Experience-Cloud-Consultant Salesforce Certified Experience Cloud Consultant (EX-Con-101) Questions and Answers

Salesforce AppExchange is a marketplace where customers can find and install pre-built solutions for various industries and use cases. Lightning Bolt solutions are industry-specific templates that include themes, components, pages, and business logic. They are built by Salesforce partners and can be customized to fit specific needs3

Experience Tracker is a component that informs support agents working in the Service Console what actions a customer has taken on an Experience site. Experience Tracker shows information such as page views, searches, downloads, and case interactions that the customer has performed on the site. This helps agents understand the customer’s context and provide better service.

This option allows UC to customize the self-registration process and create person accounts programmatically using Apex code. The standard self-registration configuration does not support personaccounts and requires an existing business account to associate the new users with. Restricting the account record type access for the Site Guest User does not affect the self-registration process and may cause errors.

To grant access to each customer to only one site, UC should create a permission set and select a permission set for a given site. A permission set is a collection of settings and permissions that give users access to various tools and functions. UC can create a permission set for each site that specifies the site access and the object permissions for the customer users. UC can then select a permission set for a given site in the Experience Builder, which will assign the permission set to all new and existing users of that site.

The Embedded Service component allows you to embed a chat window in your Experience Cloud site, so customers can chat with agents while browsing the site. You can add the Embedded Service component to any Builder page and configure its properties, such as the chat button label, pre-chat fields, and offline support.

This license type allows users to access standard objects, such as accounts, contacts, and cases, in a self-service site. However, it does not allow users to access custom objects, such as purchases. UC would need to use a different license type, such as Customer Community Plus, that supports custom objects.

Branding sets allow theadministrator to define the colors, fonts, logos, and images for different parts of the site, such as the header, footer, and body. Page variations allow the administrator to create different versions of a page with different layouts, components, and content. Audience targeting allows the administrator to create audiences based on user attributes, such as profile or company name, and display different branding sets or page variations to different audiences within the same site.

This template allows CK to use out-of-the-box components that dynamically update the CMS content on its Experience Cloud site. Build Your Own (LWR) is a template that uses Lightning Web Components (LWC) to create fast and responsive pages. It also supports Salesforce CMS Connect, which allows CK to display CMS content from any CMS source on its site.

To dynamically populate the site with blog posts as new ones are added, CK should use a Grid component with CMS Collections. A Grid component is a componentthat displays content in a grid layout with rows and columns. A CMS Collection is a collection of content items that are created and managed in Salesforce CMS. CK can use a Grid component and select a CMS Collection as the content source. This will allow CK to showcase blog posts written by AW Computing thought leaders on its site and automatically update them as new ones are added.

This option allows the Salesforce Admin to create a customer user from an existing contact that is associated with a customer account. The customer user inherits the role, profile, and permission sets from the contact. The Salesforce Admin can also specify a username, email address, and nickname for the customer user.

To optimize the public knowledge base, a consultant should recommend to bulk-import the top performing articles to Salesforce and select the public knowledge base channel. This will allow NTO to import only the most relevant and useful articles from the external system and make them available to public users on its site. The public knowledge base channel is a feature that allows NTO to share articles with unauthenticated users on its site.

When building an HR help desk app using Experience Cloud, you need to consider some points, such as:

HR user profile is not only available in Employee Cloud with Employee permission set license. HR user profile is a standard profile that can be used with any user license type that supports Experience Cloud access.

In order to protect employee privacy, the HR help desk app does not need to be created in a different org than the main org. You can use sharing settings and permissions to control who can access what data in your org.

In order to leverage organizational structure, the HR help app must be created in the main org. This will allow you to use role hierarchy and public groups to share data based on your org structure.

HR user profile is not only available in Enterprise and Performance Editions with HR permission set license. HR user profile is available in any edition that supports Experience Cloud.

Super User access is a feature that allows you to grant access to records owned by other users who have the same role or a role below them in the role hierarchy. You can use Super User access to give retail managers access to records owned by their peers and subordinates.

The Experience Cloud consultant should recommend creating a digital experience for agents and an app for employees. A digital experience is a branded online destination that allows you to connect with your customers, partners, or employees. An app is a collection of items that work together to serve a particular function. By creating a digital experience for agents, DR can offer them a portal where they can manage claims, access resources, and collaborate with DR employees. By creating an app for employees, DR can provide them with a workspace where they can approve settlements and adjustments, view reports and dashboards, and communicate with agents.

