Experience Cloud customer portal template
An Experience Cloud customer portal template for account and billing self-service: subscription details, an invoice table, payment methods and a billing help section, on a branded site. Click through it below, then read what the studio writes for it.
The Customer Account & Billing Portal template running: External customer portal for subscription details, invoice tables, payment methods, and billing help. Use the link below to open it in its own tab and click through it.
When to start from this template
- Showing finance and support what customers will see when they check an invoice.
- Agreeing which account and billing details belong on a customer-facing page.
- Prototyping a customer account site before the Experience Cloud licences are bought.
What is on the page
Read off the template itself, the way the spec export reads it.
- Highlights panel
- Customer Number, Current Plan, Billing Status
- Sections
- Account & Subscription Overview (6 fields)
- Related lists
- Recent Invoices
- Navigation
- Account Overview, Invoices & Receipts, Order History, Service Requests, Billing Settings
- Hero Banner
- Welcome back, David
- Main Content
- Record Detail, Related Lists
- Sidebar
- Quick Action Tile Menu, Billing Help & Support
The spec the studio writes for it
The first acceptance criteria, in Gherkin, as they land in Jira or Confluence.
# Scenario: The "Products" related list Given a user is viewing an Account record Then the "Products" list is on the page And it says there is nothing to show. # Scenario: The "Notes & Attachments" related list Given a user is viewing an Account record Then the "Notes & Attachments" card offers a file upload area And it says there is nothing to show. # Scenario: The "Recent Invoices" related list Given a user is viewing an Account record Then the "Recent Invoices" list shows "Invoice #", "Date", "Amount" and "Status" And it lists 3 records.
Data dictionary
Every field with the API name it would deploy under.
| Field | API name | Type | Required |
|---|---|---|---|
| Company Name | Company_Name__c | text | No |
| Subscription Level | Subscription_Level__c | text | No |
| Licensed Seats | Licensed_Seats__c | text | No |
| Renewal Date | Renewal_Date__c | date | No |
| Primary Billing Contact | Primary_Billing_Contact__c | No | |
| Payment Terms | Payment_Terms__c | text | No |
Make this template yours.
Open “Customer Account & Billing Portal” in the studio, change the fields, the path and the branding, then share a link or export the spec and the Lightning page metadata. SFProto is invite-only while we test, and free for testers. Already invited? Sign in.
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