Support of a Salesforce Portal for a Consumer Products Company

Challenge

The client's Salesforce B2B portal suffered from poor user experience due to poorly structured portal pages and numerous disorganized tabs containing product information and pricing. This inefficiency hampered promotional activities and client communications. The company, operating in over 180 countries, lacked internal Salesforce expertise to implement the necessary UI improvements.

Solution

Engineering Square's Salesforce administrator reconfigured the portal interface by creating individual user pages for each client, building separate organized pages for Products, Trade Rules, and other categories, and optimizing existing tabs for better information access. HTML and CSS enhancements included mobile UI adaptation, new layouts for knowledge articles and quizzes, an event calendar with structured promotional event information, and fully mobile-responsive design.

Results

• Enhanced portal usability through improved page structure and navigation
• Optimized tabs and event calendar streamlined promotional activities
• Mobile accessibility improved user convenience across 180+ countries
• Better brand promotion and client relationship management through organized content

Technologies