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.
