Community Cloud Consultant Exam Prep

Experience Builder section consists of 12% of total score in the Salesforce Community Cloud Consultant certification exam, covering topics such as customizing a Community using Experience Builder, configuring Lightning pages and components, and etc. Without further ado, lets get started!

NOTE: This post is written in June 2020 and content might be changed/updated overtime. The content is inspired by focusonforce.com.

Guideline for Experience Builder

Determine how to customize a Community to match a company’s branding using Experience Builder.
Determine how to customize navigation for given requirements in a template-based Community.
Determine the steps to create and configure Lightning pages.
Explain how to configure template components for given requirements.
Determine the steps to install and set up Lightning components.
Determine how to optimize Community performance.

Components

Template Component Types:
- Compact Header
- Background & Borders
  - Background Color
  - Background Image
  - Image Overlay Color
  - Bottom Border Color
- Links
  - Link Color
  - Link Hover Color
  - Link Active Border Color
  - Link Text Shadow Color
- Dropdown Menus
  - Menu Text Color
  - Menu Text Hover Color
  - Menu Background Color
  - Menu Background Hover Color
  - Menu Divider Color
- Layout
  - Set max header width (640px - 1920px)
  - Header Height (5px - 75px)
  - Logo Width (25px - 250px)
  - Show Search
  - Search Style
    - Collapse (click icon to show search bar)
    - Expanded
  - Show App Launcher
  - Show Notifications
  - Show User Profile Menu
  - Center Logo
  - User Profile Component (replace layout’s default User Profile component with custom component, if any)
    - User Profile Menu
  - Search Component (replace layout’s default search component with a custom component, if any)
    - Search
    - Global Search for Peer-to-Peer Community
- Hero
- Hero Type
  - Type:
    - Call to Action (Primary and Secondary Button)
      - Primary Button
        
        Show Button
        
        Button Text
        
        Button Link URL
        
        Open in new tab
        
        Button Text Color
        
        Button Text Hover Color
        
        Button Background Color
        
        Button Background hover Color
        
        Button Border Color
        
        Button Border Radius (0px - 50px)
      - Secondary Button
      - Search
        
        Search
        
        Placeholder Text
        
        Autocomplete
        
        Use autocomplete in searches
        
        Max Autocomplete Results (1 - 10)
        
        Objects in Autocomplete Results (add multiple objects)
        
        Style: General
        
        Border Style (Full Outline, Bottom Border)
        
        Input Text Color
        
        Input Background Color
        
        Input Icon Color
        
        Border Color
        
        Placeholder Text Color
        
        Show search button
        
        Button Background Color
        
        Button Background Hover Color
        
        Style: Autocomplete
        
        Text Color
        
        Text Hover Color
        
        Background Color
        
        Background Hover Color
        
        Divider Color
      - Global Search for Peer-to-Peer Communities
        
        Placeholder Text for Search Field
        
        Autocomplete Search
        
        Use autocomplete in searches
        
        Maximum Autocomplete Results
        
        Limit autocomplete search results to Discussion and Articles
        
        Objects in Autocomplete Results (add multiple objects)
        
