break down with docs

This commit is contained in:
Joseph Bota 2026-03-16 14:04:01 -07:00
parent 6a3640d0ed
commit f6978be849
6 changed files with 197 additions and 140 deletions

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@ -41,147 +41,15 @@ Create any files and directories that don't already exist, using these paths:
The DigitalExperience directory contains only `_meta.json` and `content.json`. Do not create any directories other than `sfdc_cms__site` inside the bundle.
### Step 3: Populate All Metadata Fields
Use the templates below. Values in `{braces}` are resolved property references — substitute them with the actual values from Step 1.
Use the default templates in the docs below. Values in `{braces}` are resolved property references — substitute them with the actual values from Step 1.
#### Network
```xml
<?xml version="1.0" encoding="UTF-8"?>
<Network xmlns="http://soap.sforce.com/2006/04/metadata">
<allowInternalUserLogin>false</allowInternalUserLogin>
<allowMembersToFlag>false</allowMembersToFlag>
<changePasswordTemplate>unfiled$public/CommunityChangePasswordEmailTemplate</changePasswordTemplate>
<disableReputationRecordConversations>true</disableReputationRecordConversations>
<emailSenderAddress>admin@company.com</emailSenderAddress>
<emailSenderName>{siteName}</emailSenderName>
<embeddedLoginEnabled>false</embeddedLoginEnabled>
<enableApexCDNCaching>true</enableApexCDNCaching>
<enableCustomVFErrorPageOverrides>false</enableCustomVFErrorPageOverrides>
<enableDirectMessages>true</enableDirectMessages>
<enableExpFriendlyUrlsAsDefault>false</enableExpFriendlyUrlsAsDefault>
<enableExperienceBundleBasedSnaOverrideEnabled>true</enableExperienceBundleBasedSnaOverrideEnabled>
<enableGuestChatter>{enableGuestAccess}</enableGuestChatter>
<enableGuestFileAccess>false</enableGuestFileAccess>
<enableGuestMemberVisibility>false</enableGuestMemberVisibility>
<enableImageOptimizationCDN>true</enableImageOptimizationCDN>
<enableInvitation>false</enableInvitation>
<enableKnowledgeable>false</enableKnowledgeable>
<enableLWRExperienceConnectedApp>false</enableLWRExperienceConnectedApp>
<enableMemberVisibility>false</enableMemberVisibility>
<enableNicknameDisplay>true</enableNicknameDisplay>
<enablePrivateMessages>false</enablePrivateMessages>
<enableReputation>false</enableReputation>
<enableShowAllNetworkSettings>false</enableShowAllNetworkSettings>
<enableSiteAsContainer>true</enableSiteAsContainer>
<enableTalkingAboutStats>true</enableTalkingAboutStats>
<enableTopicAssignmentRules>true</enableTopicAssignmentRules>
<enableTopicSuggestions>false</enableTopicSuggestions>
<enableUpDownVote>false</enableUpDownVote>
<forgotPasswordTemplate>unfiled$public/CommunityForgotPasswordEmailTemplate</forgotPasswordTemplate>
<gatherCustomerSentimentData>false</gatherCustomerSentimentData>
<headlessForgotPasswordTemplate>unfiled$public/CommunityHeadlessForgotPasswordTemplate</headlessForgotPasswordTemplate>
<headlessRegistrationTemplate>unfiled$public/CommunityHeadlessRegistrationTemplate</headlessRegistrationTemplate>
<networkMemberGroups>
<profile>admin</profile>
</networkMemberGroups>
<networkPageOverrides>
<changePasswordPageOverrideSetting>Standard</changePasswordPageOverrideSetting>
<forgotPasswordPageOverrideSetting>Designer</forgotPasswordPageOverrideSetting>
<homePageOverrideSetting>Designer</homePageOverrideSetting>
<loginPageOverrideSetting>Designer</loginPageOverrideSetting>
<selfRegProfilePageOverrideSetting>Designer</selfRegProfilePageOverrideSetting>
</networkPageOverrides>
<newSenderAddress>admin@company.com</newSenderAddress>
<picassoSite>{siteName}1</picassoSite>
<selfRegistration>false</selfRegistration>
<sendWelcomeEmail>true</sendWelcomeEmail>
<site>{siteName}</site>
<siteArchiveStatus>NotArchived</siteArchiveStatus>
<status>Live</status>
<tabs>
<defaultTab>home</defaultTab>
<standardTab>Chatter</standardTab>
</tabs>
<urlPathPrefix>{siteUrlPathPrefix}vforcesite</urlPathPrefix>
<welcomeTemplate>unfiled$public/CommunityWelcomeEmailTemplate</welcomeTemplate>
</Network>
```
#### CustomSite
```xml
<?xml version="1.0" encoding="UTF-8"?>
<CustomSite xmlns="http://soap.sforce.com/2006/04/metadata">
<active>true</active>
<allowGuestPaymentsApi>false</allowGuestPaymentsApi>
<allowHomePage>false</allowHomePage>
<allowStandardAnswersPages>false</allowStandardAnswersPages>
<allowStandardIdeasPages>false</allowStandardIdeasPages>
<allowStandardLookups>false</allowStandardLookups>
<allowStandardPortalPages>true</allowStandardPortalPages>
<allowStandardSearch>false</allowStandardSearch>
<authorizationRequiredPage>CommunitiesLogin</authorizationRequiredPage>
<bandwidthExceededPage>BandwidthExceeded</bandwidthExceededPage>
<browserXssProtection>true</browserXssProtection>
<cachePublicVisualforcePagesInProxyServers>true</cachePublicVisualforcePagesInProxyServers>
<clickjackProtectionLevel>SameOriginOnly</clickjackProtectionLevel>
<contentSniffingProtection>true</contentSniffingProtection>
<enableAuraRequests>true</enableAuraRequests>
<fileNotFoundPage>FileNotFound</fileNotFoundPage>
<genericErrorPage>Exception</genericErrorPage>
<inMaintenancePage>InMaintenance</inMaintenancePage>
<indexPage>CommunitiesLanding</indexPage>
<masterLabel>{siteName}</masterLabel>
<redirectToCustomDomain>false</redirectToCustomDomain>
<referrerPolicyOriginWhenCrossOrigin>true</referrerPolicyOriginWhenCrossOrigin>
<selfRegPage>CommunitiesSelfReg</selfRegPage>
<siteType>ChatterNetwork</siteType>
<urlPathPrefix>{siteUrlPathPrefix}vforcesite</urlPathPrefix>
</CustomSite>
```
#### DigitalExperienceConfig
```xml
<?xml version="1.0" encoding="UTF-8"?>
<DigitalExperienceConfig xmlns="http://soap.sforce.com/2006/04/metadata">
<label>{siteName}</label>
<site>
<urlPathPrefix>{siteUrlPathPrefix}</urlPathPrefix>
</site>
<space>site/{siteName}1</space>
</DigitalExperienceConfig>
```
#### DigitalExperienceBundle
```xml
<?xml version="1.0" encoding="UTF-8"?>
<DigitalExperienceBundle xmlns="http://soap.sforce.com/2006/04/metadata">
<label>{siteName}1</label>
</DigitalExperienceBundle>
```
#### DigitalExperience — `_meta.json`
```json
{
"apiName": "{siteName}1",
"path": "",
"type": "sfdc_cms__site"
}
```
#### DigitalExperience — `content.json`
```json
{
"type": "sfdc_cms__site",
"title": "{siteName}",
"urlName": "{siteUrlPathPrefix}",
"contentBody": {
"authenticationType": "AUTHENTICATED_WITH_PUBLIC_ACCESS_ENABLED",
"appContainer": true,
"appSpace": "{appNamespace}__{appDevName}"
}
}
```
The `appContainer: true` and `appSpace` fields are what make this a React site rather than a standard LWR site. The `appSpace` value follows the format `{namespace}__{developerName}` and must match a deployed `WebApplication` metadata record.
| Metadata Type | Template Reference |
|--------------|-------------------|
| Network | [configure-metadata-network.md](docs/configure-metadata-network.md) |
| CustomSite | [configure-metadata-custom-site.md](docs/configure-metadata-custom-site.md) |
| DigitalExperienceConfig | [configure-metadata-digital-experience-config.md](docs/configure-metadata-digital-experience-config.md) |
| DigitalExperienceBundle | [configure-metadata-digital-experience-bundle.md](docs/configure-metadata-digital-experience-bundle.md) |
| DigitalExperience (sfdc_cms__site) | [configure-metadata-digital-experience.md](docs/configure-metadata-digital-experience.md) |
### Step 4: Resolve Additional Configurations
Address any extra configurations the user requests. Use the schemas returned by `get_metadata_api_context` in Step 2 to understand each field's purpose, and update only the minimum necessary fields.

