Mastering Salesforce’s Experience Cloud: The Key Personas You Need to Know
This article provides all the information needed to help you understand what different personas in the Salesforce Experience cloud site are and how they help organizations build and maintain an engaging site.
The Salesforce Experience Cloud is a powerful set of tools that make it easy for companies to create, manage and deliver an engaging user experience. The platform has a ton of features that allow companies to quickly build customized websites and applications that are tailored to their customers’ needs.
Salesforce’s Experience Cloud follows the principle of creating user-centric websites and portals. Understanding the different types of personas or types of users is essential to making the most of this platform. The five personas — End User, Site Manager, Site Builder, Site Admin, and Site Moderator — have unique responsibilities and roles within the ecosystem.
End Users
End users, for example, are the primary users of websites and portals and can be customers, partners, or employees. They access CRM data indirectly through the website and may use it to manage their account, get product information, or get support.
Managers
Meanwhile, site managers are typically internal employees who oversee the deployment of the website, develop community standards, monitor usage, and encourage engagement.
Site builders
Site builders, on the other hand, are responsible for actually building the website or portal, using templates and components provided by the platform to create custom page layouts and modify the site’s appearance. Site admins are responsible for configuring the site and managing users, defining members, permissions, and access.
Site Moderators
Site moderators are responsible for monitoring user activities and ensuring that the site is being used appropriately.
By understanding the different personas and their roles, businesses can create effective and engaging websites and portals that meet the needs of their users while also providing valuable insights into usage and engagement. With Salesforce’s Experience Cloud, the possibilities are endless.
