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Salesforce Experience Cloud Client Portal

$250-750 USD

Zavřený
Zveřejněno před 10 měsíci

$250-750 USD

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I am looking for a Salesforce expert to help me set up and customize a Salesforce Experience Cloud Client Portal. Main Purpose: - The main purpose of this portal is to facilitate collaboration with my clients. The portal already exists in a basic form. Our main challenge is to manage the permissions and sharing rules so that clients see only the data the should be seeing regarding their work with us. Requirements: - Must have experience in setting up and customizing Salesforce Experience Cloud. - Should be familiar with creating and managing client portals within Salesforce. - Ability to customize the portal to match my brand and design preferences. - Knowledge of Salesforce security and user management. Existing Salesforce Account: - I already have an existing Salesforce account, so the freelancer should be able to work with the existing setup. Number of Users: - The portal will be accessed by a small group of users, approximately 1-3. Deliverables: - Set up and configure the Salesforce Experience Cloud Client Portal. - In particular set up profiles, permissions etc. to manage exposure of data to clients. - Customize the portal to match my branding and design preferences. - Provide documentation and training on how to manage and update the portal. - For this simple portal kick off, as step 1 we would need the following: - Permissions, rights etc. relevant to exposing the right data to the right client. Each client has his own data stored in 1-2 custom objects in the org. - We already have the licenses - We have already drafted a portal with basic tabs and fields. We will optimise this later once we have the permissions set up. We may or may not need help with this. - We want to ensure that none of the portal data is exposed on SEO via google search etc. At most, the login page. No other data scrape. - We want to allow the client to do their own reports and save a few standard ones. - We want the client to be able to interact with the portal to edit specific fields. - We want client invoices displayed in the portal. These are saved in the quotes section of SF today. - We want to post our price lists in the portal and keep them up to date. These are done in excel today as we have not yet implemented any quoting function. So we can display them as a pdf for example and just upload new documents regularly. Different clients have different price lists so we need to manage that as efficiently as possible while maintaining flexibility. Perhaps we can store their price list on their account page and expose that. - We want to offer other products via the portal. In our case this usually means new countries so we should have some buttons to instruct different countries. The button would open a form based on the custom object we have and the client would fill in some fields and click submit. This would then come to us in our org and send a notification to us. I envisage focusing on max 5 countries for now for cross sell. So could be bottom of page or somewhere visible as a kind of advert. - The portal for now is all existing clients who can receive a login so self register is not needed. This would be something for the future. - The portal should work on mobile devices via the salesforce app or via a browser, either is ok for now however it should be optimised to be workable from a phone as well and not be difficult to use on a phone. If you have experience with Salesforce Experience Cloud and can help me create an effective client collaboration portal, please reach out.
IČ projektu: 36916890

