SF Custom Portal Template

The branded Salesforce portal you own outright. Customer, vendor, partner, or internal portals — any object, your brand, unlimited users, no per-login Experience Cloud license. Live in days.

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See It In Action

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What is the SF Custom Portal Template?

The SF Custom Portal Template is a production-ready customer, vendor, partner, or internal portal that runs inside your own Salesforce org — and that you own outright. It ships as LWC + Apex source you install once: authentication, navigation, data tables, detail views, dashboards, a knowledge base, and a design system, all wired to your Salesforce data out of the box.

Invite unlimited members with no per-login Experience Cloud license. Change branding, modules, layout, and which objects appear from one admin panel that saves instantly — Salesforce-native, no hosting. It looks like software you built in-house, because after implementation, it's yours.

Three ways to build a Salesforce portal

The same portal, three very different bills.

Feature	SF Custom Portal Template	Experience Cloud	Build from scratch
Unlimited members, no per-login license
You own the source code
No recurring platform fees
Time to launch	Days	Weeks–months	Months
No guest-user attack surface			Depends
Change it by config, not code		Partial
AI assistant included		Add-on
Any standard or custom object

What's inside

A production-ready foundation you configure, not a demo you rebuild.

Your Portal, Not a Template

Your logo, colors, and KPIs on live Salesforce data — it looks like you built it in-house from minute one.

An Assistant That Knows Your Stuff

A grounded AI helper that answers from your own knowledge, documents, and records — bring your own model or use Agentforce.

Live in Days, Not Months

A guided setup wizard takes you from empty org to branded, working portal — no developer required.

Configure Everything. Deploy Nothing.

Modules, layout, branding, dashboards, objects, and reports — all from one admin panel that saves instantly.

Any Salesforce Object, Portal-Ready

Turn any standard or custom object into a secure list, detail, and edit experience with related lists — no per-object code.

Answers Before the Ticket

A searchable knowledge base and public help center that deflect support requests around the clock.

And more, built in

The breadth that turns a login page into a portal members actually use.

Reports and Dashboards, Built In

Give members live charts and reports on their data — donuts, bars, KPIs — configured, not coded.

A Document Library Members Trust

Share categorized files with inline preview, audience controls, and one-click download.

Let Customers Shape the Roadmap

Collect, vote on, and status ideas so your best feature requests rise to the top.

Or Go Native with Agentforce

Flip one switch to run Salesforce's own Agentforce agent instead — same portal, one setting.

Who it's for

The SF Custom Portal Template is for mid-market businesses with real Salesforce complexity who need a portal — for customers, vendors, partners, or their own team — without the Experience Cloud license bill or a ground-up build. If you've priced out Experience Cloud and flinched at per-login costs, been told your use case needs custom development, or simply want to own the portal your business runs on, this is the third option.

Frequently asked questions

Is this Experience Cloud?

No. It's a standalone portal that runs inside your Salesforce org with no per-login Experience Cloud license. You invite unlimited members and pay no per-user platform fee.

Do we own the code?

Yes. The LWC + Apex source is delivered to your org as an unlocked package. Fork it, extend it, white-label it — it's yours to own after handoff, with no phone-home and no recurring platform fees.

How is it secured?

It runs on your org with Salesforce-native authentication, row-level security, and server-gated APIs — no external database and no open guest-user surface. There's a security architecture document you can hand your auditor before you buy.

Which Salesforce objects can it show?

Any of them — standard or custom. Point the portal at an object and it renders a secure list, detail, and edit experience with related lists, all from configuration. No per-object code.

Can we use our own AI model?

Yes. The built-in assistant is Bring-Your-Own-Key: connect any supported LLM provider and it answers from your own knowledge, documents, and records. Prefer Salesforce's own agent? Flip one switch to run Agentforce instead.

How long does it take to launch?

Days, not months. A guided setup wizard takes you from an empty org to a branded, working portal, and standard configuration needs no developer.

How do we get started?

Book a 30-minute intro call and the Funnelists Team will walk you through the template on your own Salesforce org and scope your portal — customer, vendor, partner, or internal.