Partner Portal
Give partners one secure place to sell, collaborate and work with you.
We design Salesforce Experience Cloud partner portals that bring information, sales processes and collaboration into one secure experience, connecting partners directly to the Salesforce processes behind your channel.
Projects from £10,000
Is a Partner Portal right for you?
Give partners the information and processes they need without relying on email and manual coordination.
A Partner Portal is useful when resellers, distributors or other channel partners need secure access to information, sales processes and ongoing collaboration with your organisation.
Partners rely on your team for information
Partners regularly request product information, sales collateral, training or updates that could be available through one secure experience.
Channel processes happen through email or spreadsheets
Lead sharing, deal registration, approvals and partner requests require manual coordination across different tools and teams.
You want better visibility across your partner network
You want partners and internal teams working from the same Salesforce data and processes rather than managing the channel through disconnected systems.
What we can build
Partner information, sales processes and collaboration in one place.
A Partner Portal can provide a simple resource hub or extend into a connected channel platform for leads, opportunities, deal registration and partner support.
Partner resources and onboarding
Give partners secure access to Knowledge, sales collateral, training content, announcements and onboarding information.
Channel sales processes
Support lead distribution, opportunities, deal registration, approvals and other Salesforce processes used to manage partner sales activity.
Partner service and visibility
Bring cases, reports, dashboards, partner records and integrations into the portal so partners and internal teams can work from shared information.
Core → Connected → Intelligent
Start with partner access — and take it further where it adds value.
Build the partner experience you need, connect it to the channel processes behind your business and introduce intelligent assistance where useful.
Core
Build the partner experience.
Create secure partner access to resources, Knowledge, training, announcements and relevant Salesforce information.
Connected
Connect it to channel processes.
Add lead distribution, opportunities, deal registration, approvals, cases, reports and integrations with other systems.
Intelligent
Add intelligent assistance.
Use Agentforce and Salesforce AI to answer partner questions, provide product or process guidance and help partners complete appropriate 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 make working with partners easier.
A Partner Portal can give partners faster access to information while bringing important channel processes directly into Salesforce.
Find the right information without asking
A partner signs in and accesses the latest product information, sales collateral or training resources without contacting an account manager.
Register and manage a deal
The partner submits a deal registration, provides the required information and tracks its progress through the appropriate Salesforce approval process.
Ask for partner-specific guidance
Where useful, Agentforce can answer questions using trusted information, provide product or process guidance and help the partner complete an appropriate action.
Why Oak Experience
Specialist delivery without the layers.
Clients work directly with the specialist responsible for shaping and delivering their Partner 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
Partner Portal projects start from £10,000.
The final investment depends on the partner journeys, security model, Salesforce processes, data, integrations and level of intelligence required.
Secure partner foundation
Authentication, partner information, resources and the core portal experience.
Connected channel processes
Leads, opportunities, deal registration, approvals, cases, reporting and integrations where required.
Intelligent assistance
Agentforce and Salesforce AI can be added where they provide useful partner or operational value.
Projects from
£10,000
We scope each Partner 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 Partner 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 need secure access to support, cases and ongoing service.
Customer Account Portal
For customers who need to manage account information and complete account-related processes online.
Planning a Salesforce Partner 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.