O projektu

72 nabídky
Vzdálený projekt
Aktivní před 9 měsíci

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72 freelanceři nabízejí v průměru $549 USD za tuto práci
Avatar uživatele
Hello Greetings, I have read your project description and I'm confident I can do this project for you perfectly but I still have a few queries. Can you please leave a message on chat so that we can discuss this and I can share my previous work which is similar to your requirement? Thanks for your time! I look forward to hearing from you soon. Best Regards,
$600 USD v 8 dnech
4,8 (109 recenze)
7,5
7,5
Avatar uživatele
Hello,I am an experienced Salesforce expert with expertise in setting up and customizing Salesforce Experience Cloud. I can help you configure the client portal, manage permissions, and ensure data exposure is properly controlled. I am familiar with Salesforce security and user management, and can customize the portal to match your branding preferences. I can work with your existing Salesforce account and provide documentation and training for managing the portal. Let's collaborate to optimize the portal and meet your requirements effectively. Best Regards:- Mukesh
$500 USD v 7 dnech
4,5 (287 recenze)
7,9
7,9
Avatar uživatele
Hi I am certified Salesforce consultant and have 11 yrs of experience in Salesforce and experience cloud setup.I have setup experience cloud for many clients from scratch. Kindly review my profile and ping me on chat to discuss further. Regards Ritu
$750 USD v 7 dnech
5,0 (48 recenze)
7,2
7,2
Avatar uživatele
Hello. First of all, I am so excited to find such a high technical project. As you can check on my profile, I have over 2 decades of web/mobile app developing experience. So far, having done tons of projects, I get deep knowledge in these fields including CRM, Cloud Computing, PHP, Salesforce App Development and Salesforce.com. Now I am free to work and available at any time and I can meet your timeline with the best work. Looking forward to hearing from you. Thanks for considering me.
$500 USD v 7 dnech
4,9 (52 recenze)
6,6
6,6
Avatar uživatele
" I am a Senior full stack developer and ready to get started " Hello, Greetings of the Day!! Yes, I will surely set up and customize a Salesforce Cloud Client Portal. I will perform the following tasks perfectly. I have full-time and required skills to carry out your project with high quality on time. My expertise is well-matched with your requirements. I am working on UI/UX design/development, Frontend development, Backend development, Database development, API Integration/Development, CMS/CRM development, E-Commerce development, Server development, Flutter/React native app development, SEO/Digital Marketing Expert, AI/ChatGPT, All payment gateways integration/setup. >. My work availability and Responsible for: Fluent Communication.8 Hours/Day and 40 Hours/Week. I can work on alternate weekends as well. I am ready to work in a customized time zone i.e. EST/IST time zone and so. I will complete this project before the deadline and hand over bug-free products. I will provide you with daily/weekly updates and Free Bug-Fix support after completion. Thanks for taking the time to consider my proposal. Let's chat soon! Rekha Thakur
$750 USD v 7 dnech
4,4 (85 recenze)
7,5
7,5
Avatar uživatele
Hello Brian Joseph G, hope you're doing well. We have 15+ years of expertise in Website development, Mobile app development, Android and iOS, Artificial Intelligence, Machine learning, Game Development, Custom cloud app development, Cyber integration, eCommerce, Chatbot development and Graphic design. We have relevant proficiency in developing CRM softwares. If you have any questions or concerns about our qualifications or services please let us know. Let's meet in a personal chat if you'd like to discuss the project further. Thank You
$550 USD v 20 dnech
4,8 (33 recenze)
6,5
6,5
Avatar uživatele
I understand you are looking for a Salesforce expert to help you set up and customize a Salesforce Experience Cloud Client Portal. As a seasoned Android/IOS app development specialist, I have the expertise and experience necessary to help you make this dream a reality. With my extensive knowledge of programming languages (including PHP), frameworks (such as React JS, Angular JS, Vue JS), environments (such as Java Enterprise Edition), and more, I am confident that I can deliver a successful portal set up that meets your requirements. Furthermore, I am able to provide documentation and training on how to manage and update the portal on your behalf as part of the delivery process. Additionally, I am available to answer any questions or concerns you may have during the project's delivery period. I believe that my skillset makes me the perfect fit for this project - please feel free to reach out if you'd like to discuss further
$750 USD v 7 dnech
4,9 (14 recenze)
5,7
5,7
Avatar uživatele
Greetings Microweb Solution is pleased to offer our expertise in Salesforce Experience Cloud to set up and customize a robust Client Portal for your business. Here's why we are the ideal Salesforce expert for your project: 1. Salesforce Experience Cloud Proficiency: Our team has extensive experience in setting up and customizing Salesforce Experience Cloud, enabling effective client collaboration and data management. 2. Client Portal Expertise: We are familiar with creating and managing client portals within Salesforce, ensuring your clients have access to the data relevant to their work with your organization. 3. Customization and Branding: We can customize the portal to match your branding and design preferences, delivering a seamless and cohesive user experience. 4. Security and User Management: Our knowledge of Salesforce security and user management allows us to set up profiles, permissions, and sharing rules, ensuring data confidentiality and accurate exposure of information to clients. 5. Mobile Optimization: We optimize the portal to work seamlessly on mobile devices, enabling your clients to access and interact with the portal from anywhere via the Salesforce app or a browser. Our deliverables include setting up the Client Portal with relevant permissions, rights, and custom objects to expose the right data to each client. We will ensure data security, preventing data exposure via search engines. Best regards, laraib imtiaz Microweb Solution
$800 USD v 7 dnech
4,7 (37 recenze)
6,1
6,1
Avatar uživatele
