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Experience Cloud versus custom portals: how to choose for B2B service
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B2B service organizations often reach a fork: expose customers and partners to case status, knowledge, and entitlements through Salesforce-native Experience Cloud, or invest in a custom web portal backed by APIs. Neither choice is universally correct. The right answer depends on how mature your identity model is, how much branded UX you need, and how often business rules change underneath the UI.
Start with identity and session requirements
Experience Cloud inherits Salesforce authentication patterns, including SAML and OAuth flows your IT team may already operate. Custom portals give you pixel control but push session management, token refresh, and device posture checks into your application stack. If your security team prefers fewer bespoke auth surfaces, that weight tilts toward Experience Cloud—especially when partners already have Salesforce community licenses.
Content velocity and who owns the page
Marketing-owned landing pages and weekly copy tweaks favor a CMS-driven custom front end or a hybrid where Experience Cloud hosts authenticated “app” surfaces while marketing stays on another stack. If most edits are data-driven—field visibility, flows, and record types—Experience Cloud’s declarative model keeps business users closer to the outcome without redeploying JavaScript bundles.
Integration depth versus presentation polish
Custom portals shine when you need non-standard layouts, multi-tenant isolation patterns outside Salesforce’s community model, or heavy client-side interactivity. Experience Cloud shines when your primary goal is secure access to CRM objects with manageable governance. Be honest about which side of that line you occupy today and in eighteen months.
Total cost of ownership
Count licenses, specialized skills (LWC versus full-stack), release cadence, and test automation. Custom portals often underestimate ongoing accessibility, internationalization, and mobile form factors. Experience Cloud still requires disciplined testing, but you inherit Lightning accessibility patterns and platform upgrades on a predictable schedule.
Migration and coexistence
Many programs run parallel: launch Experience Cloud for authenticated service workflows while a legacy marketing site remains until content migrates. Define a sunset criterion for the legacy portal so you do not pay double maintenance indefinitely.
Decision summary
Choose Experience Cloud when authenticated CRM workflows dominate, identity should stay centralized, and business teams need to iterate configuration. Choose custom when differentiated UX, unique tenancy models, or deep client-side logic are non-negotiable—and you can fund the security and operations tail that follows.