Online application portals with built-in eligibility rules
I build Salesforce portals where people apply and upload documents online, and where staff review files and set eligibility rules themselves, without waiting on a developer.
Typical challenges
When applying is harder than it should be
Several websites for one journey
Applicants move between separate sites to apply and send documents, and lose track of where they are.
Re-entering data by hand
Staff copy and standardize application data into another system, which costs time and creates errors.
Rules that need IT
Every change to eligibility requirements waits on a developer.
Follow-up by email
Missing documents and decisions travel by email, and files get checked again and again.
What I build
One platform, from application to decision
Guided applications
Step-by-step forms with document upload, built with OmniStudio or LWC components, for desktop and mobile.
An applicant space
A personal space to track status, send missing documents and receive decisions and letters.
Configurable eligibility rules
Reusable rule templates and an admin screen, so business teams set each program’s requirements themselves.
A review workspace
Assignment and document-by-document review for staff, with each file’s status visible at a glance.
Why it matters
Less chasing, more deciding
One journey
Applicants complete everything in one place.
Validation, not re-entry
Staff check what applicants enter instead of retyping it.
Autonomy for business teams
Rules change without a development cycle.
Planning an online application portal?
Tell us about your process, and we’ll look at the right approach together.