Make a lasting impression with Experience Cloud
We help you create amazing on-brand knowledge bases, ai-enabled portals and more with Salesforce Experience Cloud. From strategy to launch, our team makes Salesforce Experience Cloud implementation simple and effective.
Set up personalized self-service portals in a snap
We’ll team up with you to easily create custom knowledge bases, partner portals, and other self-service tools that help you strengthen your relationships with customers.
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We’ll bring your brand to life
Your brand is more than just colours and logos. It is the full experience. We customize every digital touchpoint to ensure your users recognize and trust you at every step.
We help build customer experiences that wow
We know what makes a great customer experience. Our experts will create smooth, engaging experiences that keep your customers coming back.
How Operatus Helped Redesign Health Upgrade Their Advisory Program without Breaking the Bank
Challenge
Redesign Health, a healthcare VC firm, needed a more automated and professional process to support its advisory program.
Solution
Operatus built a custom Salesforce Experience Cloud portal that improved advisor adoption and included features like custom scheduling and integrated Zoom and DocuSign workflows, saving them on extra software licenses.
Our Salesforce Experience Cloud implementation process
We’ll gather your requirements for your customer or partner portal
We’ll meet your customer experience and partner support teams to determine how Experience Cloud can benefit your team.
We’ll create an implementation roadmap
We’ll recommend configurations for Experience Cloud to help your customer success team be more efficient and implement them.
We deliver your Experience Cloud setup and train your team
We’ll roll out your Experience Cloud portal and provide in-depth training to ensure your team is fully prepared to use it effectively.
Frequently asked questions about Experience Cloud implementations
What are some real-world Salesforce Experience Cloud examples?
Examples of Salesforce Experience Cloud in action include:
- Customer portals with case submission, live chat, and knowledge articles (e.g., a telecom support center)
- Partner portals with deal registration and enablement tools (e.g., a SaaS company’s reseller hub)
- Employee intranets for HR resources and internal knowledge sharing
- Franchise portals for onboarding and managing distributed teams
How does Experience Cloud integrate with other Salesforce products?
Experience Cloud natively integrates with Salesforce Service Cloud, Sales Cloud, and other tools. This means you can expose CRM data securely within your portal and ensure a connected experience across every customer or partner interaction.
Can you show examples of branded Salesforce Experience Cloud portals?
Yes. We’ve helped clients build branded Experience Cloud sites that reflect their unique design language while delivering seamless functionality. Every implementation includes custom theming and UI tailoring to align with your customer or partner expectations.
What does a Salesforce Experience Cloud implementation involve?
A Salesforce Experience Cloud implementation includes setting up your site structure, customizing the design to match your brand, configuring permissions and access levels, integrating with your CRM data, and enabling key features like knowledge bases, case management, or partner portals. At Operatus, we guide you through every step to ensure your Experience Cloud site meets your goals.