This license type allows the realtors to access Knowledge articles, reports and dashboards, and Leads in the digital experience. Partner Community users can also access standard and custom objects, such asaccounts, contacts, cases, and opportunities. Partner Community users can also register deals and collaborate with UMS on sales opportunities.

Partner Central is a template that is designed for creating asite that supports channel sales, lead distribution, and deal registration. The template includes features such as partner recruitment, onboarding, training, co-selling, lead management, opportunity management, and deal registration.

This step allows the system administrator to create a partner user from an existing contact that is associated with a partner account. The partner user inherits the role, profile, and permission setsfrom the contact. The system administrator can also specify a username, email address, and nickname for the partner user.

Two options that make it possible to have a vertical navigation menu in the customer portal are B and D. A navigation menu is a component that allows users to navigate through different pages and sections of your Experience Cloud site. By default, the navigation menu is horizontal, but you can change it to vertical by using different options. One option is to download an app from AppExchange, which is a marketplace where you can find and install apps, components, and solutions for your Experience Cloud site. Another option is to write custom code, which allows you to create your own custom components and layouts for your Experience Cloud site.

The cause of the error is that accounts used in an External Account Hierarchy cannot be merged with another account. An External Account Hierarchyis a feature that allows you to create a hierarchy of partner accounts and contacts that mirrors the structure of your partner’s organization. This helps you manage data access and visibility for your partners. However, accounts that are part of an ExternalAccount Hierarchy cannot be merged with other accounts, because this would disrupt the hierarchy and the sharing settings.

To set up a site and gather their customers’ communication preferences, CK should create a Lightning Bolt solution with a template and a login flow to gather the preferences. A Lightning Bolt solution is a package that contains an industry-specific template, theme, flows, apps, and components that can be used to create an Experience Cloud site. CK can create a Lightning Bolt solution that includes a template with the required pages and branding for its customers’ site. CK can also include a login flow in the Lightning Bolt solution, which is a flow that runs when a user logs in to the site. CK can use the login flow to collect the customers’ communication preferences and store them in Salesforce.

Permission sets are a feature that allows you to grant additional permissions to users without changing their profiles. You can use permission sets to control Knowledge article visibility by granting users access to specific article types and actions. For example, you can create a permission set that allows users to view only certain article types and assign it to your customer portal users.

Thisuser license allows users to access cases, Knowledge articles, reports and dashboards, and custom objects in a self-service site. It also provides access to Chatter groups and files, and allows users to edit their own profiles. Customer Community Plus users can also use email-to-case functionality and create records that have lookups to accounts or contacts5

To create a do-it-yourself site for its existing and prospective customers, UC should focus on two Experience Cloud features:

Guest user and public access settings. These settings allow you to control what unauthenticated users can see and do on your site, such as viewing articles, manuals, and FAQs, or asking and answering questions.

Content Delivery Network. This is a feature that allows you to improve the performance of your site by caching static resources, such as images, JavaScript, and CSS files. This can enhance the user experience and reduce the load on your server.

User criteria allow you to target audiences based on user fields on CRM objects, such as department, role, or region. You can use user criteria to set up different pages in the portal for different departments and roles within those departments.

To make Knowledge articles available to site users, you need to map topics to data categories and enable the “Share on Sites” setting. Topics are labels that you can assign to articles to make them easier to find and organize. Data categories are away of classifying articles based on a predefined hierarchy. You can map topics to data categories, so that when you assign a topic to an article, it automatically inherits the data category visibility settings. The “Share on Sites” setting allows you to share articles with public users on your site.

A robots.txt file is a text file that tells web crawlers which pages or files the crawler can or can’t request from your site. This is used mainly to avoid overloading your site with requests; it is not a mechanism for keeping a web page out of Google. You can create a custom robots.txt file for your Experience Cloud site to control how search engines index your site.

To make your Experience Cloud site visible to search engines, you also need to make sure that your site is public and activated. A public site allows anyone on the internet to access your site without logging in. An activated site is live and ready for visitors.

Three visibility options available in Experience Cloud are Audience, None, and Default. Visibility options allowyou to control who can see a page or a component on your Experience Cloud site. Audience is an option that allows you to display a page or a component only to users who belong to a specific audience. An audience is a group of users who share common attributes, such as profile, location, or language. None is an option that allows you to hide a page or a component from all users. Default is an option that allows you to display a page or a component to all users who have access to the site.

