Three fields that are required for creating Experience Cloud users using Data Loader are A, B, and E. Data Loader is a tool that allows you to import or export large amounts of data in or out of your Salesforce org. To create Experience Cloud users using Data Loader, you need to have some required fields in your CSV file, such as:

Profile Id: This field specifies the profile that determines what users can see and do on your Experience Cloud site.

First Name: This field specifies the first name of the user.

Currency: This field specifies the currency that applies to the user’s data.

Other required fields include Last Name, Alias, Email, Username, CommunityNickname, Contact Id (or Account Id), and IsActive.

Three visibility options available in Experience Cloud are Audience, None, and Default. Visibility options allowyou to control who can see a page or a component on your Experience Cloud site. Audience is an option that allows you to display a page or a component only to users who belong to a specific audience. An audience is a group of users who share common attributes, such as profile, location, or language. None is an option that allows you to hide a page or a component from all users. Default is an option that allows you to display a page or a component to all users who have access to the site.

UC should create two separate digital experiences for its different customer segments and employees. This will allow UC to provide different features, content, and branding for each experience, as well as control the access and visibility of records. For example, UC can create a customer service site for B2C customers and employees, where they can view and create cases, access knowledge articles, and chat with agents. UC can also create a partner portal for B2B customers and employees, where they can view and update billing information, access contracts, and work on low-severity B2C customer issues.

To give customers the ability to add authorized users toview usage, billing, and payment history, UMS should grant Delegated External User Administrator permission to customers. Delegated External User Administrator is a permission that allows customers to create new users or reset passwords for other customersin their own account. UMS can use Delegated External User Administration, which isa feature that allows UMS to assign specific users as delegated administrators who can manage external users in their own accounts.

Service Your Way is a component that allows customers to choose how they want to interact with a service agent or a chatbot from a list of available channels, such as phone, chat, SMS, WhatsApp, or Facebook Messenger. Service Your Way can be added to any page in Experience Builder and configured to show different channels based on user attributes or device type.

To create a do-it-yourself site for its existing and prospective customers, UC should focus on two Experience Cloud features:

Guest user and public access settings. These settings allow you to control what unauthenticated users can see and do on your site, such as viewing articles, manuals, and FAQs, or asking and answering questions.

Content Delivery Network. This is a feature that allows you to improve the performance of your site by caching static resources, such as images, JavaScript, and CSS files. This can enhance the user experience and reduce the load on your server.

This option allows UC to grant customers access to the appropriate site. Site membership is a feature that defines which users can access a site and what permissions they have. UC can assign the profile for all customer users to the site membership of each site and specify the default page access and object permissions for that profile. UC can also assign permission sets to the site membership togrant additional permissions to specific users4