Discover
Agree the audience, access model and the most useful first portal experience.
Experience Cloud Quick Start
A branded Experience Cloud launch for teams that need a clean customer or partner portal without a long implementation programme.
This package is designed for organisations that need secure portal access, a practical self-service experience and a more controlled way for external users to interact with Salesforce. It creates a clean first version that can expand later.
What we deliver
Portal setup, secure access and a practical first self-service experience
- Discovery workshop and quick-start design
- Experience Cloud site setup with branded theme and navigation
- Login and access setup for one audience type
- Up to 3 key pages or views
- Case, record or knowledge access configuration
- One core form, self-service flow or record submission process
- Basic role, profile and sharing setup
- Email notifications and up to 2 simple automations
- Admin handover, user training and go-live support
- One feedback and refinement round before launch
Expected outcomes
- A branded CRM-powered portal users can access securely
- Better self-service and simpler access to the right information
- Reduced manual handling for common requests and updates
- A scalable base for future portal and community growth
Optional add-ons
- Knowledge base expansion
- Case deflection
- Partner onboarding
- Additional audiences
- Dashboards
- Managed support
How it usually runs
A contained package that gets a practical portal live without overcomplication
Build
Configure the site, permissions, pages and one core self-service process around the agreed scope.
Launch
Test the experience, support readiness and get the portal live with a clean first version.
Next step
Talk through whether Experience Cloud Quick Start is the right fit.
We can start with a practical conversation about the audience, access model and whether this package gives the right route into a branded portal launch.