Companies stand up customer, partner, and broker portals to get work out of inboxes and shared spreadsheets and into a system. Most of those portals fail the same way: they look fine, they launch, and then everyone keeps emailing because the portal does not actually do the thing they needed. A portal earns its place only when it is genuinely easier than the email it is meant to replace, and that is a design and integration problem, not a theming one.
We build the full range of Experience Cloud sites, customer portals, partner and broker portals, and employee experiences, with the advanced customization, Lightning Web Components, theming, identity and access, and headless deployments that real use cases demand. The work that decides success is the integration: wiring the portal deep into Service Cloud, Sales Cloud, and Commerce Cloud so a user can self-serve, transact, and resolve issues without a human in the loop and without leaving the portal.
The usual failures: a portal that surfaces records but cannot actually complete the task, so users fall back to email; identity and access bolted on so login is painful or insecure; theming polished while the workflow underneath is half-wired; and no plan for adoption, so the portal launches to silence. We design around the jobs users actually come to do, integrate deeply enough that those jobs finish in the portal, and build for the day-two reality, not just the launch demo.
A Salesforce Consulting Partner since 2017 with 150 Salesforce certifications and a 4.95 out of 5 rating from 92 Salesforce AppExchange reviews, we build portals that replace work instead of adding a tab. Because we also run the Service, Sales, and Commerce Cloud practices that sit behind these portals, the integration that makes a portal genuinely useful is core to how we build, not an afterthought.
The engagements we run most often on Salesforce Experience Cloud, from first implementation through optimization.
Help centers, case submission, knowledge access, account management, and case status tracking that deflect support volume.
Partner relationship management, deal registration, MDF, joint pipeline, and broker-facing experiences for insurance and lending.
Custom Lightning Web Components, design system implementation, and brand-aligned theming beyond Experience Cloud defaults.
Decoupled architectures with React or Next.js front-ends consuming Salesforce APIs, modern UX with Salesforce backbone.
Customer identity, SSO, MFA, social login, and identity federation with Auth0, Okta, or Salesforce Identity.
Connected commerce experiences combining Commerce Cloud, Experience Cloud, and Service Cloud into unified customer journeys.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Predictable phases. Clear deliverables. No surprises.
One to two working sessions to map your current state, business goals, and gaps. We come out with a written scope and recommendation.
Documented architecture, realistic timeline, and transparent commercial proposal. No surprises and no hidden scope.
Configuration, development, integrations, data migration, and QA, with weekly demos and on-the-fly adjustments.
Training, change management, hypercare, and ongoing optimization. We do not disappear at go-live.
Consultant-level analysis from the consultants delivering the work.
How to run channel sales on Salesforce PRM: partner licenses and sharing, deal registration rules, lead distribution, tiers, MDF, partner-sourced reporting and a practical phase-one plan.
Read the full post →The drag-and-drop editor where pages, navigation, components and branding are assembled and published without a code deployment. Business owners can update layouts and content themselves once developers provide the building blocks. It matters when a site needs frequent content changes and the organization cannot afford to route every banner or menu edit through a release cycle.
Lightning Web Runtime is Salesforce’s newer site framework, used by the Build Your Own (LWR) and Microsite (LWR) templates. It loads faster and gives developers more control over markup and caching than Aura templates. Since Spring ’26, LWR sites can also run OmniStudio OmniScripts and FlexCards. Aura remains relevant where a site depends on components that have not been rebuilt for LWR yet.
External users follow their own sharing model. Sharing sets grant access to records related to a user’s account or contact, and sharing groups extend a partner’s own records to internal owners. Designing this carefully decides whether a customer sees exactly their company’s cases and orders and nothing belonging to another account.
Audiences let one site show different pages, components or content to different visitors based on profile, location, account attributes or permissions. A distributor and an end customer can land on the same URL and see tailored experiences. This avoids building and maintaining several near-duplicate sites for groups that share most of their content.
Content such as articles, images and announcements is authored in CMS workspaces and published to one or more sites and channels. Editors manage drafts, translations and publishing schedules outside page layouts. It matters when marketing or product teams, rather than administrators, own the words on the site and need to update them independently.
Unauthenticated visitors run under a guest user profile that controls which public pages, records, flows and Apex methods are reachable before login. Secure guest record access is now enforced in every org, and each flow must be granted to guests individually. Salesforce’s 2026 security guidance also recommends switching off guest access to public APIs unless a site genuinely needs it.
Interview a sample of the external users who will log in and identify the few tasks that bring them to the site, ranked by frequency. Those tasks shape the navigation, the home page and the first release. Features that serve internal reporting wants rather than a user task should wait for a later phase.
