Commission Management for a Real Estate Company in Salesforce

01 — Challenge

Commission requests managed manually with no centralised system or automated statements

A US real estate company needed a streamlined platform to manage commission requests and automate statement generation across internal and Community environments. The goal was to centralise data, automate processes, and ensure secure mobile-friendly access for both internal users and external partners.

No centralised commission tracking: Requests managed informally across emails and spreadsheets — no single system.
Manual statement generation: Commission statements produced manually — time-consuming and error-prone for large agent volumes.
Limited partner access: External partners had no structured way to view or submit commission-related information.
No mobile support: Existing processes not accessible on mobile for field-based agents.

02 — Solution

Custom LWC commission app with automated statements and Community access

TrueSolv built a Commission Request Form application using LWC for a responsive front-end, Apex for CRUD operations and data sharing, and Visualforce for PDF generation — operating at the Opportunity level across desktop, mobile, and Community environments.

Salesforce Sales Cloud commission management dashboard showing automated PDF statement generation, agent portal access and commission request workflow for real estate company

Commission Request Form — operates at Opportunity level on desktop, mobile, and Salesforce Community for external partners.

LWC Commission Request Form

Custom search boxes, combo boxes, toggles — all in one reusable Aura component

Built with Lightning Web Components featuring custom elements — search boxes, combo boxes, toggles, and inputs — all wrapped in a reusable Aura component for easy integration across Salesforce environments.

Apex Backend — CRUD, Sharing, File Uploads

Apex classes handle all operations and enforce data security

Apex classes handle CRUD operations, file uploads, and data sharing rules. Batch processing manages legacy data, and triggers manage transaction events to ensure efficient, consistent data processing at scale.

Commission Statements Module

Automated recipient identification, template selection, and email distribution

A Commission Statements module automates the identification of recipients, selection of templates, and email distribution of statements. PDF generation is managed by Visualforce pages with Apex controllers, using batch processing for efficient high-volume handling.

"Our agents were waiting days for commission statements that should be sent automatically. The new system generates and emails them the same day — no manual steps, no delays."

Before the TrueSolv solution, our commission process was a mix of spreadsheets and manual emails. Agents had to chase statements and partners had no structured access at all. The LWC application centralised everything. Statements now generate automatically, mobile access means field agents can submit requests on the go, and our partners access what they need through the Community portal. The Apex sharing rules gave us proper data security for the first time.

Michael B.

Operations Director · US Real Estate Company

04 — Results

Automated statements, centralised data, secure mobile and Community access

The application streamlined commission management, automating workflows and improving data integrity across internal and external users.

Automated Commission Statements

Recipients identified, templates selected, and statements emailed automatically — no manual intervention at any step.

Secure Data Sharing

Apex-driven sharing ensures only authorised users access relevant commission data — proper access control enforced for the first time.

Mobile and Community Access

Application works on desktop, mobile, and Salesforce Community — internal agents and external partners served from one system.

Scalable for Growth

Built on LWC and Apex, the application easily supports future expansion in agent volumes and additional commission workflows.

05 — Technologies

Built with

Salesforce Sales Cloud

Lightning Web Components

Visualforce

Apex

Batch Processing

PDF Automation

Experience Cloud

For Real Estate Companies Managing Agent Commissions

Your commission statements shouldn't
require a manual process for every agent.

If your team generates commission statements by hand and external partners have no structured access, we'll build it on Salesforce — automated statements, mobile-friendly, Community-accessible.

LWC Commission Request Form application

Automated statement generation and distribution

Visualforce PDF generation

Apex data sharing and CRUD

Mobile-friendly and Community-accessible

Batch processing for high agent volumes

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