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# Configure Metadata: CustomSite
## Purpose
This configuration file creates a **net-new, default** CustomSite metadata record for a Digital Experience Site. It is not intended to edit or modify an existing CustomSite record. Use this template only when provisioning a brand-new site.
## File Location
```
sites/{siteName}.site-meta.xml
```
## Default Template
```xml
<?xml version="1.0" encoding="UTF-8"?>
<CustomSite xmlns="http://soap.sforce.com/2006/04/metadata">
<active>true</active>
<allowGuestPaymentsApi>false</allowGuestPaymentsApi>
<allowHomePage>false</allowHomePage>
<allowStandardAnswersPages>false</allowStandardAnswersPages>
<allowStandardIdeasPages>false</allowStandardIdeasPages>
<allowStandardLookups>false</allowStandardLookups>
<allowStandardPortalPages>true</allowStandardPortalPages>
<allowStandardSearch>false</allowStandardSearch>
<authorizationRequiredPage>CommunitiesLogin</authorizationRequiredPage>
<bandwidthExceededPage>BandwidthExceeded</bandwidthExceededPage>
<browserXssProtection>true</browserXssProtection>
<cachePublicVisualforcePagesInProxyServers>true</cachePublicVisualforcePagesInProxyServers>
<clickjackProtectionLevel>SameOriginOnly</clickjackProtectionLevel>
<contentSniffingProtection>true</contentSniffingProtection>
<enableAuraRequests>true</enableAuraRequests>
<fileNotFoundPage>FileNotFound</fileNotFoundPage>
<genericErrorPage>Exception</genericErrorPage>
<inMaintenancePage>InMaintenance</inMaintenancePage>
<indexPage>CommunitiesLanding</indexPage>
<masterLabel>{siteName}</masterLabel>
<redirectToCustomDomain>false</redirectToCustomDomain>
<referrerPolicyOriginWhenCrossOrigin>true</referrerPolicyOriginWhenCrossOrigin>
<selfRegPage>CommunitiesSelfReg</selfRegPage>
<siteType>ChatterNetwork</siteType>
<urlPathPrefix>{siteUrlPathPrefix}vforcesite</urlPathPrefix>
</CustomSite>
```

