Uncategorized

SALESFORCE CONTENT MANAGEMENT SYSTEM (CMS) – PART 2

By August 9, 2021 No Comments

SALESFORCE CONTENT

MANAGEMENT SYSTEM (CMS) –

PART 2

Create Content and Publish on a Portal

To create content, first you have to login to CMS application on our Salesforce Org as an authorized person.

Create Workspace

After you login, go to the app launcher and search for the CMS. You will get the option as ‘CMS Home’ as depicted below.

After selecting ‘CMS Home,’ you will be redirected to the home page as shown below. You will be provided with two sections. One is to create/manage workspaces and the other to create/manage experiences. Experiences act as a medium to pass on the content to the endpoints (websites, blogs, mobile apps, etc.). For creating the workspace, either you need to click on “Create a CMS Workspace” or “Add Workspace” as highlighted in the following image.

A pop-up screen with ‘Name’ and ‘Description’ will be displayed. Enter the details and proceed to the next screen.

If you have an existing list of channels, select from the following list, else create a new channel.

Here, you are going to create a public channel. As mentioned below in the picture, Public channels are publicly available and the Restricted channels are allowed only for a set of users.

After creating a channel, you have to select it from the list of channels as shown below.

If you have created the users already, then you can select them as shown below, else you have to create them separately. For the sake of the demo, let us proceed with the existing users in the list.

Assign roles for the selected users. Currently, there are two roles available in Salesforce CMS as follows:

  1. Content Admin: These contributors have access to all content in the CMS workspace and can manage contributors and content sharing.
  2. Content Manager: These contributors have full access to all content in the CMS workspace.

You have the option to add a number of languages of your choice to display the content in different languages. Also, you have to select a default language for the content. For the sake of the demo, let us select English as the default language.

After the above, you will provided with a review screen, which is the last to confirm the workspace.

Finally, you will land on your newly created workspace in which you can add and manage channels, contributors, languages, and most importantly, content.

Create Content

As you can see in the above screenshot, you have two options to create content. On the top right corner of the workspace, you have “Add Content” and in the middle of the screen, you have “Create Content.” After clicking the appropriate button, it will provide you with a list of default content types in the Salesforce CMS as shown below.

The default content types of CMS are Document, Image, and News. For your example, let us select ‘News’ as the content type.

In the ‘News’ content type, you have to fill in the required fields and save the draft as depicted below.

When the content is ready, you can publish it in your workspace and all the channels in the workspace will get access to the content you created. So, click on ‘publish’ and make it available to the channels in your workspace.

Create Endpoint (Experience Site)

For now, you have ‘Workspace,’ ‘Content’ and a ‘Public channel’ created. Now, you create an experience site to display your content created in the workspace.

To create an experience site, you have to click on the “Create an Experience” button on the CMS home page.

List of templates will be shown below. For your example, let us choose the “Partner Central” template.

After selection, enter the ‘name’ and ‘domain name’ for the portal as shown.

A dashboard for the experience site will be displayed as shown below. Click on ‘builder’ and move on to the content setting in the site.

On the Home page of the site, select the ‘Tab section’ and name it after “Sample News” as shown below.

Drag the “CMS Single Item” from the Component menu list to the Tab section you created.

Add the content here, but the content is not available for this newly created experience portal. So, you need to go back to your CMS homepage and add this portal to your workspace.

After the portal has been added up to the workspace, the content you created a while ago will be available on the portal.

Now, come back to the portal and add the content as shown below. Since the portal is added to the workspace, you can see the News content and the image content you created.

Select the ‘News content’ from the list and expand the content layout on the right side and select the ‘Tile’ layout.

Set the field mappings as shown in the figure below.

Finally, after tweaking the layout properties according to your requirement, just hit the publish button. Bingo!

Your content will be displayed as expected on the Partner portal. Any changes you make to the content in your workspace will automatically be reflected on the portal without any effort from the Content Manager or the Content Admin.

So, you are done with creating content on a portal using your CMS app in Salesforce.

Leave a Reply