Salesforce Experience Cloud brings marketing, commerce, sales, service and more together in one platform. User access must be set up to fully utilize the program. You can use Experience Cloud tools to connect with your customers, with the appropriate permissions and licenses. Follow these 7 steps to give your employees access to Experience Cloud:
Create Permission Sets and Add Users
Integrate employee profiles into your site’s membership to enable your employees to access data and tasks from Experience Cloud. There are pre-defined access levels for profiles, which are based upon typical user roles. The profile settings are customizable by an administrator, and set the types of records a profile is able to view and/or edit, depending on the needs of any team.
Permission sets give permissions that can be more or less restrictive than profile permissions and can be used to grant access to certain actions. Visibility and functionality is controlled by bundles of permissions and settings.
Content editors may have a permissions set that enables them to edit a page or add content. Case Management permissions and knowledge articles can be enabled for a Customer Service permission set. Use the appropriate permissions to allow your employees the access they need.
The licenses can allow customers and partners to access the site, but restrict their access to the goods on the site. External Identity, Customer Community, Partner Community, Channel Account are some of the licenses that fall under the category of others. A Salesforce consultant can help you decide on which of the licenses would be best suited for your client base or business partnerships.
Integrate Experience Cloud with Other Clouds
Salesforce Experience Cloud has a seamless integration with other cloud programs like Sales Cloud, Service Cloud, and Commerce Cloud. Connect clouds via configuration settings to unify data and processes that span sales, service, e-commerce, and more. When helping buyers, agents can access purchase history for these customers from Commerce Cloud when connecting to Service Cloud. Setting up connections to the cloud can help overcome team silos.
Turn on the Sharing Rules
Control record access via sharing rules and eliminate the need for manually sharing documents. Sharing rules enable users to access data that they are not the owner of, based on criteria that the administrator specifies. A sharing rule might be created that only allows marketing users to see accounts that are in their region. Build rules to logically open document visibility based on factors like location, role, and more.
Administer Account Teams and Groups
Set up teams of employees or teams who collaborate closely. Your staff can share opportunities/cases/orders related to accounts and contacts through the team function. This provides a complete view of the customer interactions throughout the sales, services and marketing teams. Match your account teams to your company’s account and territory management processes. Establish rules to automatically assign teams as well.
Groups are used to further segment record access. Establish public groups of users for different departments, locations, etc. Then create sharing rules to share certain records to members of the group. Access to sales data and business expenses may be given to a finance group.
Safe Access
Limit access to the guard system with identity verification. Two-factor authentication and login challenges provide additional security when users log in. Control network access with single sign-on via SAML or multi-factor authentication via Duo Security. Implement identity protection measures that are suitable based on your business requirements and the sensitivity of the data.
Set field permissions to control access to the field. Viewing or editing access can be done for each field in the field level security. The opportunity amount information is available for viewing only by marketing users and can be edited by sales users. Use field-setting to allow users to only access the data that is relevant to them. This is the way to be able to give access based on individual duties.
Assign Types of Records
Limit access to records to the type of records that users can access by categorizing records by type and restricting access. You can also categorize leads by source and only allow the inside sales team to work leads received from webinars or phone inquiries. The Record types and permissions give additional levels of granularity to access various types of data.
Use the Audit Trail to Track Access
Monitor users to ensure supervision. The audit trail logs system events such as record editing, login, data exports, and more. Inspect the log for correct access to data in line with permissions and licenses. Audit trails make it easy to detect any irregularities and tweak configurations to optimize governance.
Get Users Connected to Salesforce Experience Cloud Today
Allowing users to access Salesforce Experience Cloud through intelligent access opens the door for the full potential of your business. To ensure users are connected to the capabilities that enable them to best serve customers for marketing, sales, service, commerce and more.
When given access, Experience Cloud can turn multiple systems into a single customer engagement system that drives your brand experience. Talk to a Salesforce representative today to get your Experience Cloud site up and running.