Salesforce Experience Cloud - How to use Salesforce CMS in a Community and use CMS Connect
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- Опубліковано 25 лип 2024
- In this episode we go over how to setup your own free developer org, how to use Salesforce CMS, how to create a new Experience Site (Community), how to put CMS content in an Experience Cloud site (Community) and how to use CMS Connect with Wordpress (and we go into the technical details on how it works a bit too). It's quick, it's easy and after watching this video you could set it up yourself in 20 minutes or less most likely!
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Salesforce development books I recommend:
Advanced Apex Programming: amzn.to/3lXi8to
Salesforce Lightning Platform Enterprise Architecture: amzn.to/2R0D4BQ
Mastering Salesforce DevOps: amzn.to/3lTtTRN
Apex Design Patterns Book: amzn.to/3DwqljP
Good Non-SF Specific Development Books:
Clean Code: amzn.to/35PuMDU
Clean Architecture: amzn.to/35FYo6A
Design Patterns: Elements of Reusable Object-Oriented Software Book: amzn.to/3LhvHBd
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Table of Contents:
0:00 - Intro
0:20 - How to sign-up for a free Salesforce Org
0:57 - Creating a permission set for CMS Content Creators
5:24 - Opening the Salesforce CMS App
6:09 - How to Enable Experience Cloud in your SF Org
8:38 - Creating our own Experience Cloud Site (Community)
12:07 - How to create a CMS Workspace for our Site
14:24 - How to create CMS Content
17:45 - Displaying our CMS Content in our Experience Site using the CMS Single Item Component
22:03 - How to setup our News Detail (Content Detail) page in our community
27:57 - How to create CMS Content Collections
32:54 - How to display our CMS Content Collection in our Community
35:44 - How to create a CMS Content Collection from Salesforce Records
40:17 - How to display our Content Collection of Salesforce Records in our Community
42:53 - How to use Salesforce CMS Connect to connect with Wordpress
44:20 - How to allow your Wordpress site to be visible via the public Wordpress API
45:28 - Where to find Wordpress REST API Documentation
47:00 - Using a JSON Pretty Printer
47:52 - Setting up a CMS Connect Connection for our Wordpress site
52:50 - Adding our CSP Trusted Sites and CORS Records
55:41 - Displaying our Wordpress content collection in our Community
59:22 - Adding trusted sites for your Community and more CSP Trusted Sites and CORS Records
1:06:51 - Displaying our Wordpress single content items in our Community
1:08:32 - Publishing our Experience Cloud Site (Community)
1:10:38 - Guest User Testing and Security Information
1:14:30 - Outro
DISCLAIMER: The views and ideas expressed on this UA-cam channel and blog are based on past development experiences and may not always work for your particular scenarios. The advice in these videos may also become outdated as technology advances. They should be used as examples for educational purposes only. Using any shown solutions in your own org is not advisable since they are example scenarios.
#salesforce #salesforcedeveloper #salesforceadmin
Thanks, preparing for a sales pitch, really useful to understand how things work!
You covered the topic in a very meaningful manner.. I particularly liked that you took the time to explain how things work rather than just explain how to make it work. Thank you 😊
what a great and timely video.. really appreciate it!
Phenomenal walkthrough. Incredibly concise and covers a ton of topics that are otherwise hidden deep in documentation or a variety of blog posts
Excellent video Matt! Many thanks for uploading this content.
Thank you for this! Any chance you have a video on the document type content (not News Detail)??
10/10 Good tutorial.
Simply cool...
Hi,
Is there a way to restrict the publish option for only some specific profiles or users?
Thanks!
Very well explained Matthew , can you please make video on B2B Lwr site .
Thanks, Matt! Trying to implement SharePoint files (videos) to playback on Community site, so far to no avail. Maybe you've got some ideas? Salesforce/Files connect maybe somehow will be of use? Anyways, great content! P.S. MMB (if u have it) opens link in a new tab, it's faster & more convenient than RMB > open in a new tab (but it seems doesn't work on SF links opening it in the present tab :)).
please do a video on guest user profile and security information
You should do a deep dive on platform events!
I definitely want to. It'll be one of the topics you all can vote on for a video in the near future! It's a very useful aspect of Salesforce that I don't think gets enough attention.
God bless you
Thanks for the great video Matt! Just wondering if we can use this CMS to surface and control content on a website as opposed to a Community. Thank you.
could you do a video on dependency injection using the force-di lib?
Muy bueno, Gracias para empresas de Seguros utilizan VLOCITY no nos puede brindar un material (tutorial) sobre eso porfavor?
Thanks for posting the video. Can you offer any suggestions on how to implement a modal that displays on page load? The form would contact a simple form with two buttons. One button would reveal the content on the page, the other button would take the user to another page.
This was super useful. For Customer Support template experiences that use Knowledge, what are best practices for having Knowledge articles link to CMS Content (e.g. PDFs of instruction manuals)?
That is a great question that I wish I knew the answer to, but I unfortunately have not ever implemented this. Sorry!
Looking into creating a vendor’s inventory site.
Hi,
Can we use salesforce CMS to publish the content for diffrent country users using site?
hey I created workspace and added some svg files into it and tried to use with CMS single item but those image are not displaying there please help me
I'm looking to do the reverse of this. Push content/articles from the experience cloud site to a WordPress site. Do you have or know of instructions on how to do that (if even possible)?
is it possible to create custom fields on CMS so I can do a filter with like a Start and End Date (min 32:23)?
This is an interesting question that I unfortunately don’t know the answer to. I would assume you could do this, but I’d need to look into it more. Definitely let me know if you figure it out!
Can you comment on deploying CMS Content from one org to another?
Also deploying a Community from one org to another. Sometimes when we deploy a Community say from DEV sandbox to QA sandbox, the CMS mappings are corrupt and we have to remap and reconfigure the CMS components within the Experience Builder.
This is a great question that I unfortunately don’t have a great answer to. This has been my experience too. It can be an extremely painful process without building automation tools to assist you with it.
@@CodingWithTheForce thank you!
how to use quip documents and videos/youtube urls as cms content
41:45 Is actually a super not intuitive part of Salesforce Object Collections. I struggled like hell to get images to show, especially publicly, by creating those image fields. I had to create static resources and plug the URL into those image fields and even then, they wouldn't show. It might be a known issue or not possible but yea, getting images to display from a salesforce object is hard as hell comparative to CMS Collections.