Work
Selected engagements.
Case studies from recent projects. Details are anonymized to protect client confidentiality, but the problems, approaches, and results are representative of the work we deliver.
Salesforce Experience Cloud
Portal Form Processing Refactor & Error Logging
Problem
A customer-facing Experience Cloud portal had accumulated significant technical debt in its form processing logic. Submissions intermittently failed with no clear error trail, leading to lost data and frustrated end users. The existing Apex controllers lacked structured error handling, and test coverage had fallen below deployment thresholds.
Approach
Conducted a full audit of the form submission pipeline. Refactored Apex controllers to use a consistent error-handling pattern with structured logging. Rebuilt the LWC form components to surface clear error states to users. Implemented a custom logging framework that captures exceptions with full context (user, record, stack trace) for operations review. Wrote comprehensive test classes targeting both happy-path and edge-case scenarios.
Results
- Form reliability: 85% → 99.5%
- Portal support tickets down 70%
- Test coverage: 62% → 96%
- Delivered documented runbook for operations
Tech Stack
- Salesforce Experience Cloud
- Apex Controllers
- Lightning Web Components
- Custom Error Logging Framework
- Apex Unit Tests
Timeline
4 weeks
AWS + Salesforce Integration
Email Attachment Automation with AWS S3 & Lambda
Problem
An operations team was manually downloading email attachments, renaming files according to internal conventions, and uploading them to Salesforce records. This consumed 8–12 hours per week of skilled staff time and introduced frequent filing errors that required correction downstream.
Approach
Designed an event-driven pipeline using AWS services integrated with Salesforce. Inbound emails are processed by a Lambda function that extracts attachments, applies naming conventions based on metadata, stores files in S3, and creates corresponding ContentVersion records in Salesforce linked to the correct parent records. Built a Salesforce Flow to notify assignees when new documents are attached. Included retry logic and a dead-letter queue for failed processing.
Results
- Eliminated 8–12 hours/week of manual work
- Filing accuracy: 90% → 99.8%
- Processing time: 24–48 hrs → under 5 min
- Operations capacity reallocated to higher-value work
Tech Stack
- AWS Lambda (Node.js)
- AWS S3
- AWS SES / SNS
- Salesforce REST API
- Salesforce Flows
- CloudWatch Monitoring
Timeline
3 weeks
Custom Salesforce Solution
Resource Planning System Replacement
Problem
The team relied on a third-party AppExchange package for resource planning that was expensive ($800+/month), inflexible, and poorly integrated with their existing Salesforce data model. Customization was limited, reporting required workarounds, and the vendor’s support was unresponsive to feature requests.
Approach
Built a custom resource planning module directly within the existing Salesforce org. Designed a clean data model for resource allocation, capacity tracking, and project assignment. Created LWC interfaces for drag-and-drop scheduling and visual capacity views. Integrated with existing opportunity and project records to eliminate double-entry. Included comprehensive admin documentation and training materials.
Results
- Replaced $10,000+/year AppExchange dependency
- Delivered in 35 hours of focused development
- Reporting errors eliminated — data lives natively in Salesforce
- Team has full control over future modifications
Tech Stack
- Custom Salesforce Objects & Data Model
- Lightning Web Components
- Apex Batch & Scheduled Jobs
- Salesforce Reports & Dashboards
Timeline
~2 weeks (35 hours)
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