Learn how to customize Navigation Menu Options based on user profiles in Salesforce Experience Cloud using Audience Targeting. Optimize your customer portal experience.

Question

Ursa Major Solar (UMS) is using the Customer Account Portal template and would like to differentiate the options available on the Navigation Menu based on the profile of the authenticated user visiting their customer portal.

Which Experience Cloud functionality should UMS use to accomplish this?

A. Audience Targeting
B. Permission Sets
C. Sharing Rules
D. CSS Overrides

Answer

A. Audience Targeting

Explanation

Ursa Major Solar should use Audience Targeting in Salesforce Experience Cloud to differentiate the options available on the navigation menu based on the authenticated user’s profile visiting their customer portal.

Audience Targeting allows you to create custom audiences based on user attributes, such as profile, and then target specific components, pages, or content to those audiences. By applying Audience Targeting to the navigation menu component, UMS can define different menu options for each user profile.

This functionality enables a personalized and tailored experience for users, displaying relevant navigation items based on their roles and permissions. Audience Targeting provides a flexible and dynamic way to control the visibility and accessibility of menu options without the need for complex customizations or multiple community templates.

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