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@ -0,0 +1,17 @@
# Configure Metadata: DigitalExperienceBundle
## Purpose
This configuration file creates a **net-new, default** DigitalExperienceBundle metadata record for a Digital Experience Site. It is not intended to edit or modify an existing DigitalExperienceBundle record. Use this template only when provisioning a brand-new site.
## File Location
```
digitalExperiences/site/{siteName}1/{siteName}1.digitalExperience-meta.xml
```
## Default Template
```xml
<?xml version="1.0" encoding="UTF-8"?>
<DigitalExperienceBundle xmlns="http://soap.sforce.com/2006/04/metadata">
<label>{siteName}1</label>
</DigitalExperienceBundle>
```

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@ -0,0 +1,21 @@
# Configure Metadata: DigitalExperienceConfig
## Purpose
This configuration file creates a **net-new, default** DigitalExperienceConfig metadata record for a Digital Experience Site. It is not intended to edit or modify an existing DigitalExperienceConfig record. Use this template only when provisioning a brand-new site.
## File Location
```
digitalExperienceConfigs/{siteName}1.digitalExperienceConfig-meta.xml
```
## Default Template
```xml
<?xml version="1.0" encoding="UTF-8"?>
<DigitalExperienceConfig xmlns="http://soap.sforce.com/2006/04/metadata">
<label>{siteName}</label>
<site>
<urlPathPrefix>{siteUrlPathPrefix}</urlPathPrefix>
</site>
<space>site/{siteName}1</space>
</DigitalExperienceConfig>
```

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# Configure Metadata: DigitalExperience (sfdc_cms__site)
## Purpose
These configuration files create **net-new, default** DigitalExperience content records (`sfdc_cms__site` type) for a Digital Experience Site. They are not intended to edit or modify existing DigitalExperience content. Use these templates only when provisioning a brand-new site.
The `appContainer: true` and `appSpace` fields in `content.json` are what make this a React site rather than a standard LWR site. The `appSpace` value follows the format `{namespace}__{developerName}` and must match a deployed `WebApplication` metadata record.
## File Location
The DigitalExperience directory contains only `_meta.json` and `content.json`. Do not create any directories other than `sfdc_cms__site` inside the bundle.
```
digitalExperiences/site/{siteName}1/sfdc_cms__site/{siteName}1/_meta.json
digitalExperiences/site/{siteName}1/sfdc_cms__site/{siteName}1/content.json
```
## Default Templates
### `_meta.json`
```json
{
"apiName": "{siteName}1",
"path": "",
"type": "sfdc_cms__site"
}
```
### `content.json`
```json
{
"type": "sfdc_cms__site",
"title": "{siteName}",
"urlName": "{siteUrlPathPrefix}",
"contentBody": {
"authenticationType": "AUTHENTICATED_WITH_PUBLIC_ACCESS_ENABLED",
"appContainer": true,
"appSpace": "{appNamespace}__{appDevName}"
}
}
```

