MeshMesh from Salesforce
Experience Cloud

Build Experience Cloud Portals

Stand up Experience Cloud sites that customers, partners or the public can use: build the pages and forms, brand the site, set who can see what, and get it ready to publish.

425 tasks
Method

How MeshMesh does it

  1. Works out the site's purpose and drafts a plan. A person often has to approve the plan before any work starts.
  2. Builds the pieces behind the portal. Examples include an LWC booking wizard with passing Apex tests and a platform event trigger that creates calendar events, and static resources with an agent script.
  3. Adds chat to the portal with Embedded Messaging, and sets up routing so chats reach an agent and new chats get a Contact. In one case the chat is an embedded Agentforce agent.
  4. Sets the embedded messaging auth mode so the agent recognizes logged-in users.
  5. Deploys the Experience bundle and fixes deploy errors caused by theme, branding and layout mismatches. It then redeploys and republishes. Publishing is often left to the user.
  6. Delivers supporting material when asked, such as an HTML enablement guide.

Next, see Configure Experience Cloud Guest Access.

Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.

  1. 1Experience Cloud424 tasks
  2. 2ApexSalesforce Platform309 tasks
  3. 3Lightning ComponentsSalesforce Platform307 tasks
  4. 4Flow BuilderSalesforce Platform201 tasks
  5. 5Users and PermissionsSalesforce Platform191 tasks
  6. 6Object ManagerSalesforce Platform137 tasks
  7. 7Enhanced ChatService Cloud126 tasks
  8. 8KnowledgeService Cloud104 tasks
  9. 9Omni-ChannelService Cloud73 tasks
  10. 10OmniStudioSalesforce Platform39 tasks
Features
Experience Cloud

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