Create Your First Page in Experience Builder
We are excited to kick off a new series of posts that focuses on Salesforce Experience Builder for beginners. Whether you are new to the platform or have some experience, this series by Advanced Communities will guide you through the fundamentals of the Salesforce Experience Cloud and its great tool Experience Builder and provide insights to help you leverage its many features.
At its core, Experience Builder is a powerful tool that enables you to design and develop your own custom site on Experience Cloud (formerly known as Salesforce Community Cloud) without requiring any coding knowledge. You don’t need to be an experienced programmer or designer to create a site that perfectly suits your business needs. Experience Builder is a website constructor integrated to Salesforce Experience Cloud DXP platform that allows you to easily rearrange components on a page and customize the design to your liking.
In this series, we’ll cover everything from basic functionality to advanced features, giving you the knowledge and skills needed to create a dynamic and engaging website for your organization. So, let’s dive in and explore the limitless possibilities of Salesforce Experience Builder!
Before diving into creating a new page using Experience Builder, it’s important to understand the different types of pages available within the platform. In Experience Builder, all pages are displayed in the Pages menu and fall under two main categories: object pages and standard pages.
Object pages are specifically designed to display data from Salesforce objects and come in three different types: list, detail, and related list pages. These pages are grouped by their respective object titles, making it easy to navigate and manage content.
On the other hand, standard pages are designed to display everything else and provide a more customizable option for creating pages. Whether you want to create a landing page, a contact form, or a blog, standard pages give you the flexibility to design and create pages that suit your specific needs.
Understanding the difference between object pages and standard pages will help you choose the right type of page for your content and ensure that your pages are organized and easily accessible within Experience Builder.
Creating your first page on the Salesforce Experience Cloud Builder: a step-by-step guide
Creating your first page with Salesforce Experience Builder is a straightforward process that can be accomplished in just a few steps. Here’s what you need to do:
● Go to the Pages menu (1) at the top of the page and click on “New page” at the bottom of the list of pages.
● Choose the type of page you want to create: standard or object.
For standard pages, you can select a pre-configured or blank layout, while object pages are specifically designed to display data from Salesforce objects on the Experience Site. Once you select an object page, Experience Builder will automatically create a List, Detail, and Related List page for that object.
● Select the layout that best suits your needs, whether it’s a pre-built layout or a custom one that you create yourself.
For Standard pages, it is possible to select the layout while you are creating the page or change it later.
For Object pages, you can change the layout only after the pages have been created.
● Drag and drop the components you need onto the page to display the information you want. You can choose from a wide variety of standard and custom components, which are conveniently grouped by topic on the Components tab.
Here is an example with the Rich Text Editor component. You can add text, images, video, or links:
● If you need additional components, you can find them on the AppExchange. Simply click on the “Get more on the AppExchange” button at the bottom of the Components menu to browse the Component store for extensions that meet your needs.
For example, let’s say you want to add event management functionality to your page. You can easily drag and drop components from the AC Events Enterprise app onto your page, giving you access to a comprehensive suite of features like online and offline event creation, package management, speaker management, and integration with Google Maps, Zoom, Stripe, and your Google Calendar.
AC Events EnterpriseSee product details!
Choose the component from the components list and drag-and-drop it to the page:
With Salesforce Experience Cloud Builder, you can create custom online spaces for a variety of business processes without any coding required. Follow us on social media to stay up to date on our next post about Experience Cloud and Experience Builder!
Need Help With Your Salesforce Experience Cloud Site?
If you’re encountering any difficulties while creating pelages with Experience Builder, or installing and configuring AppExchange applications on your Salesforce Experience Cloud site, it’s advisable to seek assistance from professionals. Advanced Communities is a partner that offers both ISV and SI services and has extensive experience in developing and configuring Experience Cloud sites and AppExchange applications for businesses of various industries and sizes. Our team is proficient in all aspects of Experience Cloud and AppExchange and can provide effective solutions for your Experience Cloud needs.
Building Sites Without Code: The Power of Experience Builder in the Salesforce Experience Cloud
In addition, we provide different Salesforce-native solutions to improve the functionality of your Experience Cloud sites to meet your specific business requirements. Whether you’re looking for a powerful ideas management solution, Salesforce knowledge management tool, or member management software for your Salesforce PRM, support portal, or membership portal, we’re here to help you with all your Salesforce Experience Cloud needs.
Visit us on AppExchange to learn more.
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