Case study · Salesforce Developer
B2B Onboarding Portal
Salesforce Experience Cloud portal with an NDA approval workflow
- Role
- Salesforce Developer
- Client
- Gas CRM client
- Stack
- Salesforce, Apex, LWC, Experience Cloud, Flow Builder, Salesforce Lightning
Custom LWC registration form on Experience Cloud
Overview
Built a complete B2B Customer Onboarding Portal using Salesforce Experience Cloud for a Gas CRM client. Customers register their company through a custom portal, are automatically provisioned as community users, and move through a tracked onboarding journey — NDA, KYC, HOT and site visit — while internal teams approve each stage inside Salesforce.
What I built
- 01Custom registration form built with Lightning Web Components (LWC)
- 02Automated NDA approval workflow with HOD notifications via Apex
- 03Community user auto-creation on form submission
- 04Document upload and management system
- 05Multi-stage onboarding progress tracker (NDA → KYC → HOT → Site Visit → Complete)
- 06Complaint management with auto-escalation after 5 hours
- 07Flow Builder automation for manual NDA status change triggers
Screens
Onboarding tracker: Registration → NDA → KYC → HOT → Site Visit → Complete 
NDA status on the contact with the approval action 
KYC verification form with document upload 
KYC record moved to Completed 
Site visit verification flow 
Branded login for onboarded customers
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SalesforceApexLWCExperience CloudFlow BuilderSalesforce Lightning