Get Started with Functional Portals

Our team configures functional portals using Salesforce Community Cloud and purpose-built templates to connect your web users to Salesforce data for greater process efficiency and mission engagement.

Add self-service functionality to any of these portals to deflect support cases and improve the stakeholder experience with on-demand self-help tools.

Community Cloud
  • Board portal. Empower your board of directors with secure online reporting and documentation so you can ditch the paper-based binders, while increasing transparency and communications to shorten decision timelines and increase meeting productivity. Enable committees to interact virtually in real-time and access governance dashboards on demand.
  • Chapter portal. Allow a national network of subsidiaries or partners to work from a common instance with appropriate access to local data and tools relevant to their programs. Standardize best practices for better national outcomes.
  • Application portal. Deliver a branded online portal for benefits or for program applicants to submit, update and track applications through a well-defined processing and approval workflow.
  • Volunteer data entry portal. Provide an intuitive, guided data input experience for rotating volunteers.