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# Configure Metadata: Network
## Purpose
This configuration file creates a **net-new, default** Network metadata record for a Digital Experience Site. It is not intended to edit or modify an existing Network record. Use this template only when provisioning a brand-new site.
## File Location
```
networks/{siteName}.network-meta.xml
```
## Default Template
```xml
<?xml version="1.0" encoding="UTF-8"?>
<Network xmlns="http://soap.sforce.com/2006/04/metadata">
<allowInternalUserLogin>false</allowInternalUserLogin>
<allowMembersToFlag>false</allowMembersToFlag>
<changePasswordTemplate>unfiled$public/CommunityChangePasswordEmailTemplate</changePasswordTemplate>
<disableReputationRecordConversations>true</disableReputationRecordConversations>
<emailSenderAddress>admin@company.com</emailSenderAddress>
<emailSenderName>{siteName}</emailSenderName>
<embeddedLoginEnabled>false</embeddedLoginEnabled>
<enableApexCDNCaching>true</enableApexCDNCaching>
<enableCustomVFErrorPageOverrides>false</enableCustomVFErrorPageOverrides>
<enableDirectMessages>true</enableDirectMessages>
<enableExpFriendlyUrlsAsDefault>false</enableExpFriendlyUrlsAsDefault>
<enableExperienceBundleBasedSnaOverrideEnabled>true</enableExperienceBundleBasedSnaOverrideEnabled>
<enableGuestChatter>{enableGuestAccess}</enableGuestChatter>
<enableGuestFileAccess>false</enableGuestFileAccess>
<enableGuestMemberVisibility>false</enableGuestMemberVisibility>
<enableImageOptimizationCDN>true</enableImageOptimizationCDN>
<enableInvitation>false</enableInvitation>
<enableKnowledgeable>false</enableKnowledgeable>
<enableLWRExperienceConnectedApp>false</enableLWRExperienceConnectedApp>
<enableMemberVisibility>false</enableMemberVisibility>
<enableNicknameDisplay>true</enableNicknameDisplay>
<enablePrivateMessages>false</enablePrivateMessages>
<enableReputation>false</enableReputation>
<enableShowAllNetworkSettings>false</enableShowAllNetworkSettings>
<enableSiteAsContainer>true</enableSiteAsContainer>
<enableTalkingAboutStats>true</enableTalkingAboutStats>
<enableTopicAssignmentRules>true</enableTopicAssignmentRules>
<enableTopicSuggestions>false</enableTopicSuggestions>
<enableUpDownVote>false</enableUpDownVote>
<forgotPasswordTemplate>unfiled$public/CommunityForgotPasswordEmailTemplate</forgotPasswordTemplate>
<gatherCustomerSentimentData>false</gatherCustomerSentimentData>
<headlessForgotPasswordTemplate>unfiled$public/CommunityHeadlessForgotPasswordTemplate</headlessForgotPasswordTemplate>
<headlessRegistrationTemplate>unfiled$public/CommunityHeadlessRegistrationTemplate</headlessRegistrationTemplate>
<networkMemberGroups>
<profile>admin</profile>
</networkMemberGroups>
<networkPageOverrides>
<changePasswordPageOverrideSetting>Standard</changePasswordPageOverrideSetting>
<forgotPasswordPageOverrideSetting>Designer</forgotPasswordPageOverrideSetting>
<homePageOverrideSetting>Designer</homePageOverrideSetting>
<loginPageOverrideSetting>Designer</loginPageOverrideSetting>
<selfRegProfilePageOverrideSetting>Designer</selfRegProfilePageOverrideSetting>
</networkPageOverrides>
<newSenderAddress>admin@company.com</newSenderAddress>
<picassoSite>{siteName}1</picassoSite>
<selfRegistration>false</selfRegistration>
<sendWelcomeEmail>true</sendWelcomeEmail>
<site>{siteName}</site>
<siteArchiveStatus>NotArchived</siteArchiveStatus>
<status>Live</status>
<tabs>
<defaultTab>home</defaultTab>
<standardTab>Chatter</standardTab>
</tabs>
<urlPathPrefix>{siteUrlPathPrefix}vforcesite</urlPathPrefix>
<welcomeTemplate>unfiled$public/CommunityWelcomeEmailTemplate</welcomeTemplate>
</Network>
```