Personalize digital experiences with Salesforce Experience Cloud
Digital portals for customers, partners, and employees
Generic portals often show the same homepage to first-time customers and long-term partners, even though their needs are different. We implement Salesforce Experience Cloud to create customer, partner, and employee portals with content that changes based on who is using them.
With Data Cloud and Agentforce, portal content can be adjusted automatically for each user. Agentforce can also help answer community questions using trusted Knowledge content, reducing the need for moderators to respond to every post.
What our Experience Cloud experts do for you
Portal Strategy & Information Architecture
Define what each user group, such as customers, partners, and employees, needs to access and structure the portal around those needs.
Customer & Partner Portal Build
Create self-service customer and partner sites with features such as case tracking, deal registration, and resource libraries using Experience Cloud.
Dynamic Personalization Setup
Configure component visibility based on Data Cloud profiles so one portal can serve different audiences without separate builds.
Community Q&A / Knowledge Enablement
Set up Agentforce to support community questions using Knowledge articles and previously accepted answers.
Access, Sharing & Security Configuration
Configure external user licenses, sharing rules, and login flows so users can securely access only the data they are allowed to see.
Data Cloud Integration for Portals
Bring information such as order status, case history, and customer segments into the portal to provide a more complete self-service experience.
Experience Cloud in action
Here are two examples of what we’ve built with Experience Cloud, Data Cloud, and Agentforce as part of the broader portal and community services we deliver.
Personalized self-service portal content
Customers and partners may see the same generic homepage even when they need different information.
How it works
Data Cloud profiles, including order status, open cases, and industry segment, can control which components are shown on the Experience Cloud site. For example, partners can see relevant deal registrations while customers can see their open support cases, without requiring separate portal builds.
AI-assisted community Q&A
Community managers may struggle to keep up with questions in customer and partner forums.
How it works
Agentforce monitors community posts and drafts answers using Knowledge articles and previously accepted answers. Low-risk answers can be posted automatically, while uncertain responses are sent to a moderator for approval.
Relevant content and timely answers make self-service more useful for every user.
FAQs
Can one portal serve both customers and partners?
Yes. Dynamic component visibility can show different content based on the user’s profile, allowing one portal to serve multiple audiences.
Do you create the portal itself, or just add personalization to an existing one?
Both. We can create customer and partner sites from the ground up, including case tracking, deal registration, and resource libraries, and then add personalization and community Q&A features.
Will Agentforce post answers without human review?
Only when it is configured to treat an answer as low risk. Uncertain answers can be routed to a moderator for approval before they are posted.
How do you handle external user access and security?
We configure external user licenses, sharing rules, and login flows so customers and partners can access only the records they are authorized to see.
Do we need Data Cloud to personalize the portal?
No. Personalization can be configured without Data Cloud. However, Data Cloud provides a broader profile that can use information from multiple source systems, including data that needs to be updated in real time.
Can we migrate our existing portal content?
In most cases, yes. We assess the existing portal structure and can migrate content and permissions instead of starting from scratch.
What can we do for you
Consulting and Advisory
Conduct thorough business audits to craft tailored strategies for your success. Receive actionable insights and recommendations prioritized to meet your needs.
Platform Administration
Streamline your Salesforce operations with our expert administration services. From production releases to analytics, we ensure your platform is primed for success.
Custom Implementation
Tailor Salesforce solutions to fit your unique business requirements. Our seasoned experts guide you through seamless implementation processes aligned with your organization’s goals.
Integration
Seamlessly integrate tools to harness 360-degree customer insights. Align your marketing automation tools with Salesforce policies for enhanced data merging.