Configure Experience Cloud

Experience Cloud allows external users (community users) to access Salesforce data and functionality through a secure portal. Community users can generate and view documents using S-Docs Lightning Web Components (LWCs) configured within an Experience Cloud site.

By configuring S-Docs LWCs on record pages, community users can:

• Generate documents directly from records
• View documents associated with the record
• Interact with documents without accessing internal Salesforce pages

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Prerequisites

Before setting up an Experience Cloud site, ensure the following:

• S-Docs is installed and configured in the org
• Required S-Docs templates are created and accessible
• Appropriate licenses (Customer Community or Partner Community) are available

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Creating an Experience Cloud Site

The first step is to create and configure an Experience Cloud site.

Steps

1

Create and open the site in Builder

• Navigate to Setup → All Sites
• Select Portal
• Click Builder next to the site you want to configure

This opens the Experience Builder, where you can design and customize your portal.

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Designing the Experience Cloud Site

Within Experience Builder, you can configure pages, themes, and components.

Page Configuration

• Use the Builder dropdown to navigate between pages
• To create a new page:

  • Select New Page
  • Choose Object Page
  • Search for and select the required object
  • Customize the page layout as needed

Adding Components

• Drag and drop components onto:

  • Record pages
  • Home pages

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Theme and Guest User Access

Theme Configuration

• Navigate to the Theme section in Experience Builder
• Select and customize the theme based on business requirements

Guest User Access

• Go to Settings
• Enable access for Guest Users if required
• Configure object and field-level permissions carefully for security

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Activating the Experience Cloud Site

Once design and configuration are complete:

1

Activate the site

1. Navigate to Workspaces for the site
2. Go to Administration
3. Click Activate to make the site live

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Managing Members and Permissions

The Members section controls who can access the Experience Cloud site.

Steps

1

Enable access for profiles and assign permission sets

1. In Workspaces, navigate to Administration → Members
2. Enable access for the required profiles
3. Assign relevant Permission Sets to users

This ensures users have the correct access to objects, records, and S-Docs functionality.

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Login and Registration Settings

You can customize the user authentication experience:

• Configure the Login Page
• Configure the Forgot Password Page
• Specify the Home Page for logged-in users

These settings are available under Login and Registration in Experience Builder.

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Creating a Community User

To access the Experience Cloud site, a community user must be created.

Enable an Account for Community Access

1

Enable an account

1. Navigate to Accounts
2. Select or create an account
3. Enable the account as:

   • Customer Account or
   • Partner Account

If the button to enable is not available, navigate to Object Manager to add the button within the page layout.

This allows users associated with the account to be enabled as community users.

Create a Contact

1

Create a contact for the account

1. Navigate to Contacts
2. Create a contact associated with the enabled account
3. Ensure the contact has:

   • A valid email address
   • Accurate name details

Enable the Contact as a Community User

1

Enable the contact as a user

1. Open the contact record
2. Use the dropdown option to:

   • Enable as Customer User or
   • Enable as Partner User

If the button to enable is not available, navigate to Object Manager to add the button within the page layout.

This creates a user record linked to the contact.

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Assigning Licenses and Profiles

After the user is created:

1

Assign license and profile

1. Navigate to Setup → Users
2. Open the newly created community user
3. Assign:

   • Appropriate Community License
   • Appropriate Community Profile

Default Experience Cloud Site

• Scroll to the bottom of the user profile
• Set the Default Experience Cloud Site to the intended portal

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Assigning Additional Permissions

To provide additional access:

1

Assign additional permission sets via Workspaces

1. Navigate to Setup → All Sites
2. Open Workspaces for the portal
3. Go to Administration → Members
4. Assign the required Permission Sets
5. Save changes

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Record Access Configuration for External Users

All users accessing an Experience Cloud site are treated as external users. To ensure these users can view and interact with records as expected, additional configuration is required for object sharing settings and page layout assignments.

These steps are mandatory to allow community users to:

• View object records
• Access record details correctly
• Interact with S-Docs LWCs on record pages

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Configuring External Sharing Settings

By default, external users may not have access to records unless sharing settings are explicitly configured.

Steps

1

Update external sharing model

1. Navigate to Setup → Sharing Settings
2. Locate the object(s) used in the Experience Cloud site
3. Under External Sharing Model, update access to:

   • Public Read Only – if users should only view records
   • Public Read/Write – if users require edit access
4. Save changes

This ensures community users can access records associated with the Experience Cloud site.

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Page Layout Assignment for Community Profiles

To ensure that the record detail view in Experience Cloud matches the expected layout (similar to internal Salesforce users), page layouts must be assigned to community profiles.

Steps

1

Assign page layouts to community profiles

1. Navigate to Setup → Object Manager
2. Select the required object
3. Go to Page Layouts
4. Click Page Layout Assignment
5. Assign the desired page layout to:

   • Customer Community profile or
   • Partner Community profile
6. Save changes

This ensures that community users see the correct fields, sections, and related lists on record pages in the Experience Cloud site.