Today we are starting a series of posts about Salesforce Experience Builder for beginners. Advanced Communities will show you not only basic functionality, but provide insights so that you can take advantage of the many helpful Experience Builder features.
First of all, let’s define what Experience Builder is. Experience Builder is a tool that allows you to create a custom branded site without any code! You don’t need to be an experienced programmer or designer to create a site for your business. Experience Builder is like a website constructor, so you just need to rearrange the components on the page as you want and customize the design according to your requirements.
Secondly, let’s see where you can find Experience Site pages.
In Experience Builder, all pages are displayed in the Pages menu. There are 2 different types of pages:
- Object pages to show the data from Salesforce objects with the List, Detail and Related list pages.
- Standard pages to show everything else.
Object pages are grouped by the Object title.
To create your first page you need to do a few steps:
1. Go to the list of Pages menu (1) on top of the page and click on the “New page” menu item at the bottom of the list of pages.
2. Select the page type
There are two types of pages: Standard and Object.
The Standard page uses either a pre-configured page or a blank page layout. The Object page is used to display your Salesforce objects on the Experience Site. You can create an Object page for standard and custom objects. Once you choose the Object page – three pages will be created on the site at the time: List, Detail and Related list page.
3. Select the layout
You can select from the standard layouts offered by Salesforce or create your own custom layout. For example, if you’re selling a product you can select the “2 columns 2:1 or 1:2 ratio” layout, and place the list of your products on the wider part and filters on the narrower part.
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.
4. Fill in your page with components
Once your page has been created and you have selected the appropriate layout, add the components to the page to display the information you want. In Experience Builder, we have a Components tab with all standard and custom components grouped by topics.
To add any component you just need to drag-and-drop it to the right place on the page. Here is an example with the Rich Text Editor component. You can add text, images, video or links:
5. Getting Components from the AppExchange
If there are no standard components that meet your needs you can find a solution on the AppExchange. To add components from AppExchange click on the “Get more on the AppExchange” button at the bottom of the Components menu. You will see the Component store where you can find the extension you need:
Let’s take one of the components of the AC Events Enterprise app for example. AC Events Enterprise is the most comprehensive event management app integrated with Google Maps, Zoom, Stripe and your Google Calendar, where you can create online and offline events, add different packages, manage sessions and speakers.
Choose the component from the components list and drag-and-drop it to the page:
That’s all! See how easy it is? Just a few clicks and your first page is ready! With Salesforce Experience Builder, you can easily create and customize an online space for all kinds of business processes.
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