There was one area that could be improved regarding document generation within Salesforce Experience Cloud. When submitting a form and wanting to have a PDF copy downloaded within the system, or when doing an integration with DocuSign while generating a document, we faced some challenges. This process could be made smoother.
Some limitations include not being able to hide buttons based on criteria on the portal side and requiring complex workarounds. These limitations are known and are under consideration for future updates.
The CSS library of Salesforce is not as customizable as I would prefer. I work with Windows, and the library is not very adaptable. It would be a great feature if Salesforce's library were more customizable according to user needs.
Find out what your peers are saying about Salesforce, Agentcis, Channeltivity and others in Partner Relationship Management (PRM). Updated: March 2026.
Partner Relationship Management solutions enhance collaboration between companies and their partners, streamlining communication, training, and business processes through centralized platforms.PRM software offers comprehensive tools for managing partner relationships. These platforms function as a bridge between organizations and their network, supporting tasks like partner onboarding, training, and performance tracking. By providing partners with access to resources, guidance, and insights,...
There was one area that could be improved regarding document generation within Salesforce Experience Cloud. When submitting a form and wanting to have a PDF copy downloaded within the system, or when doing an integration with DocuSign while generating a document, we faced some challenges. This process could be made smoother.
Some limitations include not being able to hide buttons based on criteria on the portal side and requiring complex workarounds. These limitations are known and are under consideration for future updates.
The CSS library of Salesforce is not as customizable as I would prefer. I work with Windows, and the library is not very adaptable. It would be a great feature if Salesforce's library were more customizable according to user needs.