# Show clients the state of their Salesforce org, on your terms. > 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 Each view is shared through a link that expires and can be withdrawn at any time, the record that it existed is kept, and viewers need no account and cannot change anything. Source: https://synconai360.com/features/client-portal ## Key facts - **3**: Views to share: health summary, health report, audit - **0**: Accounts needed to view - **Any**: Link withdrawable at any time - **Read**: Only: viewers can change nothing ## Why client reporting on Salesforce work is so clumsy 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 They take time to make, go out of date immediately and can never be taken back. - **Reports that never die.** A PDF sent last quarter is still circulating, describing an org that has changed. - **Accounts for everyone.** Giving a stakeholder access to a tool means a seat, a login and a permission review. - **Effort over substance.** Hours go into formatting a report rather than into the work it describes. - **Claims without evidence.** Slides say the org is healthier; nothing lets the client see for themselves. ## What can be shared with a client? 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. - Health summaries, health reports and audits - No account needed - Read-only by design ## How do you control a shared Salesforce report? Each link expires, and any link can be withdrawn at any time. When a link is withdrawn, the record that it existed is kept, so you always know what was shared and when.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. - Links expire - Withdraw at any time - A record of every share ## Will clients understand what they see? 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. - Letter grade with a plain sentence - Findings in plain language - Costed issues ## How does the portal prove delivered work? 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. - Verified fixes after re-audit - Receipts behind every change - Evidence, not slides ## How do teams use shared reports over an engagement? 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. - A baseline at kickoff - A re-audit after each release - Withdraw links when done ## What should you share with a client, and when? 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. - Summary for status - Health report for reviews - Audit for scoping ## Sharing with a client 1. **Pick the view.** Health summary, health report or audit. 2. **Create a link.** A read-only link that expires. 3. **Send it.** The client opens it without an account. 4. **Withdraw.** Revoke it whenever you choose; the record is kept. ## Client reporting, slides versus portal | 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 | ## Who shares through the client portal - **Consultancies.** Share a client's health and audit results as a link for a steering meeting, then withdraw it afterwards, instead of emailing a PDF that circulates for years. - **In-house platform teams.** Report org health to leadership and business owners with a read-only link they open without an account, and keep a record of everything that was shared. - **Executives and stakeholders.** Read the grade, the scores and the findings in plain language with a cost beside each issue, without learning Salesforce terminology or asking for a login. - **Partners and auditors.** Give an external reviewer temporary, read-only access to exactly the report they need, and revoke it the moment the review ends. ## Frequently asked questions ### What is the client portal? A way to share read-only views of a Salesforce org's health and audit with clients and stakeholders through links. ### Does the client need an account? No. Shared links open in the browser without an account. ### Can clients change anything? No. Shared views are read-only. ### Can we take a link back? Yes. Withdraw any link at any time; the record that it existed is kept. ### Do links expire? Yes. Each portal link expires, and you can withdraw it sooner. ### What does the client see? The grade, scores and findings in plain language, with evidence and cost estimates for audits. ### Is this only for consultancies? No. In-house teams use the same links to report to leadership and partners. ### Is the client portal on every plan? Yes. Every plan includes every feature. ### Can anyone with the link open it? Yes, until it expires or you withdraw it. Withdraw links you no longer need. ### Can clients see a proposal or statement of work? Yes, through an engagement's deal room, which shares the proposal and, if you choose, the statement of work.