Salesforce portal architecture: five ways to connect external users
Five ways to connect external users (customers, partners, and installers) to Salesforce data, compared on security, delivery effort, ownership, and fit.
Read the article →INDEXBlog · pillar
The integrated stack
Salesforce, customer.io, and n8n patterns: integrations, migrations, the connected customer profile, and the agents and MCP servers that work from it.
Salesforce Experience Cloud implementation: how the native route compares
What a Salesforce Experience Cloud and Mobile Publisher build involves, where it fits, and how it compares with four other ways to connect external users.
Read the article →
How to connect Claude to Salesforce and turn one sales call into every CRM record
One call recording becomes the Contact, Account, Opportunity, Quote, proposal, and logged Activity in a single Claude Cowork session. The rep improves instead of enters.
Read the article →What a connected customer profile actually is (and what it is not)
Every team says it has a 360-degree view. Here is the test that tells you whether you do, and the three data types a connected customer profile has to carry.
Read the article →Bring your questions, problems, and opportunities
Get answers and a plan in 30 minutes.
Book a 30-minute working session