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Salesforce Experience Cloud Consulting
Connected Portals Built on Salesforce Data
Portals fail when they are disconnected from core CRM data. Our work in Salesforce Experience Cloud consulting connects users directly to Salesforce records, workflows, and permissions, supporting service, collaboration, and secure access without duplicating systems.
What Makes Folio3 a Trusted Partner for Salesforce Experience Cloud Consulting
Experience Cloud touches customer service, partner operations, and internal teams at the same time. Small decisions around data access, sharing rules, and page structure can create long-term issues if they are not planned carefully.
We approach Salesforce Experience Cloud Consulting by starting with how users should interact with Salesforce data. That includes authentication models, object visibility, record ownership, and flow-based actions across service and collaboration use cases.
Our teams configure Experience Cloud sites that remain manageable after launch. Administrators understand how pages are built, service teams know where data comes from, and partners can work within defined access boundaries without constant support requests.
Salesforce Experience Cloud Consulting Solutions Built Around Your Users
Experience Architecture Design
Our Salesforce Experience Cloud Consulting work starts with experience architecture. We define how users authenticate, which Salesforce records they can access, and how pages guide them through service or collaboration tasks. This structure supports consistent behavior across desktop and mobile access.
We help you with:
- User access models
- Data visibility rules
- Page layout structure
- Navigation logic
Customer Service Portals
Experience Cloud is often used to support customer self-service. As part of Salesforce Experience Cloud Implementation, we configure portals that connect directly to Service Cloud cases, knowledge articles, and flows so customers can resolve issues without leaving Salesforce data boundaries.
We help you with:
- Case submission flows
- Knowledge access setup
- Status tracking views
- Self-service actions
Partner and PRM Portals
Salesforce Experience Cloud Consulting for partners focuses on controlled data sharing. We define how partners access leads, opportunities, and deal workflows while protecting internal sales data. This structure supports collaboration without exposing sensitive Salesforce records.
We help you with:
- Partner access rules
- Opportunity sharing
- Deal workflows
- Partner dashboards
Internal Employee Hubs
Our Salesforce Experience Cloud Consulting work for employees supports teams beyond standard licenses. We configure employee-facing sites for requests, collaboration, and shared resources tied to Salesforce data. This structure maintains security while supporting daily internal operations.
We help you with:
- Internal request flows
- Shared resource access
- Team collaboration pages
- Workflow-driven actions
Custom Page and Component Development
We do not design and develop standard components through our Salesforce Experience Cloud Consulting work; we extend beyond that. We use Lightning Web Components to present Salesforce data through custom pages and actions. This structure supports specific operational needs while staying within platform limits.
We help you with:
- Custom UI components
- Record-driven displays
- Action-based components
- Performance-safe extensions
Agent Productivity Support
Experience Cloud often supports agents working alongside customers and internal teams. We configure portals, views, and guided actions that reduce manual steps and keep agents working within Salesforce records and workflows. This structure helps agents resolve requests faster without switching systems.
We help you with:
- Contextual record access
- Guided task actions
- Workflow-based routing
- Shared case visibility
Experience Governance and Change Control
Our Salesforce Experience Cloud Consulting work supports controlled changes after launch. We manage how pages, audiences, and workflows evolve without disrupting existing access rules. This structure keeps Experience Cloud sites stable as requirements change.
We help you with:
- Audience targeting updates
- Page version control
- Access rule changes
- Safe enhancements
Salesforce Experience Cloud Consulting Services
We provide full Salesforce Experience Cloud Consulting Services across planning, configuration, rollout, and long-term support, aligned with Salesforce’s Experience Cloud platform model.
Experience Cloud Implementation
Customization and Extensions
Integration with Salesforce Clouds
Testing and Launch Support
Post Launch Enhancements
Get a Structured Salesforce Experience Cloud Implementation for Long-Term Use
Our Certifications
Work with some of the most experienced certified Salesforce consultants and specialists, boasting expertise across the entire ecosystem.
Our Portfolio on Salesforce Solutions
Major Key Technologies, our success is measured by the milestones our clients achieve. Explore how we've empowered businesses with cutting-edge solutions, driving growth and innovation.
We helped Wealth Architects improve their email system by connecting Salesforce with Outlook and Gmail. We set up automatic lead creation from emails and made a custom Salesforce app for secure access. We also added DocuSign to make signing documents easier.
Folio3 helped Electrocore enhance their Salesforce CRM by improving sales cycle tracking and service delivery while ensuring HIPAA compliance. We integrated Salesforce with marketing automation and Oracle NetSuite ERP for a streamlined order-to-cash process. The solution also improved data synchronization and provided better insights for customer engagement.
Agentforce-Assisted Experiences Built on Salesforce Data
Salesforce Experience Cloud works with Agentforce and Einstein to support guided interactions across service and collaboration use cases. We configure these capabilities within Salesforce Experience Cloud Consulting so agents assist users while actions remain tied to governed Salesforce data.
Agentforce-driven capabilities include:
Guided case actions
Knowledge suggestions
Workflow prompts
Access checks
Task routing
Usage insights
Our Strategic Approach to Experience Cloud Consulting
Experience
Review
We assess users, data access, and portal goals.
Use
Mapping
We define service, partner, and collaboration scenarios.
Core
Configuration
We configure pages, permissions, flows, and templates.
Data
Integration
We connect Experience Cloud with Salesforce objects and clouds.
Validation
Enablement
We test access, journeys, and train internal teams.
Ongoing
Support
We support updates, enhancements, and long-term stability.
Certified Salesforce Experts Behind Every Experience Cloud Build
As a Salesforce Consulting Partner, Folio3 delivers Experience Cloud programs through certified Salesforce professionals with hands-on portal delivery experience. Our teams work directly with service, sales, and operations stakeholders to configure Experience Cloud sites that stay stable as usage grows.
Why Folio3 Is a Reliable Partner for Salesforce Experience Cloud Consulting
Access Clarity
Experience Cloud projects fail when access rules are unclear. We help teams define who sees what, why, and when inside Salesforce.
System Stability
Our Salesforce Experience Cloud Implementation work focuses on predictable behavior across pages, flows, and data access.
Change Confidence
As a Salesforce Experience Cloud consultant, we help teams add users, content, and workflows without disrupting existing portals.
Long-Term Partnership
As a Salesforce Experience Cloud partner, Folio3 supports Experience Cloud as usage expands and requirements change.
We’re a Globally Trusted Salesforce Implementation Company
Majorkey
We used Folio3 over the last 3+ years for many projects, including org merges, complicated workflows and enhancements. Folio3 is was very detailed in the work. They are experts. They can explain complicated tasks so even the novice in the room can understand. Appropriate and reasonable timelines are assigned so that there are no issues with any tasks for transition. The project closed without any hang ups or hold ups and we continue to do enhancements on the application with Folio3.
Sunhero
Folio3 did a great job in scoping the request and keeping communication going throughout the task This was a very ambiguous request and they managed to troubleshoot the issue and explore different options. I would hire them again
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Read moreFrequently Asked Questions (FAQs)
Salesforce Experience Cloud Consulting covers portal design, configuration, customization, testing, and support for customer, partner, and employee experiences built on Salesforce data.
Timelines depend on user types, data access rules, and customization needs. Most projects run from several weeks to phased rollouts.
Yes. Experience Cloud connects directly with Salesforce objects, cases, opportunities, and flows across clouds.
Many use cases work with standard components. Custom development is used when specific UI or actions are needed.
Experience Cloud spans users, data, and security. Folio3 provides structured delivery and post-launch support to keep portals reliable.