Salesforce Customer Portal
without a licence for every customer.
Their opportunities, quotes and orders, and the full history on every case, on a login you own. It reads live from Salesforce, so your customers see the same records your team is already working in rather than a copy beside them.
Where Experience Cloud genuinely fits, we will say so rather than quote. Where it does not, you get a fixed-price scope, an Australian team and support after launch.
On your domain, in your branding, and yours at the end of it.
- No per-user fee Portal logins do not cost Salesforce seats
- 18+ yrs Building business software
- Fixed Price scopes, no surprises
- You own it Code, docs and credentials
Built here. Your data stays here.
- No offshore development. Everything is written by our own team in Australia. Nothing is subcontracted overseas.
- Your data stays onshore. Hosted in Australia, on infrastructure you own, under Australian law.
- Every state, not just ours. Perth, Melbourne, Sydney, Brisbane, Adelaide and everywhere between.
What your customers see
What your customers see in a Salesforce portal
Every screen reads live from Salesforce, so the figures match because they come from Salesforce rather than from a copy somebody refreshes.
- Their opportunities, quotes and orders
- Cases and the full history on each
- Contracts and documents shared with them
- Forms that write back to the object they belong to
- Account details they maintain themselves
Who logs in
What people ask us for
Start with the job your Salesforce portal has to do
The same portal gets asked for in six different ways depending on where you are up to. Select any one to read how we approach it.
One place, one view
Your customers should not need three logins
Salesforce holds part of the picture. The rest is in the job system, the CRM, the payment gateway and wherever your documents live. A portal that only reads Salesforce hands your customer a fragment and sends them back to the phone for the rest.
We join them. One login, designed to your brand, showing a complete account view built from every system that has a piece of it.
- Your accounting system, so invoices and payments sit beside the account
- Your delivery or job system, for what happens after the sale
- Payment gateways, so paying in the portal reconciles where the money is tracked
- Document storage, including anything held outside Salesforce
- Your website or app, so the login is part of your brand rather than beside it
How it works now
Every question lands on your desk
- Customers ring or email to ask the same questions
- Somebody exports from Salesforce and sends it out
- Chasing takes a person the best part of a day a week
- No record of who was told what, or when
After
Customers look it up, straight from Salesforce
- Available any time, straight from Salesforce
- Nothing rekeyed, because it is read rather than copied
- Anything they submit posted back where you want it
- An audit trail of who saw what and when
Scoped and quoted before you commit. You own the code, the documentation and the credentials at the end of it.
Get a fixed-price scopeQuestions owners ask about a Salesforce portal
Is this the Salesforce login?
No. The Salesforce login is where you and your staff work. This is a separate portal you own, for your customers, that reads and writes your Salesforce data. Your customers never get access to Salesforce itself.
What can customers actually see?
Typically their opportunities, quotes and orders, cases and the full history on each, contracts and documents shared with them. What they cannot see is anything else, because the portal only ever requests the records belonging to that contact.
What is the hardest part of Salesforce portal work?
Salesforce has its own portal product in Experience Cloud, and where that fits your needs we will say so rather than build. The reason clients come to us is usually licensing or fit: a custom portal reads through the API and costs nothing per external user, which changes the economics entirely once you have more than a handful of them.
Do we need a licence for every portal user?
No. The portal reads through the API under one connection, so the number of customers logging in does not change what you pay Salesforce. That is usually the reason a custom portal costs less than the alternative once you have more than a handful of users.
Will it slow Salesforce down or put our data at risk?
The portal reads through the API rather than touching your system directly, so day-to-day use is unaffected. Writes are limited to what you approve, and everything is logged so you can see what changed and when.
How long does it take?
A straightforward portal over Salesforce is usually weeks rather than months. We scope it and quote fixed-price before starting.
Sending your details…
You can stay on this page while we send it.
Tell us what your customers keep ringing about
Which Salesforce edition you are on, roughly how many customers would use it, and what they most often ring about. We will come back with a straight answer and a fixed-price scope.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
