Certified Experience Cloud Consultant

Bloomington Caregivers should look at the Salesforce AppExchange for potential Lightning Bolt solutions. AppExchange is a marketplace where Salesforce users can find and install various apps and solutions, including Lightning Bolt solutions specifically designed to enhance productivity and streamline workflows. Salesforce Connect, Accelerator Directory, and Accelerator Catalog are not primarily used for finding Lightning Bolt solutions intended for back-end processes and workflow optimization.

The Partner Community license is suitable for external partners, such as retailers, who need to collaborate with the company on business opportunities, including registering deals and working together on sales conversions. This license provides partners with access to collaboration tools, deal registration functionality, and resources within the community to support their sales efforts.

The Record Detail component populates the recordID associated with the object for the page template, so this component will not work for this use case. This is because each Record Detail component is designed to display details for a specific record based on the record ID associated with the page. When trying to use multiple Record Detail components for different objects (Account, Case, and Opportunity) on a single page, the component cannot dynamically populate different record IDs for different objects. Therefore, the issue arises from the inability of the Record Detail component to handle multiple object details simultaneously on a single page.

Guest user and public access settings are critical for enabling non-authenticated users to access and interact with the site, which is essential for the do-it-yourself functionality UC wants to offer. The Document Library Model (DLM) will help UC organize and manage the documents, making it easier for users to find and access manuals, articles, and other resources. These features align directly with the requirements outlined in the question: creating a site where users can access various content types and interact with each other.

For managing B2B customer accounts with multiple departments and ensuring visibility at the parent account level, NTO should enable the External Account Hierarchy. This setting is specifically designed for business accounts and allows for a hierarchical relationship between parent and child accounts, which meets NTO's requirement of having child accounts represent departments with opportunities that need to be visible to users at the parent account level. Person accounts are used for B2C business and do not interfere with the External Account Hierarchy usage for B2B accounts.