Create and Manage Experience Cloud Sites (ADX-271) Course Overview

Create and Manage Experience Cloud Sites (ADX-271) Course Overview

The Create and Manage Experience Cloud Sites (ADX-271) course is designed to equip learners with the skills and knowledge to effectively create, manage, and optimize Salesforce Experience Cloud sites. The course is divided into six comprehensive modules, each focusing on different aspects of Experience Cloud.

Starting with an Exam Overview, participants will familiarize themselves with the exam topics and logistics, ensuring they understand the certification process. Digital Experiences dives into the essentials of Experience Cloud, teaching learners how to build and deploy sites, including partner sites, and utilize Experience Builder templates.

In Security and Customization, the course covers Site limits, Licensing, User management, and Customization techniques, including Mobile optimization and Multilingual support. Self-Service Sites module instructs on Public site functionality, Data categorization, and incorporating CMS content for a responsive design.

Success Metrics emphasizes measuring site success and leveraging AppExchange resources, while Site Engagement focuses on driving and moderating engagement, using Reputation systems, and highlighting experts.

Overall, this course enables learners to master the creation and management of engaging, secure, and effective Experience Cloud sites that cater to various user needs.

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  • Live Training (Duration : 8 Hours)
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♱ Excluding VAT/GST

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Course Prerequisites

Certainly! For individuals interested in the Create and Manage Experience Cloud Sites (ADX-271) course, the following are the minimum prerequisites to ensure a successful training experience:


  • Basic understanding of Salesforce Navigation and functionality: Familiarity with the Salesforce platform, including navigating through the Salesforce interface, basic Salesforce setup, and common standard Salesforce features.


  • Fundamental knowledge of Salesforce administration: Awareness of standard Salesforce configuration tasks, such as creating users, modifying fields, and understanding of security settings.


  • Experience with website or digital experience management: Some background in managing or creating content for websites, portals, or digital platforms will be beneficial.


  • Basic understanding of HTML and CSS: While not strictly necessary, a foundational knowledge of HTML and CSS can help in customizing sites within the Experience Builder.


  • Familiarity with Salesforce data model: Knowledge of how objects, fields, and records are structured within Salesforce, as well as relationships between different types of data.


  • Awareness of customer service processes: For those focused on self-service sites, an understanding of customer service workflows and best practices can be helpful.


These prerequisites are designed to ensure that participants have the foundational knowledge required to grasp the course content effectively, leading to a productive and enriching learning experience.


Target Audience for Create and Manage Experience Cloud Sites (ADX-271)

The "Create and Manage Experience Cloud Sites" course is tailored for professionals looking to leverage Salesforce Experience Cloud for digital experiences.


  • Salesforce Administrators
  • Salesforce Developers
  • Experience Cloud Consultants
  • Digital Experience Managers
  • Web Developers focusing on CRM platforms
  • IT Project Managers working with Salesforce solutions
  • CRM Strategists
  • Marketing Technologists
  • Customer Experience (CX) Specialists
  • User Experience (UX) Designers
  • Content Managers and Strategists
  • Site Architects and Designers
  • Community Managers


Learning Objectives - What you will Learn in this Create and Manage Experience Cloud Sites (ADX-271)?

Introduction to Learning Outcomes:

Gain expertise in creating and managing Experience Cloud sites with Salesforce by mastering digital experiences, site customization, security, multilingual support, and engagement strategies to measure and drive success.

Learning Objectives and Outcomes:

  • Understand the structure and logistics of the ADX-271 certification exam to effectively prepare for success.
  • Learn the fundamentals of Salesforce Experience Cloud, including site functionality and the implementation of digital experiences.
  • Explore the capabilities and deployment options of Experience Cloud sites to build tailored solutions for partners and customers.
  • Grasp the security aspects, such as site limits, licensing, and user roles, to maintain a secure and compliant environment.
  • Utilize Experience Builder to design and customize engaging sites while ensuring mobile compatibility.
  • Create multilingual sites to serve international audiences and enhance global reach.
  • Develop self-service and public site functionalities using the Customer Service template and Experience Builder.
  • Integrate CMS content and classify articles, questions, and ideas to improve site effectiveness and user experience.
  • Learn to install and interpret dashboards and insights from the AppExchange for measuring site success and user engagement.
  • Drive site engagement through moderation, reputation systems, and highlighting subject-matter experts to foster a dynamic community.

