Sales Cloud Implementation with Secure Lead Capture
Challenge
A US industrial machinery manufacturer needed Sales Cloud to standardize its sales process and give leadership visibility into the pipeline. In parallel, the company had to capture quote requests that arrive with file attachments, such as drawings and specifications, which standard Web-to-Lead could not support at all.
A US industrial machinery manufacturer needed Sales Cloud to standardize its sales process and give leadership visibility into the pipeline. In parallel, the company had to capture quote requests that arrive with file attachments, such as drawings and specifications, which standard Web-to-Lead could not support at all.
Solution
Oktana implemented Sales Cloud using out-of-the-box capabilities wherever they fit, then built the custom intake layer the attachment requirement demanded. Key elements of the solution included:
- Configured Leads, Opportunities, stages, record types, page layouts, dashboards, and reports.
- Developed a custom Experience Site with a Lightning Web Component form integrated with Google reCAPTCHA v3.
- Built Apex controllers to automate lead creation and manage secure file uploads.
- Stored attachments as ContentVersion records linked to their originating leads.
- Delivered user acceptance testing, documentation, and release management.
Technologies: Salesforce Sales Cloud, Salesforce Experience Cloud, Lightning Web Components, Apex, Google reCAPTCHA v3, ContentVersion.
Oktana implemented Sales Cloud using out-of-the-box capabilities wherever they fit, then built the custom intake layer the attachment requirement demanded. Key elements of the solution included:
- Configured Leads, Opportunities, stages, record types, page layouts, dashboards, and reports.
- Developed a custom Experience Site with a Lightning Web Component form integrated with Google reCAPTCHA v3.
- Built Apex controllers to automate lead creation and manage secure file uploads.
- Stored attachments as ContentVersion records linked to their originating leads.
- Delivered user acceptance testing, documentation, and release management.
Technologies: Salesforce Sales Cloud, Salesforce Experience Cloud, Lightning Web Components, Apex, Google reCAPTCHA v3, ContentVersion.
Results
The sales process is standardized and unified in Sales Cloud, with dashboards and reports giving the team pipeline visibility it lacked before. Public lead capture now accepts file attachments securely, lead creation and document association happen automatically, and reCAPTCHA validation cut spam submissions without adding friction for real buyers.
The sales process is standardized and unified in Sales Cloud, with dashboards and reports giving the team pipeline visibility it lacked before. Public lead capture now accepts file attachments securely, lead creation and document association happen automatically, and reCAPTCHA validation cut spam submissions without adding friction for real buyers.