Experience Cloud for Customers Quick Start Package

Experience Cloud for Customers Quick Start Package



Completion Timeline:
Approximately 1 Week

Call +1 (289) 937-1775 or
for more information.


Project Kickoff and Business Process Reviews

  • At the project kickoff, we will discuss your objectives for Experience Cloud, and develop a customization plan to align with your sales process

Experience Cloud Portal Setup

  • We will customize your Experience Cloud Portal using the standard template, allowing you to display up to four tabs, two components, and define one audience. All of this will be accomplished using the point-and-click Salesforce Experience Cloud configuration options.

Security Setup

  • To ensure data accuracy and privacy, we'll configure your Role Hierarchy and Profiles, securing the information shared within the portal.

Experience Cloud Training

  • To equip your team with the necessary skills, we offer a one-hour training session on Experience Cloud, covering administration, moderation, and user setup.