Experience Cloud portals designed for self-service, scale, and connected customer data
Customer, partner, and service portals that connect people to the right data, securely.
Portals are where customers and partners experience your Salesforce estate directly. Ludx Digital builds them on a foundation of secure access and connected data, so self-service genuinely reduces effort for customers and teams alike.
A portal is only as good as the data and permissions behind it.
- Self-service portals stall when the role model, sharing rules, and identity strategy are an afterthought.
- Customers and partners are forced across disconnected systems to complete a single journey.
- Portals built as standalone microsites miss the service, commerce, and marketing context that makes them useful.
We design portals around the role model, security, and connected data first — then layer on UX, knowledge, and guided journeys. The result scales across customers, partners, and internal service teams without becoming a maintenance burden.
Capabilities
- Customer self-service portals
- Partner and B2B account portals
- Service request and case portals
- Knowledge, guided journeys, and support flows
- Secure authenticated and guest user experiences
- Role-based access, profile, and permission design
- Portal performance, accessibility, and multilingual readiness
- Integration with Service, Commerce, Data, and Marketing Cloud
Where Experience Cloud Portals delivers value
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Customer self-service hub
Case deflection through knowledge, guided flows, and account self-service tied to live Service Cloud data.
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Partner / B2B account portal
Authenticated access to orders, pricing, documents, and support for partner and B2B accounts.
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Guest-to-known journeys
Secure transitions from guest browsing to authenticated, personalised experiences.
- Sharing model, role hierarchy, and permission set design
- Authenticated vs guest user experience patterns
- Identity, SSO, and external identity considerations
- LWR / Aura site performance and accessibility
- Integration with Service, Commerce, and Data Cloud
Related Salesforce clouds
- Service Cloud
- Commerce Cloud
- Data Cloud
Ready to make Salesforce more intelligent?
Book a focused discovery call to identify where AI, commerce, service, marketing, and data can work harder in your Salesforce estate.