How Salesforce Portal Development Enhanced User Experience for Tufin

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Meet the hero 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 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.

About the client
Network Security, Computer Industry
Boston, US
Founded in
The beginning of the project
Jul 2022
The end of the project
May 2023

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.

Here are just a few of the amazing things that the Synebo team accomplished while handling every aspect of the project
– Designed and developed a well-thought-out portal stylized to the Tufin brand
– Developed a custom logic of objects, ensured through the use of custom buttons
– Separated customer and partner pages and ensured the support of their multiple subtypes
Technologies used
Experience Cloud
Embedded services
Provided services
Experience Cloud implementation
Long term support
Salesforce consulting
Project management
No-code application development

The results 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.

Fully customized customer portal
Fully customized customer portal
Styled components that comply with the customer’s branding
Styled components that comply with the customer’s branding
Separate pages for different types of users
Separate pages for different types of users

Project Scope and Team Structure

11 months
Project duration
Project working hours
5 specialists
The team involved: Salesforce Developer, Front-end Developer, Salesforce Administrator, Project Manager, Quality Assurance Specialist
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