Retail & eCommerceCommerce Cloud
Loading…
Loading…
Certified
Salesforce Partner
in the UK
Configure Salesforce Experience Cloud so customer, partner, and employee portals connect directly to Salesforce records, permissions, and workflows with our ProvidusCRM. Our consultants define sharing rules and test them before launch, ensuring users see exactly the records they should and the portal reflects live Salesforce data.
Certified Salesforce Experience Cloud consultants
Sharing rules and access models defined and tested before launch
Portals connected to live Salesforce data
Ongoing governance so access stays accurate as the portal grows
Portal projects rarely fail because a feature is missing. They fail because sharing rules and data access decisions get made quickly at the start of a build, then surface as problems months after launch.
Data ends up exposed to users who should never have seen it, or users get locked out of records they should be seeing. Both damage trust in the portal.
.webp&w=3840&q=75)
Sharing rules often get set up by a technical lead and never reviewed. That is fine until an audit or a support ticket makes them everyone's problem.
.webp&w=3840&q=75)
Design decisions are visible, so they attract time. Access decisions are invisible until they break, so they get skipped.
.webp&w=3840&q=75)
Adding users, roles, or new content typically breaks assumptions built into the original sharing model. Without ongoing governance, the drift compounds.
Defining how users authenticate, which Salesforce records they can see, and how sharing rules are structured before any template or branding decisions are made. Our consultants treat this as the foundation of the build, not a configuration afterthought.
This includes guest access, authenticated user access, and partner licence configuration. We match this security model with the optimal platform framework, using Lightning Web Runtime (LWR) for high-speed, SEO-optimised public sites or Aura for complex out-of-the-box feature sets.
The portal launches with access rules that hold up under audit, not ones that get discovered as system vulnerabilities six months down the line.
User access models and authentication setup
Data visibility and sharing rule design
Guest, authenticated, and partner licence configuration
Access rules tested before launch, not discovered after
Retail & eCommerceCommerce Cloud
MediaMedia Cloud
Our consultants hold Salesforce Experience Cloud certifications and have delivered customer, partner, and employee portals across the UK, USA, and GCC markets. We work in multi-cloud environments where Experience Cloud sits alongside Sales Cloud, Service Cloud, and Data Cloud, and where access governance decisions carry regulatory weight.
Donor and volunteer engagement runs on trust and self-service. Supporters expect to update their details, check their giving history, and register for events without emailing your team. But donor data is sensitive: exposing giving amounts or gift histories to the wrong user damages the relationship fast. Our consultants build non-profit portals connected to your real fundraising data, with sharing rules that let supporters see their own history and nothing else. Volunteers get event and shift access relevant to them.
Customer and loyalty portals in retail connect to commerce and order data in real time. Shoppers expect to check order status, manage returns, track loyalty points, and see personalised offers. Our consultants configure Experience Cloud portals connected to Commerce Cloud and Service Cloud data live, so what customers see in the portal matches what your teams see internally. Loyalty programmes reflect real activity. Support requests link back to actual orders, and public-facing brand pages benefit from native Experience Cloud SEO management, clean URL structures, and automated sitemap indexing to maximize organic search discovery.
Patient portals are where the access-governance argument gets sharpest. Patients need convenience: appointment booking, results, messaging their care team. Regulations demand strict access rules: no accidental exposure of another patient's records, no sharing beyond consent. A portal that gets this wrong becomes a compliance incident. Our consultants configure Health Cloud alongside Experience Cloud with sharing rules and consent scopes built in from the start, not added later. Patient portals give convenience without compromising the rules that protect them.
Client portals in banking, wealth, and insurance carry the same tension as healthcare: self-service convenience against strict access boundaries. KYC obligations, product suitability rules, and household relationships all shape what each client should and should not see. Getting this wrong exposes the business to regulatory action. Our consultants configure Financial Services Cloud alongside Experience Cloud with KYC-aware sharing rules, household access models, and audit trails built into every portal interaction. Clients get the self-service they expect. Compliance teams get the trail they need.
You get a working session and a written summary each week. The call covers progress, blockers, and decisions that need your input. The summary is in writing, so anyone on your side who missed the call knows where things stand.
You get access to an experienced, certified Salesforce Experience Cloud consultant, leading engagement from kickoff to go-live. They know your project, your team, and the access decisions we have made together. They stay on the account long enough to ensure a successful launch and a hassle-free post-launch.
We schedule reviews at certain intervals after go-live. These cover engagement metrics and a re-check of access rules as the user base grows. Our ongoing support keeps your portals intuitive and impactful.
Yes. Experience Cloud is the current Salesforce name for what was previously called Community Cloud and Salesforce Communities. The underlying product is the same, with substantial feature additions since the rename. Our consultants work with it under either name.
The core platform is the same. The difference is who accesses it, what data they can see, and which Salesforce licence type they use. Customer portals use external customer licences, partner communities use partner licences with lead and opportunity access, and employee communities use internal licences. Our consultants configure each type differently.
Sharing rules in Experience Cloud combine organisation-wide defaults, role hierarchy, criteria-based rules, and sharing sets specific to Experience Cloud licences. Configured incorrectly, users see records they should not or lose access to records they should see. Our consultants design and test these together before launch.
Yes. Experience Cloud reads directly from your Salesforce objects, so cases, opportunities, orders, and marketing preferences appear live in the portal rather than as a copy. This is the core of the platform, not an integration project.
Authenticated users log in with credentials and get access based on their profile and sharing rules. Guest users browse without logging in and get access based on the guest user profile, which needs careful configuration to avoid exposing internal data. Our consultants design both together.
A focused portal build runs eight to twelve weeks. Complex projects with multiple audience types, custom components, or heavy integrations typically run three to six months. Our consultants give a realistic timeline after discovery, based on your actual audience and access requirements.
A consultant advises on architecture, access design, and portal strategy. An implementation partner actually builds the portal. Our consultants deliver both together, so the strategy and the build never drift apart across the project.
Cost depends on scope, audience types, custom development needs, and integration complexity. A focused portal build starts from £15,000-£20,000, with the cost rising with complexity, customisation needs, and scale. Our consultants share a clear quote after discovery, not a rushed guess upfront.
Yes, when configured properly. Salesforce provides a robust security architecture, including field-level security, sharing sets, strict guest user record access policies, and data encryption. However, public portals are only secure if these tools are configured correctly, which is why our rigorous pre-launch access testing phase is foundational to every build.
Our consultants work across non-profit, healthcare, financial services, retail and ecommerce, education, and manufacturing sectors. We bring sector context to each project, so access rules, compliance requirements, and portal design fit how your industry actually operates.
