---
title: A customer portal for order history and reorders | Orbital Objectives
description: An authenticated Experience Cloud site where each customer sees their own orders, invoices and files.
image: https://orbitalobjectives.com/hubfs/oo-social-share.png
---

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# A customer portal for order history and reorders

An authenticated Experience Cloud site where each customer sees their own orders, invoices and files.

## The problem

Customers had no self-service view of what they had bought. Order history, invoices and shipment documents lived in Salesforce, and the account team answered each request by hand.

## The approach

A short discovery set the data-visibility rules first, since the portal’s main risk was one customer seeing another’s records. The work ran on a written scope, phase by phase.

## What I built

- A branded Experience Cloud site with customer login
- Order list and detail pages built from opportunities and their products, with filtering, sorting and pagination
- Invoices, shipment files and upcoming renewals shown against each order
- An order request flow for selected customers, priced from a pricebook specific to their account
- Lightning Web Components and Apex with test classes; sharing rules that limit every query to the signed-in account
- An admin training session and a how-to guide for managing users

## Outcome

- The portal was delivered: each customer signs in and sees only their own orders, invoices and files.
- The scope was agreed in writing before work began.

#### Industry

Technology

#### Platform

Salesforce

#### Technology

- Experience Cloud
- Lightning Web Components
- Apex
- Screen Flow
- Sharing model

#### Related services

- [Salesforce Consulting & Development](https://orbitalobjectives.com/services#salesforce-consulting-development)
- [Experience Cloud & Partner Portals](https://orbitalobjectives.com/services#experience-cloud-partner-portals)

[Discuss Your Project](https://orbitalobjectives.com/contact?hsLang=en)

### [Salesforce Manufacturing Merging acquired Salesforce orgs, then carving one business back out A sprint-based org consolidation after acquisitions, followed later by a scoped export for a divested product line. →](https://orbitalobjectives.com/work/org-consolidation-carve-out?hsLang=en)

Next step

## Tell me what is stuck.

A first conversation is 30 minutes with the person who would do the work. You will leave knowing whether I am the right fit and roughly what it would take.

[Discuss Your Project →](https://orbitalobjectives.com/contact?hsLang=en) [Explore Our Work](https://orbitalobjectives.com/work?hsLang=en)

[rbital bjectives](https://orbitalobjectives.com/?hsLang=en)

Everything orbits your objective

Independent Salesforce, HubSpot and Odoo consulting. Massachusetts.

#### Services

- [Consulting & Development](https://orbitalobjectives.com/services#salesforce-consulting-development)
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#### Contact

- [info@orbitalobjectives.com](mailto:info@orbitalobjectives.com)
- [Discuss Your Project](https://orbitalobjectives.com/contact?hsLang=en)

© 2026 Orbital Objectives LLCSalesforce and Odoo are trademarks of their respective owners.

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