The step that denotes the completion of anExperience Cloud site setup is activating the site. Activating the site is the final step that makes your Experience Cloud site live and accessible to your users and visitors. Before activating the site, you need to complete other steps such as creating pages, adding components, configuring settings, assigning permissions, and testing functionality. After activating the site, you can still make changes and updates as needed.

To enable autocomplete for guest users, the administrator should use theSearch component property editor, open the Autocomplete section, and click desired objects to appear in autocomplete. Select “publicly available”. Autocomplete is a feature that suggests search terms based on what users type in the search box. The Search component property editor is a tool that allows you to customize the settings and behavior of the Search component on your Experience Cloud site. By selecting “publicly available”, you can make autocomplete suggestions visible to guest users who are not logged in.

Two Salesforce recommendations for setting up partner roles in large orgs are B and C. Partner roles are roles that are assigned to partner users who access your Experience Cloud site through a partner account. A partner account is an account that has the Is Partner checkbox enabled. To set up partner roles, you should create themin a separate branch in your Role Hierarchy, which allows you to isolate partner data from internal data and control partner visibility and access. You should also grant partner users access to the partner account using a Sharing Rule, which allows you toshare records owned by internal users with partner users based on criteria that you define.

To ensure that the partner users are able to register, the site administrator should enable the Contacts under the Account as partner users. This will allow the site administrator to assign a username, password, and profile to each Contact and send them a welcome email with a link to activate their account and log in to the site.

This option allows UC to control the access to the partner application form and ensure that only qualified partners can apply. Token-based referral links are unique and expire after a certain time, which adds an extra layer of security. Creating an app for the internal team also allows UC to track the performance of the referral program and reward the existing partners accordingly1

Two ways that Lightning Bolt can help DF accomplish this are A and B. Lightning Bolt is a framework that allows you to create and distribute industry-specific solutions that include prebuilt themes, templates, pages, components, and business logic. By using Lightning Bolt, DF can create a solution for its flower business that includes all the features and functionality they need for their communities. They can then distribute and reuse this solution for their subsidiaries or other customers who want to set up similar communities. This can help reduce implementation time and ensure consistency and quality across different communities.

A sharing set is a feature that grants community users access to records that have a lookup relationship with their user record or their account or contact record. For example, a sharing set can grant customers access to cases that have the same contact as their user record, regardless of the case owner or role hierarchy. Sharing sets are easy to configure and do not require code.

External users can be assigned as approvers on records or added directly to approval queues, as long as they have the appropriate user license and profile permissions. You also need to create a digital experience for those users, so they can access the approval process from the Experience Cloud site.

To meet the requirement of distributing leads to partners, UMS needs to take at least three steps:

Create aLead Process for Lead Distribution. A lead process is a set of stages that a lead goes through from creation to conversion. UMS can create a lead process that defines how leads are distributed to partners based on criteria such as region, industry, or product.

Create a Lead Queue for Lead Distribution. A lead queue is a list of leads that are assigned to a group of users who share the workload. UMS can create a lead queue for its partners and assign leads to the queue based on the lead process.

Configure Lead creation Leadon low Distribution inside PRM Workspace. PRM Workspace is a feature that allows UMS to manage its partner relationships, such as recruiting, onboarding, training, and co-selling. UMS can configure lead creation and distribution settings inside PRM Workspace, such as enabling partners to create their own leads, setting up lead assignment rules, and defining lead notification preferences.

DealRegistration allows UMS to enable its partners to register deals and work with UMS on sales opportunities. UMS can also set up approval processes and validation rules for deal registration and track the deal status and revenue. Lead Distribution allows UMSto assign leads to partners based on predefined criteria, such as location, product, or industry. UMS can also monitor the lead conversion rate and partner performance. Market Development Fund allows UMS to allocate funds to partners for marketing activities, such as events, campaigns, or webinars. UMS can also create budgets, approval workflows, and reports for market development fund.