SALESFORCE SELF-SERVICE CONSULTING & IMPLEMENTATION
Build digital experiences that connect customers and partners to the right data, services, and workflows
We design and implement Self-Service solutions for customer, partner, and business portals, connecting authenticated experiences to Salesforce data, processes, self-service capabilities, and the systems behind them.
Teams we have delivered for
Self-Service - formerly Experience CloudA useful digital experience takes more than a portal.
Self-Service connects authenticated users to the Salesforce data, content, services, and workflows relevant to them.
We design the underlying experience model so access, personalization, self-service, and business processes work together around the needs of each audience.
Audience, access, and permissions
Define who the experience is for, what each user type needs to see and do, and how identity, account relationships, roles, and permissions should control access.
Self-service and connected workflows
Bring cases, requests, orders, applications, forms, approvals, and other business processes into a digital experience connected to the Salesforce workflows behind them.
Content and personalized experiences
Surface relevant knowledge, documents, resources, and actions based on customer, partner, account, or user context so each audience gets a more useful experience.
SELF-SERVICE USE CASES
Where Self-Service supports day-to-day customer and partner interactions.
From self-service and account access to partner collaboration and business workflows, Self-Service gives external users a secure way to interact with Salesforce and the processes behind it.
Customer Self-Service Portals
Give customers authenticated access to cases, knowledge, requests, account information, and other self-service workflows without relying on direct support for every interaction.
- Customer Portal
- Self-Service
Partner & Dealer Portals
Create shared digital workspaces for partners, dealers, distributors, or resellers to access relevant CRM data, manage opportunities or requests, and collaborate with internal teams.
- Partners
- Dealers
- Channels
Account & Transaction Experiences
Give business customers access to account-specific information, orders, documents, applications, and other workflows based on their relationship, permissions, and Salesforce data.
- Account Access
- Orders
- Requests
Knowledge, Resources & Digital Services
Deliver personalized knowledge, documents, tools, forms, and digital services based on user type and context, with actions connected to the Salesforce processes behind them.
- Knowledge
- Content
- Workflows
CASE STUDY
Connected Retailer Experiences on Salesforce
glo by British American Tobacco (BAT) needed a connected Salesforce platform for retailers, field sales teams, and call center agents to manage sales and after-sales processes across multiple markets.
Veri Cloud developed a Salesforce environment combining Self-Service, Sales Cloud, Service Cloud, and Apex Loyalty’s custom e-commerce solution, supporting retailers, field sales teams, and call center agents across connected sales and after-sales workflows.
- RETAILER-FACING EXPERIENCE
- Retailer-facing access to sales and after-sales processes.
- SHARED DIGITAL WORKSPACE
- Retailers, field sales teams, and call center agents working in one environment.
- CONNECTED SALES & AFTER-SALES
- Sales and after-sales workflows connected behind the experience.
- MULTI-MARKET DELIVERY
- A shared platform deployed across multiple markets.
- 2,500+
- Platform users
- 3.5months
- Implementation lead time
Deployed across multiple markets.
01 / 03
Salesforce products used
How we take Self-Service from audience needs to production.
Every Self-Service implementation starts with different audiences, access requirements, workflows, and connected systems. We shape the delivery path around who needs access, what they need to do, and how the experience should connect to Salesforce and the wider operation.
01
Define audiences and use cases
Identify the customer, partner, dealer, distributor, or employee audiences in scope, then define the information, actions, and workflows each group needs.
02
Design access and experience architecture
Structure identity, account relationships, roles, permissions, navigation, and page experiences around how different users should access Salesforce data and services.
03
Configure self-service and workflows
Build the cases, requests, forms, approvals, account actions, partner processes, and other digital workflows users need to complete through the experience.
04
Connect data, content, and systems
Bring together Salesforce data, knowledge, documents, commerce, service, and external systems so users can access the right context within one digital environment.
05
Test and launch
Validate authentication, permissions, audience-specific journeys, workflows, integrations, content visibility, and responsive behavior before production rollout.
06
Support and optimize
Monitor usage and access patterns, refine workflows and content, improve the user experience, and extend the platform as new audiences and digital services are introduced.
Build a digital experience around what your customers and partners need to do.
Tell us the Self-Service challenge you need to solve. We'll help scope the right solution around your audiences, access model, self-service workflows, content, and connected systems.
You will be talking to
Ilkay Tuna
Business Requirement Manager, Veri Cloud
We build on Salesforce, not just around it
Enterprise Self-Service delivery, backed by Salesforce-native engineering.
Builders, not just consultants
We configure, extend, and develop on Salesforce, from portal architecture and access models to self-service workflows, custom components, and audience-specific experiences.
Connected to the systems your users rely on
We connect Self-Service to CRM, service, commerce, documents, data, and external systems so customers and partners can access the information and workflows they need in one place.
Designed for live digital experiences
We build for secure access, maintainability, usability, and scale, then support and extend the environment as audiences, workflows, and digital services evolve.
CONNECTED CAPABILITIES
Connect Self-Service to the Salesforce products and systems behind the experience.
Digital experiences rarely operate on their own. We connect Self-Service to service, commerce, sales, and external systems so customers and partners can access the information, actions, and workflows relevant to them.
- 01
Service Cloud
Extend service workflows into customer-facing experiences with access to cases, knowledge, requests, and other self-service capabilities.
- 02
Commerce Cloud
Connect portals and authenticated experiences to products, orders, account-specific buying journeys, and other commerce workflows.
- 03
Sales Cloud
Support partner and channel workflows with access to relevant accounts, leads, opportunities, deal registration, and shared sales processes.
- 04
Salesforce Integration Services
Connect Self-Service to ERP, document platforms, identity systems, payment services, and other operational technology through APIs, middleware, and custom development.
STARTING WITH SELF-SERVICE
Start with the audience and experience you need to support.
Every Self-Service implementation starts with different audiences, access models, workflows, and platform maturity. We define the starting point around who needs access, what they need to do, and which Salesforce processes and systems need to sit behind the experience.
Build a new customer or partner experience on Salesforce
Establish the audience model, authentication, permissions, navigation, content, self-service workflows, and integrations required to launch a new Self-Service environment.
COMMON SIGNALS
- New customer or partner portal
- Manual external-user processes
- Disconnected access to Salesforce data
- Need for secure self-service
Improve an existing Self-Service environment
Assess the current setup, identify usability and technical bottlenecks, and refine access models, navigation, workflows, content, integrations, and site configuration.
COMMON SIGNALS
- Difficult-to-use portal journeys
- Complex permissions or audience rules
- Manual requests or support processes
- Underused Self-Service capabilities
Expand with new audiences, workflows, and digital services
Extend an established Self-Service environment with additional user groups, self-service capabilities, partner processes, commerce or service workflows, and richer connected data.
COMMON SIGNALS
- New partner or customer groups
- Growing self-service requirements
- More complex authenticated workflows
- Need to connect additional Salesforce products or external systems
Your starting point may be one of these or a phased combination based on your audience and operational priorities.
Discuss your Self-Service starting pointFrequently Asked Questions