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Salesforce Experience Cloud Customer Portal Quickstart

Salesforce Experience Cloud Customer Portal Quickstart

Enhance customer interaction with Summit's Experience Cloud QuickStart. Deliver portals for self-service, file sharing, collaboration, and expert-led training

Experience Cloud Customer Portal Quickstart from $4,000

Elevate the customer experience with Summit Technologies' Experience Cloud QuickStart service. Introduce a customer portal designed for user-centric interactions:

  • Discovery Session: Deep dive into your brand's unique requirements, ensuring your portal resonates with your customer-centric ethos.

  • Tailored Builds: Curate a portal where customers can effortlessly access self-help resources, share files, and engage in collaborative discussions with their peers.

  • Expert Training: Equip your team with the skills to navigate, manage, and optimize the portal, enriched by select Salesforce resources.

Forge stronger customer relationships, drive loyalty, and promote self-sufficiency. Choose Summit Technologies to navigate the vast horizons of Salesforce's Experience Cloud customer portals.

3-6 week implementation

  • Discovery​

  • ​Set up portal URL

  • Create Portal User Profile

  • Set up Home page

  • Configure record and field visibility for portal users

  • Set up list view pages for portal

  • Create standard and custom object pages including Cases as needed

  • Set up web-to-case in the portal as needed

  • 1 Hour internal portal admin training,

    • Create and maintain portal Users

    • Basic portal page administration

    • Provide custom slide deck with screenshots

What's Included

Looking beyond implementation services? We offer integration, custom development, training and support for Experience Cloud.

Important Considerations

Related Success Stories

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Cleveland Housing Network (CHN), a Cleveland, Ohio based non-profit, Salesforce Community and Knowledge implementations

A custom Sterilization Monitoring Service system for The Ohio State University College of Dentistry

Migrated Northwoods from Microsoft Dynamics CRM ​to Salesforce Service Cloud CRM with a custom Lightning Community as a customer portal.

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