Decide which license type each audience needs, how accounts and contacts map to external users, and which records each group may read or edit. Validate the design against edge cases such as users who work for two customer accounts or partner staff who leave. Access mistakes discovered after launch are security incidents, not bugs.
Default to LWR for a new site, and pick Aura only when a required standard or third-party component exists nowhere else. Inventory the standard components that cover each task, and build custom Lightning Web Components only for the gaps. A clear component list keeps the build honest, makes future maintenance predictable and avoids a template switch later.
Log in as test users representing each audience and try every task, including ones they should be blocked from. Tools like login-as and a dedicated test account per persona reveal leaks that admin testing misses. Include a guest user pass, verifying that anonymous visitors cannot query records or objects intended for authenticated members.
Onboard users in waves through a personal invitation that explains what they can now do without calling or emailing. Service reps should redirect requests to the site politely and consistently from launch day. Track logins, completed tasks and repeat visits per wave, and fix friction before inviting the next group.
Experience Cloud access is licensed separately from internal Salesforce users, and license types differ by audience. Customer Community suits high-volume users working their own records. Customer Community Plus adds role-based sharing and reporting. Partner Relationship Management, now sold under the Partner Cloud name, lets partners own leads and opportunities. External Apps licenses cover portals built mainly on custom objects. Most types come as member licenses for frequent users or login licenses for occasional ones. Before buying, estimate monthly active users per audience and confirm which objects each license can reach. Ask how guest traffic is handled, and confirm current packaging with your account executive.
Teams sometimes purchase the cheapest external license and then find it cannot reach an object the key task depends on. Others discover it cannot support role-based visibility across a partner’s staff. Upgrading afterward means migrating users and redesigning sharing. Map each task to the objects and permissions it needs first, then pick the license type that supports them.
Guest defaults are now locked down, so the risk comes from permissions opened during development for convenience and never closed. Public API access, guest-enabled Apex classes and flows granted to guests can expose data to anyone on the internet. Review the guest profile, site settings and enabled flows before launch and after each release, and route every guest change through change control.
Combining customers, partners and suppliers in one site seems efficient until navigation, branding and permissions become a tangle of conditional logic. Audience targeting helps for moderate differences, but groups with fundamentally different tasks and licenses often warrant separate sites sharing CMS content. Decide deliberately rather than defaulting to a single site.
A portal launched as an IT project often has nobody accountable for content freshness, user feedback or adoption metrics once the implementation team leaves. Outdated announcements and broken links follow, and users drift back to email. Name a business owner, give them CMS rights and a simple backlog, and review site usage monthly.
A Salesforce Health Check reviews your org and gives you a ranked list of what to fix first, with effort estimates. It is the right starting point before an optimization project, a new cloud or an AI initiative.
Customer self-service portals, partner and broker portals, and employee sites that run on your Salesforce data, with login, permissions and branding.
Yes. A payments ISO gave 60+ independent agents a self-service portal as part of replacing two legacy systems with Sales, Service and Experience Cloud.
Usually because they show records but cannot complete the task, so users fall back to email. We design around the tasks people actually come to do.
Yes. Single sign-on and external identity providers are part of most portal projects and are scoped with security from the start.
Customer licenses are designed for people who view and update their own records, such as submitting cases or checking orders. Some tiers add role-based visibility across a customer’s organization. Partner licenses support deeper participation, such as owning leads and opportunities, registering deals and collaborating on shared pipeline. Choose based on what the user must do, since the license determines which objects and sharing features are available.
For new sites, LWR is generally the better starting point because of its performance, its modern development model and Salesforce’s continued investment, including OmniStudio support since Spring ’26. Aura still makes sense if you depend on standard or third-party components available only for Aura, or you are extending an existing Aura site. We check the component list against your required tasks first, since switching templates later means rebuilding pages.
Set organization-wide defaults for external users to private, and turn off portal and site user visibility unless a feature needs them. Grant access through sharing sets tied to the user’s account or contact, and use roles only where a company needs hierarchy. Then test personas from two different accounts across list views, search, reports and related lists. Recheck after every release that adds objects or components.
Yes. Experience Cloud supports multiple languages, with site labels, navigation and CMS content translated per language and a language selector for visitors. Translation of Salesforce data itself, such as product names or knowledge articles, is handled separately through translation features for those objects. Plan who produces and approves translations, because stale translated content erodes trust faster than a site offered in fewer languages.
Yes. An Agentforce service agent can be deployed on an Experience Cloud site through Enhanced Chat, answering from knowledge and acting on records the visitor is allowed to reach. The agent works inside the same sharing model, so a loose guest or member configuration becomes an AI exposure too. We usually stabilize the site and its access model first, then add the agent for a narrow set of questions.
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Scheduling, dispatch, mobile work orders and parts for teams that work on site.
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