Hello Dear client, Hope you are doing well. We have gone through your project requirements and understood that you are looking for an experienced Salesforce developer to assist you in support your salesforce project. We are happy and confident to share that we are a salesforce-certified team and are in this domain for the last successful 10+ years we are pretty much confident that we will be able to tailor your required request and help you in resolving the issue. Hence, we request to kindly connect us back to discuss this in further detail and assist you further accordingly. Awaiting to hear back. Thanks and great regards.
$750 USD v 15 dnech
5,0 (5 recenze)
5,9
5,9
Avatar uživatele
Hello, my name is Manpreet and I am a web and mobile developer with extensive expertise in Salesforce Experience Cloud, PHP, CRM, JavaScript and more. I am confident that I can help you create an effective Salesforce Experience Cloud Client Portal. I understand how important it is for you to have a portal that enables collaboration with your clients while ensuring safety and privacy of their data. This is why I would be pleased to work together on setting up and customizing a Salesforce Experience Cloud Client Portal. With my experience in setting up and customizing Salesforce Experience Cloud Client Portals as well as understanding the requirements for creating one within the platform, I believe that I am the perfect fit for this project. I am available to discuss further if you would like more information or need me to do any additional work related to this project. Please don't hesitate to reach out if you have any further questions or would like to discuss further how we can make this project successful!
$500 USD v 7 dnech
4,6 (16 recenze)
5,5
5,5
Avatar uživatele
Hello I am salesforce 5x certified developer and having good knowledge in Salesforce admin and development area. Please connect with me, I can show my previous work for you. Thanks & Regards, Arpit k.
$250 USD v 2 dnech
4,9 (49 recenze)
5,3
5,3
Avatar uživatele
Hi, I am a perfect match for your project as I am an experienced WordPress developer with a strong background in customization and optimization. I have worked on numerous WordPress projects, helping clients achieve their desired website functionality and performance. With my expertise in HTML, CSS, PHP, and JavaScript, I am confident in delivering high-quality WordPress solutions. This is a tentative bid for now as I would require some more detail to evaluate the budget and time frame more accurately. Best Regards, Danny
$710 USD v 7 dnech
5,0 (5 recenze)
5,0
5,0
Avatar uživatele
Hello there! I possess the skills and knowledge required to develop a cutting-edge website for your AI automation agency. With proficiency in PHP, HTML, and WordPress, I will create an engaging, visually appealing, and responsive website that showcases your agency's services and expertise in the AI field. Rest assured, I am committed to delivering the project with utmost accuracy and within the agreed timeline. Throughout the development process, I will maintain clear communication to ensure that your vision for the website is fully realized. Let's get started on crafting an exceptional website that reflects the innovation and capabilities of your AI automation agency! Arbaz A.
$300 USD v 8 dnech
5,0 (28 recenze)
5,1
5,1
Avatar uživatele
Adnan, I understand from your profile that you have extensive experience setting up and customizing Salesforce Experience Cloud and managing client portals within Salesforce. Additionally, you have knowledge of security and user management within the Salesforce ecosystem. I believe that these skills make you the perfect fit for this project. If you were able to help me set up and customize a Salesforce Experience Cloud Client Portal, I believe that it would provide the right level of collaboration needed to facilitate client communication. Specifically, I would need you to set up profiles, permissions etc. to manage exposure of data to clients while still maintaining security protections. Additionally, I would like you to customize the portal to match my branding and design preferences as necessary. Additionally, you would be responsible for providing documentation and training on how to manage and update the portal as well as provide support during the setup process. I believe that together we can successfully set up and customize a Salesforce Experience Cloud Client Portal for me. Please let me know if you are interested in discussing further or have any other questions about this project; I would be more than happy to answer any questions or concerns you may have about me or my skillset!
$500 USD v 7 dnech
5,0 (7 recenze)
5,0
5,0
Avatar uživatele
I understand that you are looking for a Salesforce Expert to help you set up and customize a Salesforce Experience Cloud Client Portal. As a full-stack developer with 8 years of experience in the field, I believe I am the perfect person to tackle this project. My extensive knowledge of Salesforce security and user management makes me an ideal candidate for this job. Additionally, my experience in setting up and customizing Salesforce Experience Cloud makes me an ideal candidate for this project as well. My skillset includes knowledge of setting up and customizing Salesforce Experience Cloud as well as creating and managing client portals within the platform. This makes me an ideal choice for this job as it requires thorough knowledge of the setting up and customization of Salesforce Experience Cloud as well as managing client portals within the platform. Additionally, my ability to customize the portal to match your brand and design preferences makes me an excellent choice for this project as well. I would be more than happy to provide documentation and training on how to manage and update the portal on behalf of you at no additional charge as part of my commitment to delivering outstanding service while minimizing any disruption to your work schedule.
$500 USD v 7 dnech
5,0 (3 recenze)
4,6
4,6
Avatar uživatele
