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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Portals and partner sites

Experience site pages for the people who are not in your org.

What your customers and your partners see when they are not in Salesforce: their own orders, the progress of their installation, your catalog, your calendar, and an answer before they open a case.

Cover

Partner order desk

A distributor edits quantities, drops purchase orders and follows delivery on its own orders, from the partner site. Data Table.

Experience Components
Intermediate20 min
Cover

Track my installation

A homeowner follows the solar installation step by step on the customer portal, from the signed proposal to the grid connection. Timeline.

Experience Components
Beginner10 min
Cover

Fall course catalog

An outdoor school lists its fall courses on the portal: six photos, dates, price and seats left under each. Gallery.

Experience Components
Beginner10 min
Cover

Appointment Self-Booking Portal

Let customers book themselves on a public page that only ever offers the time you are actually free.

Experience ComponentsFlow Components
Advanced30 min
Cover

Portal Case Deflection

Ask what the question is about, then answer it, so the case is never opened.

Experience ComponentsDynamic Components
Intermediate20 min

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