Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Portal for Customer, Partner & more - CRMJetty

PaaS for customer, partner and more.

Starting at $399   USD/Per 500 Users/month

Discounts available for nonprofits

Industries
Engineering, Construction, & Real Estate
Financial Services
Manufacturing
Business Need
Customer Service
Partner Management
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud
Service Cloud

Rating

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
5
Lifetime average
Showing 1 of 1 Review
Sort by

Realtime, secure and streamline customer information sharing

Facilitating secure information sharing with customers is crucial for us as an escrow agent. PortalXpand was created specifically for this use. Due to its ability for rapid deployment, my.escrowalliance.com can be quickly set up and easily modified, allowing for effective and efficient information sharing procedures. The unique feature of PortalXpand is its integration with a single data source of Salesforce.com, which consolidates important data and strengthens the security of shared data. This is crucial for promoting trust and facilitating efficient sharing of information about the contracts of our customers. PortalXpand is a vital tool for escrow agents committed to secure and effective information sharing with customers, and it also comes with first-rate customer support. Utilize its powerful features and observe how your customers acces information.