Salesforce customer portal

Comprehensive customer experience + efficient support team Arrow down

Our Salesforce Customer Portal Services

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Customer portal development
We’re here to help you revolutionize your customer support experience by creating a dedicated customer community for you to provide your customers with a centralized hub to find answers, access resources, and connect with your support team.
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Data migration
If you’re moving from your legacy platform to Experience Cloud we’ll manage all data migration processes, ensuring a secure and accurate transfer of your data into the new environment of your customer portal.
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AppExchange solutions
Enhance self-service capabilities on your customer portal with AC accelerators for Experience Cloud. Make your Knowledge base better, create a central place for sharing ideas and feedback, set up an event registration system, and more.
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User Experience (UX)
We’re experts at making easy-to-use and nice-looking Salesforce portals and communities to help your customers easily find the information they’re looking for. We’ll design your site from scratch making sure it’s modern, eye-catching, and aligned with your brand.

Benefits of Our Customer Portals

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Fast case resolution

Our Salesforce customer sites streamline case resolution and reduces delays. It lets customers find answers on their own, so they don’t have to call a support team. This saves time for your team and customers because they can quickly solve issues by themselves.
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Self-service

With our customer portal on Experience Cloud, customers can help themselves by finding answers and solutions independently through a comprehensive knowledge base, FAQs, and intuitive search functionality. No need to depend as much on support agents anymore!
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Chat agent support

If your portal users need agent support, they can access it through a live web chat on the customer portal. This allows Salesforce users to save time, bypassing time-consuming searches through knowledge repositories.
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Beautiful design

Benefit from our expertise in UI/UX as we build visually stunning, custom-designed Salesforce self service portals with intuitive and user-friendly interfaces.
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Blog/news feature

We can set up a blog feature on your Salesforce customer portal, allowing your users to write blogs, add files, and share videos from YouTube or Vimeo. As a business, you can then target specific audiences with relevant content.
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Social functionality

We can create a more interactive and engaging environment for your customers by adding Chatter feed, Topics, or Chatter groups features to your customer portal to allow users share their experiences, ask questions, and provide valuable feedback.

Trusted by great companies

We help our customers succeed with Salesforce and Experience Cloud
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Support Portals Case Studies

Financial Services
Marlborough
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The Marlborough company wanted to create a support portal to facilitate access to information, resources, and services for financial advisors and wealth managers, helping them better serve their clients and enhance their investment strategies.

  • Designed and developed a highly intuitive support portal from scratch.
  • Implemented a live chat & a video call functionality.
  • Added report charts with statistics, a library of content resources, and flexible case creation functionality.
  • Configured a dynamic “message of the day” feature.
  • Implemented an out-of-the-box Salesforce Content Management System (CMS).
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Human resources (HR) technology
iCIMS
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iCIMS is a leading cloud-based talent acquisition software company that helps businesses find, attract, and hire the right talent to drive their success. Its headquarters are in New Jersey in the US with a global workforce of 1400. The company provides a comprehensive suite of talent acquisition solutions that streamline the entire recruitment process, from sourcing candidates and managing resumes to conducting interviews and onboarding new hires.

  • Improved UI/UX
  • Implemented Salesforce CMS
  • Enhanced the UX for the knowledge base
  • Configured a forum
  • …and many more
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IT/High-Tech
JFrog
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With the mission to transform the way companies manage and release software updates, JFrog has developed the world’s first universal artifact management platform, ushering in a new era in DevOps – Continuous Updates. JFrog required a self-service portal for their quickly growing client base, which would provide effective support and a knowledge sharing system.

  • A public knowledge base that was integrated with their website and allowed a 360-degree view of the customer for an improved customer experience
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Why Advanced Communities?

Expertise

Advanced Communities is a Salesforce Community Cloud Consultant with vast experience in building portals on Salesforce. Our team of Salesforce specialists has a wealth of experience working with both commercial and nonprofit organizations. We’re here to assist you in overcoming industry-specific challenges, ensuring your long-term success.

At Advanced Communities, we provide customized solutions to organizations that use Salesforce Experience Cloud to improve their services, enhance the customer experience, manage partners, organize events, and gather feedback. 

Customization

We can offer you a customized solution that aligns with your specific needs. Whether it’s about data management, personalizing experiences, streamlining manual operations, or any other requirement you may have, we’re here to address it.

Client satisfaction

  • Our primary goal is to help businesses reach their objectives by enhancing customer experiences and boosting the performance of their support teams. Whether you have inquiries about Salesforce customer portal pricing, time estimates, or need custom solutions, feel free to ask—we’re here to assist you!

Innovation

In our efforts, we stay updated on the newest trends and technologies. This ensures that the Salesforce solutions we provide are tailored to tackle the current challenges your company is facing in your industry.

Ongoing support

We’re here to help you with knowledge and support all the time, from the start to even after your customer portal is live. We’ll teach you how to customize pages, add or remove sections, adjust pictures or info in Salesforce Experience Builder, and much more. Contact us today to learn more about how we can help you achieve your goals with customer portals in Salesforce.

Let’s talk services

If you’d like to discuss any of our services or how we can help, please complete the form and we’ll back to as soon as we can.

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    Q&A

    What is a customer portal in Salesforce?

    A customer portal is a special online support channel created just for your customers to provide them with support and self service they are looking for. Community portal Salesforce is generally focused on basic customer support features like case management, knowledge base access, and limited collaboration. This is a place where customers can access helpful articles, submit their cases, and keep an eye on the progress of their requests.

    What is the difference between customer portal and partner portal in Salesforce?

    The customer portal in Salesforce is designed for end customers to access support and resources, while the partner portal is meant for external partners like distributors, resellers, or other business collaborators to engage in joint business activities and share information. A Salesforce partner portal offers tools for partners to access shared resources, collaborate on deals, access sales and marketing materials.

    What are the different types of portals in Salesforce?

    Salesforce offers different portal options based on business needs, including self-service portals, customer communities, and partner collaborations sites.