        Ask Community
        
        Show footer during search
        
        Post to Ask the Community
        
        Create Your Question Prompt
        
        Create Your Sign-In Prompt
        
        Allow members to add topics
        
        Expand Details section by default
- Background
  - Color
  - Image
  - Image Layout (Scale to Fill, Fit, Tile, Tile Horizontally, Tile Vertically)
  - Image Position ((Top/Bottom) Center, (Top/Bottom) Left, (Top/Bottom) Right)
  - Image Overlay Color
- Layout
  - Set max hero width (640px - 1920px)
  - Hero Height (0px - 300px)
  - Content Width (25% - 100%)
  - Content Alignment (Center, Left, Right)
- Content
  - Show Caption Text (text above title)
  - Caption Text
  - Caption Text Color
  - Caption Text Shadow Color
  - Show Title Text (primary text)
  - Title Text Color
  - Title Text Shadow Color
  - Show Subtitle Text (secondary text below title)
  - Subtitle Text Color
  - Subtitle Text Shadow Color
- Search Component (Search or Global Search for Peer-to-Peer Community)
Analytics
- Dashboard
  - Dashboard Name
  - Height (in pixels)
- Einstein Analytics Dashboard
  - Dashboard
  - Height (in pixels)
  - Filter
  - Show Sharing Icon
  - Show Title
  - Show Header
  - Open Links in New Windows
  - Hide on Error
- Report Chart
  - Report Name
  - Filter By (None or Id)
  - Refresh Time (Minutes)
  - Show report name
  - Show refresh button
Content
- Calendar
  - Show Calendar sidebar
  - Show Other Calendars
  - Let users create new calendars
- CMS Collection
- CMS Connect (HTML)
- CMS Connect (JSON)
- CMS Single Item
- Featured Topics & Feeds
  - Add or Edit Featured Topics
  - Featured Tab Label
  - Discussion Tab Label
  - My Feed Label
  - Default Sort Order for Discussion Feed
    - Top Questions
    - Latest Posts
    - Most Recent Activity
  - Compact Feed in Discussion Tab
  - Style
    - Overlay and Text Colors
    - Border Radius (0% - 50%)
    - Max Text Background Width (0% - 100%)
    - Text Position ((Top/Bottom)Left, (Top/Bottom)Center, (Top/Bottom)Right)
    - Text Alignment (Left, Center, Right)
- Headline
  - Title
  - Banner Text
  - Page Type (article, topic, discussion)
  - Unique Name or ID (ID from the URL of the question or article)
  - Banner Text with Articles and Discussions
  - Banner Text with Discussions
  - Show Subtopics
- HTML Editor
- Language Selector
- Recommendations Carousel
- Rich Content Editor
- Tabs
- Tile Menu
  - Default Menu
  - Show hover icon
  - NOTE: Navigational Topic and Menu Label are not supported.
- Unanswered Questions
  - Title
  - Number of Questions
  - Show views
- Visualforce Page
  - Visualforce Page Name
  - Height (in pixels)
  - Record ID
Feeds
- Feed
  - Feed Type
    - Community Discussion
    - Group or Record
    - My Feed
    - Topic
    - User Profile
    - Bookmark
  - Record ID (required for Group or Record, Topic)
  - Default Filter (All Updates, All Questions, Unanswered Questions, Questions with No Best Answer, Questions with Best Answer)
  - Default Sort Order (Top Posts, Latest Posts, Most Recent Activity)
  - Post Style (Expand comments by default, Collapse comments by default)
  - Let members search feeds
  - Let members sort feeds
- Feed Compact
  - Show Views
  - Show Likes/Upvotes
  - Show Comment Counts
  - Compact Feed Type
    - User Profile
    - Community Discussion
    - Group or Record
    - My Feed
    - Topic
    - Bookmarks
  - Entity ID
- Feed Publisher
  - Type (Global, Record)
  - Record ID (for Record)
  - Publisher Layout Design (Wide, Narrow)
Files
- File Engagement
- Files List
- Libraries
  - Libraries Label
  - Let community managers use libraries branding (community manager can use custom library assets image on the tile component)
  - Display as Table or Tile
- Quip Docs Related List
Gamification
- Recognition Badges
  - Id
  - Title
  - Button Text
- Reputation Leaderboard
  - Title
  - Number of Users
  - Show user rank
  - Show logged-in user
  - Show help bubble
  - Exclude internal users
  - Help Bubble Text
  - Display Users’:
    - Levels and Points
    - Topic Knowledge and Points
    - Topic Knowledge and Last Active
  - Topic Knowledge Label
Messages
- Message Notification
