Salesforce Experience Cloud Consulting

Customer Portals, Partner Portals and Digital Experiences

Salesforce Experience Cloud Consulting

Create secure digital experiences connected to Salesforce

WebSolo helps organizations design, implement, customize and support Salesforce Experience Cloud for customer portals, partner portals, Help Centres, public websites and authenticated digital services.

We connect portal users directly with Salesforce data, automation, Knowledge, service processes and external systems while providing a secure, responsive and easy-to-use experience.

Discuss your Experience Cloud project View an Experience Cloud project
Experience Cloud at a glance

Connected experiences for customers and partners

Customer self-service portals
Partner and dealer portals
Help Centres and Knowledge
Public and authenticated websites
Custom Lightning Web Components
Identity, security and integrations
Core Experience Cloud capabilities

Build the right digital experience for every audience

We design Experience Cloud solutions around the people using the site, the information they need and the Salesforce processes they must complete.

01

Customer Portals

Give customers secure access to their accounts, requests, documents, cases, transactions, services and Salesforce information.

Self-Service Account Access Secure Data
02

Partner Portals

Support distributors, dealers, brokers and business partners with shared leads, opportunities, accounts, documents and collaboration.

PRM Shared Pipeline Collaboration
03

Help Centres and Knowledge

Publish searchable Knowledge, frequently asked questions and guided support content for customers, partners and the public.

Knowledge Search Help Centre
04

Public Salesforce Websites

Create public websites, registration experiences, service pages and forms that connect visitors directly with Salesforce.

Public Access Forms Registration
05

Experience Builder

Configure branded pages, navigation, themes, audiences and reusable components using Salesforce Experience Builder.

Page Builder Branding Audiences
06

Lightning Web Components

Develop custom interfaces, dashboards, forms, record views and guided processes that match your exact portal requirements.

LWC Custom UI Guided Processes
07

Identity and Single Sign-On

Provide secure registration, login, authentication, identity management and single sign-on for portal users.

SSO Authentication Registration
08

Portal Analytics

Track registrations, logins, searches, content use, case deflection, submissions and other digital engagement metrics.

Engagement Dashboards Usage
Experience Cloud implementation

Designed for your users, data and business processes

A successful portal must do more than display Salesforce records. It should make complex processes easy to understand and complete.

WebSolo combines Experience Cloud configuration with custom development, automation, integration and security architecture.

Portal Architecture Select the appropriate site type, template, license model, data access and technical architecture.
User Experience Design Design navigation, page layouts, mobile experiences, branding and guided user journeys.
Data Access and Sharing Configure sharing sets, sharing rules, roles, permissions and secure access to Salesforce data.
External Integrations Connect portals with websites, payment services, LMS platforms, ERP systems and external APIs.
Content and Knowledge Organize Knowledge, navigation, topics, files and multilingual content for easy discovery.
Testing and Deployment Test portal access, responsive design, permissions, integrations and production deployment.
Connected portal experience

From registration to ongoing engagement

Experience Cloud can support the complete digital journey for customers, partners and other external users.

1

Discover

Provide public content, search and clear portal information.

2

Register

Create secure accounts and verify portal-user information.

3

Access

Show each user the correct Salesforce information and services.

4

Complete

Submit requests, update records and complete guided processes.

5

Engage

Maintain long-term relationships through useful digital services.

Experience Cloud architecture

Choose the right site technology

Experience Cloud provides different technologies and templates for building digital experiences. The correct choice depends on portal functionality, performance, search, content, customization and integration requirements.

WebSolo can assess whether an LWR site, an Aura-based Experience Cloud site or another Salesforce architecture is the best fit for your project.

Architecture considerations

  Required portal functionality
  Performance and mobile experience
  Knowledge and search requirements
  Custom-component requirements
  Licensing and user volumes
Connected self-service

Experience Cloud, Service Cloud and AI

Experience Cloud can provide the digital entry point while Service Cloud, Knowledge, automation and Agentforce support customer-service processes behind the experience.

Knowledge Self-Service Help users find trusted answers before creating a customer-service request.
Case Management Allow users to submit cases, upload information and review case status.
Digital Messaging Connect portal visitors with messaging, support representatives and service processes.
Agentforce Experiences Prepare trusted data, Knowledge and escalation processes for AI-assisted self-service.
WebSolo Experience Cloud services

Strategy, implementation and long-term portal support

Choose focused assistance for a specific portal challenge or engage WebSolo across the complete Experience Cloud lifecycle.

Portal Strategy and Architecture

Assess audiences, portal processes, licenses, security, integrations and technical options before implementation.

Explore Salesforce consulting

Experience Cloud Implementation

Configure sites, navigation, branding, audiences, sharing, registration, authentication and Salesforce processes.

Explore implementation services

Custom Portal Development

Develop Lightning Web Components, Apex, custom forms, dashboards and advanced portal functionality.

Explore Salesforce development

Integration and Data

Connect the portal with websites, payment systems, learning platforms, ERP applications and external APIs.

Explore integration services

Service and Knowledge

Connect Experience Cloud with Service Cloud, Knowledge, cases, messaging and customer-service automation.

Explore Service Cloud

Portal Support and Optimization

Resolve issues, improve performance, add features, prepare for releases and support portal administrators.

Explore support and training
Related Salesforce experience

Experience Cloud expertise backed by real projects

Examples of customer self-service, partner experiences and custom Salesforce portals delivered by WebSolo.

Help Centre and Knowledge CanadaHelps A modern Salesforce Help Centre using Experience Cloud, Knowledge, search and custom Lightning Web Components. Read the success story Partner Experience GeoTab Experience Cloud partner functionality, secure access, bulk lead upload and custom Salesforce user experiences. Explore our success stories Customer and Partner Portals AFSC Experience Cloud architecture and portal solutions supporting customer and partner access to Salesforce processes. Explore our success stories
Frequently asked questions

Experience Cloud consulting questions

What is Salesforce Experience Cloud?

Experience Cloud is Salesforce technology for creating connected digital experiences such as customer portals, partner portals, Help Centres, public websites and authenticated applications.

Is Experience Cloud the same as Community Cloud?

Experience Cloud is the current name for the Salesforce technology previously known as Community Cloud. It supports a broader range of customer, partner, public and digital experiences.

Can Experience Cloud connect with Service Cloud?

Yes. Experience Cloud can provide Knowledge, case submission, case-status access, messaging and self-service experiences connected directly to Service Cloud.

Can you build custom portal functionality?

Yes. WebSolo develops custom portal functionality using Lightning Web Components, Apex, Flow, Salesforce APIs and secure integration patterns.

Can WebSolo improve an existing Experience Cloud site?

Yes. We can review portal architecture, security, performance, navigation, responsive design, custom components, integrations, Knowledge and user experience, then implement practical improvements.

Build a better Salesforce digital experience

Tell us about your customers, partners, portal users, Salesforce data and digital-service requirements. WebSolo will help you define a practical Experience Cloud implementation or improvement plan.

Talk to a Salesforce consultant