Portals peopleactually use.
We build customer, partner and dealer portals on Experience Cloud that share the right Salesforce data securely and take routine work off your teams.
PartnerCertified Salesforce consultants on every engagement.
Many portals launch with a login and a few pages, then quietly die. Users can't find what they need, data is stale, and the sharing rules are so tangled nobody dares to touch them.
We start from the tasks external users want to finish, design the sharing model carefully, and build only what earns a return visit.
What aportal project covers.
Customer self-service
Case submission and tracking, Knowledge search, order and invoice status, account management.
Partner and dealer portals
Lead and deal registration, onboarding, shared opportunities and channel performance.
Sharing and security
External licences, sharing sets and guest access designed so each user sees exactly their data.
Custom experiences
Lightning Web Components and branded LWR sites where standard components fall short.
Agentforce on the portal
Service agents embedded in the site to answer questions and complete simple tasks.
How it runs.
Phased so you see value early, with the harder parts hardened behind it.
Discover
External users, their top tasks and the data they need.
Design
Site structure, licences and the sharing model.
Build
Pages, components and integrations, tested as real users.
Launch
Onboarding, analytics and a backlog of improvements.
What wework with.
The Salesforce products and tools this practice is built on.
- 01Experience CloudPortals and sites
- 02LWR sitesFast, branded sites
- 03Lightning Web ComponentsCustom interfaces
- 04Partner Relationship ManagementChannel partners
- 05KnowledgeAnswers for people and AI
- 06Salesforce CMSManaged content
- 07AgentforceAI agents on the platform
- 08Service CloudCase management
Commonquestions.
Which licence do our portal users need?
It depends on what they need to see and do. Customer Community, Customer Community Plus and Partner Community licences differ in sharing and object access. We recommend the lowest licence that supports the use case.
Can the portal match our brand?
Yes. LWR-based sites give full control over layout and styling, and we build custom components where the standard ones don't fit.
Is Experience Cloud secure enough for customer data?
Yes, when the sharing model and guest access are configured correctly. Most portal security issues come from misconfigured guest user access, which is why we review it on every project.
Give users a reason to log in.
Tell us who the portal is for and what they need to do. We will design the shortest path to it.