Salesforce Experience Cloud Implementation
Climate Solutions Toolkit Portal
Project Overview
Project Summary
We are seeking to build a Climate Solutions Toolkit, a Salesforce Experience Cloud portal that provides Kiva’s lending partners with tailored resources, insights, and tools and allows partners to connect with one another.
Business Objectives
- Launch a partner-facing Experience Cloud site to house the Climate Solutions Toolkit
- Reduce manual data processing by centralizing survey analysis and data visualization in Salesforce and Tableau
- Translate Climate Compass survey results into tailored, actionable resources
- Lay the foundation for AI-powered personalization in future phases
Success Metrics
- Percentage of partners actively using the portal
- Reduction in time from survey submission to insight generation
- Portal available in 3 languages (Spanish, English, French)
- Engagement with recommended resources (clicks, time spent)
- Partner satisfaction and qualitative feedback
Current Salesforce Environment
- Platform: Salesforce
- Planned/Active Tools: Salesforce Experience Cloud, Salesforce standard objects, Salesforce custom objects, Tableau
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Integrations required:
- FormAssembly → Salesforce
- Tableau → Salesforce
Scope of Work
In-Scope (Initial Launch)
The selected consultant will be expected to support the following activities:
- Salesforce Experience Cloud site setup and configuration
- Partner authentication and access model design
- Experience Cloud UI framework and user journeys
- Translation strategy and process
- Climate Compass data integration (FormAssembly → Salesforce)
- Impact Survey object configuration
- Salesforce object setup and configuration
- Resource library implementation (case studies, tools, models, PDFs)
- Partner ecosystem mapping
- Tableau integration for insights and dashboards
- Support for pilot rollout and feedback collection
Out of Scope (for Initial Launch)
- Partner Help Center / Knowledge Base
- AI Agent for guided resource discovery
Technical & Architecture Requirements
- Salesforce Experience Cloud best practices
- Secure partner authentication and role-based access
- Scalable data model aligned with Climate Compass and Impact Survey data
- Integration with FormAssembly and Tableau
- Declarative approach where possible
- Documentation of architecture, configuration, and customizations
Project Phases & Timeline
Phase 1: Plan & Scope (February 2026)
Goal: Conduct discovery, confirm requirements, and finalize V1 scope
Key Deliverables:
- Requirements and scope document
- Experience Cloud architecture diagram
- V1 backlog and implementation plan
- List of measurable engagement metrics
- Translations in French and Spanish
Phase 2: Build & Pilot (February – April 2026)
Goal: Build the core portal and pilot with a subset of partners
Key Deliverables:
- Climate Compass response data mapped into Salesforce
- Live pilot Experience Cloud site
- Dashboard for monitoring engagement
Phase 3: Scale with AI (April – June 2026) (future phase)
Goal: Personalize the experience and scale to all partners
Potential Deliverables:
- AI-powered Climate Solutions Portal
- Personalized recommendations based on Climate Compass results
- Tableau dashboards for internal analysis
- Full partner rollout and post-launch performance review
Roles & Collaboration Model
Kiva will provide internal project leadership, product vision, content development, and partner communication. The selected consultant will be expected to:
- Lead Experience Cloud design and collaborate to plan sprints
- Advise on best practices and scalable architecture
- Support integrations and data modeling
- Collaborate closely with Kiva stakeholders throughout all phases
Proposal Requirements
Vendors must structure their responses using the Vendor Response Template below. Proposals that do not follow this structure may be deprioritized.
Vendor Response Template
1. Vendor Overview
- Company background
- Number of Salesforce Experience Cloud implementations completed
- Experience with partner-facing or data-driven portals
2. Proposed Solution & Architecture
-
Proposed Experience Cloud scope (epics and features)
- Approach to user authentication, access, and security
- Tableau integration approach
- Key assumptions
- Key risks or complexities you anticipate
3. Implementation Approach & Timeline
- Project plan aligned to Phase 1 (Plan & Scope) and Phase 2 (Build & Pilot)
- Key milestones and dependencies
4. Team & Governance
- Proposed project team, roles, and Salesforce certifications
- Project management and communication approach
- Client responsibilities vs. vendor responsibilities
5. Pricing
- Pricing model (fixed fee preferred; time & materials acceptable with justification)
- Cost breakdown by phase and role
- Assumptions that materially impact pricing
- Note any assumptions related to Salesforce, Tableau, or AI licensing
- Clearly identify optional services or future-phase work
Evaluation Criteria
Proposals will be evaluated using a comparative scoring framework based on the following weighted criteria:
Category
Description
Experience & Qualifications
15%
Demonstrated Experience Cloud and partner portal expertise
Solution Quality
25%
Strength of proposed architecture, scalability, and security
Implementation Approach
20%
Clarity, realism, and alignment with phased timeline
Team & Delivery Model
15%
Skill mix, certifications, and project governance
Cost & Value
20%
Cost effectiveness relative to scope and approach
Risk Awareness
5%
Identification of risks and practicality of mitigations
RFP Timeline
Milestone
Date
RFP Issued
1/16
Questions Due
1/29
Proposals Due
1/30
Vendor Selected
2/2
Project Kickoff
2/9
Submission Instructions
Terms & Conditions
Kiva reserves the right to accept or reject any proposal, modify the scope, and negotiate final terms prior to contract award.
