- Our Work
- Technology
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.
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.