We build customer portals, partner portals, and community sites on Salesforce Experience Cloud — branded, secure, and connected to the CRM data your business already runs on.
Experience Cloud is Salesforce's platform for portals and community sites — digital front doors where customers, partners, and members interact with your business using live CRM data. Salesforce portal development done well means a customer checks their case status instead of calling, a partner registers a deal instead of emailing a spreadsheet, and your team stops being the human middleware between people and their own information.
Typical builds include:
We also modernize aging portals — older Aura-template sites can usually be rebuilt on LWR with better performance and a lower maintenance burden.
Portal projects succeed or fail on two early decisions: the security model and the license model, so we settle both before any page is designed. Discovery defines who the audiences are, what data they must see, and what they must never see — then we design the sharing architecture and pick the right Experience Cloud license type, because license choice changes both cost and capability and is painful to reverse later.
Design comes next: information architecture and branded UX for the site itself, informed by the tasks users came to complete rather than the org chart of your website. The build runs in sprints with working pages you can click from the first weeks. Before launch we run a pilot with a small real-user group — customers or partners, not employees pretending — because pilots surface the confusing navigation and missing content that internal testing never finds.
Launch is phased and instrumented: adoption, deflection, and task-completion metrics from day one. Most Experience Cloud implementations run 6 to 14 weeks depending on custom components, integrations, and content volume. We hand over with an editor's guide so your team updates content without a developer.
The hardest part of Experience Cloud is not the pages — it is exposing internal CRM data to external users safely. A portal that leaks one customer's data to another is a breach, not a bug. As an official Salesforce Partner with 20+ years of combined team experience and a 98% client satisfaction rate, we treat the sharing model as the core deliverable and test it adversarially before launch. Apexify is headquartered in Calgary and builds portals for companies across Canada and the US.
Portals compound the value of what you already run. A self-service portal is the natural front end to Service Cloud, turning your knowledge base into deflected cases; a partner portal extends your Sales Cloud pipeline to the channel. We design portals as part of that system, not as standalone websites.
This service fits support teams drowning in status-check calls, companies scaling a partner channel beyond email, and organizations whose aging portal no longer matches their brand or their data. If a portal is not the right answer — sometimes a simple notification flow is — we will tell you in the first meeting.
Two costs matter: the implementation and the licenses. Build cost depends on custom components, integrations, and content volume — a focused self-service portal sits at the low end, a custom partner portal with deal registration higher. License cost depends on user volume and login model, which we help you optimize since the wrong license choice can dwarf the build cost. Both are scoped in discovery.
Six to fourteen weeks for most portals. A self-service portal on standard components can pilot within about six weeks; heavily branded sites with custom components and integrations run longer. Content readiness is the variable clients underestimate — knowledge articles and partner materials take internal time to produce, so we flag that workstream in week one.
Yes. Modern LWR sites give full control over layout, typography, and components, so the portal looks like your product, not a CRM. We build from your brand guidelines and design for the tasks users came to do. The Salesforce part — live CRM data, security, workflow — stays under the hood where it belongs.
Yes, when the sharing model is designed deliberately. Experience Cloud has a dedicated external sharing architecture — sharing sets, audiences, and object permissions — that controls record-level visibility. We design least-privilege access from the start and test it adversarially before launch, attempting to reach other users' data the way a curious customer would. That testing is non-negotiable in our process.
Yes — most of our portal work is delivered remotely to clients throughout North America. Our Mountain Time base overlaps every US and Canadian business day, so workshops, demos, and support fit your hours. Portal projects suit remote delivery well: pilots, UX reviews, and training all run effectively over video with your real users.
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