Discover
Agree the audience, access model and the most useful first portal experience.
Experience Cloud Quick Start
A Salesforce portal for your customers or partners.
Give one audience secure access to the records, knowledge or service process they need, in a portal that uses your brand.
What we deliver
Your Experience Cloud package.
- 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
From access design to portal launch.
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
Who will use your portal?
Tell us what your customers or partners need to see and do. We will check the audience, access model and process against the package.