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.
THREE PILLARS OF NATIVE SECURITY
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
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
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
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 |
MAKE YOUR DATA WORK HARDER. WHEREVER IT LIVES.
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
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
SECURE ACCESS TO YOUR EXISTING SYSTEMS
MCP AGENT INTEGRATION
Model Context Protocol enables secure access to enterprise systems with 20+ partners on AgentExchange.
API-FIRST ARCHITECTURE
RESTful APIs and webhooks for seamless integration with existing business applications and workflows.
SECURE ORCHESTRATION
Enterprise-grade controls ensure safe interaction between AI agents and external systems.
READY FOR SECURE, NATIVE AI?
Join high-tech SMEs using AI to revolutionize their Channel Quote processes.
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