Connect Key Stakeholders with Your Data
Open data flows through a portal built with Experience Cloud.
Salesforce Experience Cloud
Salesforce Experience Cloud and Lightning Out implementations empower companies to share their business data with customers, partners, and even vendors without a significant licensing investment.
With a custom implementation, you can both share with and acquire new data from defined groups of people, such as your customers, vendors, suppliers, and more. You can leverage strict access parameters and permission levels to protect your data while unleashing its potential.
Consider for example, an insurance company’s typical interaction with its customers. These customers must apply for insurance, and this application must move through various workflows, like credit checks, departmental approvals, document verification, and more. These steps require ongoing exchanges of information. We can facilitate this by leveraging embedded Salesforce functionality in external web portals, all without an extensive increase in licensing costs.
Our Salesforce team specializes in building custom portals that leverage the power of Experience Cloud and your Salesforce data. We help companies leverage the platform as a competitive advantage by seamlessly connecting users like customers, employees, partners with key business data.
Talk to a Salesforce Consultant
Tell us a little about your business and its challenges, and we’ll see how we can help.
Protect Your Salesforce Data
Encourage your key stakeholders to share their own data confidently while rest assured that your own company data is well-managed. The custom portals we build with Salesforce Experience Cloud carefully delivers permission-based access while leveraging the strategic exchange of data between parties.
Drive Collaboration
Collaborate with your critical audiences through the systems you already manage – like Salesforce and your website. Digitize and streamline your existing data workflows with a custom portal.
Case Study
Center for Sustainable Energy
Electronic document submission application for rebate program.
CSE partnered with Soliant Consulting to launch an admin portal integrated with Salesforce for a fully customized solution. The customizable framework allows customers to electronically submit their rebate documents.
Increase Productivity
For many of our clients, our custom portal development replaces manual, error-prone data processes with efficient digital workflows. Replace repetitive data entry with faster and more accurate self-service capabilities for our key stakeholders.
Scale Your Tech Stack
With an experienced development partner, Salesforce Experience Cloud delivers more than just a streamlined data platform. It provides a foundation for a scalable tech stack. You don’t have to stop at a custom portal. We can help you leverage Salesforce as a base for strategic integrations, forms, and other web services.
Collaborate with stakeholders by leveraging Salesforce and a trusted partner.
FAQs
When should we consider Salesforce Experience Cloud for customers or partners?
Salesforce Experience Cloud is worth considering when external audiences ‚ customers, partners, or vendors ‚ need direct, self-service access to your Salesforce data and processes through a secure, branded portal.
- Self-service portals are the most common use case ‚ where customers or partners can log cases, view orders, or collaborate on deals without going through your internal team for every interaction.
- Reducing repetitive internal requests is another strong signal. When internal teams are fielding high volumes of routine questions that could be handled through self-service, Salesforce Experience Cloud frees up that capacity with real impact on productivity.
- Extending Salesforce to external audiences without building a separate application. Salesforce Experience Cloud lets you leverage what’s already in Salesforce rather than maintaining two systems trying to stay in sync.
How should I design Experience Cloud portals that users actually adopt?
Soliant Consulting designs Salesforce Experience Cloud portals for adoption by starting with journey mapping to understand real user needs, configuring role-based access and intuitive navigation, and iterating post-launch based on analytics and user feedback.
Adoption starts with understanding what users actually need before anything gets built. Soliant Consulting treats adoption as the measure of success from day one ‚ not an afterthought.
- Soliant Consulting begins with journey mapping to understand what customers, partners, or employees need to do and see in the portal. That shapes every design decision that follows.
- Soliant Consulting configures Salesforce Experience Cloud to surface the right data and actions without overloading users. Reducing clutter and confusion is just as important as adding functionality.
- Role-based access and data security are built in throughout the process ‚ keeping sensitive information protected while keeping navigation intuitive.
- After launch, Soliant Consulting iterates based on analytics and user feedback to continually improve content, navigation, and performance over time.
A portal that sits unused isn’t a solution. Soliant Consulting designs with adoption as the measure of success from day one.