Templates

Set up a rich digital experience with out-of-the-box templates — or build your own custom experience to suit your specific needs.

Customer Service

Help customers quickly find answers with self-service portals and communities.
 

Questions answered — no agent required.

Give customers a searchable knowledge base to answer questions before they reach your queue. 

Ask the experts.

Fully utilize your, and other customers’, expertise to resolve cases. With Chatter, you can bring the best responses to the top of any question, so users are confident they have the best answer. 

Structure content around topics.

Guide users to the information that matters most. Curate topics based on popularity, age, featured content, or whatever works for your business.
 

Customer Account Portal

Empower customers with direct access to data and processes so customers can update their account, access information, and complete any action.
 

Let customers create and update vital information.

Give customers the power to update their account from any device. Customers can access critical data in their profile, cases, claims or custom objects.

Integrate data and processes from third-party systems.

Connect third party systems like ERP and ecommerce in place for customers to access any data and process.

Help customers find answers.

Use Salesforce Knowledge to create a responsive portal where customers can search for answers to their most pressing questions about your product and brand.
 

Partner Central

Eliminate friction by delivering tailored sales content your partners will love.
 

Save time with easy onboarding and recruiting.

Automate forms, processes, and tasks at every step. Create training and certification programs that track partner progress. 

Build workflows that work for you.

Eliminate lead conflict, automate lead routing, and streamline quoting. And with Einstein AI, partners can intelligently surface the content and files they need to be more productive.

Increase ROI by driving demand.

Help partners build, track, and analyze marketing campaigns. Share pre-built materials and allow partners to create co-branded content.
 

Build your own experience.

Create, brand, and publish custom digital spaces that shine on any device.
 

Set a custom look that adapts to every user.

Select from our prebuilt themes and add the color, fonts, and style that match your design or brand. And tailor your experience to cater to a variety of audiences within your site.

Upload, store, and share brand content.

Upload and select images for your header, logo, rich content editor, and custom components in our lightweight CMS. Store and access these files in your asset library — or connect content and settings from your old CMS.
 

Add components for no-code customization.

Choose from our library of prebuilt, drag-and-drop components with Lightning Community Builder.
 

Customize your experience with drag-and-drop components.

Use components to add functionality and connect CRM data.

Personalize with ease.

Use Audience Targeting to control which page, theme, and component is visible to each group and user.
 

Fully integrate all your data.

Connect and access data from external sources with clicks. Easily bring in data from legacy systems (SAP, Oracle, Microsoft, you name it).
 

Find purpose-built solutions for every industry.

Quickly create industry-specific experiences with Lightning Bolt solutions. Built by our ecosystem of partners, Lightning Bolts contain industry process flows, app, and components that integrate seamlessly into your experience and with the Customer 360 Platform.


Here’s just a few examples of our industry solutions:

 

Insurance Agent Portal

Patient Engagement

Retail and Franchise Communications

Source To Pay

 

Engage your audiences with beautiful, branded portals, forums, and sites.