You will get Experience Cloud - Customer & Partner Portal Setup
Top Rated
Top Rated
Project details
Your customers and partners deserve a branded self-service portal. I build Salesforce Experience Cloud sites that go live in weeks, not months.
As a Salesforce Certified Administrator and Top Rated consultant, I've delivered Experience Cloud portals for nonprofits, real estate firms, SaaS companies, and B2B businesses ā customized to match your brand.
šŖšµš®š š šÆšš¶š¹š±:
ā¢ Customer self-service portals (cases, knowledge base, account access)
ā¢ Partner portals (deal registration, lead distribution)
ā¢ Employee and nonprofit member portals
ā¢ B2B account portals (billing, documents, order tracking)
šŖšµš®š š š°š¼š»š³š¶š“ššæš²:
ā¢ Experience Builder setup and branding
ā¢ User profiles, guest access, and security settings
ā¢ Integration with your Salesforce CRM data
ā¢ Email notifications and engagement flows
šŖšµš¼ ššµš¶š š¶š š³š¼šæ:
Companies that want to give customers, partners, or employees a branded portal ā without building a custom website from scratch.
All sites are built in sandbox, tested with real user profiles, and deployed to production with a handoff session.
As a Salesforce Certified Administrator and Top Rated consultant, I've delivered Experience Cloud portals for nonprofits, real estate firms, SaaS companies, and B2B businesses ā customized to match your brand.
šŖšµš®š š šÆšš¶š¹š±:
ā¢ Customer self-service portals (cases, knowledge base, account access)
ā¢ Partner portals (deal registration, lead distribution)
ā¢ Employee and nonprofit member portals
ā¢ B2B account portals (billing, documents, order tracking)
šŖšµš®š š š°š¼š»š³š¶š“ššæš²:
ā¢ Experience Builder setup and branding
ā¢ User profiles, guest access, and security settings
ā¢ Integration with your Salesforce CRM data
ā¢ Email notifications and engagement flows
šŖšµš¼ ššµš¶š š¶š š³š¼šæ:
Companies that want to give customers, partners, or employees a branded portal ā without building a custom website from scratch.
All sites are built in sandbox, tested with real user profiles, and deployed to production with a handoff session.
Programming Languages
HTML & CSSCoding Expertise
DesignWhat's included
| Service Tiers |
Starter
$1,200
|
Standard
$2,800
|
Advanced
$5,500
|
|---|---|---|---|
| Delivery Time | 10 days | 21 days | 35 days |
Number of Revisions | 1 | 2 | 2 |
Design Customization | - | - | - |
Content Upload | - | - | - |
Responsive Design | - | - | - |
Source Code | - | - | - |
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AV
Andy V.
Jun 19, 2026
You will get Agentforce Setup ā AI Agents Built on Your Salesforce Data
We hired Mariana and her team at Palm Consulting to set up Agentforce for our sales department and the results were immediate. They configured the AI agents directly in our Salesforce org, connected them to our existing data, and trained our team on how to use them. What impressed me most was how they explained the logic behind each agent so we could maintain it ourselves. If you're looking to implement Agentforce without the trial-and-error, Palm Consulting is the way to go.
MS
Michelle S.
May 5, 2026
30 minute consultation
AO
Alexandra O.
Apr 7, 2026
Change Machine Salesforce
GP
Gary R P.
Nov 9, 2025
30 minute consultation
Mariana was prompt and responsive, demonstrated great competence with the Salesforce ecosystem, and we entered into a long-term engagement with her and her firm as a result of this initial engagement. Highly recommend.
GB
Guilherme B.
Jun 6, 2025
30 minute consultation
About Mariana
Salesforce Consulting Partner | AI, Agentforce, CRM & Automation
100%
Job Success
Palm Beach, United StatesĀ - 10:46 pm local time
That's exactly what I fix.
