How Salesforce Portal Development Enhanced User Experience for Tufin
Meet the hero
Tufin is a security policy management company specializing in the automation of security policy changes. They are helping public and private organizations improve the security and compliance of their products with local and international security standards.
The challenge
The Tufin team requested the development of a new internal portal. It was intended to accommodate their partner and customer accounts and enable to inform the account managers about new features that the client providing.
The portal needed to be created in the Experience Cloud using both custom and standard components with fully custom styling to meet the client’s expectations and make it look similar in branding to the portal they had before.
Our solution
Using standard and custom-created solutions, the Synebo team created and released a new portal for two types of users: customers and partners. Additionally, two types of users had subtypes. With the help of standard Salesforce ability with page variations, audiences, and custom templates, we ensure that users can review only the information they have access to.
Most of the logic of the objects was created with the help of the custom buttons placed on the record and list view pages. Both custom and standard types of components have been styled to make them look similar to the expected site branding as much as possible.
The results
The client got a customized internal experience site with stylized pages for all required types of users. Experience site included object pages with newly created buttons that configure the logic of the objects’ processes, pages with custom components, and pages with custom CMS. After the end of the project, the Tufin team decided to request Synebo to become their long-term partner in working on the next phases of the project.
Project Scope and Team Structure