- New Message Button
  - User ID
  - Label
  - Send new message:
Process Automation
- Flow
  - Flow (select flow or use {!flowName})
  - Edit Flow in Flow Builder (popup page)
  - Layout (One Column, Two Column)
- Paused Flows
  - Title
  - Show number of flows in title
  - Maximum Paused Flows Displayed
  - Show pause reason
  - Show pause time
  - Show pause step
  - Show owner
  - Delete button
  - Delete button Label
  - Resume button Label
  - Button alignment (Left, Right, Center)
- Suggested Actions
  - Title
  - Strategy
  - Maximum Suggestions Displayed
  - Hide empty component until there are suggestions
  - Launch Suggested Action In
    - New Browser Window
    - Dialog Window
    - Flow Page
  - Suggested Action Layout
    - Show Title
    - Show Image
    - Show Description
    - Show Reject Option
    - Launch Flow on Rejection
Records
- Create Record Button
- Record Banner
- Record Detail
- Record Information Tabs
  - Record ID
  - Tab 1 Type (Record Details, Related Records, Feed, Activity Timeline, None)
  - Tab 2 Type (same)
  - Tab 3 Type (same)
  - Tab 4 Type (same)
  - Record Details Tab Label
  - Related Records Tab Label
  - Feed Tab Label
  - Activity TImeline Tab Label
  - NOTE: the last type will be displayed on the right column, if the selected components are more than 1.
- Record List
  - Number of Records
  - Layout (Full, Compact, Standard)
  - Object Name (Page’s Object Name, Account, Case, Custom Object…)
  - Filter Name (Page’s Filter Name, or object’s list view if selected)
  - Allow list pinning (allow use pin a list view - in Full layout mode only)
  - Allow inline edit (allow inline edit - in Full layout mode only, are no mix record type or unditable fields)
  - Header Properties
    - Show image icon
    - Show object name
    - Show list actions
    - Show list search
    - Show refresh button
    - Show charts button
    - Show filter button
    - Show display options
      - Show All Options
      - Table Only
      - Kanban Only
- Record Related List
- Related Record List
  - Parent Record ID
  - Related List Name
  - List Elements to Show
    - Breadcrumbs
    - Custom Title
    - Row Numbers
    - Refresh
Sales
- Activities
- Campaign Marketplace
  - List Properties
    - List View Name (list views)
    - Sort By (field)
    - Sort Order (Ascending, Descending)
    - Header Label
  - Card Layout
    - Show Image
    - Highlight (field)
    - Highlight Color
    - Category Field (field)
    - Title Field (field)
    - Body Field (field)
    - Data Fields (multiple)
- Lead Inbox
  - Title
  - Number of Leads
  - Sort Order (Created Date Ascending, Created Date Descending)
  - Link to the lead list view
  - Linked List View (list views)
Support
- Ask Button
  - Button Label
  - Ask Popup Settings
  - Allow members to add topics
  - Block topic selection on questions in topics
  - Expand Details section by default
- Style
  - Button Text Color
  - Button Text Hover Color
  - Button Background Color
  - Button Background Hover Color
  - Button Border Color
  - Button Border Radius (0px - 50px)
  - Max Button Width (0% - 100%)
  - Button Alignment (Left, Center, Right)
- Suggested Questions
  - Suggest questions
  - Include discussions in suggestions
  - Include articles in suggestions
  - Max Suggestions to Show
- Suggestion Metrics
  - Show satisfaction prompt
  - Satisfaction Prompt
  - Ask follow-up question
  - Follow-up Prompt
  - Confirmation Message
- Ask a question with displays of suggested questions, articles or discussion:
- Suggest the answered question and show satisfaction prompt, asking if we help answering the question and ask to close the question:
Case Deflection
- General Settings
  - Title
  - Subtitle
  - Maximum Suggestions to Display
- Empty State Content (if topic not set, it will display trending articles)
- Content Types
- Deflection Metrics
  - Initial satisfaction prompt
  - Satisfaction Prompt
  - Ask follow-up prompt
  - Follow-Up Prompt
  - Redirect URL for Abandoned Cases
  - Confirmation Message
Channel Menu
Contact Request Button & Flow
- Button Label
- Contact Request Flow (search the flow at Setup > Customer Contact Requests)
- Style
  - Button Text Color
