Blog
Notes from the build.
Short, practical writing on portals, live data, and security — from the team building Basicloud.
Building a partner portal on Salesforce: a checklist
Per-partner access, live data, licensing, branding, and audit — the questions to ask before you build.
A tour of the Basicloud admin: everything you can configure
Users and sharing, objects and layouts, branding and translations, analytics and activity logs — the whole admin in one tour.
From OAuth to launched portal: a first-week guide
Connect, configure, brand, invite — the practical path from a Salesforce org to a live portal.
How to build a Salesforce customer portal without Experience Cloud licenses
Cases, projects, and invoices from Salesforce in a branded portal — the steps, and what to watch for.
Locking the month: time tracking your finance team can trust
Why Hour Reporting locks closed periods, and what that does for billing accuracy.
How to give contractors access to Salesforce data — without a license each
Scoped access to their own projects, plus hour and expense logging — without licenses, shared logins, or spreadsheets.
Making a portal feel in-house
White-labeling beyond the logo: color systems, domains, and the details customers actually notice.
Basicloud vs Salesforce Experience Cloud: which fits your portal?
Licensing for external users, where the portal lives, setup effort, and multi-system data — an honest comparison.
Row-level security on top of your org's permissions
Compiling sharing rules into every query — so out-of-scope records are never fetched, not just hidden.
Why Basicloud never copies your Salesforce data
The live-proxy architecture: how every screen stays real-time, and why "no sync" is a security feature.
Hello, Basicloud
Why we're building on the systems companies already run — instead of asking anyone to migrate.
More posts are on the way. Questions in the meantime? Drop us a line →