Salesforce Practice
Salesforce Experience Cloud Services
Erpvora Technologies builds portals and communities on Experience Cloud that extend Salesforce to your customers and partners. We design branded, secure sites across Salesforce platforms so external users can self-serve, collaborate and transact against the same trusted data your teams use.
Building branded portals and communities on Experience Cloud for customers, partners and self-service.
The business challenge
Customers and partners increasingly expect to help themselves: check a case, place an order, download a document or find an answer without emailing or calling. When those options do not exist, every routine request becomes an internal ticket, and external users form their impression of you from slow, manual interactions.
Building external access raises real concerns. Portals must be branded, usable on any device and, above all, secure, exposing only the right data to the right user. Sites built without careful sharing design can leak information or become a maintenance burden that the business is afraid to touch.
Our approach
We design Experience Cloud sites around the tasks external users actually need to complete, then build them on a secure sharing model so each user sees only their own data. Branding and responsive design are treated as part of the experience, not an afterthought.
We connect the portal to the same Salesforce data your internal teams use, so customers and agents work from one source of truth. We build with maintainability in mind, so your team can update content and extend the site without fear of breaking access controls.
Capabilities
- Customer and partner portal design on Experience Cloud
- Self-service experiences for cases, orders and knowledge
- Secure sharing and access models for external users
- Branded, responsive site design and content structure
- Integration of portal actions with internal Salesforce data
- Content management and site maintenance enablement
How we deliver
- 01
Define
We identify the tasks external users need to complete and the data each type of user should see.
- 02
Design
We design the site structure, branding and sharing model so the experience is usable and secure.
- 03
Build
We build the portal on Experience Cloud, wiring self-service actions to the right Salesforce data.
- 04
Secure
We validate the sharing model so each external user sees only their own records, with nothing exposed by accident.
- 05
Enable
We hand over content management so your team can update the site without risking access controls.
Typical use cases
- Launching a customer portal for cases and knowledge
- Giving partners a branded space to collaborate and transact
- Offering self-service order and account information
- Deflecting routine support requests through self-service
- Publishing knowledge articles to external users securely
- Extending internal processes to customers without new silos
Business impact
- Customers and partners who can help themselves
- Fewer routine requests landing as internal tickets
- A branded, responsive experience on any device
- External users working from the same trusted data
- A secure sharing model that exposes only the right records
- A site your team can maintain with confidence
Frequently asked questions
How do you keep external portals secure?
We design the sharing model carefully so each external user sees only their own data, and we validate that access during testing so nothing is exposed by accident.
Can the portal use the same data as our internal teams?
Yes. We connect portal actions to the same Salesforce data your teams use, so customers, partners and agents work from one source of truth.
Will the portal match our brand?
We treat branding and responsive design as part of the build, so the site reflects your brand and works well on any device.
Can our team update the site after launch?
We enable content management and hand over the site so your team can update content and structure without risking the access controls.