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This page is a technical or product note, not a customer case study.

Salesforce

Experience Cloud Process Access

Using Experience Cloud so people can participate in a Salesforce process without working in the internal UI.

The problem

Some participants in a process need Salesforce records without a full internal Salesforce license experience.

The solution

Configure an Experience Cloud site, sharing, and pages around the specific objects and Flows in the process.

  • Experience Cloud site
  • Sharing and access configuration
  • Process pages tied to Salesforce records

Outcome

Experience Cloud can expose a specific Salesforce process—such as request submission—to people who should not live in the full internal org.

This is a capability note, not a billed client case study. Experience Cloud was used as part of the maintenance request process so requests could be submitted into Salesforce from outside the internal UI.

Built with

Salesforce Experience Cloud, Salesforce Flow

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