Salesforce

Salesforce Experience Cloud Portals

Branded portals on your Salesforce data: customers check their cases and accounts, partners work leads with you, and applicants, members and grantees apply and follow their progress without calling you.

AppExchange rating
5.0
AppExchange rating
Salesforce certifications
100+
Salesforce certifications
as a Salesforce Partner
10 Years
as a Salesforce Partner

Why Build Your Portal on Experience Cloud with Us

A customer checks a request on a self-service portal at home while a support specialist sees the same request at her desk

Fewer calls and emails

Answers, cases and status online, so your team handles the questions that need a person.

Secure by design

Guest access private by default and sharing rules that show each user only their records.

One set of data

The portal and your staff work on the same Salesforce records, with nothing re-keyed.

100+ Salesforce certifications

A Salesforce Partner for 10 years, rated 5.0 on Salesforce AppExchange.

Customer and help portals

Let customers find answers, raise cases and see their account without waiting on the phone.

See Sales & Service Cloud

Capabilities

  • Accounts, cases and bills in one place
  • Knowledge articles that answer common questions
  • Cases submitted online land in Service Cloud
  • An Agentforce agent that answers in the portal

Controls

  • Hand-off to a person whenever a request needs one
  • Each user sees only their own records

Partner portals

Work with resellers and partners on the same leads, deals and orders, without spreadsheets by email.

See Revenue & CPQ

Capabilities

  • Partner relationship management and channel sales
  • Leads and opportunities shared with partners
  • Partner orders and status
  • Documents and knowledge for partners

Controls

  • Partner access set by account
  • Licence types chosen for what each user needs

Applicant, member and grantee portals

Give the public, members and grantees a clear way to apply, submit and follow their progress.

Read the NY-BEST case study

Capabilities

  • Applications, licences and permits with document upload
  • Member portals and data submission, as built for NY-BEST
  • Grantseeker, grantee and volunteer portals for nonprofits
  • Status updates recorded against the case

Controls

  • Guest access reviewed before launch
  • Every submission recorded in Salesforce

Design, build and launch

Start from Salesforce’s templates, make it yours, and launch with your users already tested.

See Salesforce implementation

Capabilities

  • Templates such as Customer Service, Partner Central and Help Center, or a custom LWR site
  • Your brand, built in Experience Builder
  • Mobile-friendly pages and an optional mobile app
  • Integrations with your other systems

Controls

  • Tested with real users before launch
  • A licence plan agreed before you buy

What We Build With

One customer record, shared by your teams and the portals your customers use.

  • Experience Cloud
  • Experience Builder
  • LWR templates
  • Service Cloud
  • Knowledge
  • Agentforce
  • Nonprofit Cloud
  • Flow

Connected with

Service Cloud

Cases from the portal go to the right agent with the full history.

Nonprofit Cloud

Volunteer, participant, grantseeker and grantee portals on supporter records.

Managed services

Keep the portal secure and improving after launch on a monthly plan.

Salesforce Projects We’ve Delivered

Real client work, with the results each case study reports.

Energy storage consortium · Experience Cloud and ArcGIS

Energy Storage Consortium: Global Ecosystem Map

  • $20,000-$30,000 annual savings
  • Scalable global visualization
  • Secure member portal
  • Real-time ecosystem updates
Read the case study

Solar project management · Salesforce

“Brazen Group initially built a system that solved our project management challenges. However, the deep trust and understanding they developed with our team led to a much longer partnership.”
Fayeann Lawrence, Founder & CEO, Sologistics

Clients we work with

  • Blue Light GinSalesforce
  • NYS Department of LaborSalesforce
  • New York State Office of Cannabis ManagementSalesforce
  • NYS Department of StateSalesforce
  • NYS Department of Environmental ConservationSalesforce
  • GTASalesforce
  • NY-BESTSalesforce
  • G&S SolarSalesforce
  • SologisticsSalesforce
  • TCBCSalesforce
  • Sunny Hill FinancialSalesforce
  • Generate CapitalSalesforce
  • CventSalesforce
  • CISSalesforce
  • AviveSalesforce
  • BCAASalesforce

See Salesforce Working for Your Team

Tell us who needs to use the portal and what they come to you for today. We’ll show you how it would work on Experience Cloud.

  • A portal plan built around your users
  • The right licences for what each user needs
  • Answers from certified Salesforce consultants

Share your details and we'll get back to you about your Salesforce, AI, or ERP goals.

Salesforce Experience Cloud FAQ

What is Salesforce Experience Cloud?

Experience Cloud is how Salesforce builds portals, help sites and partner sites. Salesforce describes an Experience Cloud site as a branded digital experience connected to your CRM, whether you call it a portal, a help forum or a support site.

What kinds of portals can we build?

Customer service and account portals, help centers with knowledge articles, partner portals for channel sales, and portals for applicants, members, volunteers and grantees. Each runs on the same Salesforce data your staff use.

Is a public-facing portal secure?

Salesforce makes guest access secure by default: guest users can’t see records unless a guest sharing rule allows it, and only read-only. We review guest and member access, and sharing rules, before every launch.

Which Experience Cloud licence do we need?

Salesforce offers several, including Customer Community, Customer Community Plus and Partner Community, each with member-based and login-based options. We recommend one based on what each group of users needs to see and do.

Can an AI agent answer questions in the portal?

Yes. Salesforce supports deploying an Agentforce agent to an Experience Cloud site through its messaging, so routine questions are answered straight away and the rest go to your team.

Ready to Give Your Users a Portal?

Book a Consultation