An administrator for Cloud Kicks wants to create a new partner user for an existing site.
Which step does the administrator need to perform right before providing user details and saving the user record?
To create a new partner user for an existing site, you need to first create a contact record for the partner user, then click ''Manage External User'' on the contact detail page, and then click ''Enable Partner User''. This will allow you to provide user details and save the user record.
Bloomington Caregivers (BC) has created a customer Experience site using Experience Cloud that gives customers the ability to pay this, manage appointments, and open cases with support. BC also has a partner Experience site on Experience Cloud. The company's leadership has now decided to extend access to the customer Experience site to its partners and internal Salesforce users so they can collaborate more effectively.
What is the recommended way to add partners and internal users to the customer Expenence site?
To add partners and internal users to the customer Experience site, the recommended way is to enable the partner accounts and the internal accounts as customers; the users under these accounts will then automatically gain access to the customer site. A customer account is an account that has the Is Customer checkbox enabled. This indicates that the account is part of your customer network and can access your customer Experience site. To enable an existing account as a customer, you need to edit the account record and check the Is Customer checkbox. This will automatically grant access to the customer site to all the users under that account, without creating new user records or profiles.
Zephyrus Relocation Services (ZRS) plans to build a portal for its partners. The portal needs to show company information and brand details on the Account Management page.
Which templates should ZRS consider to build the portal?
Choose 2 answers
Partner Central and Build Your Own are two templates that ZRS can consider to build the portal for its partners. Partner Central is a template that is designed for managing partner relationships, such as recruiting, onboarding, training, and co-selling. Build Your Own is a template that allows you to create a custom site using Lightning Web Components and other web standards.
Universal Containers' (UC) Salesforce org uses SAML 550 with a third-party identity provider for internal user authentication. UC now wants to extend this capability for Experience Cloud site users as well.
What should the UC administrator ensure in order to successfully implement SAML 550 for the Experience Cloud site?
To implement SAML 550 for the Experience Cloud site, the UC administrator should use the site login URL as an endpoint where SAML assertion is made. SAML 550 is a protocol that allows users to authenticate with a third-party identity provider and access Salesforce resources without entering their Salesforce credentials. The site login URL is the URL that users use to access the Experience Cloud site. By using the site login URL as an endpoint, the UC administrator can configure SAML settings to redirect users to the identity provider for authentication and then back to the Experience Cloud site.
DreamHouse Reality (DR) is looking to enter the insurance business. After discussing with business advisor. DR has decided to use independent agents to manage claims.
Which two feature are available for DR to implement a solution involving insurance agent persona?
Choose 2 answers
Financial Services Community permission set license is a license type that allows users to access Financial Services Cloud objects and features, such as policies, claims, referrals, and goals. Insurance Agent Portal Lightning template is a template that is designed for insurance agents who need to manage their leads, opportunities, policies, claims, and referrals. These two features are available for DR to implement a solution involving insurance agent persona.
