We recently made a bunch of enhancements to our Salesforce Experience Site.

The first thing we did was revamp the overall look and feel to try and match our more modern branding.

The Portal now has the ability to:

  • Have custom Toasts (popups) alerting the user to perform an action
  • Ability to view, pay, and download all invoices and contracts
  • Ability to execute open proposals (We're currently using PandaDoc but any eSignature platform will do)
  • Ability to view, analyze and report on time entries
  • Ability to upload files

Want to see what the Toast Notifications look like?  Take a look here:

Screen Recording 2024-09-20 at 11.20.00 AM

 

 

Want to see the Experience Site in action?  You can see it in the below video!