
Salesforce Experience Cloud consulting
We design and build Salesforce Experience Cloud sites: customer help centers, partner portals, light-user portals and internal communities. Each one runs on your existing Salesforce data, with the right license, a sharing model that keeps data safe, and an interface people donβt need training for.
Experience Cloud (formerly Community Cloud) lets you build branded websites and portals that sit directly on top of your Salesforce org. Customers log a case and see its status, partners register deals, and field users update records, all without a full Salesforce license and without you syncing data to a separate website.
Because itβs the same org, every action on the portal shows up instantly for your internal team. The hard part isnβt switching it on. Itβs choosing the right license, designing who can see what, and building screens that external users find obvious.
One org, several sites. The sharing model and the license decide what each audience can see and do.
Let customers solve problems themselves and track their own requests, so your support team handles fewer repeat questions.
Give resellers, distributors and referral partners one place to register deals, work leads and see how theyβre performing.
Some users only need to view or update a few records. A focused portal can give them exactly that, often at a lower cost than full Salesforce licenses.
Employee-facing sites for collecting ideas, running innovation programs or sharing knowledge across business units.
The license sets what external users can access and drives most of the long-term cost. Picking the wrong one usually means rework later, so we settle it during discovery.
| License | Usually a good fit for | Key point |
|---|---|---|
| Customer Community | Large B2C help centers and self-service portals with many occasional users | No external roles, so access is controlled with sharing sets rather than role-based sharing |
| Customer Community Plus | B2B customer portals, account managers who see their companyβs records, light internal-style users | Adds roles, sharing rules, and access to reports and dashboards |
| Partner Community | Resellers, distributors and channel teams | Adds access to sales objects such as leads, opportunities, campaigns and quotes |
| External Apps | Custom applications for very large or heavily customized external audiences | Built for app-style access with more capacity for custom objects |
Entitlements and pricing depend on your edition and contract. We confirm the final license matrix against your order form and the Salesforce Help license reference before designing profiles and permissions.
Experience Cloud sites run on one of two frameworks. The choice affects speed, flexibility and how much is available out of the box. Salesforceβs own Trailhead guidance on LWR covers the trade-offs in detail.
The newer framework. Pages are built and cached when you publish, so they load faster and scale well for high-traffic sites. Better fit for custom-designed portals built with Lightning Web Components.
Trade-off: fewer templates and standard components, and changes appear only after you republish.
The established framework with a broader set of prebuilt templates and components. Good when you want to launch quickly using mostly standard features.
Trade-off: pages are assembled on load, so they are generally slower than LWR sites.
Audiences, use cases, license fit and what success looks like.
Data model, sharing model, user journeys and component specs, written up before build.
Site setup, Lightning Web Components, Flow and Apex, branded to your design.
Guest user access, sharing sets and record visibility tested by persona.
User onboarding, admin handover and fixes from real usage.
US pet logistics company
Designed an 11-module self-service portal on an LWR template with Customer Community Plus licenses. We led the full technical design: data model, sharing model, Apex controllers, Lightning Web Component specs, and requirements with acceptance criteria for each module.
International energy group
Building an employee-only innovation site on the standard Salesforce Ideas model. Idea creators submit, comment and vote; idea managers review, update status and merge duplicates, all from one Experience Cloud site.
Experience Cloud, formerly called Community Cloud, is the Salesforce product for building branded portals and websites for customers, partners and employees. Because it runs on your Salesforce org, data entered on the site is available to your internal team straight away.
It depends on what external users must do. Customer Community suits large self-service audiences, Customer Community Plus adds roles, sharing and reporting, Partner Community adds sales objects like leads and opportunities, and External Apps is for custom app-style access. We map your user types to licenses during discovery.
LWR is faster and better for custom, high-traffic sites. Aura has more prebuilt templates and components, which can make a standard help center quicker to launch. We recommend one based on your design and feature list.
Often, yes. Users who only need limited access to a few records can sometimes move to a portal license instead of a full Salesforce license. We review usage and access needs first, because the savings depend on your contract and what those users actually do.
Yes. We build Agentforce agents that answer questions and handle routine requests for site visitors, grounded in your Salesforce data and knowledge articles.
Yes. Portals can show and update data from ERPs, payment systems and other tools through Salesforce integrations, so users see one consistent view.
AI agents for your portal, sales and internal teams.
Connect your portal to ERP, payments and other systems.
Sales Cloud and Service Cloud setup behind your portal.
Move customer and partner data in cleanly before launch.
Tell us who itβs for and what they need to do. Weβll recommend the license, framework and scope, and tell you honestly if a portal isnβt the right answer.