Portal Builder Features


Pre-Built Features

Registered Users

Portal Builder has pre-built functionality that allows new users to register online and maintain their profile. The registration process can be configured to send users through an email confirmation process. We also offer out-of-box forgot password functionality.

Case Management

Portal Builder has pre-built support for allowing users to create Cases and view the status of their existing cases.


Portal Builder contains an existing integration with Authorize.NET and Stripe to support e-commerce transactions. If you already have a merchant provider and they have an API, we can easily build an integration with their system using our plugin architecture.

Advanced Email Templates

Portal Builder has advanced email template functionality which is used to send out custom emails based on actions done within the Portal Builder. Objects in Salesforce are made available and can be used to make the email subject and body dynamic.

Content Management - WYSIWYG

Portal Builder provides a content management system that allows you to edit content directly from the front end of the web application. Users with permission can log in to the site and easily edit content using the WYSIWYG (What You See Is What You Get) editing tool.


Portal Builder has pre-built integration with the DocuSign API. Documents can be automatically sent out based on actions done by users within the web application.

Application Architecture


Portal Builder is built using the Java JEE stack - more info at: http://www.oracle.com/technetwork/java/javaee/tech/index.html. We also heavily utilize the Spring framework - more info at: http://spring.io/projects. With JEE and Spring, we have a number of out of the box application architecture features.

Salesforce API Integration

We have pre-built libraries that integrate with all of the Salesforce APIs.

AWS Integration

We also have pre-built libraries that integrate with the major AWS features such as S3, RDS, etc.

Authentication / Authorization / Profiling

We have pre-built mechanisms to authenticate users against Salesforce. As mentioned above, we heavily utilize the Spring framework. One of the key libraries we use is the Spring Security library. This library easily allows us to use customer defined roles to control access to specific features / data within their web application.

Themes / Private Labeling

We have pre-built support of re-skinning the web application for your Affiliates, Partners, etc. You can have them pick from a list of standard themes or have them provide their own themes. In addition, they can provide their own logos and use a custom domain.

UI Framework

We have a very powerful UI framework that we can use to create re-useable content, setup standard page layouts, and perform sophisticated page logic.

Web Libraries

We utilize a number of web libraries such as JQuery (http://jquery.com) and DataTables (http://www.datatables.net/) that allow us to create pages that provide an advanced user experience.

Responsive Design

We heavily utilize the Bootstrap framework (http://getbootstrap.com/) to help us build a clean UI as well as to help create a responsive design for your web application.

Additional Output Formats

In addition to displaying your data on the web, we have pre-built libraries to generate PDFs, Word Documents, and Excel documents using data from your Salesforce instance.


We have several options for caching your specific portions of your data, allowing you to save Salesforce API calls and provide faster page load times.

Security Components

All of our pages are built with security controls to prevent common security vulnerabilities such as Cross Site Request Forgery, Cross Site Scripting, etc. If you like, we also can run your web application through our Security Scanner tool to identify any security vulnerabilities.


All of our pages can be built to support multiple currencies, multiple languages, and multiple time zones.


Base Server

Our base server has been preconfigured with a number of security features, base libraries (Tomcat, Apache, OpenSSL, etc.), and locked down firewall rules. We also have all our servers on a regular patch schedule to ensure we always have the latest security updates.


All of our servers are monitored using both Nagios and Amazon's CloudWatch technology. We monitor a number of key statistics on the servers, including everything from disk space to CPU utilization to make sure the apps are always running at optimal performance.

Load Balancing / Fail Over / Scaling

Since our servers run in the Amazon cloud, we can take advantage of a number of out of the box features for load balancing, fail over, and on-demand scaling.