Experience Cloud, the product once called Community Cloud, puts a branded portal on top of your Salesforce org. We build portals for partners, referral partners, clients and patients, with each person seeing only their own records.
900+ integrations completed · Salesforce partner · We sign BAAs
How a portal works
A partner or client signs in to a portal with your branding
Referrals, cases, documents or deals they are allowed to see
Submit a referral, open a case, upload a file or update a deal
Your team sees it on the record, and flows take it from there
Experience Cloud sites run on the same data as your Salesforce org. A referral partner who submits a referral creates a lead your intake team sees. A client who opens a request creates a case. Nothing is copied to a second system.
Discovery covers who will use the portal and what each kind of user should see and do. That drives the design: which template to start from in Experience Builder, which license type each group needs, the pages and navigation, and the sharing model that keeps one partner out of another partner's records.
We build in a sandbox. Pages, components and forms are set up in Experience Builder, and Lightning Web Components are written where a standard component does not fit. Sharing sets, sharing rules and profiles are tested with test users for each role before anyone outside your company logs in.
For healthcare portals, patient data needs care. We sign BAAs for our part of the work, and we help you check that your Salesforce contract covers the products that will hold patient data.
What's included
Partners register deals, work shared leads and see their own pipeline. This is also called PRM.
Referral sources submit referrals and follow their status, with each referral landing as a lead.
Clients open requests, see their cases and download documents shared with them.
Knowledge articles published for customers to search, with a form to open a case.
Profiles, permission sets, sharing sets and sharing rules so each user sees only their own records.
Self-registration, password reset and single sign-on, set up the way your users log in.
Your logo, colors and navigation in Experience Builder, with custom components where needed.
Alerts, assignment and follow-up tasks when something is submitted.
Every role tested with its own test user before launch.
Your team trained on managing users and content, and support after go-live.
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. Tell us who would use it and what they need to do, and we show you how Experience Cloud would handle it.
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How it works
Who the portal is for, what they should see, and what they should be able to do.
Priced by project, not by the hour. You approve the scope before we start.
Pages, sharing and logins built and tested with a test user for each role.
Deployed to production, your team trained on managing it, and support after launch.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Yes. Salesforce renamed Community Cloud to Experience Cloud. Portals once called communities are now called Experience Cloud sites.
Yes. A referral partner logs in, submits the referral, and it lands in Salesforce as a lead with the partner attached. They can follow its status from the portal.
With the sharing model: profiles, permission sets, sharing sets and sharing rules. We test it with a test user for each role before launch.
Yes. We sign BAAs for our work, and we help you check that your Salesforce contract covers the products that will hold patient data.
They need Experience Cloud licenses, which come in types for customers and partners. We help you pick the right type and work with Salesforce reps on your price.
Yes. Journeys Through Search is a Salesforce partner.
By project, not by the hour. The first call is free, and you get a project quote after it.
