Experience Cloud Setup Checklist

Before You Begin

Gather your branding assets.

• High-resolution image of your company logo
• Color scheme (or an image to upload to automatically generate one)
• Image to use as a header
• Thumbnail images (385x385 pixels), if you’re using Featured Topics

Configure the internal Salesforce org:

• Enable Digital Experiences for Health Cloud. Choose a unique URL that works for your business, because you can’t change it after it’s been set.
• Install the Health Cloud patient Experience template from http://industries.force.com/healthcloudextensionpatientapp
• Set up email templates for any communication between the Experience site and its members (welcome email, resetting password email, etc.).
• Enable the global header for the system administrator profile, and any other profiles accessing your Experience site from the internal org.
• Enable any other features you plan to use in the site, such as Salesforce Knowledge.

• Create a Health Cloud Admin profile and add the Patient Card Configuration tab to the profile.

Set Up Health Cloud Profiles and Permissions for Experience Cloud Site Users

Create an Experience Cloud user profile

• Create a Health Cloud Experience Cloud user profile . To update the profile from Setup, enter Profile in the Quick Find box, then select Profiles. Clone the existing Community User profile and modify it, as needed.
• Apply system permissions to the custom profile so site users can access Health Cloud features.

• Specify object-level permissions. For example, add Read access to Accounts, Contacts, Cases, Documents, Problems, and Goals. In addition, site users need Read access to Timeline View Configuration, Filter Column, Filter Condition, and Filter Criterion to use Health Cloud Empower components.

• Update field-level security. Grant access to fields that your Experience site users need to use. For example, update field-level security to make fields visible for the Problem and Goal objects.

Create Experience Cloud users

• Create users. When you create site users manually, assign a community user profile to them and clear the Salesforce 1 checkbox.
• Configure sharing settings for cases. To update the setting from Setup, enter Sharing in the Quick Find box, then select Sharing Settings. Make sure that you select Enable External Sharing Model and set external case sharing to Private. That way, users can collaborate only with the care teams they are members of. Care plan access is restricted by membership in the site, as well.
• Update the CommunityProfileName custom setting with the value Health Cloud - Community. This value is the name of your Experience profile. From Setup, enter Custom in the Quick Find box, then select Custom Settings. Click Manage next to CommunityProfileName, and then click New to add the name and the value for the site.

Perform General Configuration Steps in Setup

Perform the following setup tasks from the Digital Experience node in Setup.

• Select a template. Under All Sites, click New. If you’re creating an app for communicating with patients or members, choose the Health Cloud Consumer App template. For other purposes, select the Customer Service template. In either case, users get the same visual and functional experience whether they use a tablet, a mobile device, or their desktop.
• Enable the global header. The global header lets users switch between their Experience site and the internal organization. Users must be assigned the “View Global Header” permission either by selecting it on standard profiles, creating custom profiles, or by creating a permission set.
• Customize Experience Cloud site properties. From the Site Management page, select Administration | Members to customize the properties of the site.
• Enable private messages. From the Site Management page, select Administration | Preferences, select Users can send and receive private messages. Remember that both the sender and receiver of private messages must have a profile that is associated with the site.

Perform Configuration Steps in Experience Builder

Perform the following setup tasks using Experience Builder.

From Setup, enter All Communities in the Quick Find box, then select All Communities. Click Manage to work with an existing community.

• Brand your Experience Cloud site. Add your logo and use Experience Builder’s enhanced Branding Editor to efficiently apply color and style to your site.
• Edit site pages and components. Remove unwanted default pages from the Customer Service template and create more pages, as needed. To allow access the new pages you create, be sure to update the navigation menu.
• Update component properties.Review and update the properties for the User Profile Header, the Search Publisher, and any other components that you use.
• Configure page layouts. Configure page layouts in the Page Editor for objects using the Record Information component.
• Preview, test, and publish your Experience Cloud site. Look at your site in a desktop browser window and on mobile devices. When you’re happy with your changes, click Publish in the toolbar.