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SALESFORCE DATA MIGRATION

Salesforce Experience Cloud is the platform for creating portals, websites and forums that enable engagement with customers, partners and employees. The Experience Cloud portal development service will create a customised web resource that is fully integrated with Salesforce. These portals can be used for customer self-service, partner programme management, internal corporate communication and much more. The main goal of the service is to create a user-friendly and functional platform that will improve the user experience and increase the company's operational efficiency.

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What is included in the service?

  • Analysis of business requirements and definition of portal objectives: Key actions: Conducting workshops with stakeholders, identifying key user stories and functional needs, documenting technical specifications. Result: A clear and approved set of business requirements and project objectives.
  • User Interface Design and Development (UI/UX): Key actions: Creating wireframes and interactive prototypes, conducting user testing, iterating on feedback, ensuring responsive design. Result: A finalized, user-centric design ready for development.
  • Experience Cloud setup and configuration: Key actions: Creating and customising templates, configuring pages, components, and navigation, setting up user authentication and permissions. Result: A fully configured and branded Experience Cloud foundation.
  • Portal integration with key Salesforce systems: Key actions: Designing and implementing integrations with Sales Cloud and Service Cloud, ensuring secure data synchronization, configuring APIs. Result: A seamless flow of data between the portal and core Salesforce CRM systems.
  • Development and customisation of functionality: Key actions: Building custom Lightning Web Components, automating business processes with Flows and Apex, implementing complex business logic. Result: A fully functional portal tailored to specific business processes.
  • Testing the performance of the portal: Key actions: Executing functional, user acceptance (UAT), and load testing, identifying and resolving bugs, optimizing page load times. Result: A stable, high-performing portal meeting all quality benchmarks.
  • Provision of user training and documentation: Key actions: Developing training materials and user guides, conducting training sessions for end-users and administrators. Result: Empowered users and a knowledge base for ongoing support.
  • Post-launch portal support and optimisation: Key actions: Monitoring system performance, addressing user inquiries, implementing periodic updates and new features. Result: A continuously improved and reliably operating portal.

What are the next steps?

  • Requirements analysis and design: Key actions: Meetings with the client to discuss business processes and user scenarios, analyse the portal's target audience, develop detailed terms of reference and implementation plan. Result: Detailed terms of reference describing functionality, portal structure, integration requirements and implementation timelines.
  • User Interface Design and Development (UI/UX): Key actions: Developing mock-ups and interface prototypes, coordinating the design with the client, creating an adaptive design that displays well on all devices, working out the user experience to maximise the usability of the portal. Result: Coordinated and developed portal design, ready for implementation.
  • Experience Cloud setup and configuration: Key actions: Create and configure Experience Cloud templates, configure portal elements (pages, components, navigation), configure access and permissions for different types of users, configure and activate key Experience Cloud features. Result: A fully customised Experience Cloud environment, ready to develop functionality.
  • Development and configuration of functionality: Key actions: Programming business logic on Apex, building custom components on Lightning Web Components or Visualforce, setting up process automation (e.g. sending notifications, handling customer requests), integrating with other Salesforce modules and external systems. Result: A working portal with a full set of features that meet business requirements.
  • Integration with Salesforce systems and external applications: Key actions: Integrate the portal with other Salesforce products (e.g., Sales Cloud, Service Cloud) to synchronise data, develop and configure APIs to interface with external systems, and ensure security and privacy during integration. Result: A fully integrated portal that functions as part of the overall company system.
  • Testing and validation: Key actions: Perform functional testing of all portal elements, load testing to evaluate performance under workload, validate all usage scenarios, troubleshoot bugs and errors, validate integrations. Result: A tested portal ready for launch.
  • Deployment and support: Key actions: Deploying the portal in a production environment, setting up monitoring and reporting, training administrators and key users, providing technical support, regular updates and optimising portal performance. Result: A successfully deployed portal that is stable and maintained throughout its lifecycle.
  • Training and documentation: Key actions: Provide training and education to users, create documentation on how to use the portal, create manuals for administrators and technicians. Result: Trained users and administrators ready to work with the portal, provided documentation for support and further development of the portal.

What do you get?

  • Quick access to information: Key actions: The portal allows customers, partners and employees to quickly find the information they need and perform the necessary actions. Result: Reduced dependency on technical specialists and improved operational efficiency.
  • Increasement customer satisfaction: Key actions: Providing an easy-to-use interface and rich functionality for customers. Result: 24/7 quality service delivery and enhanced customer experience.
  • Improved collaboration: Key actions: Creating a single platform for communicating and sharing information. Result: Enhanced coordination between customers, partners and employees.
  • Process automation: Key actions: Automating routine tasks through the portal. Result: Reduced maintenance costs and increased operational efficiency.
  • Flexibility and scalability: Key actions: Customising the system to adapt to business changes. Result: Easy expansion and adaptation as the company grows.