Building a Modern Customer Portal on Salesforce Experience Cloud for a Leading Manufacturer

Through a structured Proof of Concept (POC) built on Salesforce Experience Cloud, Redtag helped a leading U.S.-based chemical manufacturer validate the vision for a next-generation customer portal — designed to reduce vendor dependency, lower maintenance costs, and improve flexibility for future digital growth.

About:
A major U.S. chemical producer, serving clients across food, energy, and industrial sectors, set out to modernize its customer experience platform. The company’s existing customer portal, built on proprietary software, had become a growing limitation.
Industry:
Manufacturing
Partners since:
CLOUDS & TECHNOLOGIES:
Experience Cloud
The challenges

Laying the Foundation for a Modern, Self-Service Experience

The legacy system was rigid, expensive to maintain, and fully dependent on the vendor that developed it. Even minor updates required lengthy release cycles, increasing costs and reducing agility. The manufacturer needed a modern, scalable, and low-risk way to validate a future-state solution on Salesforce — one that would provide ownership, flexibility, and a foundation for innovation.

The solution

From Proprietary Platform to Salesforce Experience Cloud

To support these modernization goals, Redtag delivered a Proof of Concept on Salesforce Experience Cloud to demonstrate how Salesforce could power a secure, self-service portal while allowing the client to evaluate usability, performance, and scalability before full implementation.

The POC included:

  • Branded login and secure access with Experience Cloud configuration.
  • Document and invoice visibility, enabling customers to view and download key files securely.
  • Custom home page and KPI dashboards, aligned with the company’s business hierarchy.

  • PDF manual generation, allowing users to compile technical and compliance materials.
  • Location-based data hierarchy for streamlined navigation and user permissions.
  • SharePoint integration accelerator, enabling file management directly from Salesforce.

Throughout the engagement, Redtag guided the client through best practices in UX, access control, and data organization — helping them visualize a flexible and scalable customer experience model.

The RESULT

Redtag’s Impact: Building the Future of Customer Experience

The Proof of Concept gave the client’s leadership team hands-on visibility into what a Salesforce-powered portal could achieve — without the risks of a full-scale deployment.
By creating a live, working prototype, Redtag enabled them to:

  • Reduce dependency on proprietary software and vendor-controlled systems.
  • Gain clarity on implementation effort and business value through real interaction.
  • Validate user experience and technical feasibility before broader rollout.
  • Establish a scalable foundation for future self-service and order management capabilities.

With Redtag’s Experience Cloud expertise, the client gained both clarity and confidence — turning a high-cost legacy portal into a roadmap for sustainable innovation.

Maria Soviak

Let’s talk about your project!

Gracie Lynch, Account Executive
Let’s talk

Questions & Answears

Speak with Our Experts

1
We carefully examine your request and contact you within 24 hours
2
Our technical experts analyze your business challenges and come up with a solution
3
You recieve a proposal with our expertise and all the details of your project: time, team, technologies, finances - everything
By submitting, you consent to Redtag processing your information in accordance with our Privacy Policy
🤘 Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.