Salesforce Customer Web Portal Build
Budget / Salary$3,000–5,000
TypeFreelance project
LocationRemote
Posted1 hour ago
I want to launch a Salesforce Experience Cloud web portal that gives our customers a smooth, self-service journey on top of our existing Salesforce org. The portal must rely on Salesforce authentication so users sign up and sign in through the standard Salesforce identity flow we already use internally.
Core functionality I need delivered:
• User Registration
• Company Contact Management
• Service Ordering
Here’s the flow I have in mind: a new visitor reaches the portal, creates an account via Salesforce auth, registers their company and key contacts, then submits service orders that automatically create the right objects and kick off our internal fulfilment processes. Everything should sit natively in Salesforce so we can report, trigger Flows, and extend later with LWC or Apex when required.
Key points to keep in mind:
– Build on Experience Cloud with a clean, responsive Lightning template.
– Leverage standard sharing where possible; custom Apex only when configuration can’t cover the need.
– Make the data model and record types easy for internal users to manage.
– Provide concise documentation and a short hand-off call so my admin team can maintain the portal after go-live.
Acceptance criteria: visible working portal in my sandbox, test users able to complete the three functions above end-to-end, and deployment scripts or change sets ready for production. If questions arise around look-and-feel, I’m happy to provide brand guidelines.
Core functionality I need delivered:
• User Registration
• Company Contact Management
• Service Ordering
Here’s the flow I have in mind: a new visitor reaches the portal, creates an account via Salesforce auth, registers their company and key contacts, then submits service orders that automatically create the right objects and kick off our internal fulfilment processes. Everything should sit natively in Salesforce so we can report, trigger Flows, and extend later with LWC or Apex when required.
Key points to keep in mind:
– Build on Experience Cloud with a clean, responsive Lightning template.
– Leverage standard sharing where possible; custom Apex only when configuration can’t cover the need.
– Make the data model and record types easy for internal users to manage.
– Provide concise documentation and a short hand-off call so my admin team can maintain the portal after go-live.
Acceptance criteria: visible working portal in my sandbox, test users able to complete the three functions above end-to-end, and deployment scripts or change sets ready for production. If questions arise around look-and-feel, I’m happy to provide brand guidelines.
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