  - Button Text Hover Color
  - Button Background Color
  - Button Background Hover Color
  - Button Border Color
  - Button Border Radius (0px - 50px)
  - Max Button Width (0% - 100%)
  - Button Alignment (Left, Center, Right)
Contact Support & Ask Buttons
- Header Label
- Ask Community Label
- Contact Support Label
- Ask Popup Settings
- Ask Button Style
- Contact Support Button Style
- Suggested Questions
- Suggestion Metrics
Contact Support Button
Contact Support Form
- General Settings
- Authenticated Users
  - Global Action (create case)
  - Attach files
  - File Upload Button Label
- Guest Users
- Style
  - Button Text Color
  - Button Text Hover Color
  - Button Background Color
  - Button Background Hover Color
  - Button Border Color
  - Button Border Radius (0px - 50px)
  - Max Button Width (0% - 100%)
  - Button Alignment (Left, Center, Right)
- Confirmation Text
  - Confirmation Title
  - Confirmation Subtitle
  - Case Summary
  - Show Call to Action button
  - Call to Action URL
  - Call to Action Text
  - Call to Action Button Text
Create Case Form
- Add attachments
- Header Title
- Confirmation Message Title
- Confirmation Message Description
- Actions in the Publisher
- Signed-In User Case Action (global action API name)
- Guest User Case Action (global action API name)
Case Deflection
- Use Case Text to Suggest Articles (type text to suggest articles)
- Number of Articles
- Top-Level Category (top category for templates that use data categories)
- Category Group name for article deflection
- Deflection Banner Text
- Deflection Text
- Mobile-Only Deflection Text
reCAPTCHA Settings
- reCAPTCHA for Guest Case Creation
- Secret Key for reCAPTCHA
- Site Key for reCAPTCHA
Embedded Service Appointments
- Embedded Service Deployment
- Logged In Button Label
- Logged Out Button Label
- Button Loading Message
Embedded Service Chat
- Chat Deployment
- Display chat button
- Fill in pre-chat fields
- Button Label
- Offline Button Label
- Offline Support Button Label
- Chat Waiting Message
- Chat Waiting Background Image URL
- Agent Avatar Image URL
- Pre-Chat Background Image URL
- Company Logo URL
- Routing Order
- Snippet Settings File
- External Scripts
- External Styles
- Storage Domain
Survey
- Surveys
  - Survey Name
  - NOTE: please make sure you have enabled survey in Setup > Survey Settings:
Topics
- Featured Topics
  - Title
  - Show Title
  - Style
    - Overlay Color
    - Overlay Hover Color
    - Border Radius (0% - 50%)
    - Text Color
    - Text Hover Color
    - Text Background Color
    - Text Background Hover Color
    - Max Text Background Width (0% - 100%)
    - Text Position (Left, Center, Right)
    - Text Alignment (Left, Center, Right)
- Top Articles by Topic
  - Add topic
  - Number of Articles Displayed (Max 10)
  - Show Title
  - Title
- Topic Catalog
- Topics
- Trending Articles by Topics
  - Number of Articles
  - Title
  - Topic ID ({!topicId}, or any created topic)
- Trending Topics
  - Title
  - Number of Topics
  - Show the number of people using the Topic
Missing components from the list (will add when have time):
- Analytics:
  - Report List
  - Report Summary
- Articles:
  - Article Content
- Cases:
  - Case Comments Publisher
  - Set Case Status Button
- Feeds:
  - Feed Posts & Comments
  - Follow Button
  - Stream Detail
  - Stream List
- Gamification:
  - Recognition Badges Related List
- Sales:
  - Account Brand Details
- Search:
  - Global Search Results
  - Search Results
- Support:
  - Deflection Tracking
- Records:
  - Event Insights
  - Path
  - Related List - Single
- Topics:
  - Topic Metrics
- User Profile:
  - Customizable User Settings
  - Member Profile and Settings
  - User Profile
  - User Profile Detail
  - User Profile Image
  - User Profile Knows About
  - User Profile Related List
  - User Profile Stats
  - User Profile Summary
  - User Profile Summary & …
  - User Profile Tabs
  - User Settings
- Groups:
  - Announcement Section
  - Group
  - Group Banner
  - Group Detail
  - Group Related List
  - Manage Members Section
- Messages:
  - Messages List
- Navigation:
  - Breadcrumbs
Show all components can be enabled in Experience Builder > Settings > Advanced:

