the Spring ’26 release.

Want to create an online community with Salesforce Experience Cloud and thinking about enabling multi-factor security mechanism for your site users? Use MFA user permission to enable multi-factor authentication for external users accessing your company’s Experience Cloud sites, employee communities, and other types of community portals.

MFA for community users step-by-step:

Create a permission set for multi-factor authentication. From Setup enter Permission in the Quick Find box > select Permission Sets > Click New > Label the permission set > Use the auto generated API name > Click Save.
Under System, click System Permissions > Click Edit > Select Multi-Factor Authentication for User Interface Logins > Click Save.
Assign the MFA Permission set to the appropriate users.

Note!

You can’t assign the Multi-Factor Authentication for User Interface Logins permission to users with the Salesforce Limited Access – Free license.

SMS as a Verification Method for Multi-Factor Security Mechanism in Experience Cloud Sites

Salesforce doesn’t permit using emails, SMS, or phone calls as multi-factor authentication verification methods because email credentials are more easily compromised, and text messages and phone calls can be intercepted. However, it is possible to use SMS as a verification method for external users when setting up MFA in Salesforce for Experience Cloud sites, allowing them to authenticate themselves using SMS text messages.

If you enable SMS one-time passcodes as the multi-factor authentication verification method on your Experience Cloud site, users will only be able to choose this method during the initial registration. Once registered, users can easily add any other supported verification method to their account through the Advanced User Details or Personal Information page. In the case where multiple verification methods are linked to a user’s account, Salesforce automatically utilizes the most secure method available for multi-step login mechanism.

How to Use SMS as a Verification Method?

To enable SMS multi-factor authentication, you will require an Identity Verification Credit Add-On license. It is also necessary to reach out to Salesforce Customer Support in order to activate this feature. Additionally, you need to enable the option “Let external users verify their identity by text (SMS)” on profiles and permission sets.

Note!

Because one-time passcodes delivered via text messages are less secure than other verification methods, this option is only available for external users.

Looking for assistance?

If you’re looking for help in enabling a multi-step login process for your community users, you’ve come to the right place! We’re here as your Salesforce ISV and SI partner, providing professional services to make your life easier.

Whether you need to develop an Experience Cloud site, customize your Salesforce website or community, or get technical assistance to set up multi-factor authentication, our team of Salesforce certified Experience Cloud consultants is ready to lend a hand. We can even help enhance your Experience site with amazing third-party apps like member management solutions, event management accelerators, and knowledge management tools. Just let us know what you need, and we’ll be there to support you every step of the way!

Data Access & User Permissions in Experience Cloud Sites

As organizations continue to adopt Salesforce's Experience Cloud, it becomes increasingly important to understand the various tools and techniques available for managing user permissions and data access within the platform. In this article, we will explore the concepts of permission sets and profiles, and provide you with best practices for securing your site and managing data access.

FAQs

1. How do I know if Salesforce multi factor authentication is enabled? What Salesforce MFA settings do I need to configure?

Navigate to the Setup menu and enter “Identity” in the Quick Find search box. Then, choose the option for “Identity Verification.” Ensure that the “Require multi-factor authentication (MFA) for all direct UI logins to your Salesforce org” checkbox is selected.

2. How do I enable a multi-step login process for a specific user in Salesforce?

Do it by assigning them a user permission. Select the appropriate custom user profile or permission set. Assign the “Multi-Factor Authentication for User Interface Logins” permission to the profile or permission set.

3. Do all users need multi-factor authentication for Salesforce?

Absolutely! Starting from February 1, 2022, Salesforce customers are contractually obligated to use a multi-step login process for accessing Salesforce products. This requirement applies to all internal users, including those accessing Salesforce products through the user interface, including partner solutions. Make sure a multi-step login mechanism is employed for every login to ensure compliance with these contractual obligations.

What is Exhibition Management?

Strategic Event Management: A 5-Step Blueprint to Event Strategy in Salesforce

Why Exhibitions Matter: Importance, Finally Explained

Exploring the Key Types of Exhibitions and Their Goals

Virtual Event Management: How to Plan a Virtual Event in Salesforce in 2025

Your Action Strategy to Winning Exhibition Management on Salesforce

Phase 1. Put the Seal on the Concept and Budget

Phase 2. Choose an Exhibition Venue

Phase 3. Implement Event Management Software

Phase 4. Analyze Post-Event Metrics

Phase 5. Plan Post-Event Activities with Salesforce

Final Thoughts

FAQ

1. What is the Meaning of Exhibition Management?

2. What is the Role of an Exhibition Manager?

3. How do You Organize a Successful Exhibition?

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What is an Event Strategy?

Why is an Event Strategy Always a Good Idea?

5 Steps to Strategic Event Management [with a Bonus!]

1. Adjust Your Event Strategy to Each Event

2. Choose a Potent Event Platform

3. Create a Calendar of Events

4. Go Big with Marketing and Promotion

5. Quantify Event’s Success

Bonus: Event Strategy Template

Final Thoughts

Q&A

1. What is Event Strategy in Event Management?

2. How to Write a Strategic Plan for an Event?

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Salesforce Winter ’25 Release: 6 Key Experience Cloud Updates

1. Brush up on the Look and Feel of an LWR Site

2. Customize the URLs for Accounts and Contacts to Enhance SEO (Generally Available)

3. Enhance Your LWR Site Experience by Curating Data Providers on a Page (Beta)

4. Customize Navigation and More with Revamped Components for LWR Sites

5. Use Improved Data Cloud to Capture More Events

6. Link Files from Your LWR Site to Salesforce (Beta)

Minor Experience Cloud Enhancements in the Salesforce Winter ’25 Release

Export and Integrate Shared Business Across Salesforce Orgs with Partner Connect

Improve LWR Site Performance with Experience Delivery (Pilot)

Use the Latest Features from Mobile Publisher for Experience Cloud

Subscribe to Our Newsletter!

4 Key Announcements at the Dreamforce ’24

1. Agentforce

2. Data Cloud

3. Salesforce Foundations

4. Nonprofit and Education Cloud

How AC Stood Out from the Crowd at Dreamforce ’24

AC Events Timeline During Dreamforce ’24

1. AC x Salesforce Nonprofit Lunch

2. AC x Salesforce PRM (Partner Relationship Management) Lunch

Recap

Subscribe to Our Newsletter!

What are Data Categories in Salesforce Knowledge?

AC Knowledge Management for Salesforce: How to Use It to Increase Support Efficiency

How to Create a Data Categories in Salesforce

Default Data Categories Visibility Settings

Data Category Visibility on the profile level

Subscribe to our Newsletter

Support for Data Categories Salesforce Experience Cloud

AC Knowledge Management Enterprise

Q&A

1. What are Data Categories in Salesforce Knowledge?

2. What is Data Classification in Salesforce?

What is MFA in Salesforce?

Types of Multi-Factor Authentication Verification Methods

How to Enable MFA in Salesforce

Enable MFA in Salesforce Experience Cloud

Streamlining Salesforce User Management: A Shift to Permission Set-Based Access

SMS as a Verification Method for Multi-Factor Security Mechanism in Experience Cloud Sites

How to Use SMS as a Verification Method?

Looking for assistance?

Data Access & User Permissions in Experience Cloud Sites

FAQs

1. How do I know if Salesforce multi factor authentication is enabled? What Salesforce MFA settings do I need to configure?

2. How do I enable a multi-step login process for a specific user in Salesforce?

3. Do all users need multi-factor authentication for Salesforce?

Subscribe to our Newsletter

AC Partner Marketplace Product Sheet