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Enhancing Partner Collaboration with Adaptive Forms and Automated Documentation

TrueSolv developed a custom Salesforce Partner Community with a Knowledge Base, adaptive case forms, and automated PDF generation. The solution improved partner collaboration, streamlined case handling, and empowered users with efficient self-service tools.

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Platforms

Salesforce Sales Сloud

Industry

Technology

Country

Israel

Challenge

The client needed a Partner Community with a robust Knowledge Base and flexible case management to enhance partner collaboration. They required:

  • A case submission form that adapts across multiple environments—Sales Cloud, guest sites, and external iframes.
  • A customer form accessible via email link that generates a PDF and attaches it to the relevant parent record for documentation.
  • A structured Knowledge Base with well-organized articles and automated updates to provide partners with self-service solutions and reduce support dependency.
  • Comprehensive support documentation to guide partners through common processes and troubleshooting steps.

Solution

We created a custom Partner Community with integrated Knowledge Base and case management features, along with three key components:

  1. Adaptive Case Submission Form
    A dynamic Lightning Web Component (LWC) was built to support multiple environments:
  • Sales Cloud Integration – Works with Salesforce Flows for seamless case creation.
  • Guest Site Accessibility – Secure form access for external users without requiring authentication.
  • External System Embedding – Functions as an iframe while retaining security and adaptability.

  1. Customer Form with PDF Generation
  • A custom LWC allows customers to submit data via a guest site using an email link from Account/Opportunity pages.
  • Upon submission, a Visualforce-generated PDF is created and attached to the related record, ensuring compliance and thorough documentation.

  1. Knowledge Base & Support Documentation
  • Developed a categorized Knowledge Base with step-by-step guides, FAQs, and troubleshooting workflows.
  • Comprehensive manuals and best practices were provided to assist partners in resolving issues independently.

Results

The solution enhanced partner engagement and operational efficiency by following:

  • The structured Knowledge Base reduced support requests by enabling partners to find answers quickly.
  • The adaptive form improved usability across multiple environments, ensuring consistent data collection.
  • Automated PDF documentation minimized manual efforts and ensured accurate record-keeping.

As result this solution empowered partners with self-sufficient resources, reduced dependency on direct support, optimized case management processes and provided partners with on-demand support, leading to faster issue resolution and improved satisfaction

Technologies

VisualForce

Apex

LWC

Flow

PDF

Contact us

Get your free Consultation now!

Whether you have questions, need a solution, or want to explore our services, TrueSolv is here to help.

Contact Form Demo

Get your free Consultation now!

Ready to transform your Salesforce experience? Whether you have a question, need a custom solution, or want to learn more about our services, the TrueSolv team is here to help. Fill out the form, and let’s work together to elevate your business operations!

Contact Form Demo

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