šš¤š„ ššš©šš Ā· 100% š š¤š ššŖššššØšØ Ā· ššš”ššØšš¤š§šš š¾šš§š©ššššš š¼šš¢šš£ššØš©š§šš©š¤š§ Ā· ššš”ššØšš¤š§šš šššššššš” ššš§š©š£šš§
I'm Mariana, Salesforce consultant and founder of Palm Consulting, a certified Salesforce Partner. With 1,600+ hours and 28 projects completed on Upwork, I specialize in turning underperforming orgs into systems that generate real revenue.
I work with US-based companies across Real Estate, SaaS, Nonprofits, E-commerce, and Professional Services. What they all had in common when they came to me: š¦š®š¹š²šš³š¼šæš°š² šš®šš»'š š±š²š¹š¶šš²šæš¶š»š“ ššµš®š š¶š ššµš¼šš¹š±. š§šµš®š'š ššµš®š š š³š¶š .
No unnecessary complexity. No overengineering. Just systems your team actually uses.
šŖšµš®š š š±š¼:
šš“š²š»šš³š¼šæš°š² & šš
āø Agentforce setup, configuration, and Cloud architecture
āø AI-powered lead qualification and opportunity routing
āø Intelligent task automation and workflow triggers
āø AI-driven alerts and decision logic inside your org
š¦š¹š®š°šø + š¦š®š¹š²šš³š¼šæš°š²
āø Real-time deal alerts and pipeline notifications in Slack
āø Approval workflows, renewal reminders, and task routing
āø Slackbots for sales teams, ops teams, and managers
āø Bidirectional sync between Salesforce records and Slack channels
š¦š®š¹š²šš³š¼šæš°š² šš¼šæš² šš¹š¼šš±š
āø Sales Cloud: pipeline structure, lead automation, forecasting
āø Service Cloud: case management, SLAs, ticketing systems
āø Nonprofit Cloud (NPC): donor management, grants, program reporting
āø Experience Cloud: portals, partner communities, self-service hubs
āø Marketing Cloud: journeys, lead nurturing, segmentation
ššŗš½š¹š²šŗš²š»šš®šš¶š¼š», šššš¼šŗš®šš¶š¼š» & šš»šš²š“šæš®šš¶š¼š»
āø Full implementations from scratch: clean, documented, scalable
āø Messy org audits and CRM re-architecture
āø Flow Builder automation to eliminate repetitive manual work
āø Data migrations from spreadsheets, HubSpot, Zoho, or any legacy CRM
āø Third-party integrations: Stripe, QuickBooks, Mailchimp, Zapier, Google
āø Executive dashboards and reports your leadership will actually open
šŖšµš®š š°š¹š¶š²š»šš š“š²š:
āø A Salesforce org built around how your team actually works, not a generic setup they ignore
āø Pipelines that move leads forward automatically, not manually
āø Full visibility for managers without chasing down reports
āø Hours per week back for your sales and ops teams
āø A system that grows with your business, not one you'll need to rebuild in 12 months
One client booked a 30-minute consultation and turned it into a
year-long engagement. That's the kind of work I'm here to do.
If you're investing in š¦š®š¹š²šš³š¼šæš°š², šš“š²š»šš³š¼šæš°š², š¼šæ šš and not
seeing results, I can tell you exactly what's in the way.
āø š½š¤š¤š š 30-š¢šš£šŖš©š ššš”ššØšš¤š§šš š¼šŖššš©. š'š”š” š§šš«ššš¬ š®š¤šŖš§ š¤š§š šš£š ššš«š š®š¤šŖ š šš”ššš§, š„š§šš¤š§šš©ššÆšš ššš©šš¤š£ š„š”šš£. šš¤ š„šš©šš. š šŖšØš© šš£šØš¬šš§šØ.
Steps for completing your project
After purchasing the project, send requirements so Mariana can start the project.
Delivery time starts when Mariana receives requirements from you.
Mariana works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Access
Requirements review, template selection, sandbox setup and Experience Cloud license verification.
Site Configuration
Page building, navigation setup, branding applied, CRM data connected.