salesforce
experience cloud quickstarts
and custom implementation
As a Salesforce partner, our success is determined by our client's success
Summit Technologies has performed countless Experience Cloud Quickstarts to create customer and partner portals for clients in many different industries. Why should you choose Summit Technologies for your Quickstart?
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We will provide a no-cost estimate of the cost and timeline for implementation
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Our consulting team is 100% based in the United States and all of our consultants speak English as their first language
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Our consultants are all certified by Salesforce
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Each Quickstart project is assigned to a Delivery Manager as well as a consultant. Delivery Managers are our most senior delivery team members and can assist or advise when needed if more complex business needs arise
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We have developed proprietary processes and tools to ensure successful delivery of all Quickstart projects
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We look beyond the initial implementation to set our clients up for long-term success with recommendations for additional ways to leverage Experience Cloud to streamline business processes through automation and integration
Our Experience Cloud implementations are tailored to our client's needs-
here are some guidelines for cost and timeline
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Discovery
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Set up portal URL
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Create Portal User Profile
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Set up Home page
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Configure record and field visibility for portal users
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Set up list view pages for portal
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Create standard and custom object pages including Cases as needed
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Set up web-to-case in the portal as needed
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1 Hour internal portal admin training,
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Create and maintain portal Users
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Basic portal page administration
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Provide custom slide deck with screenshots
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Discovery for client requirements for Partner Portal
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Create portal using a Partner Template
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Set Up custom portal URL
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Apply Company Logo & Color Scheme
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Set up Home Page
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Create a custom portal user Profile
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Configure Security in Salesforce for Read / Create / Update privileges of portal user at the Object and Field level
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Create and configure custom Lead, Account, and Contact Community pages for partner users
Configure site navigation -
1 Hour internal portal admin training,
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Create and maintain portal Users
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Basic portal page administration
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Provide custom slide deck with screenshots
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2 Hours of Train the Trainer Training for Partner Users
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How to log in to Community
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How to view, edit, create, qualify and convert Leads
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How to view and update Accounts and Contacts
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Provide custom slide deck with visual how-to instructions
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Knowledge articles / case deflection
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Custom forms and processes
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Online orders / ecommerce
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Online payment processing
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Self service processes
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Online applications
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Online memberships and renewals
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Self-registration for portal users
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Document generation for portal users
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Dashboards for portal users
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Custom Lightning Web Component development
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Custom integrations with ERP systems
Looking beyond implementation services? We offer integration, custom development, training and support for Experience Cloud.
Contact us for consultation on our full range of services