Salesforce Experience Cloud portals for customers, dealers and partners: self-service, orders, cases and documents, with SAP data behind them.
Experience Cloud
customer, partner and dealer portals
Self-service
orders, cases and documents
Connected
SAP data behind every page
Secure
each user sees only their own data
Give customers and partners the answers they need, without a phone call.
What we build with Experience Cloud
Choose a portal type to see the problem we solve and what we deliver.
Customer self-service portal
The problem
- Customers call to ask about orders
- Documents sent again and again by email
- Support team busy with simple questions
What we deliver
- Order, delivery and invoice status
- Case creation and tracking
- Knowledge articles and FAQs
- Document downloads
- Experience Cloud
- Service Cloud
- Knowledge
The result: customers help themselves at any hour and your team handles the harder questions.
Partner and dealer portal
The problem
- Leads shared with partners by email
- No view of partner pipeline
- Partner onboarding on paper
What we deliver
- Lead and deal registration
- Shared pipeline and forecasts
- Partner onboarding and documents
- Marketing materials in one place
- Experience Cloud
- Sales Cloud
The result: partners sell more and you see what they are working on.
Ordering and account portal
The problem
- Orders placed by email or phone
- Errors in prices and product codes
- No view of account balance
What we deliver
- Product catalogue with customer prices from SAP
- Order placement sent to SAP
- Account statements and invoices
- Re-order from past orders
- Experience Cloud
- SAP S/4HANA
- SAP Integration Suite
The result: orders come in clean and go straight into SAP.
Access and branding
The problem
- One login for everyone
- Portal that does not look like your brand
- Unclear who can see what
What we deliver
- Sign-up and single sign-on
- Profiles and sharing rules per account
- Your branding and languages
- Mobile-friendly pages
- Experience Builder
- Sharing rules
The result: a portal that looks like you and keeps each customer’s data private.
How we deliver a portal
Discover
We talk to your customers or partners about what they need.
You get: a portal scope based on real requests
Design
We design pages, access rules and the SAP data behind them.
You get: clickable page designs and a data design
Build
We build the portal, connect SAP and set up access.
You get: a working portal with your data
Pilot
A group of real users tries it; we fix what they find.
You get: a portal tested by the people who will use it
Launch and grow
We launch, measure use and add the next features.
You get: a portal that keeps getting used
Related Service Cloud · SAP–Salesforce Integration · Apps & Digital Experience
Plan your portal
Tell us who the portal is for and what they ask you most. We will show you what Experience Cloud can do.
Frequently asked questions
What kind of portals do you build?
Customer self-service portals, partner and dealer portals, and help centres, on Salesforce Experience Cloud.
Can portal users see their SAP orders and invoices?
Yes. We bring order status, deliveries and invoices from SAP into the portal, so customers stop calling to ask.
Can the portal match our brand?
Yes. We design the portal with your brand, your language and the way your customers and partners work.
Who can see what?
We set up sharing rules and user profiles so each customer or partner sees only their own accounts, orders and cases.