Table Of Contents
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Keyword | Description |
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Sitesmith | Front end user experience that user interact with to make design selections. |
Siteforge | Backend tool that takes the selections within Sitesmith and builds the website. |
Content Editor (Side Panel) | As you make additions/changes in the Content Editor (Side Panel), you will see the changes happening in the Site preview. |
Site Preview | |
Site Preview Tool Bar | With this tool bar you can update colors, change images, move sections, select variables, updating padding, take a snapshot to save the layout, and navigate between the homepage, listing page, and detail page. |
Site Section | This is the different features site sections that you can add to the homepage. You cannot use a section more than once on the homepage and you don’t have to use all sections on a website. You want to find the best combination of sections that makes the homepage look good and flow properly. |
Variant | Variant is a style options within a specific section. Clients have a choice of what the section looks like. Some sections only have one style choice, while others have multiple styles to them. You can only access the Variant when using the Variant tool within an section. |
Continue Button (aka Save Button) | This is aka the “Save” button, it will save the content/selections made as you continue through the process. Make sure to click Continue at every opportunity so you save your work as you move through the different selections. No matter what Continue button you click, it will save the work you have done thus far. |
Notes | Anytime that you see a “Notes” field within the Content Editor (Side Panel) you will be able to add a note for that selection. The goal is to take a note on something that you are not able to accomplish within the experience and it will save that note into Salesforce for the Front End Development team to complete the request. You can include URLs so that you can give the FED a image or a example from a URL of what you are referencing. |
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Below is the recommendation of the process that you should follow when utilizing the Site Design functionality. You will follow this process until you get to the Home Page section. At this point you will stop utilizing the Content Editor until you have completed the design phase within the Site site preview where you will display the sections needed, add images where necessary, and add background colors before moving on to the the process.
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Warning |
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STOP! - Here is where you will pause from working with the Content Editor (Side Panel) and start configuring the layout of the homepage in the Site site preview by utilizing the Site site preview tool bar. You want to get all the sections you want to display on the homepage added prior to going back to the Content Editor (Side Panel). As you select/remove sections on the homepage, the Content Editor (Side Panel) will automatically adjust to match the sections that you have selected to be on the homepage. |
Site
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Preview Tool Bar
First you will need to understand how to use the tool bar. Here are the icons or actions that you can take within the Site site preview and what they allow you to do.
Icon | Details | Action |
The paint can icon tool will allow you to apply a color to the background of certain sections. Once you have click the paint can icon tool at the top The paint can icon will display on or in the sections where you are able to change the color. If the paint can icon does not appear after you have clicked the paint tool icon at the top, that means that section does not have the ability to change the color. The colors available are the 4 main colors within the theme selection in the Content Editor (Side Panel). Plus standard colors such as white, grey, charcoal, and black. The only colors that can be edited are the first 4 theme colors. When you change the theme colors, it will change the colors in this tool as well. | ||
The image icon tool will allow you to apply images within certain sections, backgrounds, and banners. Once you have click the image icon tool at the top, the image icon will display on or in the sections where you are able to change an image. If the image icon does not appear after you have selected the paint tool icon at the top, that means that section does not have the ability to change the image. Actions you can take within the image selector:
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This sections icon allows you take actions with the section and change out the different styles (variants) for that section. Actions you can take within the variant selector tool:
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The spacing icon will allow you to adjust the padding of certain sections. Not all sections have the ability to adjust the padding, so you will need to click the icon to see which sections have the ability to adjust the padding. You can adjust the Top Padding or the Bottom Padding. Options are: Extra Small, Small, Medium, and Large. When to use this? The best scenario is where you see a lot of blank space you want to reduce that blank space as much as possible. You don’t want to totally remove all padding, but you might want to bring things closer together to make them look better. Sometimes you may need to adjust the top of one section and the bottom of the other to bring two sections closer together. | ||
The Snapshot tool allows you to save multiple layouts and select from the layouts. This helps during the onboarding call with the client to be able to have a few different layouts that allows you to jump back and forth quickly so if the client wants to see a few different layouts we can switch back and forth quickly to show them the selections they are interested in. Prior to getting on the call with the client you could design multiple options and save them in the snapshot so you can show them the options quickly by loading the different options for them on the call. Actions you can take within the snapshot tool:
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This allows you to quickly toggle between the homepage, listing page, and detail page without having to click into the Content Editor (Side Panel) | ||
Clicking any section within the Site site preview will open the Content Editor (Side Panel) to the the section you clicked on so that you can quickly navigate where you need to take an action within the Content Editor. Sometimes the section may not have any action you can take in the Content Editor (Side Panel), but many times there are additional controls within Content Editor (Side Panel). |
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