Customer self-service
Make relevant help and request information available so customers can find answers and check progress.
Salesforce Experience Cloud
Give customers and partners a useful place to work with you.
Bring relevant information, requests and self-service into a portal built around your audience. We configure Experience Cloud with clear access rules and connections to the Salesforce records and processes people need.
Useful starting points for your team
Partner collaboration
Give authorised partners the information and submissions needed for an agreed shared process.
Request management
Guide users through forms and updates that connect to the right internal owner and workflow.
Illustrative workflow
How the work could connect
An authorised user signs in to the portal.
They view permitted information or submit a request.
Your team follows up through the connected Salesforce process.
We agree the actual data flow, responsibilities and approval rules during discovery.
Know what is in the plan
What we configure
- Audience, identity, permissions and record visibility.
- Portal content, navigation and accessible user journeys.
- Forms, record updates and internal handover rules.
What you receive
- A configured portal for the agreed audience and tasks.
- Access, usability and end-to-end scenario test results.
- Content ownership, user guidance and a support handover.
Before we start
Bring your intended audiences, the tasks they need to complete and examples of the information they should access. We review identity, sharing rules, external-user licensing and integration needs before defining the solution.
See our implementation approachWhat should your customers be able to do themselves?
Bring one challenge. We’ll help define a practical next step.