Customer & partner portals
Give customers and partners branded, self-service access to orders, cases, quotes, and account data in real time.
Where every login starts
Salesforce Products
Turn your Salesforce data into a portal customers and partners actually use
Customers and partners lose trust when a portal feels disconnected from the systems behind it. We build branded Experience Cloud sites that put your live CRM, service, and order data directly in front of the people who need it — built around how they actually engage, not a standard template.
Full-lifecycle Salesforce delivery, not just setupBranded portals connected to live CRM & service dataBuilt around your users, not a standard templateOngoing support after go-live
Overview
Every login, portal, and self-service page belongs in one place — not five
At AD Infosystem, we help businesses design, implement, customize, integrate, and optimize Experience Cloud around the way their customers, partners, and employees actually engage, not around a standard template.
That means starting with your real user journeys, your real data, and your real systems — and building from there.
What we help you build
One source of truth, from first login to self-service
Every piece below reads from the same Salesforce data, so a portal user always sees information that's current — not a stale export.
Community & self-service experiences
Build help centers, knowledge bases, and discussion communities that answer common questions before they become a case.
Digital experience design & branding
Design responsive, on-brand sites with Experience Builder themes, templates, and custom Lightning Web Components.
Personalization & access management
Configure sharing rules, profiles, and personalization so every customer, partner, and employee sees exactly the data relevant to them.
Salesforce integrations
Connect Experience Cloud to ERP, order management, and e-commerce systems so portal content stays real-time instead of stale.
Custom Salesforce development
Extend Experience Cloud with custom Lightning Web Components, Apex, Flows, and APIs when standard components aren't enough.
Data migration & Salesforce optimization
Move legacy portal, community, or website content into Experience Cloud while improving structure, performance, and usability.
How we work
A full-lifecycle engagement, start to finish
The same team that maps your user journeys is the one that builds, integrates, and supports them — nothing gets lost in a handoff.
One team, start to finish
Discover
We map your current portal or community, your user journeys, and your data and access needs before touching any configuration.
Design
We design the Experience Cloud site architecture, branding, and access model around your actual users.
Build
We implement, customize, and integrate — from Experience Builder themes to custom Apex and LWC.
Migrate & launch
We move your content and users over cleanly, test access, and roll out with minimal disruption.
Support
We stay on as your org evolves — new pages, new integrations, ongoing managed services.
Why AD Infosystem
We stay long after configuration
Many implementations stop at configuration. We stay through integration, custom development, and the years of change that follow go-live.
A template rollout
- Generic portal theme with little real branding
- Experience Cloud lives on its own, disconnected from live CRM and order data
- Access and sharing rules set once, rarely revisited as users change
- Support ends when the project does
The AD Infosystem approach
- Portal designed around your brand and your actual user journeys
- Connected to live CRM, ERP, and order data
- Sharing rules and personalization tuned to how your business actually works
- Ongoing optimization and managed support after launch
Case studyConsumer packaging & industrial products
One connected platform for a global packaging leader
The customer is a global leader in consumer packaging, industrial products, protective packaging, and packaging supply chain services, with operations that depend on advanced technology to run efficiently across a worldwide footprint. Their digital platform needed to give customers self-service ordering, shipment tracking, account management, and RFQ capabilities backed by live ERP and CRM data — not a static portal bolted on the side.
- Real-time order status, shipment tracking, and self-service for customers
- Centralized control of supply chain, manufacturing, and financial processes
- Stronger supply chain visibility, enabling proactive decisions instead of reactive ones
- Faster, more accurate transactions through automated EDI communication
25%
ROI within the first 18 months, from lower operating costs, faster order fulfillment, and higher customer satisfaction.
- ERP
- Tecsys Elite 24
- CRM
- Salesforce
- EDI
- Dell Boomi
- E-commerce
- Salesforce Commerce Cloud
- Integration
- Dell Boomi
The stack
Capabilities
Our Experience Cloud capabilities
- Experience Cloud implementation
- Salesforce consulting
- CRM assessment & optimization
- Customer & partner portal design
- Community & self-service builds
- Workflow & Flow automation
- Custom objects & applications
- Apex & Lightning Web Components
- Salesforce data migration
- API & third-party integrations
- ERP & e-commerce integration
- Portal analytics & dashboards
- User, sharing & security configuration
- Salesforce support & managed services
FAQs
Common questions before getting started
We're new to Experience Cloud — where do you start?
We start with discovery: mapping your users, their journeys, and the data they need access to. The Experience Cloud design follows from that, not the other way around.
We already have a portal or community. Can you improve it instead of rebuilding it?
Yes. A large part of our work is optimization — refreshing the design, fixing access rules that have grown unreliable, and extending an existing site rather than starting over.
Can Experience Cloud connect to our ERP or e-commerce platform?
Yes. We regularly integrate Experience Cloud with ERP, e-commerce, order management, and other systems so portal content stays live instead of going stale.
What if standard components aren't enough for our design or process?
We extend Experience Cloud with custom Lightning Web Components, Apex, Flows, and APIs to support experiences that standard templates can't handle on their own.
Do you support us after go-live?
Yes. We offer ongoing support and managed services so your site keeps working well as your users, content, and integrations evolve.
Keep reading
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Read moreAutomateAgentforce
AI agents for service, sales and operations — grounded in your data, given the actions they need and the boundaries they must not cross, and handing off to people when they should.
Read moreBuild a Salesforce experience your customers and partners actually want to use
Whether your goal is a branded self-service portal, a connected partner community, or more value from the Experience Cloud you already have — tell us where you're starting from.
- Response within one business day
- No obligation — just a conversation about your users
- Works whether you're new to Experience Cloud or optimizing an existing site