Technical Topic Explanation

Site limits

Site limits in technology refer to the maximum number of locations or nodes that a particular software or cloud-based platform can support effectively within a specific configuration or licensing agreement. For businesses using cloud technology, understanding site limits is crucial, as they affect how scalable the software is across different geographical locations or departments. Proper management of site limits ensures consistent performance and security compliance across all sites, optimizing both operational efficiency and resource utilization. Careful consideration of site limits is especially important for complex deployments and for maintaining system integrity as user demand increases.

Licensing

Licensing in technology refers to the legal authorization given to users or organizations to use, modify, or redistribute software, hardware, or intellectual properties accordance with specified terms. This is crucial in ensuring compliance, managing usage rights, and protecting intellectual property. It plays a pivotal role in software, including platforms like Salesforce Experience Cloud, where proper licensing ensures legitimate access and operation within their extensive ecosystem, enhancing the capability and growth of businesses through certified consultant expertise such as the Experience Cloud Consultant Certification. Proper training and certification, such as Salesforce Experience Cloud Training, underpin these licenses, ensuring efficient and effective use of the technology.

User management

User management involves overseeing and configuring the access and permissions of users within an organization's systems and networks. It ensures that each user has the appropriate rights to perform their tasks without accessing unauthorized information. Effective user management helps in minimizing security risks and maintaining operational integrity by strictly regulating who can view, modify, or use the organization's resources. This process includes creating user profiles, setting permissions, and regularly updating these settings as user roles or statuses change. Proper user management is critical for maintaining system security and efficiency, especially in environments using complex software solutions like Salesforce Experience Cloud.

Customization techniques

Customization techniques in technology refer to the methods used to tailor software applications and systems to meet specific user needs or business requirements. This process can include altering the functionality, interface, or user experience of a software product to better align with personal preferences or organizational goals. Effective customization enhances user satisfaction, improves productivity, and can provide a competitive advantage by enabling unique features and workflows. In platforms like Salesforce Experience Cloud, customization plays a crucial role, allowing businesses to modify environments to optimize client interactions and back-end processes.

Mobile optimization

Mobile optimization involves designing and formatting websites and applications to ensure they function smoothly on mobile devices, such as smartphones and tablets. This process enhances user experience by ensuring quick loading times, easy navigation, and readability on smaller screens. The goal is to provide mobile users with an experience that is comparable to desktop browsing, acknowledging their unique usage patterns and connectivity issues. It’s crucial to prioritize mobile optimization as more users access the internet primarily via mobile devices, impacting how content and services are consumed online.

Multilingual support

Multilingual support in technology refers to the capability of software or services to operate in multiple languages. This feature allows users from different linguistic backgrounds to interact effectively with the application. It is crucial for global platforms, enabling them to cater to a diverse user base and enhance user experience significantly. Implementing multilingual support involves not just translating text but also adapting local formats for dates, currencies, and more to meet regional specifics. Such capabilities are especially important in multinational deployments of platforms like Salesforce Experience Cloud, enhancing accessibility and usability for all users, regardless of their language.

Public site functionality

Public site functionality refers to features and capabilities of a website that are accessible to any visitor without the need for authentication (logging in). These sites typically provide information, resources, or services meant to engage a broad audience. In a Salesforce Experience Cloud context, public site functionality can enhance user engagement and streamline customer interactions by offering essential information and services directly. This functionality is vital for organizations looking to extend their reach, improve customer experience, and maintain an informative online presence that supports marketing and service efforts efficiently.

Data categorization

Data categorization is the process of organizing information into predefined groups that make it easier to manage, understand, and leverage data effectively. In practice, this involves sorting data elements into categories based on common characteristics, such as type, source, relevance, or any other specific criteria that supports business operations or analytical needs. Effective data categorization enhances data accuracy, improves search and retrieval, and facilitates better decision-making by providing clearer insights into patterns and trends. This foundational method is essential for businesses aiming to optimize data handling and boost operational efficiency.

