Technopath/Introduction to Experience Cloud for Nonprofits

  • Free

Introduction to Experience Cloud for Nonprofits

  • Course
  • 23 Lessons

This walks through creating an authenticated experience to jumpstart a donor portal.

Contents

Laying the Foundation (Intial Setup and Publishing)

This section covers the essential first steps of standing up an Experience Cloud site in a Salesforce developer org. You will learn how to enable the necessary features, create a new site using a standard template, and publish it to make it live and accessible.

Slides and Intro
Create a Default Account
Create a Contact Record for yourself
Give your User a Role
Create a Profile for your Community User
Enabling Digital Experiences
Create a Digital Experience Site
Publishing your Site

Building Security & Managing Users

In this section, you will learn how to transition your site from a public-facing page to a secure, login-protected portal. This includes configuring the login and self-registration pages and, most importantly, learning the process of creating a portal user from an existing NPSP Contact record.

Configuring Login and Registration Settings
Preparing the Contact Page for Portal Users
Creating a Portal User from a Contact
Configure Digital Experiences Donor Portal Sharing Settings

Building out your sites

When building an Experience Cloud Site, it's best to plan the basic page structure first. This ensures you have a clear, intentional framework before you start adding content.

This site will start with:

  • Home Page (Public Page)

  • Branded Login Page

  • My Donations Page (Logged-In Users)

About our Basic Pages
Change your Theme
Customize Your Homepage Hero Image
Update your Theme Colors based on your Logo
Change Button and Text Colors
Upload your Logo
Add an Account Object Page for a Donor to Access
Customize Login Page

Activating the Site for Users

Now that we have the site functioning the way we want, we can activate it for users!

Update the Welcome Email
Activate the Site
Create your user and login