Extend Salesforce to Your Customers and Partners

Experience Cloud lets you create secure portals, help centres and branded digital spaces that connect directly to your Salesforce data.

Whether you need to enable partner collaboration, customer self-service or internal sharing, it helps you give people access to the information that matters - without giving them access to your whole system.

Why
Salesforce Experience Cloud?

Because it’s built on the Salesforce platform, Experience Cloud works with your existing data, processes and security model. That means external users only see what they should, and your internal team doesn’t have to manage data in multiple places.

With Experience Cloud, you can provide access to real-time CRM data, automate interactions, embed chat support, and use Agentforce AI to deliver smart, contextual assistance. 

Salesforce Knowledge can act as both a searchable self-service resource for customers and a trusted data source for AI-powered support.

What Experience Cloud includes

Experience Cloud is the framework for building branded sites that connect to Salesforce. It can be used to:

  • Build help centres, service portals or knowledge hubs
  • Let customers create and track cases or update their details
  • Give partners a place to log leads, track opportunities and access enablement materials
  • Embed chat for live or automated support
  • Share files, product documents or service updates securely
  • Control access by user profile, account, product, or custom logic

Everything runs on Salesforce infrastructure, with mobile-ready design, real-time data and built-in security.

How we help

We help you define what your Experience Cloud site should do, who should use it, and how it connects with the rest of your Salesforce setup.

We support with:

  • Scoping the site structure, user types and permissions
  • Designing the right data model and access rules
  • Creating guided user experiences using screen flows
  • Structuring and deploying Salesforce Knowledge
  • Branding the site to match your business
  • Launching securely and supporting adoption

Whether you're building a simple login-based service portal or a complex partner experience, we make sure it's structured properly and built for long-term use.

When Experience Cloud makes sense

  • You want customers to self-serve or create and track service cases
  • You want to deflect support by giving customers intelligent self-service tools
  • You want to embed chat and AI assistance to support users more efficiently
  • You want to give partners a way to log leads, track deals and view files
  • You need a secure way to expose Salesforce data with limited access
  • You want to reflect your brand and user journey across all touchpoints

Already using Salesforce? Let your customers and partners use it too.

We’ll help you build a secure, branded Experience Cloud site that gives the right people the right access and reduces manual work for your team.

Book a call and let’s talk about how Experience Cloud could support your business.
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