CMS content

A Content Management System (CMS) is software that helps users create, manage, and modify content on a website without needing specialized technical knowledge. Essentially, it provides a user-friendly interface that simplifies the process of managing web content, which includes texts, images, and multimedia elements. CMSes are particularly useful for maintaining large websites with regularly updated content. They also often include features for multiple users, which allows better collaboration across teams and content contributors. This platform streamlines web development and content management, making it accessible to non-technical users while also robust enough for technical users to customize extensively.

AppExchange resources

AppExchange is a marketplace for Salesforce apps, where users can find a variety of ready-made solutions to extend Salesforce functionalities. These resources help enhance the capabilities of Salesforce Experience Cloud, enabling professionals to customize their CRM platforms efficiently. Whether you're preparing for the Salesforce Experience Cloud Certification or seeking specific tools to improve efficiency, AppExchange offers a variety of apps and consulting services tailored to meet diverse business needs. This makes it an invaluable tool for anyone looking to enhance their Salesforce platform, better serve their customers, and ace their Experience Cloud Consultant certification.

Reputation systems

Reputation systems are designed to track and analyze the behavior, reliability, and overall quality of users within an online community or platform. They use ratings, reviews, and other forms of feedback to create a measurable trust value for each user. These systems help facilitate better interactions by highlighting trustworthy participants and flagging or diminishing the influence of those who behave poorly. This is crucial in environments such as e-commerce sites, forums, and any digital platform where trust influences interactions and transactions, ensuring users can rely on the system’s assessment of peers.

Salesforce Experience Cloud sites

Salesforce Experience Cloud sites allow businesses to create connected, digital experiences such as websites, portals, and mobile apps for customers, partners, and employees. These platforms are designed to facilitate communication, share information securely, and enhance collaboration. Completing a Salesforce Experience Cloud certification or engaging in salesforce experience cloud training enhances your ability to build and manage these sites effectively. An experience cloud consultant certification can certify your skills, making you a competent architect for these solutions, aligning functionalities with business needs.

Experience Builder templates

Experience Builder templates are tools within Salesforce Experience Cloud that let users design and customize digital experiences. These templates provide a starting point to build websites, portals, or mobile applications aligned with specific business needs. They are incredibly user-friendly, allowing non-technical users to create engaging, responsive platforms that integrate seamlessly with Salesforce data. Experience Builder templates are essential for professionals seeking to pass the Salesforce Experience Cloud certification, as they underscore practical skills needed for the experience cloud consultant role, enhancing both the design and functionality of customer interactions.

Target Audience for Create and Manage Experience Cloud Sites (ADX-271)

The "Create and Manage Experience Cloud Sites" course is tailored for professionals looking to leverage Salesforce Experience Cloud for digital experiences.


  • Salesforce Administrators
  • Salesforce Developers
  • Experience Cloud Consultants
  • Digital Experience Managers
  • Web Developers focusing on CRM platforms
  • IT Project Managers working with Salesforce solutions
  • CRM Strategists
  • Marketing Technologists
  • Customer Experience (CX) Specialists
  • User Experience (UX) Designers
  • Content Managers and Strategists
  • Site Architects and Designers
  • Community Managers


Learning Objectives - What you will Learn in this Create and Manage Experience Cloud Sites (ADX-271)?

Introduction to Learning Outcomes:

Gain expertise in creating and managing Experience Cloud sites with Salesforce by mastering digital experiences, site customization, security, multilingual support, and engagement strategies to measure and drive success.

Learning Objectives and Outcomes:

  • Understand the structure and logistics of the ADX-271 certification exam to effectively prepare for success.
  • Learn the fundamentals of Salesforce Experience Cloud, including site functionality and the implementation of digital experiences.
  • Explore the capabilities and deployment options of Experience Cloud sites to build tailored solutions for partners and customers.
  • Grasp the security aspects, such as site limits, licensing, and user roles, to maintain a secure and compliant environment.
  • Utilize Experience Builder to design and customize engaging sites while ensuring mobile compatibility.
  • Create multilingual sites to serve international audiences and enhance global reach.
  • Develop self-service and public site functionalities using the Customer Service template and Experience Builder.
  • Integrate CMS content and classify articles, questions, and ideas to improve site effectiveness and user experience.
  • Learn to install and interpret dashboards and insights from the AppExchange for measuring site success and user engagement.
  • Drive site engagement through moderation, reputation systems, and highlighting subject-matter experts to foster a dynamic community.