Secured Gateway to Salesforce Records
01. Select Objects and Fields
Select Salesfoce objects and fields that you want to expose to your portal users. Visiblly supports both standard and custom objects and bi-directional data transfer.
02. Design and Code in HTML
Design and code your portal in HTML and with your preferred language. Or update your PHP or WordPress site with Visiblly connector code.
03. Add Control Filters & Activate
Add filter conditions to select records and activate auto sync. Your Salesforce data will be automatically available for your portal site.
04. Launch Your Portal for Unlimited Users
Create Portal users in Salesforce or via Portal registration form. Communicate bi-directionally & securely with your Salesforce for relevant customer data.