Build Your Own Salesforce Portal

Create the experience you want with our self-configurable, ready-to-integrate Salesforce Customer Portal. Style your themes, widgets and seamlessly manage your content within minutes.

  • Complete Drag & Drop Builder

    Personalize your Salesforce customer portal by simply dragging and dropping the templates, layouts, forms, menus, and other portal components.

  • Configurable Widgets

    Get your pages ready in no time! Design your templates and pages using the standard design components with custom data binding.

  • Design Layouts

    Give a personal touch - create and customize design templates for banners, pages, widgets, forms, and more.

  • Enhanced Content Management

    Share data with your customers securely as per their assigned roles. Decide which data (articles, FAQs, etc.) to keep visible publicly and which data to give access to only after sign-in.

Build Your Own Portal

Complete Drag & Drop Builder

Personalize your Salesforce customer portal by simply dragging and dropping the templates, layouts, forms, menus, and other portal components.

Build Your Own Portal

Configurable Widgets

Get your pages ready in no time! Design your templates and pages using the standard design components with custom data binding.

Build Your Own Portal

Design Layouts

Give a personal touch - create and customize design templates for banners, pages, widgets, forms, and more.

Build Your Own Portal

Enhanced Content Management

Share data with your customers securely as per their assigned roles. Decide which data (articles, FAQs, etc.) to keep visible publicly and which data to give access to only after sign-in.

Build Your Own Portal

Instant Results

Allow customers to search queries and relevant content within seconds through advanced search filters.

Configure Portal Your Way

Salesforce client portal ensures high level customer management with full compatibility with Salesforce and real-time configurations as per the business needs.

  • 360 Object Management

    Get full control over objects in CRM and portal. Use standard and custom objects in your CRM and configure them as per your business requirements.

  • Custom Dashboard

    Salesforce client portal lets you customize your dashboard to ease customer navigation. View priority tasks and set quick links to widgets like recent activity, counter block, etc. for any required object.

  • Role-Based Access

    Enhance portal security by assigning roles and permissions to different portal users and grant them access based on these assigned roles.

  • Streamlined User Management

    Admin can add user roles and define access rules for each. In the case of more than one admin, the main admin can give role-based configuration rights to different admin users.

Configure Portal Your Way
  • Configure Active CRM Layout

    Configure the active CRM layout to automatically reflect all the changes made in the CRM forms directly on your portal.

  • Advance Field Level Configuration

    Manage the field labels and tooltips for each and every field. Set whether the fields are required, read only, searchable and so on.

  • 360 Object Management

    360 Object Management

    Get full control over objects in CRM and portal. Use standard and custom objects in your CRM and configure them as per your business requirements.

  • Custom Dashboard

    Custom Dashboard

    Salesforce client portal lets you customize your dashboard to ease customer navigation. View priority tasks and set quick links to widgets like recent activity, counter block, etc. for any required object.

  • Role-Based Access

    Role-Based Access

    Enhance portal security by assigning roles and permissions to different portal users and grant them access based on these assigned roles.

  • Streamlined User Management

    Streamlined User Management

    Admin can add user roles and define access rules for each. In the case of more than one admin, the main admin can give role-based configuration rights to different admin users.

  • Configure Active CRM Layout

    Configure Active CRM Layout

    Configure the active CRM layout to automatically reflect all the changes made in the CRM forms directly on your portal.

  • Advance Field Level Configuration

    Advance Field Level Configuration

    Manage the field labels and tooltips for each and every field. Set whether the fields are required, read only, searchable and so on.

Ease of Operations

Salesforce client portal comes with a competitive price and serves the best-in-class quality result in the industry. With the seamless sync between CRM and portal, it allows efficient and centralized management of operations.

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Mobile Friendly

Mobile Friendly

Our Salesforce client portal provides a fully responsive and engaging mobile interface that enriches the customer experience by allowing them to access the portal whenever and wherever they want.

Custom Build Navigation

Custom Build Navigation

Design and style your own page with easy-to-use design layouts using drag & drop functionality or code editor.

Page Level Access Permission

Page Level Access Permission

Manage overall roles and permissions along with page level access permissions for all customers with our Salesforce client portal.

Flexible Third Party Integrations

Flexible Third Party Integrations

Ease your workflow by integrating third-party plugins with our Salesforce customer portal. Allow single sign-in with Facebook, Gmail, or Microsoft.

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Simplify and Automate with Salesforce Customer Portal

Adapt our flexible Salesforce customer portal and establish a productive connection by scaling it according to your business needs. Automate processes, provide secure access of CRM data to your customers to simplify their work.

Need a CMS Integrated Solution?

We offer a Salesforce WordPress Customer Portal - with the flexibility of WordPress on frontend and robustness and effectiveness of Salesforce on the backend.

Why Salesforce Customer Portal

Synchronized Solution

Synchronized Solution

Salesforce customer portal permits an easy and real-time synchronization between the portal and Salesforce CRM. You can also preserve and reset data while switching CRM.

Seamless Data Flow

Seamless Data Flow

Salesforce client portal enables an on-demand, hassle-free exchange of information between CRM and the portal.

Enhanced Customer Engagement

Enhanced Customer Engagement

Streamline user management and keep your customer engagement alive and updated with emails and notifications.

360 View on Dashboard

360 View on Dashboard

Manage every action from a dashboard without having to switch between different interfaces.

Dynamic and Flexible

Dynamic and Flexible

Build pages with simple, easy-to-use drag and drop dynamic widgets without having to write a single line of code.

Cost-Effective

Cost-Effective

It is an easy to configure portal where all the entities are managed centrally. This in turn lowers your operational requirements and cost.

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