Build Your Own (LWR) is a template that allows you to create a high-performance site using Lightning Web Components and other web standards. This template is suitable for Insightopia to create a site for itspartners that features multiple custom components that provide insights and trends along with near real-time updates.

The reason for this issue is that the preconfigured Insights reports need to be modified to meet GDPR requirements. Insights is a feature that allowsyou to measure and analyze the adoption and engagement of your Experience Cloud sites using preconfigured reports and dashboards. However, some of these reports may not comply with GDPR, which is a regulation that protects the privacy and data rights of individuals in the European Union. To use Insights for the Experience Cloud site for Europe, the Community manager needs to modify the preconfigured reports to meet GDPR requirements, such as anonymizing user data, obtaining user consent, and deleting user data upon request.

Three topic types that can be used in an Aura site are:

Standard Topic. This is atopic that is created by users or administrators and assigned to content, such as posts, files, or articles. Users can follow or unfollow standard topics and see the related content on the topic detail page.

Featured Topic. This is a topic that is selectedby administrators to highlight important or popular content on the site. Featured topics appear on the home page or on the topic catalog page of the site.

Navigational Topic. This is a topic that is used to organize content into categories or subcategories on the site. Navigational topics appear on the navigation menu of the site and allow users to browse content by topic.

To set up Lead Sharing or Lead Distribution for partners, two steps are to enable “Allow External Lead Sharing” in Digital Experience settings and create Assignment Rules for Lead Distribution. Enabling “Allow External Lead Sharing” allows partners to access leads that are shared with them through sharing rules or manual sharing. Creating Assignment Rules for Lead Distribution allows leads to be automatically assigned to queues or users based on criteria that you define.

To implement thenew style guide and unify branding across all of its Experience sites, UC should create a custom theme and apply it to all sites. A theme is a collection of branding assets and style settings that define the look and feel of your site. You can create a custom theme that matches your style guide and apply it to multiple sites using the Theme Management feature in Experience Builder.

To simplify topics but keep articles that have been assigned to the topics, you need to merge similar topics in Content Management. This will allow you to combine two or more topics into one and update the articles that have been assigned to the merged topics.

Platform Portal is a user license type that allows users to access custom objects and asubset of standard CRM objects, such as accounts, contacts, cases, and dashboards. This license type is suitable for UMS’s premium B2B customers who need to access their account information, open cases, download NDAs, and create dashboards.

To prevent usability issues, CK should provision and activate CDN in those regions where traffic is high. A CDN is a network of servers that delivers cached static content from websites to users based on the geographic location of the user. By provisioning and activating CDN in high-traffic regions, CK can improve the performance and availability of their public site for their users.

To capture information upfront on the Experience site, the administrator should create a pre-chat form to fill out before initiating Chat. A pre-chat form is a form that appears before a chat session starts and asks customers to provide some information, such as their name, email, phone number, or issue description. This helps agents to identify the customer and prepare for the chat session.

To solve these requirements, the administrator should create branding sets, audience targeting, and navigation menu targeting. Branding sets are collections of branding elements, such as colors, fonts, images, and logos, that you can apply to yourExperience Cloud site. Audience targeting is a feature that allows you to display pages and components to certain users based on their assigned audience. Navigation menu targeting is a feature that allows you to display different navigation menu items todifferent users based on their assigned audience. By using these features, the administrator can create different branded experiences for each partner, control the access to the Leads inbox component and the Leads tab, and customize the navigation menu foreach partner.

Salesforce Partner Relationship Management (PRM) is a solution that helps you manage your partner lifecycle, from recruitment to enablement to co-selling. Some of the waysthat Salesforce PRM can help DF are:

Automating partner onboarding process. You can use Salesforce PRM to create guided onboarding flows that automate tasks, approvals, and notifications for your partners.

Providing reports and dashboards access to partners. You can use Salesforce PRM to share reports and dashboards with your partners that show their performance, pipeline, and revenue.

Preventing channel conflict. You can use Salesforce PRM to assign leads and opportunities to your partners based on rules and criteria that ensure fair distribution and avoid duplication.

