Client Portal
Read-only views of health and audit results, shared through links that expire and can be withdrawn whenever you choose, with no account needed to view.
In one paragraph
The SyncOnAI 360 Client Portal shares read-only views of a Salesforce org with clients and stakeholders: health summaries, health reports and audits. Each view is shared through a link that expires and can be withdrawn at any time, the record that it existed is kept, and viewers need no account and cannot change anything.
01The problem
Consultancies and platform teams report progress through PDFs and slide decks. They take time to make, go out of date immediately and can never be taken back.
A PDF sent last quarter is still circulating, describing an org that has changed.
Giving a stakeholder access to a tool means a seat, a login and a permission review.
Hours go into formatting a report rather than into the work it describes.
Slides say the org is healthier; nothing lets the client see for themselves.
02share
Share a read-only health summary of an org from the client portal, a full health report from the org's health page, or an audit with its findings. Each is a link that opens in the browser without an account.
The views are read-only by design: a client sees the grade, the scores and the findings, and cannot change the org, the workspace or the report.
03control
Each link expires, and any link can be withdrawn at any time. When a link is withdrawn, the record that it existed is kept, so you always know what was shared and when.
That makes sharing a decision you can reverse: share a report for a steering committee, and withdraw it when the meeting is over.
04readable
The health score maps to a letter grade with a plain sentence, from A, excellent and enterprise ready, to F, critical and needing immediate action. Audit findings are written in plain language with their evidence and an estimated cost to fix.
Clients do not need to read Salesforce metadata to follow the story: what was wrong, what it costs, and what has been fixed.
05prove
When fixes are deployed and the audit runs again, each fixed finding is marked verified fixed, or regressed if it came back, and the grade moves accordingly. Share the updated report and the client sees the evidence directly.
Combined with deploy receipts behind every change and work items linked to deploys, the portal turns reporting into evidence rather than assertion.
06cadence
Share a baseline health report at kickoff, then share the re-audit after each release. Because every fix that is deployed and re-audited is marked verified fixed or regressed, the client sees progress measured against the same checks each time.
Withdraw each link when it has served its purpose. The record of what was shared stays with the workspace, so the history of what a client was shown is never in doubt.
07which
Share the health summary for a quick status, the full health report for a review meeting, and the audit when the conversation is about what to fix and what it costs. Each view answers a different question, so pick the one that matches the meeting.
Keep links short-lived for sensitive reviews and withdraw them when the meeting ends. A fresh link can always be sent for the next review.
08How it works
Read-only, temporary, recorded.
Health summary, health report or audit.
A read-only link that expires.
The client opens it without an account.
Revoke it whenever you choose; the record is kept.
09Before and after
Without
With SyncOnAI 360
PDFs that circulate forever
Links that expire and can be withdrawn
Seats and logins for stakeholders
No account needed to view
Hours formatting decks
Reports straight from the org
Claims of progress
Re-audits that verify each fix
10Who uses it
11Questions
A way to share read-only views of a Salesforce org's health and audit with clients and stakeholders through links.
No. Shared links open in the browser without an account.
No. Shared views are read-only.
Yes. Withdraw any link at any time; the record that it existed is kept.
Yes. Each portal link expires, and you can withdraw it sooner.
The grade, scores and findings in plain language, with evidence and cost estimates for audits.
No. In-house teams use the same links to report to leadership and partners.
Yes. Every plan includes every feature.
Yes, until it expires or you withdraw it. Withdraw links you no longer need.
Yes, through an engagement's deal room, which shares the proposal and, if you choose, the statement of work.
12Keep exploring
Connect your Salesforce org. Run your first health scan. Ask your first question. See what you've been missing.