Salesforce Customer Self-Service Portal
A secure portal that surfaces order, contract, and support status from Salesforce while preserving record-level access control.
Challenge
Customers had to contact account staff whenever they needed order, contract, or support status, creating service workload and duplicate entry across systems. The solution needed customer-level access control and timely updates without exposing Salesforce directly.
Solution
Extended Salesforce with Apex, Lightning Web Components, and Platform Events, then connected it asynchronously to a Next.js portal. Controlled access with OAuth, Named Credentials, and Sharing Rules, and added scheduled reconciliation with Apex jobs.
Result
Enabled customers to review order, contract, and support status independently, creating an operating model that reduces status inquiries and duplicate data entry.
Team
3 members, 6 months
Salesforce, API integration, and frontend development
Role
Handled Salesforce customization, integration design, and portal development.
Developed Apex and Lightning Web Components, designed event-driven synchronization, and built the customer-facing Next.js experience.
Tech Stack
Key Features
Salesforce screens built with Lightning Web Components
Event-driven synchronization through Platform Events
Customer portal for orders, contracts, and support cases
Record-level access control with Salesforce Sharing Rules
Scheduled reconciliation for failed or missing events
Technical Highlights
Access Control at the CRM Layer
Combined OAuth and Salesforce Sharing Rules so record permissions are enforced by the platform, not only by portal code.
Events Plus Reconciliation
Paired real-time Platform Events with scheduled resynchronization to recover from missed events and preserve data consistency.