Build an Experience Cloud Site

Does your organization use Salesforce Experience Cloud? With Fielo Lightning Components, you can build Fielo's best features into your Experience Cloud-based loyalty portal. They're easy to use. Simply drag and drop components onto your pages in Experience Builder and, voilà, watch your members' incentive and loyalty experience come to life! Let's get started.

Edit Sharing Settings

Your new Experience Cloud site will require the edits to the Sharing Settings section. Click on Setup from the top right navigation. Under the Home tab, search in the Quick Find box for Sharing Settings. Go into on Sharing Settings and click on the Edit button. You will need to ensure the following options have the correct settings for Default Internal Access and Default External Access.

Go through the list, find and change the settings for each item in the picture below. For example, find User within the list and ensure that it is set to Public Read Only for both accesses.

Once you have gone through the user, agreement, consent, currency, member, program, program assignment, program consent, program currency, redemption and reward fields, go ahead and click Save.

Edit Members' Profile

Before being able to use Fielo's Lightning Components in a Salesforce Experience Cloud Site, it is necessary enable the required Apex Classes and object and field permissions for the profile you will be assigning to new members as follows. Otherwise, logged members might be blocked from viewing them.

Note that, in case you have installed Fielo using our installation tool, a profile was automatically created for you to use for new community users.

However, if you didn't use the tool and didn't create one before installing Fielo, go ahead and create a new custom profile before proceeding with this step. This profile has to have a community related user license, such as Portal or Partner.

Enable Apex Classes

In order to enable the required classes, click on Setup from the top right navigation. Under the Home tab, search in the Quick Find box for Profiles. Within the profiles list, find the one that you are going to use for the Portal Members and click on it.

In the profile's page, find the Enabled Apex Class Access section and click on Edit. In the column to the left, select the following FieloPLT classes and add them to the right.

Apex Classes that need permission:

• FieloPLT.AgreementService
• FieloPLT.AgreementServiceController
• FieloPLT.AuraService
• FieloPLT.BeCriteriaController
• FieloPLT.BeMissionDependencyController
• FieloPLT.BeSegmentSelectorController
• FieloPLT.CatalogController
• FieloPLT.CcIncentivesController
• FieloPLT.CcMemberAgreementController
• FieloPLT.CommunityRegistrationController
• FieloPLT.EligibilityService
• FieloPLT.FilterController
• FieloPLT.FormRedemptionController
• FieloPLT.ListViewController
• FieloPLT.LookupController
• FieloPLT.ManageConsentsController
• FieloPLT.MemberSelectorController
• FieloPLT.MissionLeaderboardController
• FieloPLT.MultiPointsListController
• FieloPLT.MyBadgesController
• FieloPLT.MyChallengesController
• FieloPLT.MyPayoutsController
• FieloPLT.MyPromotionsController
• FieloPLT.MyRedemptionsController
• FieloPLT.MyTransactionsControlle
• FieloPLT.ProfileController
• FieloPLT.ProgramAgreementController
• FieloPLT.RegistrationController
• FieloPLT.SegmentService
• FieloPLT.ShoppingCartController
• FieloPLT.ShowRecordController
• FieloPLT.SObjectService
• FieloPLT.TranslationService

Give Permission to Fielo Objects and Fields

You'll also want to make sure they have the appropriate object permissions and field permissions for Fielo resources.

Below, you can find how the Permission Set has been configured so members can use Fielo to the fullest extent possible. From within the profile's page, make sure that it has these Custom Object Permissions and Custom Field-Level Security access.

Creating a Salesforce Experience Cloud Site

First thing's first: you must have a Site set up in your org. Be sure that you've enabled Digital Experiences and have the requisite Community User licenses.

You can get a quick introduction to Sites in the Community Cloud Basics Trailhead module.

Getting Acquainted with Experience Builder

Experience Builder is your tool for putting together an amazing loyalty portal for your member. In it, you can set up the page structure of your loyalty portal, add and edit content and much more. Take a look at Salesforce's Experience Builder docs to learn about all of the features at your disposal.
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Adding, Moving and Removing Lightning Components

Lightning Components are very intuitive to add, move and remove. From any page in Experience Builder, select the icon to see what components are available.

To add a component, click and drag it to the area of the page you would like to place it.

To move a component, click and hold on the icon and drag it to the desired location.

To remove a component, click on the icon.

To duplicate a component or assign one to an Audience, click on in its properties window and select the desired option.

Activating Your Experience Cloud Site

If you're starting your Site from scratch, you'll want to be sure to activate it when you've finished building out your incentive and loyalty content. See Salesforce's Activate Your Site doc for details.

Fielo Lightning Components

Now, we'll take a deep dive into all of the ways your loyalty portal can leverage Fielo incentive and loyalty solutions.

• Registration
• Join Program
• Member Selector
• Profile
• Incentives
• Badges
• Rewards Catalog
• My Redemptions
• My Transactions
• My Invoices
• My Learning
• My Payouts
• Program Promotions
• Challenges