Partner portals (PRM)
Deal registration, lead pass and distribution, opportunity collaboration, partner onboarding journeys, tiering and scorecards, MDF workflows, and channel dashboards. Partners work your pipeline inside your pipeline.
Home / Salesforce / Experience Cloud
Salesforce Experience Cloud
You built a portal. Nobody logs in.
Portals fail for the same reason every time: they're brochures with a login page. An Experience Cloud site that works is built on your live Salesforce data model, so partners register deals, customers solve their own cases, and every visit updates the CRM instead of a disconnected microsite.
Fixed fee. A contractual floor of finished work every month, with a refund behind it. First production release in week one.
Sound familiar?
The portal exists. The behavior doesn't.
Partners email you anyway.
Deal reg lives in the portal; the deals live in your inbox.
Self-service deflects nothing.
Customers browse two articles, give up, and open a case with no context.
The portal and the CRM disagree.
Because the portal was built beside Salesforce, not on it.
Guest access is a security review waiting to happen.
Sharing was configured to "make it work" and nobody has audited it since.
Every change needs a developer.
Marketing can't touch content, so the site aged out six months after launch.
The build
Portals that run on your data model. Not next to it.
Customer help centers & self-service
Knowledge search, guided case deflection flows, case creation with the right data attached, case status tracking, and entitlement-aware experiences. The goal is measured deflection, not a prettier contact form.
Customer & member communities
Authenticated account portals: orders, invoices, assets, renewals, program enrollment, and the record-level experiences that make "log in to see your stuff" actually true.
Site architecture: LWR & Aura
Platform selection and build on LWR (performance, modern component model) or Aura where the template fits, with custom Lightning Web Components where the out-of-box components stop.
Identity, access & login experiences
SSO (SAML/OIDC), social login, self-registration flows, passwordless options, and login discovery. External identity architected deliberately, not defaulted.
Sharing & security model
Sharing sets, share groups, external OWDs, audience targeting, and guest user security hardening. The part everyone gets wrong, audited and documented so your security review is a formality.
Content & branding
Salesforce CMS setup, theming and design tokens to your brand, audience-targeted content, and editorial workflows so marketing updates the site without a ticket.
Messaging & AI in the experience
MIAW chat embedded in the portal with identity carried through, and Agentforce agents serving authenticated users with answers grounded in their records. Agentforce →
License & cost architecture
Member-based vs login-based licensing modeled against your traffic, plus the data model choices that keep external user costs from surprising your CFO at renewal.
Analytics & adoption
Deflection rate, portal-sourced pipeline, login and engagement tracking, and the weekly written delivery report every engagement includes.
Month one
While the big firm redlines the wireframes, your portal starts working.
- Week 1
Embedded & delivering.
DAISA maps your data model, sharing architecture, and existing site debt. Backlog prioritized. First fixes in production, and guest-user security findings flagged immediately.
- Week 2
The core experience.
Authentication flows, the primary object experiences (cases, deals, orders), and navigation shipped to a pilot audience.
- Week 3
The behavior layer.
Deflection flows, deal reg, CMS and branding, sequenced by which behavior you need first. Documentation generated as we build.
- Week 4
Executive review.
Everything shipped, adoption baseline, and a 90-day roadmap. Forward it to your board.
The guarantee
The only portal engagement with a refund behind it.
You tell us the behavior you need: deflection rate, partner-sourced pipeline, portal adoption. We value each result together and write a monthly floor of finished results into the contract. A floor, not an estimate. Cash back if we miss. No change orders, ever.
A floor, not an estimate.
In the contract before we start.
Cash if we miss.
Same percentage of fees back that we missed by. Cash, not credits.
No change orders. Ever.
New priority moves to the front. Nothing becomes an invoice.
FAQ
Straight answers.
Before the briefing.
We have a portal already and it's a ghost town. Rebuild?
Usually re-architecture, not rebuild. Ghost towns are almost always a data-model problem (nothing useful behind the login) or a friction problem (login itself). We diagnose in days and fix the cause, not the paint.
LWR or Aura?
LWR for most new builds: faster, modern component model, better long-term path. Aura where an existing template or component investment makes it pragmatic. We'll show you the tradeoff in your context, not a religious position.
Can external users see only their own data, guaranteed?
Yes, and we treat it as a security engagement, not a checkbox: external OWDs, sharing sets, guest profile hardening, and documented test evidence you can hand to your security team.
What about licensing costs?
We model member vs login-based licensing against your real traffic before you commit, and design the experience so you're not paying full licenses for users who visit twice a year.
How fast can a portal launch?
A focused help center or partner portal MVP fits inside a 6 to 12 week Launch, with the first authenticated experience live to a pilot group in weeks. Fixed fee, fixed timeline.
Every case your portal doesn't deflect costs real money. Scoping the fix costs 30 minutes.
Bring us your case volume or your channel org chart. We'll show you what an Experience Cloud POD ships in month one and put a delivery floor on paper.