Manage Customer Relationships with Experience Cloud

Customer Account Portal is designed with account management in mind, so you can:

• Give access to customers to create and update vital information in any Salesforce record, including custom objects. As a result, reduce call center calls for easily resolved issues, like updating a phone number or address.
• Integrate and expose data and processes from third-party systems, like ERP and ecommerce, via Salesforce Connect.
• Show customers information that matters the most in their member profile, and let them update their accounts on the fly.
• Use Salesforce Knowledge to give customers answers to their most pressing questions about your product and brand.

Customer Account Portal has the same flexibility and extensibility that you’re accustomed to with other Lightning sites, so you can:

• Build custom pages and use custom branding.
• Expose more CRM objects and data that suit your business needs.
• Use audience targeting by geolocation, and create personalized content for customers by their geographical location.

Example Here are a few industry examples of how a company can use Customer Account Portal to enhance customer relationships.

• A utilities company allows customers to check their bills and pay them online.
• An insurance company lets clients file claims online.
• A university makes it easy for students to sign up for classes online.