Your Salesforce AI Support Portal. Deployed in Days.

An AI-powered self-service support portal template built 100% native on Salesforce. BYO Key architecture lets you use any LLM provider. You own the code. No additional licenses required.

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See It In Action

Click any feature to watch a demo

Why Do Salesforce Customers Still Struggle with Support?

Your customers don't have a portal. They email support@ and wait. No visibility into case status. No way to search your knowledge base before submitting a ticket. No way to attach a screen recording showing the exact issue. Every case that could have been self-served is another ticket your agents handle manually.

Experience Cloud requires per-user licenses and months of configuration. Zendesk pulls your data out of Salesforce. Building custom takes serious time and budget. The SF Support Portal Template gives you an AI-powered self-service portal that deploys in days — on licenses you already have.

How Does the SF Support Portal Compare?

The three most common approaches to Salesforce customer portals — and how the SF Support Portal Template stacks up.

FeatureSF Support PortalExperience CloudZendesk / ExternalBuild Custom
Deployment timeA few weeks2–6 months2–4 weeks3–6+ months
Additional licenses requiredNonePer-user loginPer-agent + platformNone (dev cost)
Data stays in SalesforceDepends
Built-in AI assistant (BYO Key)
AI FAQ generator
Built-in screen recorder
Brand auto-import from URL
Agentforce compatibleDepends
You own the source code
Forums and commerce
Ideas and feature voting

Have Any Questions?

Book a 30-minute intro call. We'll discuss your goals and map out a plan to get there.

What Makes This Portal Different?

Five capabilities that take months to build from scratch — shipped out of the box.

Brand Your Portal in Minutes

Paste your website URL. The portal extracts your logo, colors, and fonts automatically. Live preview, save, done. No CSS files, no design team.

Generate Your Help Center with AI

Paste a product guide or runbook. The AI FAQ generator creates structured Q&A pairs. Review, edit, publish. Published FAQs power the help page and AI chat simultaneously.

Customers Record Their Own Issues

Customers hit Record, reproduce the issue, hit Stop. The screen recording auto-attaches to the case in Salesforce. No Loom, no external tools.

AI Chat Grounded in Your Products

BYO Key — plug in your own API key from Anthropic Claude or OpenAI GPT. The AI assistant answers from your knowledge base, not the open internet. When it can't resolve, it guides the customer to open a case.

One Knowledge Base, Every Channel

Every FAQ and Knowledge article feeds the help page, the AI chat, and your Agentforce Service Agent at the same time. One content investment powers every support channel.

What Does It Cost?

The template is a flat $2,500 — deployed to your org, Sites enabled, brand configured. You own the code — unmanaged, full source access, no locked packages.

Setup, Implementation & Customization Packages

Small — Service Cloud already configured, just need the portal deployed with AI setup. A few weeks. $2,500 – $5,000.

Medium — Service Cloud needs configuration, knowledge base built from existing docs, team training. 2–4 weeks. $5,000 – $12,000.

Large — Add Agentforce integration, custom case processes, multi-brand support, extensive KB migration. 4–8 weeks. $12,000 – $25,000+.

Version 3.0 is coming. Buy v2.1 now at $2,500 and get upgrade pricing to v3.0 — you won't pay full price twice.

Not sure which size fits? That's what the intro call is for.

Frequently Asked Questions

Enterprise, Performance, Unlimited, and Developer editions. The template uses Salesforce Sites (included with these editions), standard and custom objects, and Apex classes. No additional Salesforce licenses are required.
No. The portal runs on Salesforce Sites, not Experience Cloud. Sites is included with Enterprise edition and above — no per-user login licenses required.
BYO Key (Bring Your Own Key) lets you plug your own LLM API key into the portal. Currently supported providers include Anthropic Claude and OpenAI GPT. Additional providers can be integrated through custom development. You choose the model, control the cost, and keep your data under your own policies. Switch providers anytime.
The AI assistant is grounded in your published FAQs and knowledge base — not the open internet. It only answers based on content you've approved. When it can't find a relevant answer, it guides the customer to open a support case. Note: This applies to the portal's built-in BYO Key AI assistant. The Agentforce Service Agent is a separate Salesforce product with its own grounding and guardrails.
It's a React single-page application deployed as a Salesforce Static Resource, running on Salesforce Sites. No external servers, no middleware. Every case, comment, attachment, and knowledge article lives in Salesforce objects. The only external call is to your AI provider when a customer uses the AI assistant — using your API key under your data policies.
Yes. The portal's knowledge base and FAQ content feed directly into Agentforce Service Agent. Every article you publish is immediately available to your Agentforce agent. For orgs not yet on Agentforce, the built-in BYO Key AI assistant handles AI-powered support.
Yes. You own the source code — it's unmanaged, not a locked AppExchange package. You have full access to every Apex class, component, and configuration. Extend it with Flows, triggers, custom fields, or hand it to your own dev team. Funnelists can also handle customizations as part of managed services.
Yes. The SF Support Portal Template is built on a flexible framework — React frontend, Apex backend, Salesforce Sites — that can be extended into other portal types. Customer portals, internal tools, onboarding portals, and more. Funnelists is currently developing a Partner Portal Template on the same framework. Custom portal development is available as a consulting engagement.
Once configured, the admin panel can be completely hidden — removing it from the portal interface entirely. Configuration changes are made through Salesforce directly. This means there's no exposed admin surface for attackers to target, which is especially important for orgs with strict security and compliance requirements.
The portal runs entirely inside Salesforce — no external servers, no middleware, no data leaving your org. AI calls go directly from the portal to your own API provider using your own key. All data is stored in standard Salesforce objects and governed by your existing security model, profiles, and permissions.

What's Holding You Back?

Book a 30-minute intro call. We'll discuss your portal needs, walk through any part of the product, and map out a plan to get there. We also help clients with Service Cloud setup, Agentforce implementation, and Salesforce Foundations activation.