🎫 Salesforce Post Booking Portal
A complete post-booking management solution built on Salesforce that empowers customers to manage reservations, modify bookings, download invoices, request cancellations, and track booking history through a modern self-service portal.
📖 Project Overview
Salesforce Post Booking Portal extends the customer journey beyond the initial reservation process by providing a centralized self-service experience for managing existing bookings.
Customers can view upcoming reservations, update booking details, reschedule appointments, request cancellations, download invoices, track payment history, and receive automated notifications.
Built using Salesforce Lightning Web Components (LWC), Apex, Experience Cloud, Flows, Platform Events, and Custom Metadata, the solution delivers a scalable and enterprise-ready booking management platform.
🏗 Solution Architecture
✨ Key Features
| Module | Capabilities |
|---|---|
| Booking Dashboard | View active, upcoming, completed, and cancelled bookings. |
| Booking Management | Reschedule, modify, upgrade, or cancel reservations. |
| Invoice Center | Download invoices, receipts, and payment confirmations. |
| Payment History | Track completed and pending payments. |
| Notifications | Email, SMS, and in-app booking updates. |
| Support Requests | Raise issues and customer service requests. |
🔄 Post Booking Journey
Booking Created
│
▼
Confirmation Sent
│
▼
Customer Portal Login
│
▼
View Booking Details
│
┌────┼─────┬─────┐
▼ ▼ ▼ ▼
Edit Pay Download Cancel
│
▼
Notifications Triggered
│
▼
Booking Updated
📁 Project Structure
force-app/main/default ├── classes │ ├── PostBookingController.cls │ ├── PaymentHistoryController.cls │ ├── InvoiceController.cls │ └── NotificationController.cls │ ├── lwc │ ├── bookingDashboard │ ├── bookingDetails │ ├── bookingReschedule │ ├── invoiceCenter │ ├── paymentHistory │ └── supportRequestPanel │ ├── flows │ ├── platformEvents │ └── customMetadata
💻 LWC Components
| Component | Purpose |
|---|---|
| bookingDashboard | Displays all customer bookings. |
| bookingDetails | Shows booking information and status. |
| bookingReschedule | Handles appointment or reservation changes. |
| invoiceCenter | Invoice download and payment receipts. |
| paymentHistory | Displays transaction history. |
| supportRequestPanel | Customer support and issue management. |
📊 Dashboard Widgets
- Upcoming Bookings
- Completed Reservations
- Pending Payments
- Recent Transactions
- Cancellation Requests
- Support Tickets
- Booking Statistics
- Customer Notifications
💳 Payment & Invoice Management
Booking │ ▼ Payment Record │ ▼ Invoice Generation │ ▼ PDF Receipt │ ▼ Email Delivery
📢 Notification Framework
- Booking Modification Alerts
- Cancellation Confirmations
- Reschedule Notifications
- Payment Success Messages
- Refund Updates
- Reminder Notifications
- Support Ticket Responses
🔐 Security Features
| Security Layer | Implementation |
|---|---|
| Authentication | Experience Cloud Login & SSO. |
| Authorization | Role-based access control. |
| Data Security | CRUD/FLS enforcement. |
| Apex Security | with sharing controllers. |
🚀 Deployment
sf org login web --alias booking-portal sf project deploy start \ --source-dir force-app \ --target-org booking-portal sf apex run test
🎯 Business Benefits
- Reduces customer support workload.
- Provides self-service booking management.
- Improves customer satisfaction.
- Automates post-booking communication.
- Centralizes invoices and payment history.
- Scales easily with Experience Cloud.
- Enhances operational efficiency.
📌 Conclusion
Salesforce Post Booking Portal provides a comprehensive self-service experience for customers after a reservation has been completed. By combining Lightning Web Components, Apex, Experience Cloud, Flows, and Platform Events, organizations can deliver a seamless post-booking journey that improves customer engagement, reduces support costs, and streamlines booking operations.

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