Experience Cloud

Definition:

Salesforce Experience Cloud is a digital experience platform (DXP) built on the Salesforce Platform that enables organizations to design, deploy, and manage branded, connected, and personalized experiences for customers, partners, and employees. It serves as a unified environment for creating communities, portals, and websites that seamlessly integrate with Salesforce CRM data and business processes. Experience Cloud provides a strong infrastructure foundation—secure authentication, flexible data models, mobile responsiveness, and enterprise-grade scalability—allowing businesses to deliver consistent engagement and collaboration across the entire customer lifecycle.

Key Features:

  • Experience Builder: A drag-and-drop, low-code environment for building customized pages and components
  • Pre-Built Templates: Industry-specific templates for customer, partner, and employee use cases
  • Mobile-Responsive Design: Ensures experiences are optimized across devices
  • Native Salesforce Integration: Deep integration with CRM data, workflows, and automation
  • Personalization and Audience Targeting: Configurable rules that tailor content based on user profiles
  • Multi-Language and Localization Support: Enables global experiences with localized content
  • Security and Access Management: Built-in authentication, permission controls, and compliance standards

Use Cases:

  • Customer Self-Service Portals: Empower customers to manage cases and find resources
  • Partner Relationship Management (PRM): Strengthen collaboration and performance tracking
  • Employee Collaboration Spaces: Enhance internal communication and knowledge sharing
  • Account and E-Commerce Portals: Real-time access to customer data and analytics
  • Knowledge Management: Searchable, centralized hubs for documentation

The Experience Cloud Reality:

While Salesforce Experience Cloud delivers robust infrastructure, many implementations plateau after launch. Organizations often find themselves managing static experiences that fail to adapt to evolving customer needs, including lack of dynamic personalization, manual follow-up processes, and generic content presentation. Learn more about how to overcome these limitations and unlock the full potential of your Experience Cloud investment.

Transforming Experience Cloud with AI Intelligence:

To move beyond static experiences, organizations are integrating AI-driven engagement layers into Experience Cloud. EverAfter's AI Suite enhances Salesforce Experience Cloud by introducing real-time intelligence, automation, and personalization—all while leveraging existing Salesforce data models, authentication, and infrastructure. EverAfter acts as an embedded intelligence layer within Experience Cloud, enabling the platform to read customer signals, adapt experiences automatically, and deliver content tailored to each individual's journey without requiring additional development effort.

Key AI Capabilities with EverAfter:

  • AI Studio: Build branded interfaces (maturity assessments, goal-selection dashboards) without writing code
  • AI Expert: Surface context-aware guidance from your knowledge base and successful implementations
  • AI Builder: Automatically generate personalized success plans aligned with customer goals and live product data
  • AI Agent: Continuously monitor engagement signals and trigger personalized prompts within the portal

Real-World Example – Okta's Intelligent Customer Success Hub (3X Adoption Success):

Okta, a global leader in identity and access management, demonstrates how Experience Cloud's potential expands when paired with AI intelligence. Initially, Okta built a strong Customer Success Hub using Salesforce Experience Cloud with onboarding workflows, lifecycle messaging, and community resources. However, engagement data revealed a gap: customers received the same static experience regardless of their goals or usage stage.

By embedding EverAfter's AI Suite within their Experience Cloud instance, Okta transformed their static portal into a goal-oriented, intelligent success system—driving 3X adoption among their customers. The integration allowed Okta to scale digital customer success without increasing headcount, with customers engaging in self-directed journeys tailored to their objectives. Discover the full Okta case study to see how this integration delivered measurable results.

Benefits of EverAfter + Experience Cloud:

  • Deliver experiences that adapt automatically based on customer data and behavior
  • Automate repetitive engagement tasks while maintaining personal relevance
  • Provide contextual, knowledge-driven support within the customer's workflow
  • Scale customer success without adding manual effort or technical debt
  • Combine Experience Cloud's infrastructure foundation with AI-driven intelligence to create a truly adaptive, scalable, and customer-centric experience ecosystem

In essence: Salesforce Experience Cloud forms the foundation, while EverAfter provides the intelligence—together creating an ecosystem designed for real-time personalization and engagement at scale.

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