Experience Cloud Quick Start

Discovery & Planning (5 Hours)

Pain Points Addressed

• Fragmented user groups: Define 2-3 core audiences (e.g., partners, customers) to avoid overcomplication.
• Unclear ROI: Map measurable goals (e.g., 30% reduction in support tickets)

Workshops

• Prioritize use cases like self-service support or partner collaboration

Template Selection

• Use Salesforce’s pre-built templates (e.g., Customer Service) to save time

Deliverable

• 1-page roadmap with phased rollout (launch fast, scale later)

Core Configuration (25 Hours)

Mid-Sized Pain Points Addressed

• Limited IT bandwidth: Zero custom code; use point-and-click tools
• Data security risks: Simplify role-based access without over-engineering

Portal Setup (15 Hours)

• Branding: Apply logos/colors (no custom CSS) for quick brand alignment.
• Navigation:
  • 4 tabs (e.g., Home, Knowledge, Cases, Contacts) to avoid clutter.
  • 2 components (e.g., Case submission, Knowledge search) for immediate value.
• Audience Targeting: Separate partners from customers with 1 audience filter.

Security (10 Hours)

• Roles & Profiles: Restrict access to Cases/Knowledge by user type.
• Sharing Rules: Ensure partners only see their accounts/opportunities.
• Guest Access: Enable public Knowledge Base to deflect support calls.

Training & Enablement (5 Hours)

Admin Training (3 Hours)

• Focus on day-to-day tasks (user access, content updates)

End-User Training (2 Hours)

• Simplify navigation with a “top 3 tasks” focus (submit Cases, search Knowledge)

Deliverable

• Bite-sized video tutorials for easy onboarding

Review & Feedback (5 Hours)

30-Day Metrics

• Track login rates, Case deflection, and user feedback

Feedback Session

• Prioritize low-effort/high-impact optimizations (e.g., add a FAQ tab)

Key Deliverables

• A secure, branded portal with targeted access for partners/customers.
• Reduced IT dependency with intuitive admin tools.
• Clear ROI tracking (e.g., support cost savings).

Exclusions (Avoid scope creep for mid-sized budgets)

• Custom code/Lightning Web Components (LWCs).
• Single Sign-On (SSO) or complex integrations.
• Advanced automation (e.g., Einstein AI).

Optional Add-Ons (Scalable for future growth)

🔄 Phase 2: Efficiency Boosters

• SSO Setup (+10 Hours): Simplify logins with Azure AD/Okta.
• Basic Automation (+8 Hours): Auto-route Cases to reps.

📈 Phase 3: Advanced Engagement

• Mobile Optimization (+10 Hours): Responsive design for field teams.
• Einstein Chatbot (+15 Hours): Deflect 50%+ routine queries.

Why This Works for Mid-Sized Companies

Cost Control

• Launch a functional portal in 40 hours with no hidden fees

Speed-to-Value

• Focus on high-impact features (Knowledge Base, Case deflection).

Security Simplified

• Role-based access protects data without complex configurations

Scalability

• Add-ons align with growth (e.g., SSO when user base expands).

Recommendations for Mid-Sized Teams

Start Small

• Launch with 1-2 user groups (e.g., partners) before expanding.

Leverage Pre-Builds

• Use Salesforce templates to avoid reinventing the wheel.

Free Post-Launch Q&A

• Include a 1-hour session to address user FAQs and reduce adoption friction.

Pain Points vs. Solutions

Your Configuration

Base Package

$10,800

Total Investment

$10,800

Need a custom solution?

Contact our team

Optional enhancements