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Partner Community with
Adaptive Forms
and Automated Documentation
A technology company in Israel needed a Salesforce Partner Community with a Knowledge Base and flexible case management — including forms that work across Sales Cloud, guest sites, and external iframes. TrueSolv built all three components plus automated PDF generation attached directly to partner records.
Partner self-service enabled — Knowledge Base, forms, and PDF automation
Adaptive LWC forms · Guest site access · Visualforce PDF generation
3
Key components built: adaptive form, customer form, Knowledge Base
All integrated in Partner Community
↓
Support requests after structured Knowledge Base deployment
Partners resolve issues independently
0
Manual steps from customer form submission to PDF attachment
Automated on submit
✓
Guest site and iframe access without authentication
Secure external form embedding
01 — Challenge
Partners needed self-service community, flexible forms, and auto-documentation
The client needed a Partner Community with a Knowledge Base and flexible case management across multiple environments — forms that work in Sales Cloud, guest sites, and external iframes without losing security or functionality.
- Multi-environment form: A case form needed to work across Sales Cloud, guest sites, and external iframes.
- Customer form with PDF generation: Email-link form that generates and attaches a PDF to the parent record automatically on submission.
- Structured Knowledge Base: Organised articles with automated updates for partner self-service.
- Comprehensive documentation: Guides and troubleshooting workflows for independent partner issue resolution.
02 — Solution
Adaptive LWC forms, Visualforce PDF automation, and structured Knowledge Base
TrueSolv built a custom Partner Community with three interconnected components — an adaptive case form, a customer form with PDF generation, and a structured Knowledge Base with categorised articles and best practices.
Adaptive case form — works natively in Salesforce, as a guest site, and embedded in external iframes.
1
Adaptive Case Submission Form (LWC)
One form, three environments — Sales Cloud, guest site, iframe
Dynamic LWC supporting multiple environments: native Sales Cloud with Salesforce Flows for case creation; secure guest site access for external users; and iframe embedding for external systems — all retaining security and adaptability.
2
Customer Form with Automated PDF Generation
Email link → submission → PDF auto-attached to record
Custom LWC allows customers to submit via guest site from email links. On submission, a Visualforce PDF is generated and attached to the related record automatically — full compliance and documentation with zero manual steps.
3
Knowledge Base and Support Documentation
Self-service resources that reduce direct support dependency
Categorised Knowledge Base with step-by-step guides, FAQs, and troubleshooting workflows. Comprehensive manuals and best practices empower partners to resolve issues independently.
"Partners used to open a ticket for things they could easily resolve themselves. The Knowledge Base and self-service forms changed the dynamic — support requests dropped and partner satisfaction went up."
The multi-environment form was technically complex — it needed to work internally, on our partner site, and embedded in our portal. TrueSolv built all three scenarios into one component. The PDF automation saved hours per week. The Knowledge Base empowered partners to self-serve rather than open tickets for every question.
YK
Yael K.
Partner Success Manager · Israeli Technology Company
04 — Results
More self-service, fewer tickets, zero manual documentation
The solution improved partner engagement and operational efficiency across case management, knowledge access, and documentation generation.
Reduced Support Dependency
Structured Knowledge Base enables partners to find answers independently — direct support request volume dropped.
Multi-Environment Form Consistency
Adaptive LWC works uniformly across Sales Cloud, guest sites, and iframes — consistent data collection in any context.
Automated PDF Documentation
Form submissions auto-generate and attach PDFs to the relevant record — zero manual documentation steps.
Faster Issue Resolution
On-demand self-service and streamlined case submission led to faster resolution and improved partner satisfaction.
05 — Technologies
Built with
Salesforce Sales Cloud
Lightning Web Components
Visualforce
Apex
Salesforce Flow
PDF Automation
Experience Cloud
Partner Community
For Technology Companies with Partner Ecosystems
Your partners shouldn't open a ticket
for things they could resolve themselves.
If your partner community lacks self-service, flexible case management, or automated documentation, we'll build it on Salesforce — adaptive forms, Knowledge Base, and PDF automation, all integrated.
Custom Salesforce Partner Community
Adaptive LWC forms for multiple environments
Guest site and iframe-compatible access
Visualforce PDF auto-generation
Structured Knowledge Base development
Salesforce Flow case management
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