This option allows UC to give retail store managers access to the records owned by their peers and subordinates. Super User access isa feature that grants community users access to records that are owned by users who have the same role or a role below them in the role hierarchy. Super Useraccess can be enabled for partner users or customer users with Customer Community Plus or Partner Community licenses2

Three things that BC should keep in mind about unauthenticated or guest user access are A, B, and D. Unauthenticated or guest useraccess is a feature that allows users to access your Experience Cloud site without logging in or registering. Unauthenticated or guest users have limited access and visibility to data in your Salesforce org, and they have some restrictions, such as:

Guestuser external organization-wide defaults are always set to Private. This means that guest users cannot access any records that are owned by external users (such as Customer Community or Partner Community users) unless they are explicitly shared with them.

Guest user can’t access records via manual sharing. This means that guest users cannot access any records that are shared with them by using the Sharing button on the record detail page.

Guest user can’t be members of public groups or queues. This means that guest users cannot access any records that are shared with them by using public groups or queues as criteria.

To find out how current and popular a topic is, site users can go to the topic’s detail page. The topic’s detail page shows information such as the number of followers, the number of posts, and the last activity date of the topic. Site users can alsosee the related topics and subtopics, as well as filter the content by type or time range.

The ContentDelivery Network (CDN) is a feature that improves the performance of public sites by caching static content, such as images, CSS files, and JavaScript files, on servers that are closer to the site visitors. This reduces the load on the Salesforce servers and speeds up the page loading time. CK can enable and configure the CDN from Experience Builder settings.

The limitation that the consultant should consider related to sharing and visibility for the Customer Community license type is A. The Customer Community license type is a license type that allows external users to access your Experience Cloud site through a customer account. Customer Community users have limited access and visibility to data in your Salesforce org, and they cannot use roles or sharing rules to share records. To share records with Customer Community users, you need to use SharingSets, which are features that allow you to share records based on common account or contact fields.

To remove all the spammers’ posts and comments from the Experience Cloud site, DR should utilize the Insights reports by creating and using a custom action to remove them. Insights reports are reports that show the activity and engagement metrics on DR’s site, such as page views, likes, comments, flags, and moderation actions. DR can use Insights reports to identify the spammers’ posts and comments based on the flagging reasons or other criteria. DR can also create a custom action that allows DR to remove multiple posts or comments at once from the Insights reports.

To distribute leads to its partners in the portal, UMS can leverage the Lead Inbox component if it elects to use Partner Central template. The Lead Inbox component is a standard component that displays a list of leads assigned to the partner user or their partner account. The partner user can view, accept, or reject the leads from the Lead Inbox component.

The administrator should create a digital experience for agents and share the URL with employees. A digital experience is a branded online destination that allows you to connect with your customers, partners, or employees. By creating a digital experience for agents, the administrator can provide them with a portal where they can view Knowledge articles and chat live with a support agent. By sharing the URL with employees, the administrator can allow them to access the digital experience as well.

Salesforce Partner Relationship Management (PRM) is a solution that helps you manage your partner lifecycle, from recruitment to enablement to co-selling. Salesforce PRM comes with some standard features that you can leverage without any code customization, such as:

Case Escalation: You can enable your partners to escalate cases to you when they need your help or expertise.

AI-Powered Knowledge Base: Youcan provide your partners with relevant and personalized knowledge articles powered by Einstein Article Recommendations.

Chat: You can enable your partners to chat with you or other partners in real time using Embedded Service Chat or Salesforce Chat Snap-ins.

This user license allows partners to register deals and work with UC on sales opportunities. It also provides access to reports and dashboards, campaigns, orders, price books, and products. Partner Community Plus users can also access standard and custom objects, suchas accounts, contacts, cases, and leads1

Three features that CK should use to organize content on its site are Content Topics, Content Graph, and Navigation Tree. Content Topics are keywords or phrases that help users find and organize content in Experience Cloud sites. Content Topics can be assigned to any content, such as articles, posts, or files. Content Graph is a feature that analyzes the relationships between content and topics and suggests relevant content to users based on their interests and preferences. NavigationTree is acomponent that allows you to create a hierarchical structure of topics and subtopics that users can browse through to find content.

Two reasons for the import failure are A andD. To import Customer Portal users to the Experience Cloud, you need to have a portal role record and a contact record for each user. A portal role record is a record that defines the role of a portal user in the portal hierarchy. A contact record is a record that contains the personal information of a portal user, such as name, email, phone, etc. If these records are missing, the import will fail.

Branding sets allow you to customize the look and feel of your Experience Cloud site by applying different colors, fonts, images, and logos. You can create multiple branding sets for different audiences and assign them using audience targeting. For example, you can create a special branding set for your Platinum customers and apply it only to them.