Customer Account Portal
Give customers one secure place to manage their relationship with you.
We design Salesforce Experience Cloud account portals that give customers secure access to their information, documents and business processes, connecting Salesforce with the systems and data needed to make the experience useful.
Projects from £10,000
Is a Customer Account Portal right for you?
Give customers more control over the everyday tasks they currently rely on your team to complete.
A Customer Account Portal is useful when customers need secure access to information, documents or processes associated with their ongoing relationship with your organisation.
Customers depend on your team for routine account information
Customers regularly contact employees for documents, account details, product information or updates they could securely access themselves.
Important customer processes happen through email or manual requests
Tasks such as updating details, requesting documents or managing services require unnecessary back-and-forth between customers and internal teams.
Your customer data is spread across systems
You want to bring Salesforce and other business systems together behind one consistent, secure customer experience.
What we can build
Account information, documents and customer processes in one secure experience.
A Customer Account Portal can provide straightforward account access or extend into richer transactional and integrated customer journeys.
Account and information access
Give customers secure access to profiles, account information, documents, products, assets and other relevant Salesforce records.
Customer transactions and requests
Let customers update information, submit service requests and complete account-related processes without relying on email or manual administration.
Connected business systems
Connect orders, invoices, contracts, subscriptions and other information from ERP, ecommerce or business systems where required.
Core → Connected → Intelligent
Start with account access — and take it further where it adds value.
Build the account experience your customers need, connect it to the business processes behind it and introduce intelligent assistance where useful.
Core
Build the account experience.
Create secure customer access to profiles, documents, Knowledge and relevant Salesforce information.
Connected
Connect it to your business.
Add orders, invoices, contracts, products, service requests, automation and integrations with other business systems.
Intelligent
Add intelligent assistance.
Use Agentforce and Salesforce AI to answer contextual questions, guide customers and help them complete appropriate account-related actions.
Core, Connected and Intelligent are flexible capability levels, not fixed packages. We combine what makes sense for your users, processes and objectives.
What this could look like
Simple journeys that give customers more control.
A Customer Account Portal can make routine account interactions faster for customers while reducing manual work for internal teams.
Find account information without asking
A customer signs in and accesses the documents, products or account information they need without contacting an employee.
Complete an account request online
The customer updates information or submits a service request through a guided process, with the relevant Salesforce records updated behind the scenes.
Ask for contextual help
Where useful, Agentforce can answer questions using the customer’s permitted account context, guide them through a process and help them take an appropriate action.
Why Oak Experience
Specialist delivery without the layers.
Clients work directly with the specialist responsible for shaping and delivering their Customer Account Portal — from understanding the requirement and designing the experience through to technical implementation and launch.
End-to-end expertise
Experience Cloud delivery from initial requirements through implementation and launch.
Specialist focus
Focused specifically on Salesforce digital experiences.
Direct delivery
Work directly with the specialist shaping and building your solution.
Pricing
Customer Account Portal projects start from £10,000.
The final investment depends on the customer journeys, security model, Salesforce data, business processes, integrations and level of intelligence required.
Secure account foundation
Authentication, account information, documents and the core customer experience.
Connected processes
Orders, invoices, contracts, service requests, Salesforce automation and integrations where required.
Intelligent assistance
Agentforce and Salesforce AI can be added where they provide useful customer or operational value.
Projects from
£10,000
We scope each Customer Account Portal around your users, processes and objectives rather than forcing projects into fixed packages.
Salesforce licences, Agentforce consumption and other vendor charges are separate.
Related experiences
Not sure a Customer Account Portal is the right fit?
The right Experience Cloud solution depends on what your users need to do. Explore the other experiences Oak Experience can build.
Help Centre
For organisations that primarily want public self-service and trusted answers to common questions.
Customer Service Portal
For customers who primarily need secure access to support, cases and ongoing service.
Partner Portal
For partners who need secure access to information, collaboration and channel processes.
Planning a Salesforce Customer Account Portal?
Tell us what you’re looking to build or improve. We’ll discuss your requirements, the right approach and the likely scope and investment.