Description

Introduction

Salesforce Experience Cloud for B2B enables organizations to create secure partner portals, customer communities, and distributor collaboration platforms. It helps streamline deal management, case handling, knowledge sharing, and business collaboration through branded digital experiences.

Learner Prerequisites

• Basic understanding of Salesforce CRM (Sales Cloud concepts)
• Knowledge of user roles, profiles, and sharing settings
• Familiarity with B2B sales or partner management processes

Table of Contents

1. Introduction to Salesforce Experience Cloud

1.1 Overview of Experience Cloud
1.2 B2B Use Cases and Business Benefits
1.3 Internal vs External Users
1.4 Experience Cloud Licenses (Customer, Partner, External Apps)

2. B2B Portal Strategy & Planning

2.1 Identifying Business Requirements
2.2 Designing B2B Portal Architecture
2.3 Data Model Considerations
2.4 Security & Access Planning
2.5 Branding and UX Strategy

3. Setting Up a B2B Experience Site

3.1 Enabling Digital Experiences
3.2 Creating a New Experience (Partner Central Template)
3.3 Configuring Site Settings
3.4 Domain and Login Configuration
3.5 Custom URL and Authentication Setup

4. User Management for B2B Portals

4.1 Creating Partner Accounts and Contacts
4.2 Enabling Partner Users
4.3 Role Hierarchy for Partner Users
4.4 Profiles and Permission Sets
4.5 Sharing Rules for External Users

5. Partner Relationship Management (PRM)

5.1 Partner Account Model
5.2 Lead Distribution to Partners
5.3 Deal Registration Process
5.4 Opportunity Management for Partners
5.5 Approval Processes for Deal Registration

6. Case & Support Management in B2B

6.1 Case Visibility for Partners
6.2 Case Creation via Portal
6.3 Knowledge Integration
6.4 Escalation and SLA Tracking

7. Data Sharing & Security Architecture

7.1 External Sharing Model
7.2 Account & Opportunity Sharing
7.3 Sharing Sets vs Sharing Rules
7.4 Apex Managed Sharing (Overview)
7.5 Login Security & Two-Factor Authentication

8. Customization & Branding

8.1 Experience Builder Overview
8.2 Custom Themes and Branding
8.3 Lightning Components in Experience Cloud
8.4 Custom Navigation Menus
8.5 CMS & Content Management

9. Automation in B2B Experience

9.1 Flow Automation for Portal Users
9.2 Approval Processes
9.3 Notifications and Alerts
9.4 Partner Onboarding Automation

10. Reporting & Dashboards for Partners

10.1 Creating Reports for External Users
10.2 Dynamic Dashboards
10.3 Partner Performance Metrics
10.4 Channel Sales Analytics

11. Integration & Advanced Features

11.1 Integration with Sales Cloud
11.2 Integration with Service Cloud
11.3 API Access for External Systems
11.4 SSO Integration
11.5 Mobile Access

12. Deployment & Governance

12.1 Testing Strategy
12.2 Deployment Using Change Sets
12.3 Data Migration Considerations
12.4 Governance and Best Practices
12.5 Portal Adoption Strategy

Conclusion

Salesforce Experience Cloud for B2B empowers organizations to build secure and scalable partner and customer portals. By leveraging automation, PRM capabilities, and robust security models, businesses can enhance collaboration, increase channel sales, and improve partner engagement.