Built a complete B2B Customer Onboarding Portal using Salesforce Experience Cloud for a Gas CRM c...Built a complete B2B Customer Onboarding Portal using Salesforce Experience Cloud for a Gas CRM c...
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Built a complete B2B Customer Onboarding Portal using Salesforce Experience Cloud for a Gas CRM client.
Key features delivered:
Custom Registration Form using LWC (Lightning Web Components)
Automated NDA Approval Workflow with HOD notifications via Apex
Community User auto-creation on form submission
Document upload & management system
Multi-stage Onboarding Progress Tracker (NDA → KYC → HOT → Site Visit → Complete)
Complaint Management with auto-escalation after 5 hours
Flow Builder for manual NDA status change triggers
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The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started