Customized Templates and Branding with Salesforce Experience Cloud

Author

Basavaraja C

December 10, 2024

In today’s digital age, delivering engaging and tailored experiences is essential for customer satisfaction. Salesforce Experience Cloud provides tools to create custom templates and branding that align with your company’s unique style, helping to boost engagement, enhance customer service, and streamline partner interactions.

Customized Templates in the Salesforce Experience cloud

Salesforce Experience Cloud offers several pre-built templates that simplify the creation of responsive, customized web pages, allowing for easy and fast deployment without the need for advanced coding skills. These templates serve various industry needs and provide a foundation for building compelling digital experiences. Below are some key templates and their benefits:

1. Customer Account Portal Template:

This template facilitates seamless customer service by allowing site members to log in, manage accounts, create cases, and access Salesforce records, including custom objects. Equipped with a knowledge base, it encourages self-service, reducing the need for direct support and enhancing customer relationships while lowering service costs.

2. Customer Service & Help Centre templates:

The Customer Service template establishes a space where users can submit requests, access relevant content, read knowledge articles, and track their cases. Similarly, the Help Center Portal template offers Case Deflection and Guest Case Creation, enabling users to find solutions independently. These templates enhance agent productivity and lower support expenses.

3. Partner Central template:

Designed for collaboration, the Partner Central template acts as a hub for partners to engage with each other and your business. Integrated with Salesforce Partner Relationship Management (PRM), it enables co-selling, CRM data sharing, and streamlined lead management. Through features like channel marketing, onboarding, and sales forecasting, the Partner Central template empowers partners, accelerates business growth, and improves efficiency.

Themes & Branding in Salesforce Experience Cloud

Branding sets in Salesforce Experience Cloud allow for the customization of site visuals, such as colors, fonts, and images. Accessible in the Theme panel, branding sets let you create visually consistent yet tailored pages for different audiences without building multiple sites.

Manage Branding Sets: Navigate to create and edit branding sets in the Experience Builder. Design separate sets for different audiences to match brand guidelines, which can be allocated to specific users.
Dynamic Branding for Multiple Audiences: Through criteria-based targeting, you can apply unique branding to specific audiences, offering a consistent yet personalized look across diverse user groups. This single-community approach simplifies management while delivering a custom experience to each user type.

Benefits of Branding with Salesforce Experience Cloud

Using Salesforce Experience Cloud for branding provides several advantages:

Assurance:Consistent branding boosts customer confidence and helps build trust.
Faster Results: A clearly defined brand framework supports quicker project execution.
Better Outcomes: With structured guidelines, teams can deliver more consistent, on-brand experiences.
Ability to Collaborate: Branding standards foster cooperation between your company and associated websites or partners, allowing for a cohesive brand presence.

Conclusion

Salesforce Experience Cloud’s customizable templates and dynamic branding sets offer businesses the tools they need to create customer-centric digital experiences. By leveraging these features, organizations can improve engagement, increase customer satisfaction, and drive business growth.