Give your customers and partners a self-service portal built on Salesforce — secure, branded, and connected to your CRM.
Allow customers to log support cases, track status, view their account details, and find answers — without calling you.
Enable partners to share leads, manage deals, access sales materials, and collaborate — all within a secure Salesforce portal.
Custom portal themes, colours, and layouts that match your brand identity — not a generic out-of-the-box look.
Configure user registration flows, login pages, and access controls — ensuring users only see what they should.
Connect your portal directly to your existing Salesforce CRM data — accounts, cases, orders, contacts — in real time.
Every portal is built with proper sharing rules and access controls so each user only sees their own data.
We build secure, branded portals using Salesforce Experience Cloud. These portals allow your customers or partners to log in, raise support cases, view their account details, access documents, and interact with your team — without needing to call or email you for every request.
Experience Cloud portals reduce your support workload, improve customer satisfaction, and give your partners a professional collaborative space — all powered by your existing Salesforce data.
Our team is based in Nellore, India, with clients across Sydney, Australia, Singapore, Malaysia, and Southeast Asia.
Every portal we build ensures that each user only sees their own data. We configure Salesforce sharing rules, guest user profiles, and object-level access controls carefully so your customer and partner data stays protected at all times.
Case lodgement, status tracking, account details, and knowledge base access.
Lead sharing, deal management, document access, and collaboration tools.
We define who will use the portal, what they need to do, and what data they should access.
We configure the portal structure, branding, pages, and CRM data connections in Salesforce.
We test all access controls to ensure users only see the data they should — nothing more.
We launch the portal, set up user registration, and ensure your customers can get started straight away.
Email us at info@vismiai.com or call +61 02 8632 4946 to discuss your portal requirements.
Contact Us TodaySalesforce Experience Cloud is a platform for building branded digital portals that connect external users — customers, partners, brokers, or employees — to your Salesforce CRM data. Portals can include case lodgement, account self-service, document sharing, partner lead management, and knowledge base access — all secured by Salesforce's role-based access controls.
A customer portal gives your external customers a self-service interface — they can log support cases, track status, view their account, and access knowledge base articles without contacting you. A partner portal is designed for your business partners or resellers — they can share leads, manage deals, access sales collateral, and collaborate with your internal team. Both are built on Experience Cloud and connected to your CRM in real time.
Security is configured at multiple levels. We set up sharing rules so each user only sees their own records, configure guest user profiles with minimal permissions, apply object and field-level security, and test all access control configurations thoroughly before go-live. Your customer data is never exposed to other portal users.
Yes. We build custom portal themes with your brand colours, fonts, logo, and layout — so the portal looks like a natural extension of your website rather than a generic Salesforce interface. Experience Builder allows full visual customisation for most branding requirements, with Lightning Web Components used for any bespoke UI elements.
A focused customer or partner portal — setup, branding, user registration, access controls, and CRM data connection — typically takes 6 to 10 weeks. More complex portals with custom components or multiple user types can take 10 to 16 weeks. We work in two-week sprints with working deliverables at each stage.
Yes — this is one of the core advantages of building on Salesforce Experience Cloud. The portal connects directly to your Salesforce CRM in real time. When a customer submits a case through the portal, it appears instantly in your support team's Salesforce queue. When a partner registers a lead, it lands in your sales pipeline automatically. Contact us to discuss your requirements.