Salesforce consulting
Experience Cloud Portals
A login area where customers or partners can see their own orders, cases and documents, without emailing your team to ask.
- Typical timeline
- 8 to 14 weeks
- Delivery team
- Architect, developer, designer
- Best for
- Companies whose customers or partners keep asking for status updates.
Sound familiar?
- Customers phone or email just to ask where their order is.
- Partners send deal registrations as spreadsheets.
- Sharing data outside the company feels risky.
What we actually do
The hard part of a portal is deciding who can see what. We settle the sharing model first, then design the screens around the three or four things people come to do. Customers get answers themselves, and your team gets fewer status emails.
Experience CloudLightning Web ComponentsSSOKnowledge
What you walk away with
- A portal designed in your brand
- A sharing model and permission matrix
- Case submission, knowledge base and order history
- Partner deal registration and lead sharing
- Single sign-on if you need it
How a project runs
- 1
Design
Map what each visitor needs and sketch those screens.
- 2
Sharing model
Decide what every external user can see and change.
- 3
Build
Configure the site and add custom components where needed.
- 4
Pilot
Try it with a few real customers, then open it up.
Experience Cloud Portals FAQs
No. Community licences are built for this and cost far less per user.
Yes, with your logo, colours and layout.
Keep reading
Up nextSalesforce Managed Services