Experience Cloud for Customers Quick Start Package

Completion Timeline:
Approximately 4 Weeks

Call +1 516 637 2191 or
email [email protected]
for more information.


Project Kickoff and
Business Process Reviews

We’ll discuss your objectives for Experience Cloud, including a customization plan for your sales process

Experience Cloud
Portal Setup

We’ll customize your Experience Cloud Portal using the standard template to display up to four tabs, two components, and one audience using the point and click Salesforce Experience Cloud configuration options.

Security Setup

We’ll configure your Role Hierarchy and Profiles to ensure information shared in the portal is the correct data.

Experience Cloud Training

We’ll perform a one-hour training on Experience Cloud, including administration, moderation, and user setup

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experience.

Ready to get started? We can help.