Salesforce Experience Cloud - How to use Salesforce CMS in a Community and use CMS Connect

Step-by-Step Tutorial: How to Use Salesforce CMS in a Community and CMS Connect

1. Sign Up for Salesforce Developer Edition:

   • Go to developer.salesforce.com and sign up for a free Salesforce Developer Edition org.

2. Create a Permission Set for CMS Users:

   • Log into your Salesforce org and create a permission set for users who will be managing the CMS content.
   • Grant permissions for CMS workspace and channels.

3. Assign Permission Set to Users:

   • Assign the created permission set to the users who will be creating content for the CMS.

4. Open CMS App and Create CMS Workspace:

   • Access the CMS app in Salesforce.
   • Create a CMS workspace for your CMS site.

5. Add Content to CMS Workspace:

   • Create content titles, upload documents, or images to populate your CMS workspace.

6. Create an Experience Builder Site:

   • Set up an Experience Builder site in Salesforce.
   • Customize the site with themes and components.

7. Configure Content Collections:

   • Create collections of news articles or Salesforce CRM records to display on your site.
   • Define criteria for content inclusion in collections.

8. Connect Salesforce CMS to WordPress:

   • Activate the JSON API in your WordPress site.
   • Obtain the API URL and node path for your WordPress content.

9. Set Up CMS Connection in Salesforce:

   • Add a CMS connection in Salesforce and configure it with the WordPress API details.
   • Define the content type and node path for retrieving WordPress content.

10. Display WordPress Content in Salesforce:

    • Add components to your Experience Builder pages to display WordPress content.
    • Map the JSON fields from WordPress to Salesforce components.

11. Publish and Test the Site:

    • Publish your site and ensure it is accessible to guest users.
    • Test the site functionality, including content display and interaction.

12. Adjust Security and Access Settings:

    • Update security settings to allow access to specific Salesforce objects or records for guest users if needed.
    • Ensure proper sharing settings for internal records visible to external users.

13. Engage and Provide Feedback:

    • Leave comments or questions for the content creator.
    • Subscribe for updates and participate in video voting for future content.

14. Finalize and Stay Informed:

    • Review the setup, make any necessary adjustments, and ensure all features are working as intended.
    • Stay informed about new videos and voting opportunities for upcoming content.

By following these steps, you can effectively utilize Salesforce CMS in a Community and establish a connection with WordPress using CMS Connect.