Engage
Studio
Engage Studio brings structure, automation and intelligence to how organisations interact with people outside their core teams. It enables you to design connected journeys that guide individuals through data capture, document submission, validation and decision points, while maintaining visibility and control inside Salesforce.
Built by combining forms, documents, portals and onboarding workflows into a single experience layer, Engage Studio removes manual chasing, reduces errors and creates consistent, auditable processes that scale across teams and industries.
The power of AI
Apply AI across document handling and data processing to remove manual work and reduce risk
Automatically verify uploaded documents, extract key information, pre-populate records and trigger workflows based on outcomes, improving speed and consistency without adding complexity for users
Harness workflow automation & tracking
Design configurable, rule-based workflows that guide people and data through each stage of a process
Automations can trigger emails, portal access, approvals, task creation or record updates based on status changes, ensuring nothing is missed and progress is always visible
Improve compliance tracking
Integrate calendar booking
Remove back-and-forth scheduling by enabling self-service booking within defined availability rules
Users can select time slots for interviews, meetings or assessments while teams retain control over calendars, capacity and session types
The assessment module
Create structured assessments that support decision-making and progression through a journey
Deliver briefings, surveys or skills checks with scoring, timing and completion logic built in, allowing outcomes to influence next steps automatically
Frictionless data collection
Create structured assessments that support decision-making and progression through a journey
Deliver briefings, surveys or skills checks with scoring, timing and completion logic built in, allowing outcomes to influence next steps automatically
Portal customisation
Provide secure, branded portals that act as a single access point for external users
Portals can surface tasks, documents, messages and status updates while integrating seamlessly with Salesforce workflows and permissions
Mobile-first development
Designed from the ground up for use on any device without sacrificing capability
Users can complete tasks, upload documents and track progress on mobile or desktop, supporting engagement wherever work happens
Engage Studio brings structure, automation and intelligence to how organisations interact with people outside their core teams. It enables you to design connected journeys that guide individuals through data capture, document submission, validation and decision points, while maintaining visibility and control inside Salesforce.
Built by combining forms, documents, portals and onboarding workflows into a single experience layer, Engage Studio removes manual chasing, reduces errors and creates consistent, auditable processes that scale across teams and industries.
The power of AI
Apply AI across document handling and data processing to remove manual work and reduce risk
Automatically verify uploaded documents, extract key information, pre-populate records and trigger workflows based on outcomes, improving speed and consistency without adding complexity for users
Harness workflow automation & tracking
Design configurable, rule-based workflows that guide people and data through each stage of a process
Automations can trigger emails, portal access, approvals, task creation or record updates based on status changes, ensuring nothing is missed and progress is always visible
Improve compliance tracking
Integrate calendar booking
Remove back-and-forth scheduling by enabling self-service booking within defined availability rules
Users can select time slots for interviews, meetings or assessments while teams retain control over calendars, capacity and session types
The assessment module
Create structured assessments that support decision-making and progression through a journey
Deliver briefings, surveys or skills checks with scoring, timing and completion logic built in, allowing outcomes to influence next steps automatically
Frictionless data collection
Create structured assessments that support decision-making and progression through a journey
Deliver briefings, surveys or skills checks with scoring, timing and completion logic built in, allowing outcomes to influence next steps automatically
Portal customisation
Provide secure, branded portals that act as a single access point for external users
Portals can surface tasks, documents, messages and status updates while integrating seamlessly with Salesforce workflows and permissions
Mobile-first development
Designed from the ground up for use on any device without sacrificing capability
Users can complete tasks, upload documents and track progress on mobile or desktop, supporting engagement wherever work happens
01 Design | Engage Studio is configured around the journeys you need to run, defining each step from initial engagement through data capture, review and completion, all aligned to your Salesforce records
02 Collect | Data and documents are gathered through intelligent forms and requests that adapt to context, ensuring the right information is captured at the right time without unnecessary friction
03 Automate | Workflow automation moves each journey forward, triggering actions such as notifications, approvals, portal access or record updates based on predefined rules and outcomes
04 Engage | External users interact through secure, branded portals where they can complete tasks, upload documents, book sessions and track progress in one connected experience
05 Validate | AI and compliance controls support verification, data extraction and monitoring, helping teams reduce manual effort while maintaining accuracy and auditability
06 Optimise | Teams retain full visibility of progress and outcomes, allowing journeys to be refined over time without rebuilding processes or introducing new systems
What is 3B Engage Studio?
3B Engage Studio is a Salesforce native experience layer that connects people to your business through branded portals, journeys, and digital interactions. It brings together forms, communications, documents, and workflows into a single, seamless experience that sits directly on your Salesforce data.
Is Engage Studio Salesforce native?
Yes: 3B Engage Studio is built to run inside Salesforce, using standard objects and live data. There is no need to sync documents across external systems
How is Engage Studio different from standard Salesforce portals?
Standard portals provide access to data. Engage Studio provides fully designed experiences. It combines logic, automation, document handling, and guided journeys to create structured interactions that are intuitive for users and powerful for your business.
Who is Engage Studio designed for?
Engage Studio is designed for organisations that need to interact with candidates, contractors, employees, suppliers, or customers in a secure and scalable way. It is used across recruitment, healthcare, logistics, professional services, and commercial sectors.
What can you build with Engage Studio?
You can build onboarding journeys, client portals, contractor portals, compliance workflows, application processes, and self service experiences. Everything is fully connected to Salesforce and updates records in real time.
Does Engage Studio replace other portal or form tools?
Yes. Engage Studio replaces the need for separate form builders, portal tools, document collection systems, and manual processes. It brings everything together into one unified experience on Salesforce.
How does Engage Studio improve efficiency?
It reduces manual admin by automating data capture, document collection, approvals, and communications. Users complete guided journeys, and Salesforce updates automatically, removing duplication and delays.
Is Engage Studio secure?
Yes. Engage Studio is fully Salesforce native, which means it inherits Salesforce security, permissions, and compliance. Your data remains in your Salesforce environment at all times.
Core Integrations
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Faster Admin
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COMMERCIAL CUSTOMER
No bolt-on tools.
No duplicated data.
One unified platform.
Engage Studio
Contact 3B Today
Engage Studio simplifies how organisations engage external stakeholders, bringing data collection, automation and portals into one connected journey, while improving visibility, reducing risk and removing manual effort at scale.
Book a walkthrough with one of our friendly team and see how Engage Studio works in your Salesforce environment.
Looking to enhance other areas
of your Salesforce platform?
The Studios
To centralise document generation, e-signatures and file management in Salesforce, reducing manual effort while maintaining governance as volume grows
Accelerator Packages
Check out the 3B pre-built suites. These are our configurable packages which cover our cutting-edge AI options, Onboarding, Workforce Management, inc. time tracking & scheduling and Vendor Management options
