3B Engage Studio

One engagement layer. Every external journey.

Engage Studio simplifies how organisations engage external stakeholders - bringing data collection, automation and portals into one connected journey on Salesforce. Improve visibility, reduce risk and remove manual effort at scale.

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Why Engage Studio

No bolt-on tools. No duplicated data.

Standard portals provide access to data. Engage Studio provides fully designed experiences - combining logic, automation, document handling and guided journeys into structured interactions that are intuitive for users and powerful for your business. Everything sits directly on your Salesforce records, no syncing required.

  • One unified platform.Forms, CLM, portals and onboarding in one journey.
  • Live Salesforce data.No syncing, no shadow copies - every action updates the record.
  • Branded experiences.Secure portals where users complete tasks, upload documents and track progress.
  • Salesforce-grade security.Inherits permissions, encryption and compliance posture out of the box.
CandidatesContractorsSuppliersCustomersPatientsPartners

How it works

Six stages from initial engagement toongoing optimisation.

Engage Studio is configured around journeys. Every step is aligned to your Salesforce records, every action is logged, every outcome is visible.

  1. Design

    Configure journeys around your Salesforce records - defining each step from initial engagement through data capture, review and completion.

  2. Collect

    Gather data and documents through intelligent forms and requests that adapt to context - right information, right time, no friction.

  3. Automate

    Trigger notifications, approvals, portal access and record updates from rules and outcomes - without writing glue code.

  4. Engage

    External users interact through secure, branded portals - completing tasks, uploading documents, booking sessions and tracking progress.

  5. Validate

    AI and compliance controls support verification, data extraction and monitoring - reducing manual effort and ensuring accuracy.

  6. Optimise

    Retain full visibility of progress and outcomes so teams can refine over time - without rebuilding processes.

Capabilities

Modular by design. Connected by default.

Whether you're engaging people, clients, patients or partners - keep every interaction and every data-collection activity in one place.

Forms · CLM · Portals · Onboarding

One platform that combines dynamic forms, document and contract handling, branded portals and guided onboarding journeys - no bolt-on tools, no duplicated data.

Modular platform capabilities

Mix and match engagement, onboarding, document collection and approvals to build the exact journey your business needs - without writing custom code.

Branded portals

Secure, fully-designed experiences where external users complete tasks, upload documents, book sessions and track progress - all updating Salesforce in real time.

Workflow automation

Rules-based automation triggers notifications, approvals, portal access and record updates - your team manages exceptions while the engine runs the rest.

AI-assisted validation

Document AI reads, analyses and extracts data from uploads automatically. Compliance controls verify content and flag exceptions before they reach your operators.

Salesforce-native architecture

Built to run inside Salesforce, using standard objects and live data. Inherits Salesforce security, permissions and compliance - your data never leaves your org.

What you can build

Every external journey, on one platform.

Engage Studio replaces the need for separate form builders, portal tools, document collection systems and manual processes - across recruitment, healthcare, logistics, professional services and commercial sectors.

Onboarding journeys

Guided, multi-step onboarding for candidates, contractors, employees or vendors - with documents, forms and approvals connected to Salesforce records.

Client & contractor portals

Branded, secure portals for external stakeholders - task lists, document uploads, communications and progress tracking, all on live Salesforce data.

Compliance workflows

Capture, verify and renew credentials, certifications and policy acknowledgements - with AI-assisted document checks and full audit trails.

Application & intake processes

Multi-step applications with conditional branching, document collection and routed review - every record connected to the contact and the matter.

Self-service experiences

Let customers, candidates or partners update their own records, request changes and complete tasks - without bouncing through email and shared drives.

Renewal & re-engagement journeys

Automated renewal cycles, expiry reminders and re-engagement workflows - triggered by record state, completed entirely in the portal.

FAQ

Engage Studio, answered.

Salesforce-native architecture, branded portals, journey design and the difference between a portal and an experience - everything Engage Studio handles, end to end.

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.

Ready when you are

See Engage Studio in your Salesforce environment.

Book a walkthrough with one of our friendly team. We'll map your journeys, show the rollout plan and stand up your first portal in days, not quarters.

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