Salesforce · Experience Cloud
Experience Cloud Build branded portals and communities on Salesforce data
Experience Cloud lets organizations publish secure, branded sites where customers, partners, or members access Salesforce data—cases, orders, knowledge, and custom objects—without full internal user licenses. Teams use it for self-service support, partner collaboration, and member programs while controlling what each audience can see and do. Site templates, login options, and member licensing vary by Experience Cloud edition.
Salesforce consultingExperience Cloud
Key capabilities
What Experience Cloud supports
Capabilities vary by edition and add-ons. We scope implementation to the features your org is licensed to use.
Branded portal & community sites
Launch templates with your brand, navigation, and content areas for customers, partners, or employees as appropriate.
Authenticated access & sharing
Control login, profiles, and sharing sets so external users see only records and fields aligned to their relationship with your organization.
Case & account self-service
Let customers create and track cases, update profile details, and view relevant account information when service programs include portals.
Partner collaboration
Share leads, deals, or enablement content with partners through role-based experiences instead of ad hoc file shares.
Knowledge & content publishing
Expose curated knowledge articles and CMS content to external audiences with moderation workflows you define.
Business challenges
Problems we address with practical design
Customers call support because they cannot see order or case status online.
We design portal pages that surface the same case and order data agents use, with clear status language and next steps.
Partner data sharing happens over email with no audit trail.
We move stable collaboration into Experience Cloud with sharing sets, record visibility, and login policies partners can adopt.
Internal teams fear external users will see sensitive fields.
We model external profiles, field-level security, and sharing rules in non-production, testing negative cases before opening registration.
The portal looks dated and does not match the main website brand.
We align themes, headers, and content structure with your brand guidelines while keeping maintainable builder components for marketing updates.
Experience Cloud Benefits
Self-service that reflects live CRM data
Customers and partners see case or order status drawn from the same records internal teams update.
Benefit 1 of 4: Self-service that reflects live CRM data
Considerations When Implementing Experience Cloud
Salesforce products are licensed separately. Scope and features depend on your editions and contracts—not every capability applies to every org.
Audience types and license model
Estimate customer, partner, and member volumes and map them to Experience Cloud license types before build.
Authentication and registration
Choose login providers, self-registration rules, and verification steps that balance friction and security.
Sharing sets and external profiles
Model record visibility for accounts, cases, orders, and custom objects; test negative access cases.
Branding and content management
Align themes with corporate brand and define who updates CMS components versus Salesforce admins.
Underlying cloud dependencies
Confirm Service Cloud, Sales Cloud, or custom objects required for portal features are licensed and configured.
Moderation and community guidelines
Plan moderation workflows if forums or user-generated content are in scope.
Mobile experience and accessibility
Validate responsive layouts and accessibility for primary external tasks before opening registration widely.
Best Practices for Experience Cloud
Start with a narrow set of high-volume tasks
Launch case status, knowledge, or partner deal registration before expanding to rarely used features.
Use separate experiences when audiences differ materially
Split customer and partner sites when branding, data access, or registration rules should not overlap.
Test external user journeys with real profile types
Log in as each external profile in sandbox to confirm sharing—not only as system administrators.
Monitor login errors and registration abandonment
Track authentication failures and form drop-offs to simplify paths that block adoption.
Delivery
Our Approach to Experience Cloud Delivery
Axyvora designs Experience Cloud sites that external users can actually complete tasks on—grounded in Salesforce sharing, branding, and the service or sales processes behind the portal.
1.Discovery and Roadmap
Workshops on audiences, tasks, authentication, licensing, and dependencies on Sales or Service Cloud.
2.Solution Design
Information architecture, sharing model, profile design, and integration needs for portal data.
3.Configuration, Development, and Integration
Site build, branding, components, and CRM connections with security testing for external profiles.
4.Testing and User Acceptance
Acceptance testing with business owners on self-service and partner scenarios, including mobile views.
5.Training and Go-Live
Training for community managers, admins, and moderators on content updates and user support.
6.Support and Continuous Improvement
Gradual registration rollout with hypercare on login, sharing gaps, and content corrections.
FAQ
Common questions about Experience Cloud
Answers reflect typical implementation planning. Editions, limits, and pricing are defined by your Salesforce agreements.
How are Experience Cloud members licensed?
Salesforce licenses external access by community type and login model. We help estimate member counts and compare license types to your audience before go-live budgeting.
Can one org host multiple experiences?
Yes. Separate sites can serve customers, partners, and employees with different branding and data access, governed by distinct sharing and profile design.
Do we need Service Cloud for a support portal?
Case creation and tracking on a portal typically require Service Cloud (or equivalent case objects) behind the experience. We confirm object and license dependencies during discovery.
Salesforce Solutions
Publish Trusted Experiences with Experience Cloud
Axyvora helps you launch Experience Cloud portals and communities that respect data boundaries while giving customers and partners clear, branded paths to get work done.
- External sharing and profiles validated before broad registration opens
- Self-service journeys tied to live Salesforce service or sales data
- Governance for branding, content updates, and community moderation