Salesforce Services
Salesforce Experience Cloud Consulting & Implementation
Create a portal that helps customers and partners complete their work. Macrofix scopes Salesforce Experience Cloud implementation around user journeys, identity and access, useful CRM workflows, selected integrations, testing and the teams responsible for operating the site.
Discuss Your Portal Project
Give Customers and Partners a Clear Next Step
A portal should answer a practical question: what can this person do next? A customer may need to find an approved article, raise a request or check a case. A partner may need to submit a lead, review a shared opportunity or complete an agreed onboarding step. Each journey needs understandable navigation and the right information.
Macrofix helps design and implement Experience Cloud sites around those tasks. We define audiences, data boundaries, content ownership and acceptance scenarios before building. The goal is a usable external experience that fits your Salesforce processes, not a public copy of everything in your CRM.
Experience Cloud Services From Portal Strategy to Launch
Start with a focused portal assessment or a new implementation. We map customer and partner tasks, confirm product and external-user license fit, design selected pages and workflows, connect agreed systems and prepare launch evidence. Optional capabilities, subscriptions and ongoing operations are scoped separately.
Portal Strategy, Licensing and User Journeys
Identify who the portal serves and which tasks belong in the first release. Review your existing site, Salesforce processes, content and user volumes. Translate the prioritized journeys into navigation, page types, forms, search needs and measurable acceptance criteria.
We assess template and component fit before custom development. Salesforce explains that external-user licenses affect available sharing capabilities. License selection is therefore a design dependency, not a detail to defer until launch.
- Customer and partner personas with prioritized tasks
- Navigation, forms, content and search requirements
- Template, component and external-license fit review
- Release scope, owners and acceptance scenarios
Identity, Membership and Data Access
Plan how users become members, sign in, move between approved account contexts and leave the portal when access ends. Define object, field, record and file access for each persona. Salesforce external-user guidance emphasizes limiting access to what people need for their work.
We document the proposed membership, identity-provider and sharing approach for customer approval, then validate representative users and denied-access scenarios. An attractive page or a hidden component is not accepted as proof that underlying data is inaccessible.
- Membership, sign-in and account-context design
- Object, field, record and file access matrix
- Customer-approved identity and sharing decisions
- Representative-user and denied-access tests
Customer Self-Service and Support Portals
Build customer journeys such as finding approved knowledge, submitting a support request and viewing permitted case information. Agree what customers can create, see or update, how internal teams receive requests and how status messages explain the next step.
Content owners define article review, publication and maintenance responsibilities. Forms include validation, confirmation and failure behavior. We review the selected site framework, service features and licenses before committing to a component or workflow. Explore our Service Cloud implementation services for the internal case-management side of the journey.
- Approved knowledge and support-request journeys
- Permitted case visibility and customer updates
- Form validation, confirmation and failure behavior
- Content review and internal support handoffs
Partner Collaboration and Business Workflows
Scope partner journeys around your operating model: onboarding, agreed lead or deal submissions, shared business records, enablement content and selected approval handoffs. Clarify which partner organization owns each submission and which internal team acts on it.
We confirm required object access and license capabilities before building. Document account relationships, duplicate handling, approval states and visibility rules. Partner users do not receive unrestricted access to the sales pipeline simply because a portal exists. The rollout includes usable error messages and a named owner for exceptions.
Portal Integrations, Testing and Enablement
Connect selected CRM, ERP or other business data only where it supports an agreed portal task. Define identifiers, field ownership, permitted records, refresh expectations and interface failures. Existing integrations are reviewed before adding new dependencies.
Test complete journeys with the intended user types, including unavailable services and rejected requests. Agree device, keyboard-navigation, content, performance and operational checks in the delivery scope. Train content owners and administrators, document release responsibilities and define support coverage separately. We do not promise universal real-time sync or a fixed improvement in support volume.
Define Your Experience Cloud Delivery Blueprint
Prepare a portal blueprint covering audiences, tasks, navigation, content, CRM objects, identity, sharing, integrations and launch responsibilities. Include template and component decisions, external-user licenses, exclusions and acceptance evidence. Keep the first release reviewable while allowing an agreed roadmap for later capabilities.
- Audiences, tasks and first-release boundaries
- Navigation, content and component choices
- CRM data, identity and sharing approach
- Selected integrations and exception ownership
- License dependencies and acceptance evidence
- Training, release approval and operations handover
Separate Public Content From Private Customer Data
Public information and authenticated customer data need different treatment. Salesforce warns that guest-user sharing rules expose matching records without login. We identify what is intentionally public and include guest-access checks in the proposed test plan.
Your organization approves data exposure, identity policies and production activation. We do not weaken existing protections for convenience or claim that implementation alone certifies security or compliance. AI, analytics and third-party components require their own access, entitlement and review decisions.
- Explicit public-content and private-data boundaries
- Guest, member and cross-account access checks
- Customer approval for exposure and activation
- Separate AI, analytics and third-party review
How We Deliver Your Experience Cloud Portal
Discover audiences and portal tasks, validate the proposed experience and access model, then build selected pages and workflows in reviewable increments. Rehearse integrations, validate permitted and denied access, review content and prepare administrators. Complete the agreed readiness review before customer-approved activation.
- Discover audiences, tasks and connected systems
- Design navigation, content and access boundaries
- Build selected pages, forms and workflows
- Test journeys, denied access and interface failures
- Train owners and complete approved launch handover
Test The Access You Allow and The Access You Deny
Acceptance should demonstrate both useful journeys and data boundaries. Test customers from different accounts, partner personas, unauthenticated visitors and users whose membership has ended. Check direct links, search, files, forms and interface responses as well as visible pages. Record issues, exclusions and release owners; a successful administrator preview is not sufficient launch evidence.
- Persona-specific journeys and expected permissions
- Cross-account and unauthenticated denied-access evidence
- Direct-link, search, file and form validation
- Selected integration, device and usability checks
- Approved issues, owners and operations documentation
Salesforce Experience Cloud FAQs
The agreed scope can include portal strategy, user journeys, license fit, site design, selected pages and workflows, membership and access planning, integrations, testing, training and launch handover. We define the audiences, data boundaries, dependencies and acceptance evidence before building.
Yes. We can scope customer self-service and partner collaboration journeys, either as a focused implementation or an improvement project. Required objects, sharing behavior, components and external-user licenses are checked against each use case. A single license is not assumed to support every customer and partner feature.
We can assess selected CRM and external data flows for the portal tasks you need. The design identifies permitted records, field ownership, identifiers, refresh expectations and error handling. Existing interfaces, product compatibility, API limits and any extra subscription or custom work are reviewed before implementation.
We define intentionally public content separately from customer and partner records. The proposed scope includes object, field, record and file access checks for guest and authenticated personas. Guest sharing can make matching records available without login, so it needs explicit customer review. No data exposure or production activation occurs without approval.
No. Salesforce documents different sharing capabilities by external-user license. We assess your user types, required objects, account relationships and workflows before recommending the implementation scope. Current editions, entitlements, usage and optional components are confirmed with the customer rather than assumed to be included.
We agree representative customer and partner journeys plus denied-access scenarios. Checks can include cross-account boundaries, unauthenticated visitors, direct links, search, files, forms, expired membership, interface failures and selected device or usability behavior. Findings, unresolved issues and release owners are documented before customer-approved activation.
Plan Your Salesforce Experience Cloud Portal
Tell us who will use your portal, what they need to accomplish and which Salesforce or external systems are involved. Macrofix can help define a focused assessment, new Experience Cloud implementation or improvement project. Explore our Salesforce services or contact us to plan your portal.