[00] / INTEGRATION & SECURITY

SALESFORCE-NATIVE BY DESIGN
— PORTAL INCLUDED.

100% Salesforce-native with enterprise-grade security and seamless data integration.

Built on Salesforce's trusted Agentforce platform with comprehensive security controls and compliance frameworks. The partner portal is Salesforce-native (Experience Cloud) — no external SaaS to bolt on, no data movement, no additional security surface.

AGENTFORCE • DATA CLOUD • EXPERIENCE CLOUD • ENTERPRISE-GRADE SECURITY

[01] / TRUST & SECURITY

THREE PILLARS OF NATIVE SECURITY

[01.1]

DATA RESIDENCY & ACCESS

Your data never leaves your Salesforce org. Access is governed by your existing roles, profiles, and permission sets.

└ ZERO DATA EXPORT OR MOVEMENT
└ SALESFORCE SSO INTEGRATION
└ EXISTING USER MANAGEMENT

[01.2]

COMPLETE AUDITABILITY

Every AI decision includes decision journals and logs to support oversight, compliance, and regulatory requirements.

└ EXPLAINABLE AI DECISIONS
└ AUDIT-READY DOCUMENTATION
└ COMPLIANCE TRAIL TRACKING

[01.3]

TRUSTED AGENTFORCE ARCHITECTURE

Built on Salesforce Agentforce with configurable guardrails to prevent abuse and reduce hallucinated responses.

└ LOW-CODE SECURITY CONTROLS
└ ADMIN-CONFIGURABLE GUARDRAILS
└ ENTERPRISE AI GOVERNANCE

[02] / NATIVE INTEGRATION

WORKS WITH YOUR EXISTING SALESFORCE OBJECTS

Built on Experience Cloud — your partner portal is Salesforce-native, not a bolted-on third-party SaaS. No custom integrations required.

OBJECT / SURFACE	USED FOR
ACCOUNTS	Channel partner data
PRODUCTS	Product catalog & variants
PRICE BOOKS	Pricing structures & rules
CUSTOM CHANNEL QUOTE OBJECTS	Channel Quote requests & approvals
EXPERIENCE CLOUD PORTAL	Distributor PR / POS / claim submission

[03] / DEEP DATA INTEGRATION

MAKE YOUR DATA WORK HARDER. WHEREVER IT LIVES.

[03.1]

ZERO COPY DATA INTEGRATION

Connect directly to your existing data lakes and warehouses without duplication or delays. Leverage Snowflake, Databricks, and others to power real-time insights.

└ SNOWFLAKE & DATABRICKS INTEGRATION
└ NO DATA DUPLICATION OR ETL DELAYS
└ REAL-TIME DATA ACTIVATION

[03.2]

FLEXIBLE CONNECTIVITY

200+ pre-built connectors. Integrate structured and unstructured data from SAP, Shopify, Zendesk, Workday, and more.

└ 200+ PRE-BUILT CONNECTORS
└ ZERO COPY PARTNER NETWORK
└ ENTERPRISE SYSTEM INTEGRATION

[04] / ENTERPRISE INTEROPERABILITY

SECURE ACCESS TO YOUR EXISTING SYSTEMS

[03.1]

MCP AGENT INTEGRATION

Model Context Protocol enables secure access to enterprise systems with 20+ partners on AgentExchange.

[03.2]

API-FIRST ARCHITECTURE

RESTful APIs and webhooks for seamless integration with existing business applications and workflows.

[03.3]

SECURE ORCHESTRATION

Enterprise-grade controls ensure safe interaction between AI agents and external systems.

BUILT ON PROVEN SALESFORCE PLATFORMS

SALESFORCE AGENTFORCE → SALESFORCE DATA CLOUD →

[05] / NEXT

READY FOR SECURE, NATIVE AI?

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SALESFORCE-NATIVE BY DESIGN — PORTAL INCLUDED.