Why this matters
Your front office isn’t just Sales and Service. It’s every external interaction—onboarding, ordering, claims, warranties, training, and status checks. Experience Cloud turns Salesforce into a secure engagement layer for any audience. YASH brings the architecture, UX, governance, and integrations so your portals don’t just look good—they move work, measure impact, and scale.
Who we serve
Manufacturing, Hi-Tech/SaaS, Retail & CPG, BFSI/Insurance, Healthcare & Life Sciences, and Energy—global footprints, regulated data, complex partner networks.
Outcomes
lower cost-to-serve, faster cycles (onboarding → order/claim/issue → resolution), higher adoption, clean audits, and a measurable lift in NPS/CSAT.
What we deliver (solution pillars)
Customer Service & Account Portals
Partner & PRM Portals
Dealer & Distributor Portals (B2B Commerce-ready)
Supplier Collaboration
Patient/Member & Care Portals
Architecture, Identity & Security
Data & Integration
Analytics & Growth
Customer Service & Account Portals
- Case creation, knowledge, entitlements, RMAs/returns, payments, order & invoice history
- KCS-aligned knowledge, deflection analytics, multilingual & accessibility patterns
Partner & PRM Portals
- Deal registration, co-sell, MDF, training/certification, partner scorecards
- Price lists, ATP, quotes/orders via CPQ/Commerce handoffs
Dealer & Distributor Portals (B2B Commerce-ready)
- Contract pricing, quick reorders, punchout, credit limits, statements, claims/deductions
- Secondary sales capture and promo/claim workflows (where applicable)
Supplier Collaboration
Onboarding/KYB, contract & compliance docs, ASNs, invoice/3-way match status
Patient/Member & Care Portals
Referrals/intake, benefits & claim status, secure messaging, document exchange, education
Architecture, Identity & Security
- LWR sites, Experience Builder, headless/PWA kits, design systems
- SSO (SAML/OAuth), External Identity, sharing sets/roles, Shield/PII patterns
Data & Integration
- MuleSoft/Boomi integration to ERP, WMS/TMS, core/billing, payments, tax, EHR/FHIR
- Data Cloud activation where relevant (audiences, personalization)
Analytics & Growth
Adoption, deflection, cycle-time, and SLA dashboards; SEO & performance guardrails
How we engage.
Accelerators & Centers of Excellence
Dealer Portal Starter
onboarding, contract pricing, credit/limit exposure, invoices/statements, claims & deductions
PRM Partner 360
deal-reg, MDF, training/certs, scorecards, and co-sell workflows
Service Hub Blueprint
case forms, entitlement checks, RMA/repair flows, knowledge templates, deflection dashboards
Supplier Collaboration Pack
KYB, compliance, ASN & invoice status, dispute workflows
Healthcare Member/Patient Kit
HIPAA-aware layouts, intake, benefits lookup, secure messaging
Design System & LWR Pack
performant components, theming tokens, Lighthouse & accessibility guardrails
Agentforce Playbooks
Onboarding, Triage, Order Assurance, Partner Ops, Claims/RMA—prewired with approvals and observability
What to measure
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Adoption
MAU, repeat logins, task completion
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Service
deflection %, AHT/FCR, RMA/claim cycle time
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Partner
deal-reg cycle, MDF utilization, trained/active partners
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Commerce/Dealer
self-service order %, DSO, claim turnaround
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Ops
page speed/Lighthouse, error budgets, accessibility
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Agentforce
% tasks proposed/executed with approval, time saved, rework rate
Ready to launch or modernize your portal?
Talk to an Expert
Get a 90-day blueprint for Experience Cloud + integrations + Agentforce, aligned to your top journeys and KPIs.
Prefer a hands-on pilot?
We’ll stand up a slice (customer/partner/dealer), enable one Agentforce use case, wire core lookups, and baseline adoption & cycle-time metrics.