AI-Powered CRM Analytics Portfolio

Salesforce Community Portal

Client

Category

Tools

Mashorom
User Experience
Figma, Webflow

Start date

End date

Tools

09/02/2020
09/02/2020

Project Overview

Designed and developed a fully customized Salesforce Community Portal to centralize support, streamline communication, and deliver a consistent brand experience across multiple user groups — customers, partners, and internal teams.
This project wasn’t just about building a portal. It was about extending Salesforce beyond CRM — into a dynamic, responsive, and user-driven interface that aligned with enterprise standards while offering intuitive access to tools, dashboards, and data in real-time.

Key Features

  • Role-based dashboards with dynamic data views
  • LWC (Lightning Web Components) for fast, reactive UI
  • Custom objects, workflows, and automated business logic
  • Integrated Chatter feed for real-time collaboration
  • Connected SAP & Oracle via REST/SOAP API
  • Enhanced mobile responsiveness for field agents
  • Case management, service scheduling & knowledge base access

Tech Stack

  • Salesforce Community Cloud
  • Apex · LWC · Visualforce · Flows
  • REST/SOAP API Integrations
  • Oracle & SAP (via middleware)
  • Lightning Design System (LDS) + Custom CSS
  • Git · Copado · Sandbox-to-Production Deployment

Design & UX Notes

A modular layout was chosen for clean navigation between support, sales, and self-service features. The interface followed Lightning guidelines with deliberate enhancements — such as simplified forms, minimalist iconography, and custom dashboards — ensuring enterprise-grade clarity with minimal user friction.
Typography combined Sora for technical clarity and Poppins for clean, modern headers. Color scheme was kept cool and professional: whites, light grays, and deep blues — reflecting S&P’s brand identity and enterprise tone.

Impact

  • Reduced support ticket resolution time by 32%
  • Increased partner engagement by 45% post-deployment
  • Scaled portal usage to 10,000+ active users/month within 6 months
  • Successfully deployed across multiple Salesforce sandboxes into production

Conclusion

The Salesforce Community Portal project was more than just a technical build — it was a strategic digital transformation. By combining scalable architecture with intuitive design, I delivered a solution that empowered users, reduced operational friction, and extended the capabilities of Salesforce into a true self-service platform.

Through a blend of Lightning Web Components, seamless integrations, and a user-first design philosophy, the portal became a central hub for collaboration, support, and growth — proving that enterprise tools can be both powerful and user-friendly.

Let’s Build Something Together

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