Zero Portal to Fully Operational Partner Channel in 6 Weeks, With No Production Disruption

The client is a global leader in anti-financial crime and fraud detection technology, operating a proprietary fraud intelligence platform integrated with Salesforce across financial institutions worldwide. As their go-to-market strategy expanded to include External Distribution, Internal Distribution, and Technology/Data Integration alliance partners, they needed a unified partner collaboration platform — built entirely within their existing Salesforce environment, without touching a single automation or disrupting the live fraud intelligence data flows underpinning their core operations. 

In this case study, you’ll learn how we: 

• Reviewed the full Salesforce org architecture and designed a zero-disruption sharing model 

• Configured an Experience Cloud Partner Portal with role-based access and partner type segmentation 

• Exposed Leads, Opportunities, and Opportunity Products with configurable access controls per partner type 

• Enabled view-only, auditable access to approved sales decks, PDFs, videos, and webinar recordings 

• Deployed Chatter for threaded partner collaboration and Salesforce Calendar for event visibility 

• Configured 15 bespoke reports and 4 dashboards with full fraud intelligence data isolation enforced throughout 

• Delivered a fully operational partner portal in 6 weeks with a lean team of five and zero production disruption