
Zero Copy Data Strategy For Salesforce Leaders
Your data pipeline costs are high because duplication is still the default.
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A US finance company needed a comprehensive customer-facing platform to manage subscriptions, additional services, and physical mail handling — with no payment integration and no visibility into customer behaviour. TrueSolv built an enhanced Experience Cloud portal with Stripe integration, a guest portal for new users, and Google Analytics for behaviour insights.
The client needed a comprehensive, user-friendly platform to manage subscriptions, additional services, and physical mail. Without a payment integration and without any visibility into customer behaviour, they could not optimise the experience or reduce onboarding friction for new customers.
TrueSolv enhanced the Salesforce Experience Cloud platform with a fully upgraded Customer Portal, a dedicated Guest Portal for new users, and Google Analytics integration for behavioural tracking and data-driven optimisation.

Upgraded the Customer Portal to enable users to manage active subscriptions, purchase additional services, and handle physical mail and parcels — all with Stripe integrated for seamless payment processing supporting both one-time and recurring subscription payments.
A dedicated Guest Portal provides quick and easy access for prospective customers — simplifying the initial interaction and reducing barriers to engagement. New users can interact with the platform and start services without completing full registration.
Integrated Google Analytics with the Salesforce Community sites to capture and analyse customer behaviour — enabling tracking of user journeys, identifying trends, and gathering actionable insights to optimise the portal experience and drive data-driven decision-making.
"We had no idea what customers were doing on our portal or why they were dropping off. Google Analytics showed us exactly where friction was, and the Stripe integration made payment something customers didn't even notice — it just worked."
The portal upgrade transformed our customer experience. Stripe integration meant customers could subscribe and pay without leaving the portal — previously they had to contact us for billing. The guest portal was a revelation: onboarding dropped to seconds instead of a multi-step registration. And Google Analytics finally gave us data. We could see which features were used, where drop-off happened, and what to improve. Our engagement metrics improved immediately.
The enhanced Experience Cloud platform delivered measurable improvements across customer satisfaction, revenue processes, and behavioural insight.
If your customer portal lacks payment integration, has high onboarding friction, and offers no behavioural insight, we'll build it properly on Experience Cloud.
Merchant sync, rate automation, risk management — full BNPL lifecycle.
Equifax, KYC/AML, Omni-Channel routing — 80% less manual processing.
Real-time MRR, renewal automation, churn alerts.
Insights, how-to's and Salesforce best practices from the TrueSolv team






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