Creating intuitive portals for your clients and customers
Give customers, partners, members or employees a secure place to find information, complete tasks and work with your organisation using live Salesforce data.
A portal should remove effort, not move it somewhere else
Experience Cloud is Salesforce’s platform for building branded digital experiences connected to CRM data and processes. It is commonly used for customer self-service, partner relationship management, member services, account access and other authenticated portals.
Art of Cloud starts with what external users need to understand or complete. We then design the Salesforce records, permissions, workflows, content and handovers behind that experience so the portal does more than look polished.
Security and usability matter equally. Users should see exactly what they are entitled to see, complete tasks without unnecessary steps and know what happens after they submit something.
What you can expect
A secure, useful portal that connects external users with the right data and processes in Salesforce.
A user journey designed from the outside in.
Navigation, content and tasks are shaped around the user’s goal rather than the internal Salesforce data model.
Processes that continue behind the portal.
Requests, applications, orders, cases or updates enter controlled Salesforce workflows with clear ownership and status.
Brand and accessibility considered together.
We create a recognisable experience while protecting clarity, responsiveness and practical use across devices.
What can Experience Cloud support?
Whilst the exact capability depends on your Salesforce edition and licences. You can expect to find...
- Customer account and self-service portals
- Partner portals for leads, opportunities and deal registration
- Member, supporter or beneficiary experiences
- Supplier, contractor and franchisee portals
- Knowledge bases, help centres and community content
- Case submission, tracking and secure messaging
- Applications, forms, assessments and document exchange
- Order, service, entitlement or asset information
- Personalised dashboards and task lists
- Agentforce and other digital service experiences where licensed
How we design Experience Cloud
1.
Define the audience. We identify user groups, goals, access needs, volumes and the measures that matter.
2.
Map the journeys. We design the content, tasks, decisions and handovers for the priority user journeys.
3.
Design data and security. We agree authentication, sharing, permissions and the Salesforce processes behind each interaction.
4.
Build and test. We configure the portal, integrate required services and test usability, access and complete scenarios.
5.
Launch and optimise. We support onboarding, monitor behaviour and improve content and journeys after launch.
Still have questions?
Let’s answer them
What is Salesforce Experience Cloud?
Experience Cloud is a Salesforce platform for creating branded websites, portals and digital experiences connected to Salesforce data and business processes.
What is the difference between a customer portal and a partner portal?
A customer portal usually supports account access, service and self-service. A partner portal often supports shared selling, deal registration, enablement and partner performance. Both can be built with Salesforce, but their data access and journeys are different.
Can Experience Cloud match your brand?
Of course. Templates and custom components can be styled to reflect your brand. We balance visual design with accessibility, maintainability, performance and the capability of the selected template and licences.
Is Experience Cloud secure?
It uses Salesforce authentication, sharing and permission controls, but security depends on correct design and administration. External access should be tested carefully, including negative tests that confirm users cannot see another user’s information.