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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Cloud Pages implementation for Canada based Infrasutrcure company

Overview

Project Objective

Solution Summary

Public Opportunity Submission Portal

Identity Validation & Access Control

The system validated the user using backend rules such as:

If validation failed:

One-Time Update Link via Email

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

The email included:

Salesforce Notifications & Automation

Internal Salesforce users were kept informed at each step:

Perigeon implemented:

Security & Compliance Framework

Impact and Results

Conclusion

Have an Idea ?

(*) Asterisk denotes mandatory fields

Success Stories

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