Enrich Customer Experience with Trasoltech
Our Salesforce experts, we bring a wealth of knowledge and hands-on experience to the table. Our professionals have a track record of successful Salesforce installations, ensuring that your implementation is in capable hands.
Configure Portal Your Way
Salesforce client portal ensures an innovative platform designed to elevate your client interactions, streamline processes, and create a seamless experience that goes beyond expectations.
Role-Based Access
Control with granular permissions, ensuring that users only see and interact with the information relevant to their roles and delivering a personalized and streamlined journey
Module Flexibility
Configure portal modules to align with your business processes. Add, remove, or rearrange modules to match your workflow perfectly. Enhance functionality by seamlessly integrating custom widgets.
Workflow Streamlining
Streamline workflows by configuring automation rules that automate repetitive tasks and ensure a more efficient user experience.Set up customized notifications to keep users informed about critical updates and tasks within the portal.
Need a CMS Integrated Solution?
We offer a Salesforce WordPress Customer Portal – with the flexibility of WordPress on frontend and robustness and effectiveness of Salesforce on the backend.