Theme

Manage Branding Sets:
- Different branding sets can be created for different target audience.
- New audience can be defined to specify your target audience:
  - Audience Criteria can be defined:
  - Location
  - Permission
  - Profile
  - User
- Advanced criteria can be set as well
View and manage the audience:
Assign audience to Branding Set:
- NOTE: default branding set cannot be removed and it must be there for users that are not part of an audience.
Use custom CSS to spice up the community a little bit:
Colors:
- Colors can also be automatically set by using Generate Palette from Image.
Images:
- Company Logo
- Login Page Background Image
Fonts:
- Font types and text case can be set.
Theme Settings:
- Show header
  - Fix the header’s position - header will be sticked to the top
- Show hero - hero is useful for promoting search, content, and actions
- Start hero under header - consider using transparent background color for the header if enabled
- Set max page width (640px - 1920px)

Navigation Menu can be created in Experience Builder > Settings > Navigation.
Navigation Menu and Menu Items can be set and customized:
- Menu Item can be type of:
  - Community Page
    - a page within the community
    - NOTE: page that requires specific parameters, ex: :objectApiName, :filterName, etc. will not be able to add on navigation menu
  - External URL
    - option to Open link in the same tab
  - Global Action
    - global action, ex: create new record
  - Menu Label
    - can be used as sub-menus
    - NOTE: you
  - Navigational Topic
    - option to add the “More Topics…” link
      - NOTE: Navigational Topic cannot be nested under Menu Label.
  - Salesforce Object
    - select an object with default list view
    - option to select the object type
    - option to select default list view
- All options can set to be publicly available
- All options can set an image on tile menus (125px x 340px)
Navigation Menu options:
-Hide App Launcher
- Replace Home text with icon
  - Choose the default menu

Community Page

Page can be accessed in Pages Menu and clicking on the 3 dots to view the properties and page variations:
- Name and URL can be set
- API Name cannot be modified once the page is created.
  - NOTE: API Name will be automatically appended with __c
- Page Access can be set as well:
  - Community Default Setting
  - Requires login
  - Public
- SEO title and description as well as custom meta tags can be set.
- Page layout can be changed.
- The default theme layout for this page can be overridden by selecting Override the default theme layout for this page option.
Page Variation can be used to target different audience:
- New Page Variation with same URL can be created:
- You can do the following on the newly created or existing page variations:
  - Edit
  - Rename
  - Duplicate
  - Preview
  - Delete
  - Assign
  - Set to Default
- NOTE: Changes must be published in order to apply to communities.
- Create new page steps:
  1. Navigate to Pages menu and click on New Page
  2. Select New Page Type:
    - Standard Page
    - Object Page
      - Select the object:
      - When creating object page, the following page will be created as well:
        
        Object Detail Page
        
        Record Banner and Record Information Tabs component will be added onto the page
        
        Object List
        
        Record List will be added onto the page
        
        Object Related List
        
        Object Related List will be added onto the page
      - NOTE: If the object page is created before, you can’t create again.
    - CMS Content Page
  3. (Standard Page) Create New Blank Page and select page layout:
    - If selected Flexible Layout, you can fully customize the layout size and add the section as many as you need.
    - You can even set the background color/image, set section height (32px - 400px), and set content width (25% - 100%):
  4. (Standard Page) Set page name and url:
  5. (Standard Page) Done! Customize the page as needed.
- Page Variation can be created to specify different pages in order to target different audience groups.

Community Performance Optimization

Progressive Rendering

Progressive Rendering can be used to improve the experience and performance or community by controlling the order components are displayed on the page.
Progressive Rendering can be enabled at Experience Builder > Settings > Advanced:
Assign Display Priority:

Salesforce Community Page Optimizer

Salesforce Community Page Optimizer is a Chrome Extension that can be used to assess the performance of your community to make the best decisions and fine tune your adjustments.
You can see overall score and the insights of your community.
- Insights - overall performance score and individual performance scores
- Waterfall - network requests in sequential order
- Timeline - each component’s rendering life cycle
- Charts - information about memory and components
- Components - each component’s life cycle
- Cost - the time taken by each component
- Actions - list of actions performed on the page

Content Delivery Network (CDN)

Content Delivery Network can be used to reduce page load times in community.
Resources (such as HTML, Javascript, CSS, images, font files, etc.) that are cached on CDN (using 3rd party provider - Akamai) are accessible in public community without authentication.
Lightning CDN for communities is enabled by default.

Well, that’s such a long post but I hope you will find it useful! See you in next post!

Issacc.com

Explorer

Community Cloud Consultant Exam Prep - Experience Builder

Guideline for Experience Builder

Components

Theme

Navigation Menu

Community Page

Community Performance Optimization

Progressive Rendering

Salesforce Community Page Optimizer

Content Delivery Network (CDN)

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