Overview
The Document Upload Wizard & Experience Cloud Portal is a Salesforce accelerator for organizations that need clients to submit multiple requested documents through a guided external portal. It combines Experience Cloud, custom request objects, Screen Flow, and automated sharing.
Business Problem
Legal, accounting, tax, and advisory firms often need clients to provide structured sets of documents. When document collection happens through email, files can be missed, mislabeled, or sent to the wrong person. Staff then spend time chasing missing items, confirming whether documents are not applicable, and reconciling uploaded files against the original request.
How It Works
The accelerator creates a client-facing upload experience in Experience Cloud. A custom data model can include client requests, document requests, and document types. A Screen Flow guides the client through each required item, allowing them to upload files, mark specific documents as not applicable, or flag missing items. Requested documents can adjust based on the client request type, keeping the portal focused on the actual case or engagement. Automated sharing rules make the right records available to the external user while keeping internal data controlled.
Where This Fits
This accelerator fits legal, accounting, tax resolution, financial advisory, and professional services organizations that need structured client intake and document collection. The same wizard model can be adapted for onboarding, compliance reviews, case preparation, application support, and multi-file client request workflows. For reuse, the implementation should start by confirming the object model, required fields, record types, status values, ownership rules, and security model in the target Salesforce org. The existing pattern can then be adjusted for naming, page layout placement, validation rules, reporting needs, and integration points. Sample records should be used to test the automation path, exception handling, and user-facing screens before rollout. This keeps the accelerator grounded in the original delivered pattern while allowing the details to fit the new organization and its operating process fully.