I understand that you are looking for a Salesforce expert to help you set up and customize a Salesforce Experience Cloud Client Portal. As a PHP professional with more than 3 years of experience in Salesforce , I am confident that I can provide the best solution for this project. My team consists of highly skilled individuals who have the necessary knowledge and skills to complete the job, such as setting up and customizing Salesforce Experience Cloud, managing client portals within Salesforce, providing documentation and training on how to manage and update the portal, as well as providing end-to-end solutions for intrigue web development. Additionally, we ensure that all deliverables are completed on time without compromising quality. We would be delighted to discuss further how we can bring your vision for this project to life together. Please feel free to contact me if you have any further questions or would like to discuss further about this opportunity!
$750 USD v 7 dnech
5,0 (20 recenze)
4,6
4,6
Avatar uživatele
Hi there, I am a certified Senior Salesforce Admin, Consultant, and Developer having 7+ years of experience in Salesforce I will help you to set up and customize a Salesforce Experience Cloud Client Portal. I have carefully reviewed your requirements and understand that your main goal is to facilitate collaboration with your clients while ensuring data security and seamless customization to match your brand and design preferences. I am an expert to build, customize and configure the Salesforce Communities Cloud and I am sure I'II help you with this, I am a salesforce Lightning & Integration expert and have implemented & configured UI using Lightning components, LWC, worked on Omni-channel, Live Embedded Web chats, WhatsApp Chat Integration, FB Chat Integration, Open CTI, Custom CTI, Knowledge Base, Case Routing, Case Milestones & Entitlement. My Skills: Solution Designing, Application Development, Customer Community, Partner Community, Apex, Lightning Aura Components, LWC, Data Integrations, Visualforce Pages, Batch Classes, Salesforce community, Sales Cloud, Service Cloud, Streaming API Please do let me know if you have any questions about portfolio items or my availability or any other concern. I will be available/responsive through the required communication channels. I am looking forward to hearing back from you! Best Regards Ashish
$500 USD v 4 dnech
4,9 (16 recenze)
4,2
4,2
Avatar uživatele
Hello there, As an experienced Salesforce expert with a focus on Salesforce Experience Cloud, I am well-equipped to help you set up and customize your client portal. I have extensive knowledge in creating and managing client portals within Salesforce, and I can efficiently configure profiles and permissions to ensure data exposure is appropriate for each client. Additionally, I have the skills to customize the portal to match your brand and design preferences, creating a seamless and professional user experience. I understand the importance of Salesforce security and user management, and I will ensure that the portal is fully secure, with no data exposed to SEO or unauthorized users. I can assist with implementing client invoices, managing price lists, and enabling clients to interact with and edit specific fields. The portal will be optimized for mobile devices, providing easy access and usability on both the Salesforce app and web browsers. My goal is to deliver a comprehensive and user-friendly client collaboration portal that meets your requirements and enhances client engagement. I will provide thorough documentation and training to ensure you can efficiently manage and update the portal in the future. If you are looking for a skilled Salesforce expert to assist with your client portal project, I am eager to collaborate with you and deliver exceptional results. Looking forward to work with you! Regards, Akhilesh
$750 USD v 7 dnech
4,3 (22 recenze)
5,0
5,0
Avatar uživatele
Hello, As Salesforce experts with a strong background in setting up and customizing Salesforce Experience Cloud, we are confident that we possess the skills and knowledge to deliver an efficient and seamless client collaboration platform for your business. We have successfully worked on similar projects, enabling clients to access relevant data and interact with the portal effortlessly. Our experience in Salesforce Experience Cloud includes configuring and customizing the platform to meet specific business requirements. We can efficiently set up profiles, permissions, and sharing rules to ensure that each client sees only the data that is relevant to their work with your organization. Additionally, we are well-versed in creating and managing client portals within Salesforce, which will allow us to create a user-friendly and personalized experience for your clients. Regarding your existing Salesforce account, we assure you that we can work with the current setup and make the necessary customizations without disrupting your existing data and processes. Our goal is to seamlessly integrate the client portal into your Salesforce org while maintaining data integrity and smooth functionality. We are pleased to share our previous work and offer you a detailed plan that outlines the specific steps and timeline for the project, on chat. Thanks. Devashish
$750 USD v 7 dnech
4,4 (4 recenze)
4,9
4,9
Avatar uživatele
Hi there, my name is Koutarou and I am a senior software engineer with over 7 years of experience in web and mobile development. I have worked on projects that involve cloud computing, PHP, Salesforce app development and more. My goal is to help you set up and customize a Salesforce Experience Cloud Client Portal so that you can achieve your main purpose of facilitating collaboration with your clients. I understand the requirements of this project: must have experience in setting up and customizing Salesforce Experience Cloud, should be familiar with creating and managing client portals within Salesforce, ability to customize the portal to match your brand and design preferences as well as knowledge of Salesforce security and user management. I believe I am the perfect fit for this project due to my extensive knowledge of Salesforce & its related technologies as well as my experience in setting up & customizing Salesforce Experience Cloud Client Portals. Additionally, I would be happy to provide documentation and training on how to manage and update the portal along with delivering deliverables such as set up & configuration of the portal as well as customization to match your branding & design preferences.
$250 USD v 7 dnech
5,0 (2 recenze)
3,8
3,8

O klientovi

Pochází z COLOMBIA
Bogotá, Colombia
5,0
1
Ověřená platební metoda
Členem od bře 13, 2021

Ověření klienta

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