Cloud Pages implementation for Canada based Infrasutrcure company

Overview

Perigeon partnered with a leading infrastructure company in Canada to streamline how external users submit and manage sales opportunities in Salesforce. The objective was to create a public-facing portal that allows users to submit opportunities securely without requiring a login, while still maintaining control, validation, and data protection. The solution was delivered using Salesforce Experience Cloud and Lightning Web Components (LWC), ensuring a balance of usability, automation, and enterprise-grade security.

Project Objective

The client wanted to eliminate manual entry of partner-submitted opportunities and reduce dependency on internal teams for data collection. Their goals were:
  • Provide a public interface for opportunity submission without login.
  • Maintain tight validation and access control to prevent misuse.
  • Allow users to update opportunities after submission via a secure link.
  • Ensure real-time visibility and alerts to internal Salesforce users.
  • Protect the platform from unauthorized or malicious submissions.

Solution Summary

Perigeon developed a custom Salesforce Experience Cloud site with advanced logic that enabled:
  • Secure, no-login opportunity submission via a custom LWC form.
  • Validation against email/domain rules before opportunity creation.
  • Automatic emails with secure, one-time edit links post-submission.
  • Role-based notification system to alert Salesforce users of all activity.
  • Logging and monitoring tools for transparency and audit compliance.

Public Opportunity Submission Portal

At the heart of the solution was a custom Experience Cloud page, accessible without login, that allowed users to submit opportunities via a Lightning Web Component (LWC) form. Key capabilities included:
  • Input validation (required fields, formats, and business rules).
  • Bot/spam prevention mechanisms (e.g., CAPTCHA, throttling).
  • Friendly and accessible UI design for non-technical users.
  • Form-level error handling and success feedback.
Only submissions from verified users (email/domain whitelist) were allowed to proceed.

Identity Validation & Access Control

Before any opportunity was created in Salesforce:

The system validated the user using backend rules such as:

  • Email domain matching.
  • Lookup against a whitelist or reference object.
  • Context-based rules (industry, region, etc.).

If validation failed:

  • The opportunity was not created.
  • An email alert with detailed metadata (email, IP, timestamp) was sent to Salesforce Admins.
  • The attempt was logged for audit purposes.
This ensured unauthorized users were blocked at the gate without compromising UX.

One-Time Update Link via Email

Once an opportunity was successfully created:

The system generated a unique, secure URL for the user to make updates.

  • This link was:
  • Token-protected
  • Time-bound (e.g., valid for 48 hours)
  • Time-bound (e.g., valid for 48 hours)

The email included:

  • A summary of the submission.
  • A link to access a dedicated page for editing limited fields (like contact info, comments, or budget).
  • Instructions and expiry warnings.

This gave users flexibility without requiring login credentials, and ensured the data remained accurate and timely.

Salesforce Notifications & Automation

Internal Salesforce users were kept informed at each step:

  • When a new opportunity was created via the public portal.
  • When a user updated an existing opportunity.
  • When an unauthorized attempt was blocked.

Perigeon implemented:

Email alerts to Admins and Opportunity Owners.
Task or Chatter creation in Salesforce (optional).
System jobs for link expiration and cleanup.
This enabled a real-time operational flow between external users and internal stakeholders.

Security & Compliance Framework

Security was built into every layer of the implementation:
  • Unique secure tokens for link-based access.
  • Backend validations to prevent URL tampering.
  • Expiration policies to invalidate links after time or use.
  • CAPTCHA integration to block automated bots.
  • Audit logs stored in a custom object for transparency.

Perigeon ensured the solution met enterprise-grade security standards while remaining user-friendly for external contributors.

Impact and Results

Metrics Table
Metric Before Implementation After Implementation
Manual Data Entry 100% internal effort Fully automated via portal
Opportunity Submission Time 2–3 days (avg) <15 minutes
Unauthorized Access Difficult to track Real-time alerts and logs
User Experience Complex login and follow-ups Simple, no-login access
Admin Overhead High Reduced by over 60%

Conclusion

Perigeon successfully delivered a secure, scalable, and intuitive Experience Cloud implementation tailored for external users. By combining thoughtful UX with strong backend logic, token-based security, and real-time alerts, the solution enables the client to collect and manage opportunities with confidence. This case stands as a testament to Perigeon’s ability to deliver innovative Salesforce solutions that meet real business needs, reduce operational friction, and enhance platform governance.

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